Tesla Inc (TSLA)

Going to do well, as long as Mr. Musk can temper his comments. 12-month price target of $243, decent runway. Everything's humming on the EV side. Plants all over the world. Batteries, chargers. Reported with very conservative guidance, downplaying growth. He thinks they'll surprise.

Hidden gem is Dojo, world's largest supercomputer, which collects data from all the TSLA cars around the globe. This provides a tremendous wealth of data and AI capability. No dividend.

They had a lacklustre quarter and shares (and market cap) have fallen.

He bought Tesla, because he thinks shares and negativity have bottomed. He wouldn't be surprised if Elon Musk buys more shares. Feels like the consolidation period has ended.

He bought this at $186, which turned out to be the right call, though he thought Tesla would break below $185.

TSLA’s share price was under pressure recently due to slow sales growth and a cool down in excitement from investors for EVs. We tend to hold companies in the long term, as anything can happen within 6 months. From the product standpoint, we think TSLA’s portfolio of products is still unique in the EVs market, growth is expected to accelerate to around 18% over the next few years as the company starts delivering cyber trucks. We don't really like stepping into negative momentum, but we think one could take a initial small position with a view to add later. 
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Their enterprise business took a hit when Hertz suddenly cancelled 20,000 of 100,000 cars they had originally ordered because cars needed repairs and customers didn't know how to drive them. True, shares popped 4.19% today. They need and should cut prices to sell more cars.

He's removing this from the Magnificent 7. It's fallen 16% year to date while all its peers have gained, especially Nvidia. Sales are flagging in China where a Chinese company is overtaking them. Meanwhile, US demand may be peaking. Also consider the declining value of their cards. The EV space is challenged unless Musk develops a battery that lasts twice as long as a gas car tank.

It will be the first Mag 7 stock to fall. CEO Musk is being petulant (again) by needing to own 25% of the company to run it.

Too expensive. Has never owned it and is very cautious over it. There will be much more EV competition in the coming 5 years. He may buy Tesla is they show consistently higher margins and better growth. He owns LNR and BMW instead.

Stock price has fallen recently with competition. Valuation very high, but very strong tech stack within business. Expecting strength of the business going forward. Excellent company overall. 

It's not just EVs, but also potentially financial services, ride-sharing, insurance and maybe a deal with China's BYD. An analyst just targeted $380 and it's possible.

Included in "Magnificent Seven". Believes currently trading at fair price. Better option that other names in sector. Expecting 31% EPS growth. Very high rate of innovation and strong business moat. Would buy on weakness if possible. 

He bought an initial position recently but is waiting now before buying more on a longer term basis. It needs to prove itself and move to the top end of its range. It had some good fundamental news recently

Sadly, he never bought it, a company that Elon Musk has done a good job of building. Every time he's looked at this, he can't accept the high PE. Also, the competition could catch up and take market share.