I bought more TSLA whenever it went down! I bought it at ~$100 a year ago, had no idea it was bottom. It went up very fast at that price and I could not buy more. It is still less than 5% of my portfolio because of risk. If I invested when I was a lot younger (like you), I would retire by now I believe. Good video. Thanks for sharing.
你論點其實只有一小部分對,在做 Valuation 本身不會考慮五年後的現金流大成長 除非很明顯可以做入財測,不然只會是一階段 Growth 的 DCF 最好的另一個例子是 Meta,想做 metaverse 要說未來可能多大絕對比 Tesla 還大,但實際上反映的就是廣告收益 Google 也是,這些資料、AI 可以做多大的應用,但實際上還是看五年內加上一個永續成長率 華爾街的 DCF 不會考慮這些太過遙遠的東西 意思就是要投資 Tesla 這些夢,等到實際的東西出現股價會自然反應 但這可能已經是三年或五年後,現在就是不該投資,因為一切都還 up in the air