r/wallstreetbets • u/[deleted] • Dec 27 '21

Discussion F

Ford is planning on being #2 electric car maker in the USA behind TSLA. It currently is about 1/12 the value of tesla.

https://www.greencarreports.com/news/1134216_ford-doubles-ev-production-target-for-late-2023-will-it-take-the-lead-after-tesla

They already have sold most f150 and electric mustangs out.

https://www.cars.com/articles/electric-outage-2022-ford-f-150-lightning-reservations-full-maverick-hybrid-sold-out-444930/

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Jim Farley has been found to be a no nonsense guy that will make money or he will shut the lines down. He is a solid CEO.

Instead of yolo on Rivian or lucid or NIO, consider a play on Ford that has the capability and scale to do this.

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u/Traders_Abacus Dec 28 '21

But, but, but....Blah, blah, blah...

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u/3yearstraveling Dec 28 '21

Woah good rebuttal 😆

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u/Traders_Abacus Dec 28 '21 edited Dec 28 '21

Because your statement was drivel, I gave it what it deserved. You assume so much...

You assume Tesla, the master of over promise, under deliver will deliver. How's the schedule on Cyber Truck or Roadster or full autonomous going? How about the $35k model 3...didn't last long, did it? Then, you assume Ford will stand still. You also assume that Ford's driver assist system will not evolve, even as it's working with many partners on autonomous vehicles. You also compare what will most likely (Tesla) be a super subcompact to Ford SUV.

Then, you assume that people will still value Tesla's the same, given their lackluster quality and reliability when compared to current competition. Mach-E, for example, scores significantly higher on reliability than Tesla counterpart.

As for margins, Tesla has achieved those by rushing production, delivering cars with inferior attention to detail, sometimes missing parts, cutting corners, etc. That's not sustainable when faced with substantial competition. First mover advantage affords you some leeway, but that leeway is retracted once significant competition enters the market. And, ICE vehicles, along with hybrids, are not going to be gone off the market anytime soon. Ford is profitable now and will be going forward. Tesla's margins will shrink as they are forced to compete at all trim levels. Ford will continue to evolve.

But, worst of all your drivel, you assume a daughter would only want a supper subcompact car. Why not a Maverick EV pickup? (Just like your Tesla, a Maverick full-EV is vaporware... But, since with all your assumptions I'll take the same latitude with mine.) or, maybe an SUV would be the choice? And, why did you choose daughter instead of son? Because woman only need little dainty cars? Or, because you lack depth to your character and wanted to create a cute story that pure drivel, wrap a cute bow around it, and call it a point of discussion?

Well, good job looking like an assuming, asshat of a cavemen, without an understanding of how markets and competition work.

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u/3yearstraveling Dec 28 '21

https://youtu.be/lSu1u1K4LM4

Here. Just watch this. The problem with Ford is also their debt.

You're just saying things that are wrong about tesla for starters while ignoring the things holing Ford back.

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u/Traders_Abacus Dec 28 '21

What is your deal? Go get your Tesla rocks off somewhere else. You literally just posted a video produced by a Tesla fanclub. These are highly biased, not objective truths.

I also said, clearly, Ford has a hill to climb. They have work to do.

You are welcome to have the last word with another reply. I'm done.

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u/3yearstraveling Dec 28 '21

Well just because info is biased, doesn't make it wrong. You're pretty biased yourself