The Pomp Podcast cover image

#1102 Meet Kevin - Millionaire YouTuber Reveals His Business Strategies

The Pomp Podcast

00:00

Is Tesla Going to Survive the Earnings Recession?

A lot about a thesis is actually made up of a bunch of sub thesis. And so your idea of like, Hey, I'm going to allocate to Tesla, because I think they're going to survive the kind of earnings recession as you described it, is really predicated on the fact that one, Tesla is going to continue to make cars at some rate that is attractive. Two: The demand for Tesla cars is not going to ever be inferior to the number of course they are producing. Three: They'll always be able to sell all of their cars at full price without discounts. Like there's all these little components to it. It's amazing how complex and hard this stuff is.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app