TSLA Bull Case / Q&A With Alex Potter and Rob Maurer (10.15.20)
发布时间 2020-10-15 22:04:17 来源
摘要
Live discussion on Tesla stock with Alex Potter, analyst at Piper Sandler, and Rob Maurer of Tesla Daily. Discussion includes valuation of Tesla's autonomous driving and energy business lines, reactions to Battery Day, TSLA's upside, analyst perception, and more. Potter and Maurer field questions live from both institutional investors and YouTube chat. You can find the previous conversations between Potter & Maurer here: https://youtu.be/ey3UeFJqSqY https://youtu.be/z9k3ppSk0oA Timestamps: 0:00 Introduction 1:14 Background on Tesla Daily 3:37 Tesla autonomy, robotaxis, and energy 18:22 How does Tesla achieve a $25k car? 26:22 Tesla's pricing strategy 30:42 Framework for Tesla Energy 45:02 Tesla's Battery Day 50:26 China's EV startups 57:07 TSLA's valuation/product expansion 1:01:23 TSLA to $5 trillion? #Tesla #TSLA #Investing Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh 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 Editing assistance by Jasem Ashkanani Music by Evan Schaeffer 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: 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: UBER, VRM 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: 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, 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
GPT-4正在为你翻译摘要中......
