My Investing Muse

TOTAL ADDRESSABLE MARKET OF TESLA (SELECTED SOLUTIONS) Updated as per 6th Nov 2021, Revision on 21 Apr 2022 Summary of Global TAM of Tesla (in USD)  Vehicular insurance $1.09T by 2027 Vehicular sales $8.93T by 2030 Taxi market $120.89 billion by 2027 Solar market $223.3 billion by 2026 Energy Storage market $230 billion by 2027 For the auto market, it was mentioned that Tesla aims to produce 20 million units per annum (ie about 25% of total global sales).  Let us assume prudent market penetration of 5% for the other sectors (by 2027), we can still look at potential annual revenue approaching USD$2T.  The above does not include FSD, Optimus humanoid and other commercial vehicle developments of Tesla. Vehicular Insurance https://www.globenewswire.com/news-release/2021/03/17/2194719/0/en/Vehicle-Insurance-Market-Value-Predicted-To-Reach-US-1-096-2-Billion-By-2027-Acumen-Research-And-Consulting.html  Vehicle Insurance Market Value Predicted To Reach US$ 1,096.2...

Berkshire shared their letter to shareholders on 26 Feb 2022.  For any value investor, this is one of the times when we hear from two of the greatest value investors of our time - Mr Charlie Munger and Mr Warren Buffett.   Performance of Berkshire as compared with S&P500 since 1964 If you have invested with Berkshire in 1964, you would have gained a portfolio increase of 3,641,613% or 36,416x .  This translate to a compound annual gain of 20.1% (between 1964 to 2021).  O ver the same period,  S&P500 would give you a compound annual gain of 10.5% or 30,209% gain if you started investing from 1964. Such returns put them at the pinnacle of value investing.  I have been exploring a few ETFs or indices to invest in.  After seeing the record, I would strongly recommend investing directly into Berkshire shares instead.  With a proven 20.5% compounded annual return, our investment into Berkshire could double in less than 5 years.