![]() ![]() ![]() ![]() "(3) as single-digit P/E automakers increasingly roll out similarly attractive battery electric models, we believe it will call into question the perceived paradigm shifting nature of Tesla's vehicles and business model and, in turn, its industry unique valuation." "(2) the sales of these offerings will place downward pressure on the demand from other automakers for Tesla's valuable Zero Emission Vehicle credits and - most importantly. "(1) a growing number of compelling offerings will increasingly compete with Tesla for battery electric sales and share (of course while also growing the overall pie) "We see three negative implications for Tesla valuation,"
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