Q3-20 TSLA Earnings Report Recap (10.21.20)

Highly recommend this episode on video due to the amount of numbers: https://youtu.be/vq3_IzrD5MY

Recap of Tesla’s Q3 earnings report and shareholder letter. Rob Maurer analyzes Tesla’s results and why TSLA stock is trading up after the report.

You can listen to Tesla’s Q3 earnings call and hear Rob’s reaction here: https://youtu.be/bXjUzIvkEW4 (reaction starts at 1:03:30)

#Tesla #TSLA #Investing

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



TSLA Q3 Earnings Preview & Estimates (10.20.20)

Tesla Q3 earnings preview by Rob Maurer of Tesla Daily. Forecasts for Tesla’s revenue, profit, expenses, and earnings are discussed in detail and compared to Wall Street consensus estimates for the third quarter.

Tesla reports earnings on Wednesday, October 21, at 2:30 p.m. Pacific Time / 5:30 p.m. Eastern Time / 9:30 p.m. UTC.

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



All of Tesla’s 2021 Model Year Updates! (10.16.20)

➤ Tesla has updated their entire vehicle lineup for model year 2021, extending range and adding features
➤ Breaking down all the changes over the last week and possible explanations for the advancements

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



TSLA Bull Case / Q&A With Alex Potter and Rob Maurer (10.15.20)

Live discussion on Tesla stock with Alex Potter, analyst at Piper Sandler, and Rob Maurer of Tesla Daily. Discussion includes valuation of Tesla’s autonomous driving and energy business lines, reactions to Battery Day, TSLA’s upside, analyst perception, and more. Potter and Maurer field questions live from both institutional investors and YouTube chat.

You can find the previous conversations between Potter & Maurer here:
https://youtu.be/ey3UeFJqSqY
https://youtu.be/z9k3ppSk0oA

Timestamps:
0:00 Introduction
1:14 Background on Tesla Daily
3:37 Tesla autonomy, robotaxis, and energy
18:22 How does Tesla achieve a $25k car?
26:22 Tesla’s pricing strategy
30:42 Framework for Tesla Energy
45:02 Tesla’s Battery Day
50:26 China’s EV startups
57:07 TSLA’s valuation/product expansion
1:01:23 TSLA to $5 trillion?

#Tesla #TSLA #Investing

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Disclosures for universe of: Alex Potter
1. I or a household member has a financial interest in the securities of the following companies: none
2. I or a household member is an officer, director, or advisory board member of the following companies: none
3. I have received compensation within the past 12 months from the following companies: none
4. Piper Sandler beneficially owns 1% or more of a class of the following companies: none
5. Piper Sandler has had a client relationship or has received compensation for investment banking services from the following companies within the past 12 months: UBER, VRM
6. Piper Sandler expects to receive or intends to seek compensation for investment banking services from the following companies in the next 3 months: UBER, VRM
7. Piper Sandler was a managing underwriter of a public offering of, or a dealer manager of a tender offer for, the securities of the following companies within the past 12 months: VRM
8. Piper Sandler has had a client relationship and has received compensation for non-investment banking securities related products or services in the past 12 months for the following companies: none
9. Piper Sandler has had a client relationship and has received compensation for non-securities services in the past 12 months for the following companies: none
10. Piper Sandler is a registered market maker for the following companies: APTV, GRUB, LYFT, VRM
11. Piper Sandler will buy and sell securities on a principal basis for the following companies: 1211 HK, 300750 CH, CARG, CVNA, NIO, NIU, TSLA, UBER



Musk (Again) Cuts Model S Price, Ron Baron on TSLA, Q3 Earnings Questions, 7-Seat Model Y (10.14.20)

