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Industry Focus

Energy: Tesla: We’ve Got a Lot to Talk About

Industry Focus

The Motley Fool

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4.6854 Ratings

🗓️ 7 March 2019

⏱️ 81 minutes

🧾️ Download transcript

Summary

[WARNING: This Episode is Long] In recent weeks, Tesla has released a flood of news onto the public markets, from confusion surrounding deliveries in Europe and Asia, departures of multiple C-level executives, contempt charges against Elon Musk by the SEC, price cuts across its entire lineup of vehicles, eliminating the vast majority of its retail presence, and an upcoming announcement of the Model Y-- and that’s the short list. Motley Fool Senior Auto Analyst John Rosevear and Industry Focus Host Nick Sciple discuss these stories and more in a comprehensive look at the challenges facing Tesla today.

Listening Guide

  • First ~30 minutes -- $35k Model 3 + Store Closure Announcements + Model Y
  • Middle ~30 minutes -- Import issues in Asia/Europe + Elon’s Contempt of Court
  • Final ~30 minutes -- Consumer Reports Removes Model 3 Rec + Changes to Autopilot Marketing

Stocks Mentioned: TSLA

Stories Mentioned:

Will the Feds Tell Tesla to Fire Elon Musk Over Tweets?

Tesla customers describe maddening problems with returns and refunds

Tesla doesn’t know where it will build the Model Y as it rolls out more layoffs and cost cuts

Former Tesla Workers Paint Grim Picture of Buffalo Plant

Elon Musk Should Be Enabled to Step Back From Tesla, Investor Says

Tesla ends contract to prepare Model 3 for delivery in Europe a week after first ship

NHTSA's Autopilot Claim That Tesla Touted Disputed in New Study

Check out more of our content here:

Transcript

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0:00.0

All right, folks, just wanted to let you know before you dive into this episode.

0:03.5

This episode ended up running a little bit longer than we expected talking about Tesla.

0:08.5

Obviously, there's been so much in the news the past week and, you know, just over the past few

0:12.3

months as well, and with as quick as the

0:14.1

new cycle is with this company we really wanted to cover everything that's going

0:17.1

on with the business so we didn't have to drop three Tesla Podcast over the next couple

0:20.8

months so just keep that in mind as you tune into this

0:23.4

episode and hope you enjoy my conversation with John Roosevelt. Thanks.

0:27.0

Welcome to Industry Focus, the podcast that dives into a different sector of the

0:32.4

stock market every day.

0:34.0

Today is Thursday, March 7th, and we're talking Tesla.

0:36.8

I'm your host Nick Saipoll, and today I'm joined by Motley Fool, senior auto analyst

0:40.1

John Roosevelt, John Roosevelt via Skype.

0:41.4

How you doing, John? I'm doing very well and I cover you.

0:44.0

I am doing great and I am very excited to talk about Tesla today.

0:49.0

This is a company that has just been in the news so much in the past year but in the past month

0:55.9

Especially and we've got confusion around European deliveries issues in imports into China

1:01.0

You have the general counsel on the CFO leaving in the past few months.

1:04.4

Elon Musk just got contempt charges from the SEC. They announced price cuts across their entire

1:09.3

lineup of vehicles and they announced the Model Y reveal coming March 14th.

1:15.0

There's just a lot of news to talk about and for our listeners just want to sign post.

1:19.0

This is going to be a long episode, probably one of the longest ones that I've done and I've done one I'm

...

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