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Tesla's Strategic Move: Gary Black Analyzes Recent Price Cuts with Michael Gayed

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How to Analyze Technology and Tesla

I've always tried to find disruption. I think what's interesting about Tesla is like other disruptive businesses, they're disrupting the legacy OEM business. What gives Tesla in my mind, why it's a good value long term is because EV adoption, which was about 10% in 2022, will probably get to about 60% by 2030. And so we try to find growth companies that are disrupting industry that are, that have some pricing flexibility for whatever reason.

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