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That’s what makes it look more like an 911.

Porsche will have to weather through through waters in the global economy. They can and will. Cuts will be made and they may go a few years selling less cars until the Chinese demand bottoms out. No one knows when they will be.

Not sure, but I think they fill the jerry can with Porsche certified mountain dew though.

Saw a Dakar in for service: 991 gt2rs

yep. I live in the middle kingdom. I've gotten a fond liking of the Avatr, best designed chinese EV in my opinion. My wife always laughs when I boast about mustering out 400 km range during road trips on a '21 small battery Taycan RWD. I always end by mentioning that at least it's still...

This is a Porsche forum. Suggest posting the same thread in an Audi forum for fairness. All in all, it’s Porsche or gtfo!

Ding ding ding, we have a winner!

it was probably raining when the Taycan took it at 90.

Solid short thesis w/ some differentiated primary research!

Yikes, looks terrible when side to side with the Taycan. The Lucid looks like a 1960s chevy.

Kind of looks like an EV Camry, doesn't it?

How can they get the weight down if battery tech is the limiting factor?

I don’t see the flux capacitor. Where did they put it, any theories?

How to activate the positron blaster cannon?

Great reference to the 80s. I read up on that, great case study. Thanks for sharing!

Valid points. Taking note. Though I didn't mention whether it was short-term value (which is just volatility) or long-term value (which is intrinsic value). I meant long-term shareholder value/intrinsic value.

Hard to say now that we are after the fact. How to justify their ev sotp valuation given how far behind their software is? Do they get 100x on that segment only for the taycan and current crap software like what other pure plays are getting? The delay in Macan slows down their revenue mix away...

Porsche IPO went from 100bn Euro valuation vs. 50bn Euro, that's a large chunk of shareholder value lost. His no. 1 responsibility as CEO is to create shareholder value and he failed. The software is so vital because, in order for Porsche to get the EV segment valuation from investors...

By trappings do you mean brand premium? At the end of the day Porsche margins are still better than other brands. Doing well for the company and shareholders. A Hyundai will always ls be a Hyundai. It’s a bizarre comparison to begin with as they are in completely different price ranges...

Why is this even a comparison? :rolleyes: