➤ Rob Maurer presents the bull case for TSLA stock and why the company is not overvalued at its current market cap near $300B
➤ This presentation was given to Northwestern master’s program students on August 12, 2020 and was followed by a question and answer session
Timestamps
2:21 Background on Tesla Daily
3:52 Bull case presentation begins
7:16 Tesla’s lead in electrification
10:43 Tesla’s lead in autonomy
12:53 Tesla’s lead in energy
14:30 Is Tesla overvalued?
26:35 Competition has completely given up the market
28:37 Beginning of question and answer section
30:39 Will infrastructure scale fast enough?
33:33 Will people really want to share their vehicles for ridesharing?
36:36 Is Tesla prepared for supply and battery constraints?
40:58 Does The Boring Company come into play for mining?
41:53 Will Tesla’s innovation slow down as they enter a higher volume phase?
45:35 Is Tesla’s lack of advertising sustainable?
48:03 Who is a legitimate competitor to Tesla?
53:12 Thoughts on Rivian and partnerships?
56:05 How did you feel during the Cybertruck unveiling?
58:20 What are your thoughts on the new Roadster and will you be purchasing one?
1:00:46 Is Tesla’s executive turnover a concern?
1:04:29 Do you own a pair of Tesla short shorts?
1:05:00 Any thoughts on TSLA’s stock split?
1:06:55 How have you looked at Elon Musk’s actions and legal issues the last few years? Do you think he is comparable to Steve Jobs?
1:10:00 What do you think Apple’s ambitions in the space are?
1:11:58 What is your backround?
1:13:15 What do you think keeps Elon Musk and Tesla’s management team up at night?
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Plaid producer Who Why
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives