$TSLA

TSLA valuation is high but justified by superior growth and quality.

“Why Own a Sports Team Stock? Jonathan Boyar on MSGS, Braves & 3 Other Value Picks”
The Acquirers PodcastPublished Sep 30 · 6 passages

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44:1850:12

What is the idea behind Uber? Because I believe the danger lies in Tesla deploying self- driving taxis everywhere. We've been waiting for Elon Musk to launch self-driving taxis since around 2020.

So, this is a simple advantage for Tesla, isn't it ? That wasn't the idea that you park your car, put it in the pool, and work occasionally. She pays for it herself. During peak hours, it works and pays for itself . Okay.

And this is another matter; for example, Tesla needs an infrastructure to clean these cars. They need to make sure that everything works smoothly. It's not just about putting a car on the road.

However, I still think this is a huge advantage for Tesla if they can find a solution. They already have people willing to put their cars into the electronic payment system. I mean, if they could do that, it's easier said than done.

They are also very behind in terms of regulations. It is not easy to get cities to approve these things. So, we'll see.

Elon Musk is someone I would never bet against. I don't think it will be a "winner takes all " kind of thing.

I'm not saying you should buy shares in these companies, except for Tesla, whose prices are considered insanely expensive. They are certainly more expensive than other companies, but they are growing at a faster pace, and they are also higher quality companies, so their price is justified.

What this channel has said about $TSLA

The Acquirers Podcast has 2 calls on this stock; only the adjacent ones are shown.

2026-09-30This one
What is the idea behind Uber? Because I believe the danger lies in Tesla deploying self- driving taxis everywhere.
2026-09-20
And I think this is one of the things that Rivian and Tesla have done extremely well. Tesla started at the high end of the market, as the most luxurious and fabulous thing you could buy, and it was expensive.
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