Tesla

[weijian]

I think the successful execution of the model 3 (2017) is key to Tesla future at least for the next 1-2 years timeframe. As with any growth stock investing, its a combination firstly of the leadership and employees of the company whom they have choosen to hire that determines if they will be successful, assuming that the market is ready for the product.

We should not be quick to jump to the conclusion that the major car companies today have what it is to deal properly with the changes. But it looks already like Tesla is on track to seriously disrupt the incumbents. Having capital is not a key advantage today. It takes a combination of deep knowledge in the key process, marketing, and IP. iP for electric vechicles are a completely different animal from ICE cars.

Just to share what my observation. Elon Musk has the ability get very talented people to join Tesla since its founding and over the years. They are not just building electric car but replacing the current mode of transportation, factory as a product, energy consumption and generation. Electric cars work far better than internal combustion engine cars and its just a matter of building out the infrastructure. The stock price will reflect if model 3 is successfully executed in the next couple of months.

Mass market Model 3 is out this month. Half a million worth of pre-orders is not large if one were to compare to China and the low hurdle to do so (1k deposit), but i would say in terms of pre-orders, it is huge. Expectations are high - will it be fulfilled?

Tesla Rolls Out Its First Model 3, and It’s Elon’s

It’s finally here: The Model 3, Tesla’s $35,000 electric gamechanger. A single black Model 3 rolled off the production line Friday with a serial number all its own, kicking off a company-defining six months. The car will belong to Elon Musk, Tesla’s CEO and co-founder, who shared images of it on Twitterover the weekend. 

https://www.bloomberg.com/news/articles/...t-s-elon-s