Interview: Alex Potter of Piper Jaffray (12.11.19)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 13 December 2019
⏱️ 81 minutes
🧾️ Download transcript
Summary
Alex Potter, analyst at Piper Jaffray, and Rob Maurer discuss Tesla's valuation, China potential, competition, risks, and investor theses.
Youtube link, including detailed disclosures: https://youtu.be/z9k3ppSk0oA
1:06 - Introduction
3:33 - How long has Alex been bullish?
5:12 - Product diligence
6:07 - Why has Alex become more bullish?
10:05 - How high can market share go?
10:58 - Bear/bull theses
14:15 - Tesla in China
42:52 - Competition
52:38 - EV profitability
53:45 - EV credits/regulations
1:02:01 - Tesla’s updside
1:03:30 - Demand
1:07:10 - Price target
1:09:55 - Tesla Energy
1:11:44 - Autonomy
1:17:05 - Talent
Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast
Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Jeremy Cooke
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hello, welcome to the Thursday, December 12th, 2019 edition of Tesla Daily on |
| 0:11.5 | official Tesla Podcast. My name is Rob Maurer, we have an interview episode. the discussed, he has increased his price target to $423 per share. |
| 0:25.0 | Some exciting news, I did record this on video, so if you'd prefer to watch the video |
| 0:29.0 | version of this, that is on YouTube, and the link is in the show notes. |
| 0:32.6 | If you are new to the podcast, don't forget to subscribe. |
| 0:34.8 | I'm here every weekday, analyzing the latest news from Tesla in about 10 to 15 minutes. |
| 0:39.4 | I want to thank Alex for coming on and without further ado, let's get into the conversation. |
| 0:44.0 | All right I am here with Alex Potter analyst at Piper Jaffrey who covers Tesla |
| 0:49.4 | about a week ago we had talked about his most recent note on the podcast and here we're going to have just |
| 0:55.6 | a little bit more robust discussion about Tesla and kind of see where that leads us. |
| 1:00.2 | So Alex do you want to give everyone a little bit of background on just how long you've been covering the stock and maybe some of the other companies you cover? |
| 1:06.0 | Sure, I can do that. First of all, huge fan. |
| 1:09.0 | Awesome. |
| 1:10.0 | Very much for the invitation. |
| 1:11.0 | Yeah, of course. |
| 1:12.0 | Thanks for going on. So I've been working at Piper |
| 1:16.3 | now, I guess 11 years. I started in 2008 and throughout that time I've covered automotive and trucking truck |
| 1:29.2 | oriented companies in that entire supply chain. I started in Hong Kong. I speak Chinese, used to live in China, |
| 1:38.0 | and so for the first several years I was covering primarily Chinese companies in that value chain. |
| 1:44.0 | So I covered BYD, G. Lee, Dongfang, |
| 1:48.0 | a number of Chinese companies and also truck manufacturers and engine companies. |
| 1:55.9 | Starting in 2012, shifted over to the US, and I say we cover these companies. |
... |
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