In our downside case Tesla doesn't deliver on 
, raises up to $10 billion in equity, loses 2/3rds of its share in the EV space, and is still worth between $500 and $600 a share in 5 years.
(But we have dramatically different global EV sales expectations than many; YMMV!)
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In our upside case Tesla loses 1/3rd of its share in the EV space, raises $20 billion in equity (though probably wouldn't need to), and delivers on its robotaxi potential. In our view this would result in $6,000 per share in 5 years. (Again, use your own judgement!)
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We have open-sourced this extract of the model to help people understand how we are thinking about the business. All feedback and comments welcome!
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Even if we take an avg of the bull n bear case i.e. 3300 and discount it by 50% it is still 1650. Discount it further by 50%, it is 825. 4x from today...
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And if you take $1 million Nd discount it by 50% you get $500k. Discount it again by 50% gives you $250k. What is your point? We can make up numbers all day and divide them, doesn't mean anything.
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Brett. I think it's incredible that
@ARKInvest open sources its investment models. Do many/any other firms do this to your knowledge?#opendata#OpenSource -
Not to my knowledge.
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You should have posted this to Comedy Central where it belongs!
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maybe they can do a segment on your twitter profile too
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