➤ Ron Baron discusses Tesla on CNBC, says he expects TSLA valuation to eventually increase to $2 trillion
➤ Goldman Sachs increases TSLA price target to $450
➤ Question submission and voting process opens up for Tesla’s Q3 earnings call
➤ Rob’s question 1: https://saytechnologies.com/s/9b288e7d
➤ Rob’s question 2: https://saytechnologies.com/s/92747835
➤ Elon Musk announces another price cut to Tesla’s Model S, just one day after a $3,000 price cut
➤ Analysis on profitability impact from reduced price
➤ Lucid Motors announces base price of “elemental” version of the Lucid Air
➤ Elon Musk announces timeline for 7-seat Model Y
➤ Tesla Solar Roof installed in four days and captured in time-lapse video: https://youtu.be/K_clgu0PT6k
➤ JB Straubel to speak at energy storage symposium: https://energy.stanford.edu/storagex-initiative
➤ Alex Potter of Piper Sandler joins Rob Maurer for a live discussion and Q&A on TSLA on October 15th at 10am PT, 1pm ET, 5pm UTC

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Model S Price Cut, X Range Increase(?), FSD Rewrite, S&P Upgrade (10.13.20)

➤ Tesla cuts Model S price by $3k
➤ Model X vehicle delivered to customer shows higher range
➤ Tesla full self-driving software rewrite to launch in “limited beta” next week
➤ S&P Global upgrades Tesla credit rating
➤ China-made lithium iron phosphate Model 3 deliveries begin
➤ Update on Tesla’s plans in India
➤ Renault looks to partner on EU emissions
➤ HBO pursuing limited series on SpaceX, Elon Musk

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Interview: Pierre Ferragu on Tesla and $578 Price Target (10.12.20)

Pierre Ferragu of New Street Research recently published a street-high TSLA price target of $578 per share. In today’s live interview, Pierre joins Rob Maurer of Tesla Daily for a discussion on Tesla’s position in the automotive market, TSLA’s stock price, Battery Day, institutional investor sentiment, and more on Tesla.

You can find Pierre on Twitter @p_ferragu
New Street Research: https://www.newstreetresearch.com

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Model 3 Update, Earnings Scheduled, FSD, Snake Charger, EV Maintenance (10.09.20)

➤ New photos of Model 3 at Tesla’s Fremont factory fit rumors of updates to the vehicle
➤ Tesla schedules Q3 earnings report earlier than some expected
➤ Elon Musk tweets updates on Autopilot / Full Self-Driving progress and Tesla’s plans for an automated “snake” charger
➤ Waymo expands fully driverless ride sharing operation
➤ Consumer Reports releases new data on electric vehicle maintenance compared to internal combustion engine vehicles
➤ Amazon unveils delivery van developed with Rivian
➤ Rob Maurer on Pomp Podcast: https://youtu.be/_poY79yYH1s

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



4680 Battery Rollout Plan + Elon Musk Production Email (10.07.20)

➤ Elon Musk shares more details on Tesla’s in-house 4680 battery cell plans and production roadmap
➤ Analyzing a potential rollout plan by Tesla factory and product line for Tesla’s battery cells
➤ Leaked Elon Musk email discusses annual production targets

#Tesla #TSLA #Investing

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Shanghai Model Y, Tesla PR, Chamath on Tesla, Polestar 2, Mercedes Strategy Update (10.06.20)

Updates on Shanghai Model Y production, Tesla’s public relations team, Mercedes-Benz new strategy and more.

Timestamps:
0:23 TSLA stock update
1:07 Made-in-China Model Y production plans
5:04 Tesla & BHP talk nickel supply
6:11 Discussing Tesla’s PR strategy
10:09 Chamath talks Tesla
11:46 Polestar 2 EPA rating
13:06 Mercedes strategy update

Links to Mercedes-Benz presentation:
https://www.daimler.com/investors/events/capital-market-days/2020-mercedes-benz-strategy-update.html
https://www.daimler.com/dokumente/investoren/praesentationen/daimler-ir-mercedes-benz-strategy-update-2020-presentation.pdf

#Tesla #TSLA #Investing

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



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