– Tesla wins two prestigious awards (Link to MotorTrend)
– Report on Tesla supplier increasing production
– Short interest updated for the 6/28 settlement date
– Tesla announces the Q2 earnings report date

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

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

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– TSLA investor roundtable recorded on 7/7/19 with Galileo Russel, Rob Maurer, and Matt Joyce
– Also available on YouTube (Link)

• 1:12 Tesla Q2 Production & Deliveries Report & Potential S&P 500 inclusion
• 4:20 Short Position In Tesla/Short-Squeeze Theory
• 6:30 How to value Tesla, P/E, P/S?
• 9:37 Tesla’s Rapidly Improving FCF
• 12:34 What happens when Autonomy/Tesla Network hits
• 15:02 Why did Matty Mogul by FSD?
• 18:16 Model S/X Refresh
• 21:52 The Core Efficiency Table
• 25:50 ICE is Tesla’s Real Competition
• 26:47 Maxwell & Tesla’s Battery Cell Scaling Solution
• 31:58 Elon’s Electric VTOL jet
• 32:55 The Cheaper the Battery Tech, The More Industries Tesla Will Disrupt
• 36:56  Will Tesla launch a commercial electric plane?/Master Plan Part Trois
• 38:59 Tesla Insurance
• 43:44 Valuation of Cruise Automation Vs Tesla
• 45:02 Media, FUD & TSLAQ
• 51:30 Gigafactory 3 Shanghai/Tesla’s China Opportunity
• 59:54 Closing Comments, Big Picture Summary

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

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan SchaefferParagraph

Disclosure: Rob Maurer, Galileo Russell and Matt Joyce are long TSLA stock & derivatives

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– Elon Musk addresses S/X refresh rumors on Twitter
– Headlines on Autopilot team turnover
– Update on Wisconsin state budget impacting Tesla
– Bloomberg reports on leaked email from Jerome Guillen regarding production increase at Fremont

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

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan SchaefferParagraph

Disclosure: Rob Maurer is long TSLA stock & derivatives

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– Elon Musk tweets about autonomy
– Discussion on Tesla’s strategy and Tesla Network

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

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

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– Tesla reports record delivery and production numbers for Q2, 2019

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

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

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– Discussing the newest improvements to Tesla’s software suite
– UBS downgrades TSLA again
– Happy birthday to Elon Musk!

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

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

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– Wisconsin budget may allow direct sales in Wisconsin
– Roadster base 0-60 mph reduced?
– BMW board member says Europeans won’t buy EVs (Link)

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

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

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– Leaked Elon Musk email to employees discussing the end-of-quarter push
– CNBC reports on Tesla’s battery cell production plans

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

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

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– Another update on Q2 deliveries in North America from Electrek
– Oppenheimer note and consensus estimates
– Short interest update for the 6/14 settlement date

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

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

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– CleanTechnica publishes part two of their interview with Jerome Guillen (Link)
– Daimler faces more emissions-related recalls
– Tesla granted minor tariff exemption

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

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Podcast (tesladaily): Play in new window | Download | Embed

Subscribe: Android | Google Podcasts | RSS