Is your position that they haven’t been investing aggressively, or is it just that the depreciation is kicking in from the last wave of the investment? They are still investing aggressively and reaping e.g. gigafactory depreciation & profit seems like the right thing to be doing
maaaybe others have had problems with this, but I have not. I don't own my car anymore, and maybe there were scaling problems, but this datapoint is a no.
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Even your small charges like the mandatory repairs demonstrate the issue. To believe in all that value to the right, one must blv in significant incremental margins. But by not putting mandatory expenses in auto GM, one’s view of incremental profitability is erroneous.
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really, even if everything you say is true, Tesla could still end up an extremely valuable company. i think it's mistaken to not be evaluating it based on the futures that are possible / likely. to me, as an investor, and a human, that's how I evaluate...
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