For my $TSLA friends out there...

Nathan Worden's avatar
Lots of execution risk in ramping up new product and manufacturing technologies at the new factories. Tesla being down 1% after earnings is understandable, since it's hard to predict the pace of the ramp. Tesla is a top holding for me since buying in 2013 (but mostly in 2019).

@fpatton13 have you held Tesla in the past? I don't see it in your portfolio now. Thoughts on where they're at now?
Frank Patton's avatar
@fpatton13October 21
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I haven’t held it. I’ve looked several times but the evolution of EV and way more competitors coming online in droves makes me nervous about $TSLA. Unless they are the greatest EV car on the market in 5 years I think they could be drowned out. I think they are over priced right now.

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