TSLA Continues Falling, First Model Y Deliveries Scheduled, UK Tax Change, Morgan Stanley Update (03.12.20)

Note: at 4:30 in this episode, I said no one should have concern. I meant about my own financial position in regard to TSLA stock, I was not speaking about anyone else’s position; that is for each person to determine for themselves, of course.

– Discussion on TSLA stock in the midst of a continued macro-economic crash
– First Model Y deliveries scheduled ahead of March 15th
– UK tax change benefits zero-emission vehicles
– Morgan Stanley issues updated note on TSLA stock

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

Ludicrous producer Vincent Smith
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



Coronavirus Declared a Pandemic, Pressuring TSLA & Stock Markets (03.11.20)

Coronavirus has been declared a pandemic by the World Health Organization. As cases continue to rise in the United States and internationally, more severe measures are being taken to react and reduce spread. Today’s episode discusses these actions and where things may go from here, and the impact on Tesla and TSLA stock.

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

Ludicrous producer Vincent Smith
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

 



Cybertruck Gigafactory Location Analysis, Updated Short Interest (03.10.20)

– Elon tweets about a Cybertruck Gigafactory, analysis on the most likely locations
– Updated TSLA short interest for the February 28th reporting date

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

Ludicrous producer Vincent Smith
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



Tesla Produces Its 1,000,000th Vehicle & What It Means for Q1 (03.09.20)

Elon Musk just tweeted that Tesla has produced its 1,000,000th vehicle. In today’s episode, we take a look at this incredible milestone for Tesla, and what it might imply regarding current production rates and Q1 production in total, as well as the potential implication for TSLA stock.

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

Ludicrous producer Vincent Smith
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

 



Coronavirus, Y VINs, LR China Model 3, UBS Survey (03.06.20)

– Discussion on current state of coronavirus and Elon’s tweet on the subject
– Checking in on Model Y VINs
– LR Model 3 approved for production in China
– UBS survey on electric vehicles on Tesla’s lineup

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

Ludicrous producer Vincent Smith
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



Model Y VINs Assigned, Order Processing, Michigan Service (03.05.20)

– Tesla begins assigning the first VINs for Model Y customers
– Model Y order processing walkthrough
– Michigan Tesla service update

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

Ludicrous producer Vincent Smith
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



GM’s EV Day, Comparisons with Tesla, Other Tesla Notes (03.04.20)

– Recap of General Motors’ EV Day for investors and media and how it compares to Tesla
– A couple notes on Tesla autonomy

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

Ludicrous producer Vincent Smith
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



Street-High Price Target, Fed Cuts Rates, China HW3 Issues, BMW i4 (03.03.20)

– Tesla stock (TSLA) has a new street-high price target from JMP Securities
– Federal Reserve lowers interest rates in first “emergency cut” since 2008
– Tesla faces hardware 3.0 issues with Gigafactory Shanghai made Model 3s
– BMW unveils BMW i4 electric vehicle concept, sharing some specs and other details

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

Ludicrous producer Vincent Smith
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



Model 3 Track Package, MCU Upgrades, GigaBerlin/Model Y Updates (03.02.20)

– Discussion on TSLA stock and macro-environment
– Model Y updates
– Model 3 Track Package and Track Mode updates
– MCU upgrades
– Gigafactory Berlin groundbreaking update
– Waymo raises capital
– GM electric vehicle day

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

Ludicrous producer Vincent Smith
Executive producer Rish Singh
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



Analyst Interview: Pierre Ferragu of New Street Research (02.28.20)

Pierre Ferragu of New Street Research has been one of the more bullish analysts covering TSLA stock over the last couple years, most recently posting a street-high (at the time) price target of $800 per share for TSLA stock. In this interview, Pierre joins Rob Maurer of the Tesla Daily Podcast for a discussion on Tesla’s position in the automotive market, TSLA’s stock price, institutional investor sentiment, autonomy, competition, and risks/opportunities for the stock and company.

Recorded Wednesday, February 19th, 2020.

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

Ludicrous producer Vincent Smith
Executive producer Rish Singh
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



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