Part 2/11:
The discussion begins with a comparison between Amazon and Tesla's historical stock performance. Amazon, despite being an extraordinary company with remarkable growth, experienced a decade-long period of stagnation or even losses for investors who bought early. Only after specific periods of recovery did Amazon stock become truly profitable, emphasizing the importance of patience and timing.
Tesla, similarly, holds enormous upside potential with relatively low risk according to the speaker. Using current profit figures from 2021, he estimates Tesla's future stock valuation based on a conservative Price-to-Earnings (P/E) ratio of 20, projecting a significant increase from current prices if Tesla hits its production targets, such as delivering 10 million vehicles annually.