Tanti, immensi, forse irrisolvibili problemi della auto elettriche

[Amati75]

Investor Who Made $4 Billion From Tesla Expects an Additional 300% Return
Elon Musk’s companies are ‘innovating at the speed of light,’ Ron Baron says in an interview with David Rubenstein.

In 2016, Ron Baron predicted Tesla Inc. would become one of the most valuable companies in the world. His firm, Baron Capital Management, was among the electric automaker’s largest investors at the time, with a 1% stake in the company.

The bet has resulted in a $4 billion profit, but Baron thinks it’s just the start, and sees the possibility of tripling that over the next 10 years. He also predicts similar success for SpaceX, another Elon Musk-led company. The same qualities that made Tesla successful — willingness to try new things in an industry wedded to old ideas and a focus on driving costs down — will help the rocket maker revolutionize a potential $1 trillion satellite broadband market, he said.

“They’re innovating at the speed of light,” Baron, 78, said in an episode of “Bloomberg Wealth with David Rubenstein.” “And they’re doing that with the cars. And they’re doing that with space.”

Baron Capital’s success as an old-line mutual fund firm is an anomaly at a time when stock pickers are being increasingly displaced by index funds and ETFs. He started the company in 1982 with $100,000 and now has $56.7 billion in assets under management, split equally between individual and institutional investors. He and his family own about 5% of the firm’s assets, which are almost entirely invested in publicly traded stocks.

His Baron Partners Fund has outperformed 99% of retail peers over the past three years, according to data compiled by Bloomberg, while the Baron WealthBuilder Fund has done better than 90% of competitors over that time period.



Still, if it were up to his parents, he’d never have become an investor. They wanted him to go to medical school, but a summer job working the overnight shift at a hospital near his hometown of Asbury Park, New Jersey, convinced him that a white coat wasn’t in his future.

“I hated it,” he said.

After majoring in chemistry at Bucknell University, Baron got a fellowship to Georgetown University — “I didn’t want to go to Vietnam” — and sold Fuller brushes to make extra money. He later attended George Washington University Law School at night while working as an examiner for the U.S. Patent Office during the day.

His first financial job was at Janney Montgomery Scott, where he was fired after only a year when a negative report he wrote about a company got published in the Wall Street Transcript. Baron soon got an offer to be an analyst, and then joined with a buddy from law school to sell research to institutional investors before starting his own firm.

Baron said he isn’t worried about a financial downturn and views stocks as a good hedge against inflation. Instead of timing trades, he said he believes that a long-term holding strategy leads to the strongest results over time.

Baron also gave his views on cryptocurrency and index funds, where he’d put $100,000 today and the best investment advice he ever received. The interview has been edited and condensed.

For more insights from the biggest names in investing, watch “Bloomberg Wealth With David Rubenstein.” Baron’s interview airs Tuesday, Sept. 14 at 9 p.m. ET.

You were a big believer in Tesla and a big believer in SpaceX before everybody else. What did you see in Tesla early on? And what do you see in SpaceX now?

With Tesla, I thought the opportunity was to convert the cars that we make in the U.S. from gasoline to electric. And that hadn’t been accomplished before.

In order for this to happen, you had to be a spectacular engineer, and a great leader and have an understanding of technology. And then you had to fight the entrenched interests, which were the car dealers and the automobile companies and the oil companies. I was betting on Elon Musk and most people bet against him.

We invested $380 million between 2014 and 2016, which was 1.5% of our assets at the time. So far, we’ve made $4 billion in profit and I think we’re gonna make maybe three or four times that in the next 10 years.

Is SpaceX the same as Tesla?

It’s the same idea. You’re disrupting a cost-plus industry, so all of the aerospace companies didn’t do research and they didn’t want to innovate. What they would do is subcontract out the work on these rockets so they became more and more expensive. And the government would just pay it.

So Elon comes along, and says, ‘I got a cheap way to get to space. And the cheap way is by using the rockets over and over and over again.’ And everyone else said that was impossible.




But our man did it. And as a result, he’s able to get to space cheaply. And now there’s an opportunity for a $1 trillion satellite broadband market. Half the people in the world don’t have broadband.

Doesn’t it make you nervous, that one person is driving both companies? You wouldn’t normally invest in somebody who is running two companies at the same time, would you?

The risk of one person running two companies is he’s working ungodly hours, totally dedicated, doesn’t need very much sleep. I was speaking to a director of SpaceX two nights ago and I said, ‘How is Elon doing?’ And she says, ‘He’s doing unbelievably. He lives in this small cottage, two bedrooms, on this desert property.’ And he works all but five hours a day.

Do you have a Tesla?

Yes, four of ‘em.

And when you drive them and you say, ‘Maybe something could be better,’ do you call up Elon and say, ‘Can you fix this?’

