Gordon Johnson muaj lub koob npe nrov ntawm Tesla's loyal nram qab no.
Raws li Tesla dais loj tshaj plaws, Johnson tau siv kev tsim txom rau ntau xyoo los ntawm cov kws tshuaj ntsuam xyuas thiab cov tub ua lag luam rau kev sib cav tias Elon Musk's EV loj heev yog overvalued.
Cov bulls taw tes rau booming EV kev muag khoom thiab muaj peev xwm tsav tsheb loj hlob zoo li kev tsav tsheb tus kheej thiab roj teeb cia thev naus laus zis ua pov thawj tias Tesla Tshuag yuav dhau los ua qhov muaj txiaj ntsig tshaj plaws nyob ntiaj teb. Tab sis nrog kev sib koom qis dua 70% hauv 12 lub hlis dhau los, qee tus neeg ua lag luam Tesla tau pib ua raws li Johnson cov lus ceeb toom.
"Peb tau hais qhov no tas mus li, tab sis tsis muaj leej twg xav mloog," tus thawj coj ntawm GLJ Kev Tshawb Fawb tau hais Fortune hnub Tuesday. "Nws tsuas yog lub tuam txhab tsheb uas muag tsis tau nws lub peev xwm."
Tesla tau tswj kom xa 40% ntau lub tsheb xyoo tas los dua li nws tau ua hauv 2021, tab sis lub tuam txhab tseem nco nws lub tsheb xa lub hom phiaj rau tag nrho xyoo 2022. Thiab Johnson ntseeg tias Tesla cov khoom xa tuaj tshiab tsis nco qab tsuas yog saib ua ntej ntawm qhov yuav los.
Nws sib cav hais tias lub tuam txhab lub sijhawm ua haujlwm, nws yuav siv sijhawm ntev npaum li cas cov neeg siv khoom kom tau txais lawv cov tsheb, thiab cov khoom rov qab, cov xaj xaj tos kom puv, tau poob qis heev nyob rau lub asthiv tsis ntev los no, qhia qhov xav tau tsis muaj zog.
“Lawv tseeb kev txiav txim tshiab tau nyob ib ncig ntawm 250,000 lub tsheb hauv lub quarter thib plaub. Qhov ntawd yog qis qis dua peb lub hlis twg thiab qis xyoo dhau xyoo, "Johnson hais. "Tiam sis nws muaj nuj nqis zoo li nws yog hypergrowth. Tias yog vim li cas cov Tshuag yog imploding. "
Wedbush's Dan Ives tseem ntseeg Tesla Tshuag yuav nce mus rau $ 175 ib feem, lossis kwv yees li 60% ntawm qib tam sim no, nyob rau sab nraub qaum ntawm kev muag khoom txuas ntxiv.
Tab sis Johnson tau hais tias Musk tus menyuam kub yuav poob rau tsuas yog $ 24.33 ib feem ntawm qhov kawg ntawm 2023 vim tias cov tub ua lag luam lees paub tias nws tau tsim muaj peev xwm ntau dhau. Qhov ntawd sawv cev rau qhov muaj peev xwm 75%-plus poob los ntawm hnub Tuesday tus nqi kaw.
Cov lus cog tseg cuav thiab muaj txiaj ntsig nplua nuj
Tesla tsis yog Elon Musk lub tuam txhab nkaus xwb, thiab nws lwm qhov kev lag luam tau txhawj xeeb qee tus kws tshuaj ntsuam hauv lub lis piam tsis ntev los no.
Musk's $ 44 billion tau los ntawm Twitter tau yog cov ntsiab lus ntawm kev sib cav sib cav sib ceg ntawm cov kws tshuaj ntsuam, nrog qee qhov kev sib cav tias qhov kev yuav khoom, nrog rau Musk qhov muag los pab nyiaj rau nws, tau ua phem rau cov nqi sib koom thiab Tesla lub npe.
Tab sis Johnson tau hais tias nws ntseeg tias Tesla qhov teeb meem tiag tiag yog qhov teeb meem loj hlob mus ntev uas ua rau nws qhov kev ntsuas tam sim no tsis muaj tseeb.
