Morgan Stanley/Goldman Sachs Analyst Notes, CEO Survey Result, Boring Company Event (12.18.18)

– Morgan Stanley and Goldman Sachs publish updated analyst notes on TSLA
– Elon Musk ranked highly in CEO survey result
– Initial reaction to The Boring Company event

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Executive producer Rish Singh
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock and derivatives

GF3 Construction, Senior Designer Leaves, Time Limit on Supercharging (12.17.18)

– Tesla begins construction process for GF3 in China (Link)
– Senior Designer Andrew Kim leaves for Apple
– Tesla tries to limit maximum time at superchargers

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Executive producer Rish Singh
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock and derivatives

China Temporarily Lowers Tariffs, TSLA Short Interest Update, Deutsche Bank Initiates Coverage (12.14.18)

– China to temporarily lower tariffs on US autos
– TSLA short interest update
– Deutsche Bank initiates coverage on TSLA stock

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Executive producer Rish Singh
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

Musk’s 60 Minutes Interview, TSLA Share Price Discussion, Baird Upgrade (12.13.18)

– Brief rambling on TSLA’s share price
– Elon Musk’s 60 minutes interview
– Baird price target upgrade

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Executive producer Rish Singh
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

New General Counsel, Price Target Increases, Model 3 Inventory (12.07.18)

– Tesla hires new general counsel
– Wolfe Research and Jefferies increase TSLA price targets
– Model 3 inventory

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Executive producer Rish Singh
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

Gigafactory 3 Construction Beginning Soon, Solar Power in California, Tesla/Slacker (12.06.18)

– Shanghai government makes statement on Tesla’s Gigafactory 3
– California Building Standards Commission signs off on solar regulation
– Tesla’s importance to Slacker’s business

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Executive producer Rish Singh
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

European Model 3 Configurations Begin, Faraday Future Furlough (12.05.18)

– Tesla invites Model 3 reservation holders to configure for the first time
– Faraday Future furloughs more employees

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

TSLA Defies Weak Macro-Environment, Price Target Increase, InsideEVs November Estimates (12.04.18)

– TSLA finishes in the green despite a challenging macro-environment
– CFRA increases TSLA price target
– InsideEVs releases their November delivery estimates

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

Model Y Outdated Production Plan Leaked, Tariff & Tax Credit News (12.03.18)

– Trump tweets about China’s automotive tariffs
– Economic adviser Larry Kudlow discusses the federal EV tax credit
– Business Insider reports on Model Y production plans and other details (Link)

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

Update on Model 3 Production and Costs from Elon Musk (11.30.18)

– A leaked Elon Musk internal email reveals some details on Model 3 production rate and production costs

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

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