Actually, we do. When we bought the first one, my wife was complaining, “There’s no makeup mirror here.” So I call him up. And I say ‘Well, my wife is complaining about this car, that there’s no makeup mirror.’ He says, ‘Yeah, we’ve had to do a special extra mirror.’ So that was my wife’s idea.

Let’s talk about how you got started. Did you say, ‘I want to be in the investment business?’ Or did you want to be a professional baseball player?

My parents wanted me to be a doctor. But one summer I worked as a lifeguard during the day, and then from 11:00 to 7:00 I worked in the emergency room of a hospital. People would come in and they’d have been shot, and I would have to hold them on the gurney until the next of kin gave permission to operate. I also had to clean bed pans and when people expired, I would have to wrap them and put them into refrigerators. I hated it.

So you decided not to go to medical school.

Right.

So where’d you go to school?

I went to Bucknell University — undergraduate chemistry major. And then I had a fellowship at Georgetown in biochemistry for a year, because I didn’t want to go to Vietnam. And that summer I was selling Fuller brushes door to door to make extra money.

I was a waiter, a bartender. I was making $1,600 a year and living in a basement in Rock Creek Park. Once I knock on a door and a guy answers and he’s wearing real clothes — suit, slacks and a shirt. And he has his wife cooking dinner for him in the kitchen. And furniture. And I said, ‘What do you do? How come you’re not in Vietnam?’

And he says, ‘I’m a patent examiner. It’s a draft-exempt job.’ I said, ‘How do you get to be a patent examiner?’ He says, ‘Well, you take the law boards. And if you get a good grade, you apply to the United States Patent Office.’ So I take the law boards. Got a good grade. Went to George Washington Law School at night and worked in the Patent Office at daytime. So this guy changed my life.

How did you go from George Washington Law School, being a patent examiner, to the investment business?

After my bar mitzvah, I was interested in the stock market because I had friends who had been given stock from their grandparents. And I said, ‘I wanna do that.’

I would go to this brokerage firm, it was called McDonald & Co. They were right by Asbury Park High School. I would go after school and all these guys, old guys, they’re sitting on these green chairs and looking at a tape that hardly moved.




....



https://www.bloomberg.com/news/articles/2021-09-14/how-to-invest-like-ron-baron-man-who-made-4-billion-from-tesla-likes-spacex?srnd=premium

[Amati75]

Quasi pronta ad arrivare sul mercato la Lucid Air:




La Lucid Air e' stata progettata da un Ex Tesla, o meglio dall' ingegnere capo che sviluppo' la Model S alla Tesla.

E' considerata come una delle reali (ben poche) concorenti a livello di tecnologia , efficenza e durata delle batteria della Tesla, sarebbe la concorrente diretta della Model S, ma ha un prezzo elevato, anche vs la Model S, il pezzo della versione base in USA della Lucid Air e' di 77,400$ quello della S di 69,420.


La versione base della Lucid dovrebbe offrire 406 miglia (650km ) in ciclo EPA, aprox come la versione Lomg Range della Model S.

[Amati75]

Quasi pronta ad arrivare sul mercato la Lucid Air:




La Lucid Air e' stata progettata da un Ex Tesla, o meglio dall' ingegnere capo che sviluppo' la Model S alla Tesla.

E' considerata come una delle reali (ben poche) concorenti a livello di tecnologia , efficenza e durata delle batteria della Tesla, sarebbe la concorrente diretta della Model S, ma ha un prezzo elevato, anche vs la Model S, il pezzo della versione base in USA della Lucid Air e' di 77,400$ quello della S di 69,420.


La versione base della Lucid dovrebbe offrire 406 miglia (650km ) in ciclo EPA, aprox come la versione Lomg Range della Model S.

Correzione, la EPA ha assegnato alla Lucid Air 520 miglia (832 km) d' autonomia, ottimo (+ / - in base al modello).



Lucid Air EPA Range Rating Amazes At Up To 520 Miles
It's the highest result ever registered for an electric car and beats the Tesla Model S by over 100 miles.

Lucid Group has announced the official EPA range ratings for several first versions of the Lucid Air luxury sedan, which is expected to enter the U.S. market later this year.

The results are spectacularly high. The top of the line Lucid Air Dream Edition Range with 19" wheels has a range of 520 miles (837 km)! That's the first rating beyond 500 miles, and it's more than 100 miles above the Tesla Model S Long Range (currently at 405 miles/652 km).
The Performance version of the car - Lucid Air Dream Edition Performance - with the same wheel size gets 471 miles (758 km), while the less expensive Lucid Air Grand Touring is above 500 miles: 516 miles (830 km).


...


Well, that's quite an achievement for Lucid and a great milestone for the EV industry, which a decade ago was struggling to even offer a mainstream BEV model with 100-150 miles of real-world range. Now the mainstream is going 200-250 miles, while the high-end enjoys results up to two times higher.

https://insideevs.com/news/533295/lucid-air-epa-range-ratings/




SITO azienda:



https://www.lucidmotors.com/



520 miliga autonomia

ricaricare 300 miglia in aprox 20 min


Ha ottime specs, e' ancora pero' indietro nel globale vs la TEsla in altri asp[etti, tipo software, FSD ecc ecc.. ma e' sicuramente, ad oggi, la piu' REALISTICA concorrenza alla Tesla sul mercato, almeno sulla carta.

[amaryllide]

è quello il problema delle c...te di Muschino, è tutto QUASI pronto. Poi nel mondo reale...

[Amati75]

è quello il problema delle c...te di Muschino, è tutto QUASI pronto. Poi nel mondo reale...

Ci sono centinaia di video dove succede il contrario... e tu ovviaemnte ne prendi uno che conferma il tuo bias...

Il FSD e' in versione beta.... ovvero e' ancora in sviluppo, e sta facendo passi enormi in avanti... anche se possa non sembrare.

[Amati75]

[blobb]

LE ELETTRICHE E LE PLUG-IN PIÙ VENDUTE AD AGOSTO 2021

Volkswagen ID.3: 7.904
Tesla Model 3: 7.824
Volkswagen ID.4: 4.624
Renault Zoe: 4.032
Mustang Mach-e: 3.621
Kia e-Niro: 3.561
Skoda Enyaq iV: 3.541
Tesla Model Y: 3.478
Volkswagen e-UP: 3.219
Fiat 500 elettrica: 3.152

[heint]

LE ELETTRICHE E LE PLUG-IN PIÙ VENDUTE AD AGOSTO 2021

Volkswagen ID.3: 7.904
Tesla Model 3: 7.824
Volkswagen ID.4: 4.624
Renault Zoe: 4.032
Mustang Mach-e: 3.621
Kia e-Niro: 3.561
Skoda Enyaq iV: 3.541
Tesla Model Y: 3.478
Volkswagen e-UP: 3.219
Fiat 500 elettrica: 3.152

Bhe Tesla è prima in quanto in USA ha l'80% delle vendite delle macchine elettriche, nel resto del mondo (ad esclusione dei paesi con un PIL procapite molto molto alto) è molto piu indietro in quanto ha dei costi esageratamente alti e molta della gente che potrebbe spendere quelle cifre preferisce restare sui tradizioni SUV o berline endotermiche tedesche perché ancora non si fida dell'elettrico.
Ecco spiegata la differenza fra le 2 statistiche.

[heint]

È di oggi questa notizia https://www.ilpost.it/2021/09/28/crisi-energetica-cina
La Cina è in crisi con la produzione di energia elettrica, per ridurre la CO2 basta centrali a carbone e ragionamento della energia elettrica, questo sta a dimostrare che per ora l'energia elettrica pulita non c'è ancora .... siamo sicuri che da noi (in Europa) basterà in futuro e anche se si che l'infrastruttura elettrica supporterà il carico richiesto?, molti paesi soprattutto quelli dell'est basano la loro produzione sulle centrali a carbone e anche noi che pur abbiamo una consistente % di rinnovabili dobbiamo importarla dall'estero (nucleare francese e svizzero che con tutto quello che è successo in passato è col problema delle scorie definirlo green sarebbe come bestemmiare in chiesa) .....finiremo a dipendere ancor più dall'estero per gas e energia elettrica con buona pace dei costi che avremo?

[Niemand]

È di oggi questa notizia https://www.ilpost.it/2021/09/28/crisi-energetica-cina
La Cina è in crisi con la produzione di energia elettrica, per ridurre la CO2 basta centrali a carbone e ragionamento della energia elettrica, questo sta a dimostrare che per ora l'energia elettrica pulita non c'è ancora .... siamo sicuri che da noi (in Europa) basterà in futuro e anche se si che l'infrastruttura elettrica supporterà il carico richiesto?, molti paesi soprattutto quelli dell'est basano la loro produzione sulle centrali a carbone e anche noi che pur abbiamo una consistente % di rinnovabili dobbiamo importarla dall'estero (nucleare francese e svizzero che con tutto quello che è successo in passato è col problema delle scorie definirlo green sarebbe come bestemmiare in chiesa) .....finiremo a dipendere ancor più dall'estero per gas e energia elettrica con buona pace dei costi che avremo?

Basterebbe dare fprti incentivi per il solare, Fotovoltaico in tutti i tetti,;qui a sud c´e un sole della madonna che l´acqua sui tetti si scalda da sola,