Thoughts on Toyota and Tesla’s newfound successes in 2021
The only reason why Toyota $TM was able to sell more cars than $GM in the US in 2021 was because they navigated through the chip shortage and supply chain issues better than General Motors.

Also, I’ve noticed that Toyota does more manufacturing of its vehicles in the US than General Motors and other US-based automakers (except $TSLA).

On a similar note, Tesla grew its deliveries amid the challenges that 2021 brought to the auto industry.

It goes to show that automakers that choose to produce their vehicles domestically will do better than automakers that choose to produce vehicles in foreign countries.
Eric Pelnik's avatar
$266.5m follower assets
Earnings this week
Which calls are you most excited about?

Monday, February 8th
$SFTBY Softbank
$TTWO Take Two
$HAS Hasbro
$CHGG Chegg

Tuesday, February 9th
$CSCO Cisco
$FISV Fiserv
$TWTR Twitter
$AKAM Akamai
$LYFT Lyft
$CGC Canopy Growth Corp
$AYX Alteryx

Wednesday, February 10th
$KO Coca-Cola
$TM Toyota Motor
$UBER Uber
$GM General Motor
$EQIX Equinix
$ZG Zillow Group
$EFX Equifax
$MGM MGM Resorts
$ZYNGA Zynga
$XPO XPO Logistics
$UA Under Armour
$SONO Sonos

Thursday, February 11th
$DIS Disney
$PEP PepsiCo
$KHC Kraft Heinz
$NET Cloudflare
$TSN Tyson Foods
$VRSN VeriSign
$EXPE Expedia
$K Kellogg
$HUBS HubSpot
$GDDY GoDaddy
$TAP Coors Brewing
$MHK Mohawk Industries
$DDOG Datadog

Friday, February 12th
$D Dominion Energy

Sources: Business Insider, Google Finance, and Yahoo finance
Paul Essen's avatar
$209.2m follower assets
Tesla Valuation
$TSLA market cap: $578 billion

$F + $GM + $TM = $306 billion
$UBER + $LYFT = $107 billion
$D = $61 billion

I like Tesla, but the valuation is insane. Domination of car sales and ride sharing (w/ some energy production) seems already priced in. Where else can they go?
SpaceX all seriousness though...I'm not sure. Your value breakdown above definitely puts things in perspective. That said, I wouldn't be the one to bet against the stock.
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Eric Pelnik's avatar
$266.5m follower assets
Some earnings this week
Monday, August 3rd

$RACE Ferrari

$CLX Clorox

$MPC Marathon Petroleum

$TTWO Take-Two Interactive

$CHGG Chegg

Tuesday, August 4th

$DIS Disney

$SNE Sony

$ATVI Activision Blizzard

$TWLO Twilio

Wednesday, August 5th

$CVS CVS Health

$SQ Square

$W Wayfair

$ROKU Roku

$ETSY Etsy

$FSLY Fastly

Thursday, August 6th

$TM Toyota

$UBER Uber

$DDOG Datadog

$Z Zillow Group


$NET Cloudflare

Friday, August 7th


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