I think the PE of 32 and 50 is a bit high for 2029

回答: TSLA 估值模型三心三意2024-11-03 12:29:27

as you are assuming 2025-2029 growth rate will continue in the future, unless you do think so. 

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Yeah, EV only PE could be at risk if TSAL growth slow -三心三意- 給 三心三意 發送悄悄話 (388 bytes) () 11/04/2024 postreply 07:35:19

I am ok with PEG, the RoboTaxi growth is doable after 2029 -aloevera- 給 aloevera 發送悄悄話 (124 bytes) () 11/04/2024 postreply 09:18:16

Actually, forward NVDA growth is slowing down dramatically -三心三意- 給 三心三意 發送悄悄話 (94 bytes) () 11/04/2024 postreply 11:48:39

I remember your model assumes about 52% growth, while mine -aloevera- 給 aloevera 發送悄悄話 (178 bytes) () 11/04/2024 postreply 14:50:35

NVDA growth in 2025 still very good. Risky after 2025 -三心三意- 給 三心三意 發送悄悄話 (0 bytes) () 11/04/2024 postreply 20:41:00

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