Shareholder Meeting Questions, Sentiment, Early Access Program (06.05.19)

– Discussing questions for the upcoming Tesla Shareholder Meeting, which you can submit and vote for at https://www.say.com/qa/tesla/
– Adam Jonas note may be indicative of a shift in sentiment
– Tesla provides Ars Technica with an update on Early Access Program for early purchasers of FSD
– YouTube channel “LikeTesla” shares rumors of S/X refresh

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

InsideEVs May Estimates, Macro Movement (06.04.19)

– TSLA finally bounces as the broader markets rise
– InsideEVs publishes their May delivery estimates

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

TSLA’s Valuation and Price/Sales, Tesla Truck Details and Market (06.03.19)

– Taking a brief look at TSLA’s valuation as we continue to hit new lows
– Elon Musk shares some more details on the Tesla pickup truck, including targeted base price

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

RHD Model 3 Availability Expands, Mexico Tariffs, Pricing Display (06.01.19)

– Tesla opens Model 3 order page for more right-hand drive countries
– Discussing the impact of possible US tariffs applied to Mexico
– Tesla updates ordering page pricing display in the US

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

China Model 3 Pricing Analysis (05.30.19)

– Tesla announces pricing for the Gigafactory Shanghai produced Model 3, expects deliveries in 6-10 months

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

Refresh and Model Y Rumors, Musk Email on Deliveries, CEO Compensation (05.29.19)

– CNBC reports on rumors of an upcoming refresh for Model S, and possible Model Y production planning
– Another leaked Elon email discuss delivery logistics and demand
– Musk’s 2018 CEO compensation

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

Upcoming China Announcement, Autotrader Survey (05.28.19)

– Tesla teases China announcement for 5/31, likely related to Model 3 pricing
– Autotrader survey indicates high EV interest (Link)
– Autopilot allegedly avoids side-collision (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

Updated Short Interest (05.25.19)

– Updated TSLA short interest for reporting date 5/15
– SpaceX successfully launches first production Starlink satellites

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

Another Musk Email on Orders and Production, Price Elasticity/Advertising (05.23.19)

– Another leaked Musk email discusses Q2 net new orders and Model 3 production rates
– Discussion around price elasticity and advertising centered around the recent Model S/X price changes

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

Musk Email to Employees on Expense Management, Wedbush Lowers Price Target (05.20.19)

– Elon Musk emails employees regarding expense management at Tesla
– Wedbush lowers TSLA price target

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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