Interview: Tesla's Exciting Path Forward with Pierre Ferragu (11.05.21)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 5 November 2021
⏱️ 47 minutes
🧾️ Download transcript
Summary
Pierre Ferragu of New Street Research joins Rob Maurer on Tesla Daily to discuss Tesla's excellent Q3 results, Tesla Insurance, FSD Beta, battery strategy, outlook for 2022, and more.
Timestamps:
0:00 Intro
0:28 $1,298 TSLA price target
1:51 Reaction to Tesla's Q3 earnings and TSLA price run
11:49 4680 battery game theory
20:20 Thoughts on FSD Beta
24:50 Tesla Insurance
39:02 Institutional investor discussions
40:40 Supply chain and 2022 outlook
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
Tesla Referral: https://ts.la/robert47283
Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
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| 0:00.0 | Hey, everybody, Rob Mauer here, and today we have the good fortune to be joined by Pierre |
| 0:04.2 | Ferrague of New Street Research to talk about Tesla. |
| 0:07.0 | Hey, Pierre. |
| 0:08.0 | Hey, Rob. |
| 0:09.0 | Nice. |
| 0:10.0 | Thanks for having me again. |
| 0:11.0 | Absolutely. |
| 0:12.0 | I always get to chat with you. |
| 0:13.0 | So, we've got quite a few topics to go through today. |
| 0:14.8 | We're going to talk a little bit about key three earnings, of course, what's been going |
| 0:17.3 | on with the stock since then, and Tesla insurance. |
| 0:20.4 | I know you asked on the call about that, FSD beta, since we last talked, that started to roll |
| 0:25.0 | out a little bit more. |
| 0:26.0 | So, we've got quite a bit to talk about. |
| 0:27.9 | And, of course, you just increased your price target as well. |
| 0:30.1 | So, New Street Research now, still with the buy rating on the stock, and a $1,298 price |
| 0:35.8 | target pretty close to the highest on the street. |
| 0:37.9 | So, yeah, Pierre, welcome and thanks for joining us. |
| 0:42.8 | Thanks, Rob. |
| 0:43.8 | Thanks for having me, and it's always a pleasure, and thanks for showing, like, public domain |
| 0:53.3 | price targets that we've had on the stock of our time. |
| 0:59.9 | As you show that, I'd like to just take an opportunity to make a couple of quick clarifications. |
... |
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