– 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
Podcast (tesladaily): Play in new window | Download | Embed
Subscribe: Android | Google Podcasts | RSS