Valuing Future Narratives
Aswath discusses the potential of emerging markets in Asia and Latin America, warning about the spread of the obesity epidemic. He dives into Tesla's valuation, emphasizing the significance of narratives in financial assessments. Despite the nascent nature of Tesla's software and robo-taxi businesses, he argues they hold substantial value, with projections set for 2027 amidst technological and regulatory challenges.In this clip
From this podcast
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