Musk Restarts Production Against County’s Wishes, China April Numbers, Deutsche Bank Note, Short Interest (05.11.20)

➤ Elon Musk restarts Tesla’s production at Fremont against the order of Alameda county, says “if anyone is arrested, I ask that it only be me”
➤ Tesla officially files lawsuit against Alameda county (https://www.courtlistener.com/recap/gov.uscourts.cand.359281/gov.uscourts.cand.359281.1.0.pdf)
➤ California Governor Gavin Newsom and local officials weigh in
➤ China registration and production numbers for April
➤ Deutsche Bank issues updated TSLA stock note after investor call with Tesla
➤ Updated short selling data on TSLA stock

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

Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Musk Threatens Lawsuit, Relocation of Tesla HQ (05.09.20)

➤ Elon Musk threatens to file lawsuit with Alameda county over continued production restrictions
➤ Additionally, Elon makes plans to relocate Tesla’s headquarters outside of California
➤ Elon mentions Texas, further alluding to a possible Gigafactory in Texas
➤ Alameda county contact form, please be respectful: http://www.acphd.org/contact-acphd/contact-form.aspx

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

Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Is Tesla Restarting Production in Fremont? (05.08.20)

➤ Leaked email discloses Tesla’s plan to restart production at their Fremont factory on Friday, May 8th
➤ Alameda County continues to move more slowly in staged re-opening than California
➤ Tesla plans to offer tracking of Autopilot miles on the odometer
➤ Speed limit sign recognition for Tesla vehicles “coming soon” according to Elon Musk
➤ Tesla’s VP of Global Supply Chain reportedly leaves Tesla
➤ Tesla partners with Sunrun on Tesla Powerwall

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

Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Musk on Rogan, Production Status, Battery Patent (05.07.20)

➤ Recap of Tesla CEO Elon Musk’s appearance with Joe Rogan on the Joe Rogan Experience podcast
➤ Checking in on Tesla’s production status as California prepares to enter Phase 2 of re-opening the economy
➤ Tesla files battery cell patent for tabless battery cells, potentially indicating progress which could be discussed at Tesla’s upcoming battery investor day
➤ The Limiting Factor’s livestream: https://www.youtube.com/watch?v=ivIZ3DR1YtY

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

Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



BMW Delays, GM Earnings (05.06.20)

➤ BMW reports Q1 earnings and delays new factory plans
➤ BMW reportedly cancels potential Tesla Roadster competitor
➤ GM reports Q1 earnings

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

Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Interview: Alex Potter of Piper Sandler (05.05.20)

Video: https://youtu.be/ey3UeFJqSqY

Alex Potter, analyst at Piper Sandler, and Rob Maurer discuss Alex’s $939 price target on TSLA stock, Elon Musk’s tweets, institutional investors’ questions, the variance in perspectives between institutional and retail investors, Tesla’s progress in China, David Einhorn’s short thesis, Tesla Solar/Energy, upside/downside risks, and Tesla’s valuation/position in the market.

To hear more from Alex & Rob, specifically on Tesla in China, watch here: https://youtu.be/z9k3ppSk0oA

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

0:00 – Introduction
1:10 – Alex’s $939 TSLA price target
2:12 – Q1 earnings report reaction
7:28 – Tesla’s positioning/pricing in China & new energy vehicle subsidies
13:04 – Institutional investor TSLA questions
17:35 – Risks in China
19:00 – Takeaways from Tesla’s 10-Q filing, deferred revenue, regulatory credits
32:05 – Are suppliers at risk in this macro-environment?
35:35 – China’s vehicle market recovery
39:57 – How much is the macro-environment weighing down TSLA stock?
42:20 – Reaction to Elon Musk’s tweet about TSLA stock price being too high, from Alex and clients
43:31 – Thoughts on David Einhorn’s questions about accounts receivable, and the TSLA short thesis
46:26 – Risks and downsides to Tesla’s valuation
49:45 – Valuing Tesla Solar & Tesla Energy and Alex’s personal experience with those business lines
55:35 – Valuing TSLA stock and missing upside
1:06:09 – Institutional investors evolving mindset and questions
1:10:05 – How can anyone compete with Tesla’s lead? Why aren’t analysts forecasting that lead to continue?
1:19:55 – Retail / institutional investor perspective variance

http://www.pipersandler.com/

Disclosures: Rob Maurer is long TSLA stock & derivatives
Disclosures for equity 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: LYFT
6. Piper Sandler expects to receive or intends to seek compensation for investment banking services from the following companies in the next 3 months: none
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: none
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: ALSN, APTV, F, GM, LYFT, MTOR, PCAR, WBC
11. Piper Sandler will buy and sell securities on a principal basis for the following companies: 1211 HK, 175 HK, 300750 CH, CMI, NIO, NIU, TSLA, UBER

Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer



TSLA Rebounds, California’s Phased Re-Opening, Autobidder, Daimler Software (05.04.20)

➤ TSLA stock recovers from Elon Musk’s tweet saying the stock price was too high
➤ California works to move into Phase 2 of the re-opening process
➤ Morgan Stanley increases Tesla price target
➤ Tesla energy news in the UK
➤ Tesla Autobidder software
➤ Daimler reportedly exploring software partnerships with BMW & Volkswagen (https://translate.google.com/translate?sl=auto&tl=en&u=https%3A%2F%2Fwww.sueddeutsche.de%2Fauto%2Fbmw-daimler-vw-software-id3-1.4856930)

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

Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Elon Musk Says Tesla Stock Price is Too High (05.01.20)

➤ Tesla CEO Elon Musk tweets that Tesla stock price is too high, in his opinion and TSLA stock falls afterwords
➤ Analyzing the importance and impact of this tweet, including if this may cause problems with the SEC related to Elon Musk’s previous settlement agreement (http://prod-upp-image-read.ft.com/1199ee1e-686d-11e9-9adc-98bf1d35a056)

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

Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Analysts Hike TSLA Targets, Deferred Revenue, Einhorn Back Again (04.30.20)

➤ Analysts raise price targets on TSLA stock after Tesla’s Q1 earnings report
➤ Tesla files its quarterly 10-Q report, shedding more light on the Q1 results
➤ Discussion on Tesla’s deferred revenue and regulatory credit outlook
➤ David Einhorn tweets at Elon Musk again, questioning Tesla’s financials
➤ Tesla cuts price of the Model 3 in China

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

Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Part 2 – Q1 Earnings Recap (04.29.20)

➤ TSLA earnings review, part one: https://youtu.be/y1QbMiui06g
➤ Top 5 takeaways from Tesla’s Q1 earnings call with investors and analysts
➤ Elon Musk speaks out against shelter-in-place orders
➤ Topics include Tesla’s production and demand, autonomous driving progress and business impact, Tesla’s battery investor day, the next Gigafactory (Gigafactory Texas?), China’s importance, the long-term outlook for Tesla’s business, and more

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

Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Close Menu