Alex Potter & Rob Maurer Discuss TSLA (Tesla Daily)
发布时间 2021-02-23 20:27:07 来源
摘要
➤ Alex Potter of Piper Sandler joins Rob Maurer LIVE to discuss his street-high $1,200 TSLA price target, Tesla’s investment in Bitcoin, investor sentiment, competitive landscape, and more.
Apologies for the audio issues at the end. The full audio was salvaged in the audio podcast which can be found here:
Apple: https://apple.co/3qQ7nv4
Spotify: https://spoti.fi/3aMTXdN
Piper Sandler's report can be found here:
https://piper2.bluematrix.com/docs/pdf/e29642c1-102d-4e2d-80e0-bf65a37df967.pdf
You can find the previous conversations between Potter & Maurer here:
https://youtu.be/ey3UeFJqSqY
https://youtu.be/z9k3ppSk0oA
https://youtu.be/pzPcCpJvj5I
0:00 Introduction
1:46 Tesla & Bitcoin
4:25 TSLA's dropping stock price
7:26 Piper Sandler's 100 page Tesla report
13:35 Breaking down Tesla's future revenue
16:28 Forecasting Full Self-Driving
26:55 Rob's take on autonomy in TSLA's valuation
32:00 Tesla's innovation
38:50 Autonomous testing in California
42:10 FSD average selling price outlook
48:58 Envy of Tesla
51:08 How many factories will Tesla build?
56:45 Will Tesla keep buying battery cells?
1:00:03 Margin impact of others achieving FSD by 2030?
1:03:35 Audio issues begin
1:06:42 How to compete against Tesla?
1:09:37 See description for link to final ten minutes of podcast
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283
#Tesla #TSLA #Investing
Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
This conversation should not be interpreted as financial advice.
Disclosure: Rob Maurer is long TSLA stock & derivatives.
Disclosures for universe of: Alex Potter
1. I or a household member has a financial interest in the securities of the following companies: none
2. I or a household member is an officer, director, or advisory board member of the following companies: none
3. I have received compensation within the past 12 months from the following companies: none
4. Piper Sandler beneficially owns 1% or more of a class of the following companies: none
5. Piper Sandler has had a client relationship or has received compensation for investment banking services from the following companies within the past 12 months: DASH, UBER, VRM
6. Piper Sandler expects to receive or intends to seek compensation for investment banking services from the following companies in the next 3 months: DASH
7. Piper Sandler was a managing underwriter of a public offering of, or a dealer manager of a tender offer for, the securities of the following companies within the past 12 months: DASH, VRM
8. Piper Sandler has had a client relationship and has received compensation for non-investment banking securities related products or services in the past 12 months for the following companies: none
9. Piper Sandler has had a client relationship and has received compensation for non-securities services in the past 12 months for the following companies: none
10. Piper Sandler is a registered market maker for the following companies: APTV, DASH, GRUB, LYFT, VRM
11. Piper Sandler will buy and sell securities on a principal basis for the following companies: 1211 HK, 300750 CH, CARG, CVNA, NIO, NIU, TSLA, UBER
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