– Quick discussion on coronavirus and the impact to Tesla and the auto market
– Updated short interest for the 01/15/20 settlement date
– FactSet consensus estimates for Q4 and full-year 2020
– Some expectations for the earnings report later this week

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

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– Massachusetts Senator Ed Markey continues to push Tesla for changes to Autopilot
– VW CEO Herbert Diess comments on EVs and competition with Tesla

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

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– BMW board member Klaus Froehlich comments on EVs
– Daimler blames struggling EV production on Tesla
– Subaru CEO comments on EVs
– Former Nissan CEO, Carlos Ghosn, comments on Nissan’s outlook
– Q4 earnings report question submission is open, vote for my question, or others, here: https://saytechnologies.com/s/579319a5
– Analyst updates from UBS and Exane BNP Paribas

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

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– Is this a TSLA short squeeze?
– New Street Research and Wedbush Securities raise their TSLA stock price targets
– Trump comments on Elon Musk and Tesla
– Tesla responds on sudden unintended acceleration NHTSA petition, as does the short-seller who brought the petition
– Highlights from Elon Musk’s interview on the Third Row Tesla podcast
– Tesla reaches a settlement agreement with Michigan

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

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– Analysis of all available information and rumors to determine best expectations for the beginning of Model Y deliveries
– Lots of charts in this one, video available at https://youtu.be/tjuKbRtZb4Q

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

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– Tesla schedules Q4 earnings report
– China December registrations report
– NHTSA petitioned to investigate unintended acceleration
– Elon Musk tweets about Sandy Munro
– Baillie Gifford fund manager James Anderson comments on TSLA and Elon Musk

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

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– Discussion on the latest TSLA investor note from Adam Jonas of Morgan Stanley
– Volkswagen CEO Herbert Diess comments on Volkswagen’s difficult road ahead

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

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– Tesla Model Y vehicle identification numbers are now searchable from NHTSA
– California Air and Resources Board publishes zero-emission vehicle credit certification for Tesla Model Y
– TSLA stock price-targets increased by Deutsche Bank and Jefferies
– Tesla expands hiring for the Tesla Solarglass Roof
– Tesla solicits feedback for China-designed Tesla
– Bloomberg reports on direct negotiations between Tesla and a cobalt supplier for Gigafactory Shangai
– Blackrock publishes investor note highlighting importance of sustainability in investing

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

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

YouTube Link: https://youtu.be/XfHWl_Lhf5o

As Tesla stock approaches a $100-billion dollar market-cap, Elon Musk’s compensation plan is back in the news. Here is a full breakdown of exactly what Elon Musk and Tesla need to accomplish for Elon to get paid, and how Musk’s compensation impacts Elon and Tesla.

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

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– Discussion on TSLA stock breaking $500 
– Oppenheimer publishes huge increase to TSLA price target
– Baird increases price target, lowers rating
– Elon tweets about full-self driving, talking Teslas
– China minister discusses NEV subsidies
– Updated short interest for the 12/31/19 settlement date

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

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives