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TSLABEARISHIn depth · 4/5

Tesla's growth is gone, margins cratered

The bear case made for Tesla: growth has disappeared, operating margins have collapsed from 19% to 1.4%, and the stock's valuation is unjustified given its new auto-company-like fundamentals.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE