Tesla Bull Urges Investors To Do Their Own Research: '...CEOs Are Paid To Be Optimistic...'
Tesla Bull Urges Investors To Do Their Own Research: '...CEOs Are Paid To Be Optimistic...'
The Achilles heel of many smart investors is they accept what company managements tell them rather than do their own independent research. It's not about putting numbers into spreadsheets, as some investors poke fun at those of us who do their own research. I can tell you many...The Future Fund LLC Managing Partner Gary Black on Sunday urged investors to do their own research instead of relying on comments from company management before making investment decisions.
未來基金有限責任公司管理合夥人加里·布萊克在週日敦促投資者在做出投資決策之前，應該自己進行研究，而不是依賴公司管理層的評論。
What Happened: The Achilles heel of many smart investors is they accept what company managements tell them rather than do their own independent research. Black said in a post on X, particularly referring to Tesla Inc. (NASDAQ:TSLA) investors. "As a former Fortune 1000 CEO and public company board member, I can say with some authority that CEOs are paid to be optimistic, which many investors misinterpret as bullishness."
發生了什麼：許多聰明投資者的致命弱點是，他們接受公司管理層所說的話，而不是進行獨立研究。布萊克在X上發帖，特別提到特斯拉公司（納斯達克：TSLA）的投資者。"作爲一名前《財富》1000強CEO和上市公司董事會成員，我可以相當有權威地說，CEO的職責是保持樂觀，而許多投資者誤解這爲看漲。"
Black said that he had made the mistake of listening to company management on guidance and timelines before that turned out incorrect. He further urged investors to talk to customers, competitors, and suppliers in addition to the management and do their own research before making investment decisions.
布萊克表示，他曾經聽信公司管理層關於指導方針和時間表的錯誤信息。他進一步敦促投資者除了與管理層交談外，還要與客戶、競爭對手和供應商交談，並在做出投資決策之前進行自己的研究。
The Achilles heel of many smart investors is they accept what company managements tell them rather than do their own independent research. It's not about putting numbers into spreadsheets, as some investors poke fun at those of us who do their own research. I can tell you many...
— Gary Black (@garyblack00) December 29, 2024
許多聰明投資者的致命弱點是，他們接受公司管理層所說的話，而不是進行獨立研究。並不是把數字放入電子表格中，正如一些投資者嘲笑我們這些進行自己研究的人。我可以告訴你，許多……
—— 加里·布萊克 (@garyblack00) 2024年12月29日
Why It Matters: Black is a Tesla bull himself. Tesla holds the third position in The Future Fund Active ETF after Nvidia and Alphabet Inc.
爲什麼重要：布萊克本人是特斯拉的看漲派。特斯拉在未來基金主動可交易ETF中位列第三，僅次於英偉達和Alphabet Inc。
Black said in another post on X on Sunday that The Future Fund is not making Tesla a bigger bet given the risks involved of the incoming Trump administration scrapping or reducing the $7500 tax credit currently available on the purchase of electric vehicles in addition to the risk of the EV company not launching a cheaper, more compact electric vehicle model the next year.
布萊克在週日另一個X上的帖子中表示，考慮到即將到來的特朗普政府可能取消或減少當前購買新能源汽車的7500美元稅收抵免，未來基金並沒有對特斯拉做出更大的投資。此外，還存在特斯拉公司明年可能不會推出更便宜、更緊湊的電動車型的風險。
According to Black, Tesla launching a compact cheaper EV offering is necessary for the company to expand its total addressable market in 2025. A lower-priced Model 3, as per Black, will not aid delivery volume growth or earnings growth next year.
根據布萊克的說法，特斯拉推出一款更便宜的緊湊型電動車是公司在2025年擴大其可服務市場的必要條件。布萊克表示，較低價格的Model 3並不會幫助明年的交付量增長或盈利增長。
When I ask an investor what their upside/downside on a stock they own is, and the downside is multiples above the current stock price, I know the investor is not serious. An upside/downside ratio can be probability-weighted, but can't just have upside scenarios. That's... pic.twitter.com/aqGKYufmvt
— Gary Black (@garyblack00) December 29, 2024
當我問一個投資者他們所持股票的上行/下行潛力時，如果下行風險遠高於當前股票價格，我就知道這個投資者不嚴肅。上行/下行比率可以根據概率加權，但不能只有上行情景。這是… pic.twitter.com/aqGKYufmvt
—— 加里·布萊克 (@garyblack00) 2024年12月29日
Check out more of Benzinga's Future Of Mobility coverage by following this link.
通過以下鏈接查看更多Benzinga的未來出行報道。
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Photo courtesy: Flickr
照片來源：Flickr
譯文內容由第三人軟體翻譯。
