Quote:
Originally Posted by chassis
What is the 5 year outlook for TSLA market share if F, STLA, Toyota and VAG invest and launch BEV product portfolios?
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Contrary to the self proclaimed "outside of the box" thinkers, I agree with the minority opinion that unless TSLA continues to innovate and materially improves its quality and offerings, the only direction the stock is headed is down. TSLA does have brand ID, but that will get eroded as other manufacturers continue to enter the TSLA dominated market. TSLA still only offers 4 cars with 5 colors. Once BMW, Mercedes, Porsche REALLY mature their offerings and create real choices, why would people continue to buy the most plain (inside out) car? Because it's a TSLA? Hopefully Musk continues to diversify the portfolio with solar panels, phones or whatever he cooks up next (assuming he stays CEO).
Then again, AAPL has somehow maintained its dominance without really evolving that much. Then again, cars are different from phones, the latter we are attached to 24/7 so its hard to change once it becomes an extension of you. A car is not quite the same.