New Constructs CEO on Tesla's 3Q Results

The video discusses Tesla's stock valuation, highlighting concerns about its profitability and market position. Despite being profitable, Tesla's valuation is seen as unreasonable due to high expectations for future profits. The video also explores market dynamics, including the risks associated with meme stocks and the impact of speculative investing. Tesla's market cap is compared to competitors, and concerns about demand, quality, and production scale are raised. The video concludes with a discussion on Tesla's fair stock value, suggesting it is overvalued and should be lower.

What is the main reason for the sell rating on Tesla's stock?

• High production costs

• Unreasonable future profit expectations

• Lack of innovation

• Poor customer service

What is one of the major distractions for Tesla mentioned in the transcript?

• Twitter deal

• New product launches

• Employee strikes

• Supply chain issues

What is a significant risk for Tesla according to the transcript?

• Increasing competition in the EV market

• Decreasing battery costs

• Rising fuel prices

• Improving global economy

How is Tesla's market cap compared to other companies?

• Smaller than most competitors

• Equal to the next 5 companies combined

• Larger than the next 10 companies combined

• Similar to Toyota's market cap

What is the suggested fair value of Tesla's stock according to the transcript?

• $100

• $10

• $25

• $50

What has changed the calculation for many business models, including Tesla's?

• Increased government subsidies

• Tighter credit market

• Lower interest rates

• Higher consumer demand

What is a potential consequence if Tesla's stock value decreases significantly?

• It will boost other EV companies

• It will have no impact on the market

• It could lead to a market downturn

• It will only affect Tesla