Disagreements and First Principles: The Pushback on my Tesla Valuation
Musings on Markets
FEBRUARY 2, 2023
The first of the is as companies scale up, there will be a point where they will hit a growth wall, and their growth will converge on the growth rate for the economy. It is true that in my valuations of the company, I have found it to be overvalued more frequently than I have have found it to be under valued.
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