How To Spot Overvalued Companies | Tobias Carlisle
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The Downside of Tesla's Valuation
Nikola had an announcement the other day that they were cutting the amount of cars uh that they were going to deliver. They promised investors that they would deliver a hundred but they actually were only going to deliver 50 trucks knockers yeah and i think rivians in the same spot right rivians hit the market at a hundred billion dollar market capYeah but rivian is is gilded by the amazon you know Yeah it's still ultimately like i say this ad nauseam and it keeps on proving me wrong but it's still ultimately a metal bender It's tesla even though tesla is a better business now it is an actual real business whereas the
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