efisher
Well-Known Member
- First Name
- Eric
- Joined
- Aug 14, 2020
- Threads
- 39
- Messages
- 423
- Reaction score
- 430
- Location
- New Jersey
- Vehicles
- Mach E on order
While the Powerwall business is interesting, it is vulnerable to entry by battery manufacturers.Never is a long time, so I wouldn't go that far... more like not in the next 7 years. You do have to remember that cars is not all they do. You are forgetting about their solar panel and home energy storage (Powerwall 2). For long term value, I think I value their PowerWall 2 business better than their automobile business, and solar business also has potential but they have not been able to scale that right with inconsistent quality. The have highest market share in whole house battery backup. Full disclosure, I do not have and never had any Tesla stock (or shorted), and the only products I have is a pair of powerwall 2 (with 3rd party solar panels).
Couple of recent reference articles:
https://www.teslarati.com/tesla-powerwall-2-dominates-us-energy-storage-market/
https://electrek.co/2020/10/01/tesla-tsla-increases-powerwall-price-demand/
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