Tesla Model 3 Reservations - The Tip Of The Iceberg

About: Tesla, Inc. (TSLA)
by: Pale Blue Dot Research
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Pale Blue Dot Research
Long only, research analyst, tech, carmakers

As production rates increase, analysts begin to question long-term Model 3 demand.

Model 3 reservation conversion ratio is unconfirmed but total remains steady.

Model 3 barriers to entry means untapped demand.

Tesla has several tools to open customer segments in waiting.

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