Investor Roundtable with Galileo Russell, Rob Maurer, and Matt Joyce (07.10.19)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 11 July 2019
⏱️ 70 minutes
🧾️ Download transcript
Summary
– TSLA investor roundtable recorded on 7/7/19 with Galileo Russel, Rob Maurer, and Matt Joyce
– Also available on YouTube (Link)
- 1:12 Tesla Q2 Production & Deliveries Report & Potential S&P 500 inclusion
- 4:20 Short Position In Tesla/Short-Squeeze Theory
- 6:30 How to value Tesla, P/E, P/S?
- 9:37 Tesla’s Rapidly Improving FCF
- 12:34 What happens when Autonomy/Tesla Network hits
- 15:02 Why did Matty Mogul by FSD?
- 18:16 Model S/X Refresh
- 21:52 The Core Efficiency Table
- 25:50 ICE is Tesla’s Real Competition
- 26:47 Maxwell & Tesla’s Battery Cell Scaling Solution
- 31:58 Elon’s Electric VTOL jet
- 32:55 The Cheaper the Battery Tech, The More Industries Tesla Will Disrupt
- 36:56 Will Tesla launch a commercial electric plane?/Master Plan Part Trois
- 38:59 Tesla Insurance
- 43:44 Valuation of Cruise Automation Vs Tesla
- 45:02 Media, FUD & TSLAQ
- 51:30 Gigafactory 3 Shanghai/Tesla’s China Opportunity
- 59:54 Closing Comments, Big Picture Summary
Links:
Email > [email protected]
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast
Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan SchaefferParagraph
Disclosure: Rob Maurer, Galileo Russell and Matt Joyce are long TSLA stock & derivatives
The post Investor Roundtable with Galileo Russell, Rob Maurer, and Matt Joyce (07.10.19) appeared first on TechCast Daily.
Transcript
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| 0:00.0 | Hello and welcome to the Wednesday July 10th |
| 0:09.5 | 2019 edition of Tesla Daily on official Tesla podcast. My name is Rob Maurer a bit of a different episode to in a and Matt Joyce, who was on the podcast a few weeks ago, |
| 0:22.8 | that took place this past weekend on Sunday, July 7th. |
| 0:25.8 | This is available in video format as well. |
| 0:28.0 | There are a few charts and things |
| 0:29.2 | that are pulled up on occasion during the conversation. |
| 0:31.4 | So the link for that is in the show notes if that's your |
| 0:33.2 | preference. Otherwise we'll get right into it. If you are new to the podcast, don't forget to |
| 0:36.8 | hit subscribe and I'll be back tomorrow for the Thursday July 11th episode of Tesla |
| 0:40.9 | daily. Thanks. What up Hyperchange? |
| 0:44.0 | Welcome to HyperChat Number 8. |
| 0:45.0 | We have an unbelievably epic podcast. |
| 0:47.0 | We're coming at you guys from Wisconsin, basically middle of nowhere. |
| 0:51.0 | I'm going to have two awesome guests. First time we've ever done three people on |
| 0:54.6 | the hyperchat, so this should be really exciting. Maddie Mogul who was the first |
| 0:58.4 | ever guest on the hyperchat, founder of Tomb Dips, also amazing Tesla Bull analyst. |
| 1:04.2 | And then, of course, we got Rob from Tesla Daily |
| 1:06.6 | who's been on Hyper Change before. |
| 1:08.3 | Amazing Tesla Podcast, if you guys don't know about it already, |
| 1:10.9 | you're sleeping and you should definitely be following it |
| 1:12.8 | if you're watching hyperchange so anyway stoked to have you guys on to talk about |
| 1:17.2 | Tesla these are the two people that when something goes down about Tesla and |
... |
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