投资人在股东信、访谈、雪球上公开讲过的观点，加上知名投资节目和名人对个股的看法，按发表时间排列。每条都附原文出处，原话逐字照录；投资人谈自己 13F 持仓的，「说完之后」那一行是同一季度 13F 上的实际操作。
特斯拉在大选后大涨，随后几乎回吐全部涨幅，达摩达兰认为主要原因是马斯克的政治关系。他仍认为特斯拉会是电动车的领先者之一，但称霸之路更坎坷：电动车市场可能分化为比亚迪领先的低价市场和特斯拉守住的高端市场。他把估值下调到每股约 150 美元，比一年前低约 30 美元，比股价低约 70 美元；他还说，既然特斯拉已成政治标的，或许是时候考虑比亚迪了。
My estimate of value for Tesla stands at about $150 a share, about $30 less than my value last year, and about $70 below its stock price.达摩达兰重新估值了 2023 年撑起大盘的「七巨头」。他说这七家公司他都持有，除特斯拉是上周刚买入的，其余都是多年前觉得低估时买的。按他的估值，特斯拉和 Meta 接近合理价，而微软、英伟达偏贵；他没有卖出高估的部分，原因之一是估值本身有误差，另一个是要交近 30% 的资本利得税。
I own all seven of these companies, which may strike you as contradictory, but with the exception of Tesla that I bought just last week, my acquisitions of the other seven companies occurred well in the past, and reflected my judgments that they were undervalued (at the time).达摩达兰把特斯拉拆成汽车、软件、机器人出租车等几块业务分别估值，合计每股约 180 美元，高于年初的 153 美元，主要因为副业的利润潜力更高。按当时 197 美元的股价，他认为仍然高估，但股价几周内已跌了 54 美元，可能再跌 20 美元，所以在 180 美元挂了限价买单。
At $197 a share, Tesla remains over valued, at least based on my story, but a stock that has dropped $54 in price in the last few weeks could very well drop another $20 in the next few. To capture that possibility, I have a limit buy at my estimated value of $180, with the acceptance that it may never hit that price in this iteration.