Professional
Added to YB: 2025-10-27
Pitch date: 2025-10-23
TSLA [neutral]
Tesla, Inc.
+2.71%
current return
Author Info
No bio for this author
Company Info
Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally.
Market Cap
$1.5T
Pitch Price
$446.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
116.47
P/E
308.39
EV/Sales
15.26
Sector
Automobiles
Category
growth
Rowan Street New Position: Tesla, Inc.
TSLA (holding update): Rowan Street bought at $235 (+75% since), now 12% of portfolio. Multi-layered moat: manufacturing scale, 6M+ vehicle data flywheel for FSD/AI, direct sales + Supercharger network, strong brand, platform optionality (robotaxi, energy, Optimus robots). Musk aims to make Uber obsolete via vertical integration.
Read full article (6 min)