Morgan Stanley’s China Forecasts, Upcoming FSD Price Increases, Pearl White, Disney/Tesla (07.17.19)

– Elon adds some context on Pearl White Multi-Coat base paint
– FSD price increase planned for mid-August
– Rumored Disney/Tesla Tomorrowland theme park partnership
– Morgan Stanley issues updated note with feedback from MS China team

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Pricing and Vehicle Lineup Changes, Moody’s Upgrade (07.15.19)

– Moody’s upgrades rating on a portion of Tesla’s asset-backed securities
– Tesla adjusts vehicles lineup and pricing
– Neuralink event on Tuesday, 7/16

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Annual Guidance, Daimler Profit Warning, A Tesla Story (07.13.19)

– Tesla leaves annual guidance reaffirmation out of the Q2 delivery and production report
– Daimler issues another profit warning
– A personal story from an investor in France

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Ultimate Car of the Year, Supplier Production Increase, Short Interest, Earnings Date (07.11.19)

– Tesla wins two prestigious awards (Link to MotorTrend)
– Report on Tesla supplier increasing production
– Short interest updated for the 6/28 settlement date
– Tesla announces the Q2 earnings report date

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Investor Roundtable with Galileo Russell, Rob Maurer, and Matt Joyce (07.10.19)

– TSLA investor roundtable recorded on 7/7/19 with Galileo Russel, Rob Maurer, and Matt Joyce
– Also available on YouTube (Link)

  • 1:12 Tesla Q2 Production & Deliveries Report & Potential S&P 500 inclusion
  • 4:20 Short Position In Tesla/Short-Squeeze Theory
  • 6:30 How to value Tesla, P/E, P/S?
  • 9:37 Tesla’s Rapidly Improving FCF
  • 12:34 What happens when Autonomy/Tesla Network hits
  • 15:02 Why did Matty Mogul by FSD?
  • 18:16 Model S/X Refresh
  • 21:52 The Core Efficiency Table
  • 25:50 ICE is Tesla’s Real Competition
  • 26:47 Maxwell & Tesla’s Battery Cell Scaling Solution
  • 31:58 Elon’s Electric VTOL jet
  • 32:55 The Cheaper the Battery Tech, The More Industries Tesla Will Disrupt
  • 36:56  Will Tesla launch a commercial electric plane?/Master Plan Part Trois
  • 38:59 Tesla Insurance
  • 43:44 Valuation of Cruise Automation Vs Tesla
  • 45:02 Media, FUD & TSLAQ
  • 51:30 Gigafactory 3 Shanghai/Tesla’s China Opportunity
  • 59:54 Closing Comments, Big Picture Summary

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan SchaefferParagraph

Disclosure: Rob Maurer, Galileo Russell and Matt Joyce are long TSLA stock & derivatives

Fremont Reportedly Increasing Production, Musk Addresses Refresh Rumors, Autopilot Team (07.09.19)

– Elon Musk addresses S/X refresh rumors on Twitter
– Headlines on Autopilot team turnover
– Update on Wisconsin state budget impacting Tesla
– Bloomberg reports on leaked email from Jerome Guillen regarding production increase at Fremont

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan SchaefferParagraph

Disclosure: Rob Maurer is long TSLA stock & derivatives

Autonomy Development, March of Nines, Tesla Network (07.08.19)

– Elon Musk tweets about autonomy
– Discussion on Tesla’s strategy and Tesla Network

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Q2-19 Delivery & Production Report (07.02.19)

– Tesla reports record delivery and production numbers for Q2, 2019

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Toybox Improvements, UBS Downgrade, HBD Elon (06.28.19)

– Discussing the newest improvements to Tesla’s software suite
– UBS downgrades TSLA again
– Happy birthday to Elon Musk!

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

BMW Board Member Comments on EVs, Roadster 0-60, Wisconsin Direct Sales (06.27.19)

– Wisconsin budget may allow direct sales in Wisconsin
– Roadster base 0-60 mph reduced?
– BMW board member says Europeans won’t buy EVs (Link)

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives