Analyst Interview: Pierre Ferragu of New Street Research (02.28.20)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 29 February 2020
⏱️ 46 minutes
🧾️ Download transcript
Summary
Pierre Ferragu of New Street Research has been one of the more bullish analysts covering TSLA stock over the last couple years, most recently posting a street-high (at the time) price target of $800 per share for TSLA stock. In this interview, Pierre joins Rob Maurer of the Tesla Daily Podcast for a discussion on Tesla's position in the automotive market, TSLA's stock price, institutional investor sentiment, autonomy, competition, and risks/opportunities for the stock and company.
Recorded Wednesday, February 19th, 2020.
You can find Pierre on Twitter @p_ferragu
New Street Research: https://www.newstreetresearch.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Ludicrous producer Vincent Smith
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
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| 0:00.0 | All right. |
| 0:05.0 | Hey, hey everybody. |
| 0:08.0 | Hey everybody. |
| 0:09.0 | We are here today with Pierre Farague of New Street Research, Analysts that covers Tesla. |
| 0:13.0 | I believe you have an $800 price target on the stock right now. |
| 0:16.0 | Previously, one of the highest on the street, maybe the highest at a point in time. |
| 0:20.0 | But with the recent updates from all the analysts after a Q4 earnings, I think some people |
| 0:26.3 | have taken it up and you're more in the neutralish range now. |
| 0:30.6 | So welcome, Pierra, thanks for coming on the podcast, appreciate it. |
| 0:33.6 | Thanks, Rob. |
| 0:34.2 | Thanks for having me. |
| 0:35.4 | I'm very humbled to be part of your podcast. |
| 0:40.2 | You have way more followers and Twitter than I do. |
| 0:43.0 | So it's a very new world to me. |
| 0:45.0 | You know, I focus more as you know as an analyst on his teacher on investors. |
| 0:49.0 | And one of the things I've really enjoyed with Tesla is getting more exposure to retail investors. |
| 0:55.0 | When I look at the wealth of debate and conversations and work that is done in that group. |
| 1:03.3 | I'm very interested and I hope I can do more of that |
| 1:06.8 | going forward. |
| 1:08.2 | And yes, on our background on Tesla. So I left Bernstein, one of the leading research houses on Wall Street a couple of years ago to start my own firm to do really research in a new way and one of the things we did at the time is to pick up courage of Tesla. |
| 1:28.0 | And I actually started working with a fairly negative bias on the story. |
| 1:35.0 | I didn't think really things could stack up like this idea that you just put like a battery bag in a car |
... |
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