Phab ntsa Street tau cia siab tias 35% mus rau 40% kev xa khoom loj hlob rau xyoo tom ntej, tab sis Johnson tau hais tias Tesla yuav tsis tuaj nyob ze qhov ntawd tshwj tsis yog tias nws txiav nqi - thiab lub tuam txhab twb tau tsim ntau yam. txo nqi hauv Teb Chaws Asmeskas thiab Tuam Tshoj. Thaum lub Kaum Ob Hlis, nws mus deb heev muab cov neeg siv khoom luv nqi $ 7,500 ntawm ob lub tsheb loj yog tias lawv yuav lawv ua ntej lub xyoo xaus.
Johnson tau hais tias "Qhov no yog lub tuam txhab muaj txiaj ntsig rau kev loj hlob zoo heev," Johnson tau hais. “Lawv muaj nuj nqis nyob ib puag ncig ob zaug Toyota. Toyota muag 11 lab tsheb ib xyoos; Tesla muag 1.3 lab lub tsheb hauv ib xyoos. Yog li yog tias lawv muaj nuj nqis ntawm ob lub Toyota, ces lawv yuav tsum tau loj hlob loj, txoj cai? Tab sis lawv tsis yog. "
Johnson kuj tau sib cav hais tias cov lus cog tseg los ntawm cov kws tshuaj ntsuam bullish thiab CEO Musk tias Tesla yuav nrhiav tau txoj hauv kev tshiab rau kev loj hlob hauv thaj chaw sab nraum EV muag yuav tsum tau ntsib nrog kev xav tsis thoob. Nws tau sau tseg tias Musk tau cog lus tsis tseeb ua ntej, suav nrog hais tias Tesla yuav muaj ib lab robo-taxis ntawm txoj kev los ntawm 2020 thiab tias CyberTruck yuav pib xa khoom nyob rau hauv 2021.
“Koj puas pom tus qauv ntawm no?” nws hais tias, ceeb toom cov tub ua lag luam kom tsis txhob nkag mus rau hauv cov dab neeg thiab es tsis txhob tsom mus rau kev txhim kho tiag tiag.
Thaum kawg, Johnson tau hais tias, txawm tias Tesla 70% ntxiv rau poob rau 12 lub hlis dhau los, luv luv paj hauv lub tuam txhab - lossis tus nqi ntawm cov tub ua lag luam twv tawm tsam cov Tshuag - tseem tsawg, uas tuaj yeem tsim teeb meem thaum cov khoom lag luam poob.
"Qhov tseeb, tsis muaj leej twg luv," nws piav qhia. "Thiab vim li cas qhov tseem ceeb, yog vim tias thaum cov khoom lag luam pib poob, feem ntau, muaj kev txaus siab luv luv. Thiab thaum cov luv luv npog uas tsim ib lub cushion yuav pab nres lub caij nplooj zeeg. Tsis muaj cushion ntawm no. Qhov ntawd yog qhov teeb meem loj yog tias koj yog Tesla ntev. "
Tesla tsis tau teb tam sim ntawd Fortune's thov kev tawm tswv yim. Lub tuam txhab tau tawg nws lub tuam tsev PR ob peb xyoos dhau los.
Zaj dab neeg no yog thaum chiv keeb los Fortune.com
Ntau los ntawm Fortune:
Cov tib neeg uas hla lawv cov tshuaj tiv thaiv COVID yog qhov muaj kev pheej hmoo ntau dua ntawm cov xwm txheej tsheb
Elon Musk hais tias tau booed los ntawm Dave Chapelle cov kiv cua 'yog thawj zaug rau kuv hauv lub neej tiag' qhia tias nws paub txog kev tsim kev tawm tsam
Gen Z thiab cov tub ntxhais hluas millennials tau pom txoj hauv kev tshiab los them cov hnab ntim khoom kim heev thiab saib - nyob nrog niam thiab txiv
Meghan Markle qhov kev txhaum tiag tiag uas cov pej xeem Askiv tsis tuaj yeem zam txim - thiab Asmeskas tsis tuaj yeem nkag siab
Tau qhov twg los: https://finance.yahoo.com/news/tesla-biggest-bear-says-company-204719335.html