Quick Thoughts Heading into Q2 Earnings, Referral Program/China GF Updates, Purchase Intent Trends (08.01.18)

– Tesla updates referral program
– Bloomberg report on China Gigafactory capital plans (Link)
– Likefolio shares purchase intent sentiment data (Link)
– Quick thoughts heading into the Q2 earnings report

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

Hyperchange, Model S/X Refreshes, Panasonic Adding Capacity to GF, New Tesla CAO (07.31.18)

– You can support Galileo Russel for the Q2 earnings call by emailing Tesla investor relations at IR@tesla.com & Martin Viecha, mviecha@tesla.com (Link to template and YouTube video)
– Electrek reports on Model S/X refreshes
– Panasonic adding cell production capacity to the Gigafactory
– Tesla hires a new CAO

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

Porsche Taycan/Jaguar I-PACE Updates, New Tesla Delivery Concept (07.30.18)

– Porsche executives comment on Taycan (formerly Mission E) production plans
– Jaguar I-PACE delayed for some reservation holders
– Tesla tests a new delivery concept in Fremont

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

Tesla’s Trends, Performance/AWD Deliveries (07.28.18)

– Performance Model 3 deliveries begin and non-performance AWD deliveries scheduled
– Examining some Tesla trends

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

Analyst Notes, GM/F/FCA Earnings Reports (07.26.18)

– More analyst notes on TSLA
– GM, Ford, and Fiat Chrysler report earnings

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

More Performance Model 3 Impressions, Updated Adam Jonas Note, South Australia TE Update (07.25.18)

– Adam Jonas reiterates TSLA rating in new investor note
– Motor Trend and Automobile magazine offer first impressions of the Performance Model 3
– South Australia government update on Tesla Energy project

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

Supplier Negotiations Addressed by Tesla, Baird Reiterates Rating, Feature Updates (07.24.18)

– Tesla addresses supplier negotiations
– Baird reiterates outperform rating
– More Twitter drama
– White interior and firmware update

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

WSJ Reports on Tesla Supplier Negotiations, Dan Neil’s Twitter Account (07.23.18)

– The Wall Street Journal reports on Tesla supplier negotiations
– Auto journalist deletes Twitter account after publishing Performance Model 3 review

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

Performance Model 3 VINs/Reviews (07.20.18)

– The Wall Street Journal publishes the first review of a Performance Model 3
– Tesla begins VIN assignments for Performance Model 3s
– Tesla denies Model 3 cancellation rate claims

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

Analyst Downgrade, Lexus CEO on Fully Electric Vehicles, MKBHD/Performance Model 3 (07.19.18)

– Needham & Co downgrades TSLA from hold to sell
– Lexus CEO commets on fully electric vehicles
– MKBHD in process of reviewing Performance Model 3

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

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