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Here’s Tsai Capital’s Views on Tesla (TSLA)

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Tsai Capital, an investment management company, released its fourth quarter investor letter. A copy of the letter can be downloaded here. Tsai Capital celebrated 25 years track record in 2024. Tsai Capital Growth Equity Strategy gained 23.0% after fees, and 24.5% before fees in 2024 compared with a total return of 25.0% for the S&P 500 Index. The strategy gained 604.5% cumulatively after fees, and 886.4% before fees since its inception 25 years ago compared to 526.7% total return for the S&P 500 Index. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2024.

Tsai Capital highlighted stocks like Tesla, Inc. (NASDAQ:TSLA), in the fourth quarter 2024 investor letter. Tesla, Inc. (NASDAQ:TSLA) designs, develops, manufactures, leases, and sells electric vehicles, as well as energy generation and storage systems. The one-month return of Tesla, Inc. (NASDAQ:TSLA) was -5.20%, and its shares gained 106.03% of their value over the last 52 weeks. On January 29, 2025, Tesla, Inc. (NASDAQ:TSLA) stock closed at $389.10 per share with a market capitalization of $1.249 trillion.

Tsai Capital stated the following regarding Tesla, Inc. (NASDAQ:TSLA) in its Q4 2024 investor letter:

"Tesla, Inc. (NASDAQ:TSLA) (TSLA—Year of First Purchase: 2020) We’ve owned Tesla since February 2020 and initially paid an average of about $41.66 per share5 . Tesla is a leading AI company that has formidable competitive advantages across various sectors, including electric vehicles, software, and energy storage.

Is Tesla Inc. (TSLA) Set To Address DeepSeek AI Concerns In Earnings Calls Today?
Is Tesla Inc. (TSLA) Set To Address DeepSeek AI Concerns In Earnings Calls Today?

Tesla, Inc. (NASDAQ:TSLA) is in 23rd position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 99 hedge fund portfolios held Tesla, Inc. (NASDAQ:TSLA) at the end of the third quarter which was 85 in the previous quarter. While we acknowledge the potential of Tesla, Inc. (NASDAQ:TSLA) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.


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