Alex Potter, analyst at Piper Jaffray, and Rob Maurer discuss Tesla’s valuation, China potential, competition, risks, and investor theses.

Youtube link, including detailed disclosures: https://youtu.be/z9k3ppSk0oA

1:06 – Introduction
3:33 – How long has Alex been bullish?
5:12 – Product diligence
6:07 – Why has Alex become more bullish?
10:05 – How high can market share go?
10:58 – Bear/bull theses
14:15 – Tesla in China
42:52 – Competition
52:38 – EV profitability
53:45 – EV credits/regulations
1:02:01 – Tesla’s updside
1:03:30 – Demand
1:07:10 – Price target
1:09:55 – Tesla Energy
1:11:44 – Autonomy
1:17:05 – Talent

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

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives