Ron Baron has been one of the biggest Tesla bulls for quite a while, and he's made some pretty crazy projections for Tesla. In this video, I unpack his bullish thesis on Tesla for the long term, and why this thesis is either correct or is flawed.
By Stock Chat
where the coffee is hot and so is the chat
This aged well 🙂
We owe a heartfelt thanks to Eloy! He is starving out the bankers on his way to saint hood.
excellent video!! I missed on Tesla but I looking to buy on dip. My only concern is when other car manufactures comes out with electric vehicles. How will Tesla fare. Right now, if i need an electric it's Tesla but with other electric car coming out in the future how will that impact our buying experience. in summary, when i have a choice of 6 electric cars, will I go for Tesla?I know Tesla will do well but can it maintain this marker share?
Great Video.
this guy is delusional… seriously why are all the tesla bull so delusional… tesla a multi trillion $ corp by 10 years or less… give me a break.
When seriously good battery technology arrives whoever is at the forefront of electric cars will make billions
Tesla bought the Fremont Factory for 42 million, Toyota made 50 million dollar investment into Tesla, so the factory was free!!!
10 million cars in 2025.
But great video
Lots of ads
the thing with these cars is, just like computers, hardware gets cheaper…computer enthusiasts buy cpu's every year either they need the power or not…with tesla its the same cpu over the course of couple of years which gets updates through internet so if they hold production of every iteration to say something, 10 yrs with updates in mind; this makes creating that hardware cheaper on the long run which will make the cars cheaper and cheaper and more affordable. Tesla is like an ASIC (Application-specific integrated circuit) , a computer designed to run on 4 wheels and carry people around, so all there need are updates (drivers,firmware etc.etc) to make it better. Imagine a tesla in the future at around toyota yaris price but giving you value and size of a toyota camry. This is why I have a feeling they will succeed. I might be wrong but this is how I see Tesla.
Tesla will kill the other brands of vehicle in the world.
Some companies kept investing in carburetors long after fuel injection took off.
Here we go again…
Right now the short sellers are trying to talk it down to limit their damage.
this is a bluff prediction i salute musk ev revolution but $1 trillion revenue would be impossible to achieve with tesla unless all of the cars in america would disappear and the only car manufacturer is tesla even apple or saudi aramco cannot achieve such goal hence one of them (saudi aramco) is the most profitable company on earth
You people are funny. Hope you cash out in time
Is that you Lex ?
this is a classic pump and dump by Ron Baron
This guy is comedy. He must want to sell his shares soon.
Thanks for the video. The assembly line is very interesting. Date stamp this video. Stock was 750.00 last Friday.
$1T? he did not know that Apple right now is 260b revenue only, what a joke! currently tesla is 24b revenue, going 10 times bigger isn't easy if not possible. I believe they could drive up 100b but 200b and up will be extremely hard. by the way, toyota sold 1.5millions cars in usa now and their stock is only $138. Tesla has good future but 1 trillion isn't correct prediction
I don't know how you are recording this but the audio is terrible. The message you are sending is excellent but please do something about the sound quality.
legacy auto made the mistake of reinvesting in ICE. We are seeing the beginning of the end for them.
I cant wait to see other companys wanting tesla batteries lmao
The price of teslas will drop 20% by the time its 2030
The stock went down because of the corona virus.
Or how Elon Musk would say it:
“When Henry Ford made cheap, reliable cars, people said, ‘Nah, what’s wrong with a horse?’ That was a huge bet he made, and it worked.”
The timing of Ron's interview was perfect. The chart beside him moved from 828 to 890 as he opened his mouth.
Watch the Jim Keller interview with Lex , to have your mind blown.
Yes. It is what I keep saying. This guy Elon is saving the world!!!
Tesla doesn't have to become the next Toyota because Toyota doesn't make solar roofs, they don't have any AI capabilities, they don't have the software Tesla has, they don't have the charger network, and they are not developing batteries.
Tesla
Toyota
🍎🍎🍎🍎
🍊🍊🍊🍊
Analysts use a formula that consists of measuring certain metrics but their formula is not one size fits all. Tesla drives them crazy because they are trying to fit a square peg in a round hole with their analysis. They focus too much on immediate profit and totally disregard the most important factors that will determine Tesla's future:
1. Tesla is not a car company. Solar roofs, AI (robo taxis), Software, Batteries…
2. Growth limits profits
3. Tesla is years ahead of the EV competition. But car companies will never have the versatility Tesla is building with all their products.
4. Tesla stock is a long term investment. The value of the stock is irrelevant right now. The value of their stock will matter in 5-6 years and beyond.
All of what Baron says makes perfect sense to me. Yet, people who have been in the business of investment much longer than me disagree. What they say must make perfect sense to Tesla bears. So I guess we can only place our bets.