Rob Maurer & Sean Mitchell Tesla Status Check (04.15.20)

➤ Sean Mitchell hosts Rob Maurer for an overview of the current state of Tesla (YouTube Link Coming Soon)
➤ Tesla schedules Q1 earnings report

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



Goldman Sachs & Credit Suisse TSLA Notes, Musk/Munro Interview, China Registrations (04.14.20)

➤ Credit Suisse upgrades TSLA stock
➤ Goldman Sachs initiates coverage on TSLA stock
➤ Takeaways from Elon Musk & Sandy Munro interview on the Third Row Tesla podcast (https://www.youtube.com/watch?v=pih4kU6yvz8&t=1279s)
➤ China Tesla registration numbers for March

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



TSLA Outperforms, China Long-Range Model 3 Released (04.13.20)

➤ TSLA stock rises $100/share on Monday in a neutral macro environment
➤ Tesla releases made-in-China long-range and performance Model 3
➤ Tow hitch option added for Tesla Model Y
➤ Elon Musk tweets about robotaxis and full-self driving

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



Giga Shanghai March Production, KBB Brand Awards, Elon Tweets, Short Interest (04.09.20)

➤ China Passenger Car Association reports on Tesla’s production numbers from Gigafactory Shanghai for March, 2020
➤ Tesla dominates in Kelley Blue Book’s 2020 luxury vehicle brand awards
➤ Elon Musk tweets about Tesla Battery Day, Tesla Model Y to Europe, Plaid Powertrain, and Tesla Cybertruck
➤ TSLA stock short interest update
➤ Weekly jobs report continues to show significant growth in unemployment
➤ Toyota extends US factory shutdowns

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



Resumed US Production Target, Q2 & Full-Year Outlook (04.08.20)

➤ Tesla announces a targeted date to resume production in the United States alongside temporary pay reductions and furloughs
➤ Can TSLA still hit their annual guidance for vehicles deliveries?
➤ Forecast for Q2 and annual vehicle delivery and production numbers
➤ Was TSLA stock reaction justified?

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



Waymo Vs. Tesla (Employee Perspective), China LR Model 3 (04.07.20)

➤ 4:19 A former Tesla employee on the Autopilot team has moved over to Waymo and joined the Third Row podcast to discuss his perspective of both companies (https://www.youtube.com/watch?v=FP_YZ8pBCJ4)
➤ Bloomberg reports on imminent production of the long range single-motor Tesla Model 3 from Gigafactory Shanghai, including its range

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



Ventilator Design, Markets Rally, Dashcam/Sentry Updates, Jefferies Note (04.06.20)

– Tesla posts video update on in-house ventilator design
– TSLA rises as stock market rallies
– Twitter user @greentheonly previews some upcoming software features
– Jefferies issues updated note on TSLA stock

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



Sandy Munro Model Y Teardown Recap, TSLA Stock Slips (04.03.20)

Summarizing and discussing the key takeaways from the going Munro Tesla Model Y live teardown. Sandy Munro of Munro & Associates has been both critical and complimentary of Tesla in the past and that trend continues with the Tesla Model Y. This episode also includes discussion on TSLA stock which finished Friday +6% but fell -12% from after-hours trading on Thursday.

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



Q1 Delivery/Production Report Discussion (04.02.20)

Tesla today reported Q1 deliveries +40% compared to 2019 and production +33% to 2019, causing TSLA stock to rise by 18% in after-hours trading as Tesla’s Model Y and Gigafactory Shanghai continue to ramp up. Today’s episode recaps everything we learned from Tesla’s report, and what was missing. How will TSLA stock react going forward?

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



Q1 & Future Tesla Outlook w/ Gali Russell of HyperChange (04.01.20)

YouTube link: https://youtu.be/3Houzq0eXmY

Today’s discussion is with Gali Russell, founder of HyperChange, on our disparate forecasts for Q1 as well as what lies ahead for Tesla in the coming months and years.

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



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