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Paulo Santos

 
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  • Amazon's Christmas Gift For Investors: Growing Into Its Valuation [View article]
    What is AMZN's business plan in your view, Gary? And how does it jive with the massive drop in profitability since 2010?
    Dec 20, 2014. 05:52 PM | Likes Like |Link to Comment
  • EVs As A Status Symbol, And A Possible Tesla Advantage [View article]
    It's tied to a product - the products being judged on their merits is a PROBLEM, not an advantage, for Tesla.

    it shows there is no sustainable advantage. You're forced to always have the better product or you're done. That's not the hallmark of a company showing sustainable advantages. Coke doesn't need to have the better cola, or the lowest price. Apple doesn't need to have the absolute best specs in its phones or the lowest price. Microsoft didn't need to have the best OS or the lowest price.

    Tesla, when facing other EVs, WILL have to either be the clear best or the cheapest. Neither is a good position to be in, since neither is certain.
    Dec 20, 2014. 05:51 PM | Likes Like |Link to Comment
  • EVs As A Status Symbol, And A Possible Tesla Advantage [View article]
    Yes, as we've seen everywhere, megafactories work like megamagnets, right?

    It's one of those things that's just bound to happen because if we try hard enough, we BELIEVE!
    Dec 20, 2014. 05:47 PM | Likes Like |Link to Comment
  • EVs As A Status Symbol, And A Possible Tesla Advantage [View article]
    Looking at gross profit here makes little sense ... it's not comparable to other car makers (different stuff goes in there) and TSLA is not profitable in operating or net profit terms.
    Dec 20, 2014. 05:46 PM | Likes Like |Link to Comment
  • EVs As A Status Symbol, And A Possible Tesla Advantage [View article]
    As I said, status symbol. It MIGHT be an advantage.
    Dec 20, 2014. 05:31 PM | Likes Like |Link to Comment
  • EVs As A Status Symbol, And A Possible Tesla Advantage [View article]
    It's more of an advantage of showing up in an high-end EV, and being recognized as such.
    Dec 20, 2014. 05:30 PM | Likes Like |Link to Comment
  • EVs As A Status Symbol, And A Possible Tesla Advantage [View article]
    A moat is not something which keeps others from doing what they don't want to do. A moat is something which keeps others from doing what they WANT to do.
    Dec 20, 2014. 05:28 PM | Likes Like |Link to Comment
  • EVs As A Status Symbol, And A Possible Tesla Advantage [View article]
    The head of powertrain development at VW is an EV enthusiast. And there are others. Those ethereal arguments which you can't even know yourself if they're true or not make no sense.
    Dec 20, 2014. 05:27 PM | Likes Like |Link to Comment
  • EVs As A Status Symbol, And A Possible Tesla Advantage [View article]
    A moat is not something keeping others from doing what they don't want to do. A moat is what keeps others from doing what they want to do...
    Dec 20, 2014. 05:26 PM | Likes Like |Link to Comment
  • EVs As A Status Symbol, And A Possible Tesla Advantage [View article]
    Lou, there are thousands of non-robots working there.
    Dec 20, 2014. 05:24 PM | Likes Like |Link to Comment
  • EVs As A Status Symbol, And A Possible Tesla Advantage [View article]
    Never have megafactories ever prevented other megafactories from showing up and competing with them for sale of a profitable commodity... it's basically senseless to argue with that being some kind of long-lasting advantage.
    Dec 20, 2014. 05:23 PM | Likes Like |Link to Comment
  • EVs As A Status Symbol, And A Possible Tesla Advantage [View article]
    Value Horizon, read what I said again - if you're basing your thesis on the difficulty of expanding the production of ANY commodity, you are SURE to lose. There are basically a thousand examples in history - never in history was the supplying of a commodity that had no limits to being produced ever a problem (for long). It's simply not how free markets work - your bet would be a bet against how free markets work.
    Dec 20, 2014. 05:22 PM | Likes Like |Link to Comment
  • EVs As A Status Symbol, And A Possible Tesla Advantage [View article]
    Unless one has some kind of proof, it makes no sense to say TSLA has some kind of technical advantage not duplicable by anyone else ... it's basically nonsense, whether we're talking about computers, smartphones or cars.
    Dec 20, 2014. 05:20 PM | Likes Like |Link to Comment
  • EVs As A Status Symbol, And A Possible Tesla Advantage [View article]
    F generates $6 billion in profit per year. And ANY growth whatsoever in F exceeds any growth at TSLA except percentagewise, because TSLA is growing from a very tiny base.

    I used F like I could use BMW. Right now neither compares with TSLA since TSLA isn't really profitable at all.
    Dec 20, 2014. 05:18 PM | Likes Like |Link to Comment
  • EVs As A Status Symbol, And A Possible Tesla Advantage [View article]
    The California location probably is a negative from the cost perspective, a negative which will become more relevant as TSLA heads down-market.
    Dec 20, 2014. 02:26 PM | 1 Like Like |Link to Comment
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