Remember Michael Burry? That guy who predicted the 2008 crash? Well, he's back with some spicy takes on Tesla.

In his latest piece, Burry straight-up called Tesla "ridiculously overvalued." Not just overvalued - ridiculously so. His main gripe? The company's been diluting shareholders at roughly 3.6% annually, and there's zero buyback program to offset it. That's your ownership stake slowly evaporating, folks.

But here's where it gets interesting. Burry's also throwing shade at the CEO's compensation structure. With Musk potentially sitting on massive payouts while regular shareholders watch their stakes shrink, the optics aren't great.

Is Burry onto something here, or is he just being contrarian again? The numbers don't lie about that dilution rate. Whether you're team Burry or team Musk, this valuation debate isn't going away anytime soon.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

13 Likes

Reward
13
5
Repost
Share

Comment

0/400

SolidityJester

· 23h ago

Burry is back to stir things up... But this time, the idea about TSL's dilution rate really hits home. 3.6% evaporates year after year, with no buybacks to remedy the situation; this is just slowly playing retail investors for suckers.

View OriginalReply0

NFTregretter

· 12-01 20:55

Is Burry starting to sing the blues again? Every time he speaks, TSL has to fall a bit; this guy makes a living off this. A 3.6% dilution is indeed a bit harsh, but Musk's compensation structure has been like this for a long time... Everyone knows what they're still buying. To be honest, dilution isn't just a Tesla thing; the tech industry does this all the time. Why is Burry targeting TSL specifically? Ngl, I'm more concerned about when he's going to shout bankruptcy again. Were his predictions reliable last time? If it really falls this time, I actually want to buy the dip and wait for Burry's crow to strike again, haha.

View OriginalReply0

LoneValidator

· 12-01 20:54

It's that guy Burry again, he always manages to stir up some noise. Equity dilution is really heartbreaking, a 3.6% annual dilution rate is hard to stay calm about... But is Tesla's valuation really absurd? Those who have been holding for the long term are making a fortune. Musk's compensation package does have issues, but retail investors can't blame him for their losses.

View OriginalReply0

BearMarketBro

· 12-01 20:54

Here we go again, this guy Burry just loves this kind of thing... But a 3.6% annual dilution rate is indeed a bit harsh, and TSL is not budging while still expecting retail investors to catch a falling knife?

View OriginalReply0

TopBuyerBottomSeller

· 12-01 20:38

Burry is bearish again, but a dilution rate of 3.6% is indeed quite outrageous. Musk's compensation structure is really playing people for suckers. As for whether Tesla is worth it, I certainly don't dare to catch a falling knife. It's another story of a prophet vs. a billionaire; just watching the show is enough. dilution is where he is right; major shareholders are cashing out while retail investors are catching a falling knife. If you ask me, Burry might really have hit something this time. Tesla fans will be out to fix it again; this plot is too cliché.

View OriginalReply0

Trending TopicsView More
#JoinGrowthPointsDrawToWiniPhone17
237.35K Popularity
#DecemberMarketOutlook
31.33K Popularity
#GIGGLEAndPIPPINSurge
4.75K Popularity
#LINKETFToLaunch
4.87K Popularity
#SharingMy100xToken
5.17K Popularity

Hot Gate FunView More

1
POSPOSEIDON
MC:$3.72KHolders:3
0.52%
2
SAFFSAFF Fans
MC:$3.54KHolders:1
0.00%
3
MANMi Airdrop
MC:$3.53KHolders:1
0.00%
4
PIKACHUSuprised Pikachu
MC:$3.57KHolders:1
0.29%
5
DF61DF61
MC:$3.52KHolders:1
0.00%

Sitemap