How The Acquirers Podcast’s view on $TSLA changed

2026-09-30

“Why Own a Sports Team Stock? Jonathan Boyar on MSGS, Braves & 3 Other Value Picks”

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

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.

Watch the source44:18

2026-09-20

“Why Chinese EVs Might Fail to Conquer the US Market | Charles Lemonides”

Tesla's auto business is struggling (especially in Europe), but shorting TSLA is unwise due to the high value of Elon Musk's personal brand/aura.

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.

Charles, it seems to me that Tesla's growth has stalled a bit in the US and Europe. And all over the world.

Watch the source01:44