The Acquirers Podcast 对 $TSLA 的判断变化

2026-09-30
《Why Own a Sports Team Stock? Jonathan Boyar on MSGS, Braves & 3 Other Value Picks》
TSLA估值偏高,但其卓越的增长和品质使其合理。

Uber背后的逻辑是什么?因为我认为危险在于特斯拉到处部署自动驾驶出租车。从2020年前后开始,我们就一直在等待埃隆·马斯克推出自动驾驶出租车。

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.

所以,这对特斯拉来说是一个简单的优势,不是吗?那不是你停车、把它放进共享池、偶尔工作的想法。她自己付钱。在高峰时段,它工作并自己付钱。好吧。

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.

2026-09-20
《Why Chinese EVs Might Fail to Conquer the US Market | Charles Lemonides》
特斯拉的汽车业务正陷入困境(尤其是在欧洲),但鉴于埃隆·马斯克个人品牌/光环的高价值,做空 TSLA 并不明智。

我认为这是 Rivian 和 Tesla 做得极其出色的地方之一。Tesla 从市场的高端起步,是你能买到的最奢华、最出色的东西,而且价格昂贵。

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,在我看来,Tesla 在美国和欧洲的增长已经有些停滞了。而且在全世界都是如此。

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