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. Their arguments, though, are that I am over estimating value, and their critiques can be summarized below. and 10.9%.
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