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And of course, the part which you neglected to mention: None of these companies have growth prospects which are anywhere near those of Tesla. Added in the potential disruptive potential of an all-electric car future once battery technology gets only slightly better than it is today.

I agree with you up to the point that this is a complicated analysis which can't really be done, but no further. This earnings call was really very positive, but the delivery was pretty lackluster.




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