|
In response to
"Your IM got to my point. If people are (still? I dunno) waiting 6-12 months for a car they've bought, then sales > delivered -- nm"
by
ty97
|
Yeah, Tesla is very supply constrained. It's why I'm bullish on the stock.
Posted by
TWuG
Feb 3 '22, 12:42
|
I'll be surprised if even Texas and Berlin can meet the demand. To start, both factories will be building the Y.
Also, Tesla currently has a 30% automotive margin. That's about twice what GM and Ford get for their cars.
Tesla is extremely efficient in its use of capital.
|