Tesla Bull Ross Gerber Sets 6-Month Deadline For Elon Musk-Led EV Company To Improve Performance Or He Plans To Exit His Position: 'See The Stock As Really Overvalued'
Tesla Bull Ross Gerber Sets 6-Month Deadline For Elon Musk-Led EV Company To Improve Performance Or He Plans To Exit His Position: 'See The Stock As Really Overvalued'
Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management, has shifted from being a staunch supporter of Elon Musk to a vocal critic. Gerber, an early investor in Tesla Inc. (NASDAQ:TSLA), has significantly reduced his fund's stake in the company since November.
Gerber Kawasaki财富和投资管理公司的CEO Ross Gerber已经从对Elon Musk的坚定支持者转变为公开的批评者。 Gerber是特斯拉公司(纳斯达克:TSLA)的早期投资者,自11月以来已大幅减少了公司基金在特斯拉的股份。
What Happened: Gerber cited Musk's erratic behavior on social media, the controversial revamp of Twitter, now known as X, and political controversies as reasons for his change of heart. He receives daily calls from clients asking to sell Tesla stock, expressing their desire to distance themselves from Musk, Business Insider reported on Sunday.
发生了什么:Gerber称马斯克在社交媒体上的古怪行为、推出备受争议的Twitter改版(现称为X)以及政治争议是他改变态度的原因。据彭博商业周刊报道,他每天都接到客户的电话要求卖出特斯拉股票,表达他们希望与马斯克保持距离的愿望。
Despite the reduction, Gerber still holds $60 million in Tesla shares, hoping for a turnaround. However, he has set a six-month deadline for Tesla to improve its performance before potentially exiting the stock entirely.
尽管持股减少,Gerber仍持有6000万美元的特斯拉股票,并希望公司能够扭转局面。然而,他已经为特斯拉设定了一个六个月的期限来改善公司业绩,在潜在完全退出股票之前。
Gerber's initial enthusiasm for Tesla began in 2013 when he tested a Model S. However, concerns about Musk's behavior have grown over time, especially after Musk's $44 billion Twitter purchase in 2021.
Gerber对特斯拉的最初热情始于2013年,当时他试驾了一辆Model S。然而,随着对马斯克行为的担忧随着时间的推移而增长,尤其是在马斯克2021年购入440亿美元的Twitter之后。
Gerber's criticisms include Musk's chaotic presence on social media and legal battles, which he believes have damaged Tesla's brand. He also attempted to address these issues by running for a seat on Tesla's board in 2023, but his suggestions were largely ignored.
Gerber的批评包括马斯克在社交媒体上的混乱表现和法律斗争,他认为这已经损害了特斯拉的品牌。他还尝试通过在2023年竞选特斯拉董事会席位来解决这些问题,但他的建议基本被忽略。
"I see the stock as really overvalued right now because I don't think they make any of their numbers," said Gerber.
Gerber表示:“我认为目前股票非常高估,因为我认为他们没有达到任何业绩目标。”
With Tesla's stock down 15% in 2024, Gerber remains skeptical about its future performance, suggesting the stock could drop another 15%. He believes other EV firms like Rivian Automotive Inc (NASDAQ:RIVN) could be the "next Tesla" if they can scale production and lower prices.
特斯拉股价在2024年下跌了15%,Gerber对其未来业绩持怀疑态度,并表示股价可能再下跌15%。他认为像Rivian Automotive Inc(纳斯达克:RIVN)这样的其他电动车公司如果能够扩大生产规模并降低价格,可能会成为“下一个特斯拉”。
Why It Matters: Gerber's shift from a Tesla bull to a critic is significant, considering his long-standing support for the company. In August, he sold approximately $60 million worth of Tesla shares, citing declining confidence and lack of interest in the company's products. He still holds a $50 million stake but doubts Tesla's ability to meet its sales goals.
重要性:Gerber从特斯拉的支持者转变为批评者的变化是值得关注的,考虑到他长期以来对公司的支持。今年8月,他抛售了价值约6000万美元的特斯拉股票,称信心下降并且对公司的产品不感兴趣。他仍持有5000万美元的股份,但怀疑特斯拉能否实现销售目标。
Additionally, Tesla's recent moves, such as considering Warner Bros. Studio for its robotaxi unveiling, indicate the company's focus on new ventures. However, critics argue that these initiatives are "smoke and mirrors," with Tesla's core business facing challenges like declining margins and slower car sales growth.
此外,特斯拉最近的举动,比如考虑华纳兄弟制片厂来推出其无人驾驶出租车,表明该公司专注于新的业务。然而,批评人士认为这些举措只是"花拳绣腿",特斯拉的核心业务面临着诸如利润率下降和汽车销售增长放缓等挑战。
Moreover, the removal of Musk's "Secret Master Plan" from Tesla's website amid his increasing political controversies and evolving views on climate change has raised questions about the company's future direction.
此外,特斯拉网站上删除马斯克的"秘密主计划",加上他在政治争议和对气候变化的看法上越来越发展,引发了关于该公司未来方向的质疑。
Price Action: Tesla's stock closed at $214.11 on Friday up 3.80% for the day. In after-hours trading, the stock slightly declined by 0.21%. Year to date, Tesla's stock has decreased by 13.81%, according to data from Benzinga Pro.
价格行动:特斯拉的股票周五收于214.11美元,上涨3.80%。盘后交易中,股票略有下跌,下跌0.21%。根据Benzinga Pro的数据,特斯拉股票年初至今下跌了13.81%。
- Intel CEO Pat Gelsinger Says He Respects Market 'Skepticism' Even As Rival Nvidia Shot Up 144% This Year: 'We're Up For The Challenge'
- 英特尔CEO帕特·格尔辛格表示,尽管竞争对手英伟达今年股价大涨144%,但他尊重市场的“怀疑”,并表示“我们愿意应对挑战”
Image Via Shutterstock
图片来自Shutterstock。
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
本报道使用Benzinga Neuro生成,并由Kaustubh Bagalkote