Tesla: The Energy Transition Technology Company

Jun. 28, 2022 12:35 AM ETTesla, Inc. (TSLA)71 Comments
Cappuccino Finance profile picture
Cappuccino Finance
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Summary

  • I consider Tesla to be an Energy Transition Technology Company, since it is at the leading edge of the energy transition.
  • Not only is it the leader in EV manufacturing, it has other technologies with the potential to become quite lucrative in the future.
  • Since turning profitable in 2020, its revenue, operating cash flow, and net income have been growing at a rapid clip.

Tesla Shanghai Gigafactory

Xiaolu Chu/Getty Images News

Investment Thesis

Tesla (NASDAQ:TSLA) develops, manufactures, and sells electric vehicles (EV), energy generation, and storage systems. Not only is it a leading EV manufacturer, but it is also developing bleeding edge technologies with the potential to change people's lifestyle in the

EV Market Share by Brand

EV Market Share by Brand (InsideEVs)

Tesla Energy Storage

Tesla Energy Storage (InsideEVs)

Global EV Trend

Global EV Trend (IEA)

EV Sales by Region

EV Sales by Region (IEA)

Market Share of Tesla Vehicle

Market Share of Tesla Vehicle (Tesla Investor Relations)

Tesla Financial Statement 1Q 2022

Tesla Financial Statement 1Q 2022 (Tesla Investor Relations)

Price Target Table

Price Target Table (Author Generated)

Supply Chain Mapping

Supply Chain Mapping (InsideEVs)

This article was written by

Cappuccino Finance profile picture
2.94K Followers
Visit me at Cappuccino Finance, I share my top picks (Value, Growth, Dividend & Growth), market outlook, and interesting ideas from super investors, based on my 12 years of experience and knowledge in stock investment and in real estate. I, Justin J. Lee, believe in fundamental analysis and disciplined market research. I have strong quant background with a Ph.D. (University of California, Santa Barbara) in model predictive control and an MBA (Jones School of Business, Rice University). My primary focus is to identify 1) small cap companies with strong fundamentals and growth potential, 2) large cap companies going through temporary set-backs, and 3) stable companies with solid dividend yields and growth potential.

Disclosure: I/we have a beneficial long position in the shares of TSLA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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