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Tesla Daily: Tesla News & Analysis

Munro on Model S Plaid, Tesla Innovation, Ford Earnings Call, BMW (02.04.22)

Tesla Daily: Tesla News & Analysis

Rob Maurer

Tsla, Model3, Technology, News, Tesla, Investing, Tech News, Modely, Business, Models, Modelx

4.81.1K Ratings

🗓️ 5 February 2022

⏱️ 14 minutes

🧾️ Download transcript

Summary

➤ Munro & Associaties continue teardown of new Plaid Model S, praising Tesla’s innovation
➤ Tesla shows off Berlin paint shop processes
➤ New patent may simplify production for Tesla
➤ Ford discusses EV plans and profitability on earnings call
➤ BMW CEO comments on electrification

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 Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
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

Hey everybody, Rob Mauer here, and today we're going to be talking about some of Tesla's

0:11.0

innovations.

0:12.0

We've got a new video from Sandiman Row on the Model S plaid tear down that they're

0:15.0

doing and a couple of things there as well.

0:16.8

We'll also talk about some interesting comments made on Ford's Erning Skull, yesterday we

0:20.6

had their shareholder letter, now we also have the Erning Skull, and we've got a couple

0:24.5

of the things, including some funny comments from BMW.

0:28.1

We've got a quick look at the stock, Tesla today finishing up 3.6%, which hardly feels

0:31.6

like a move at all anymore given the recent volatility, but Tesla closing at $923.32

0:37.2

to end the week, the NASDAQ today was up 1.6%, significantly outperforming the S&P and

0:42.3

the doubt.

0:43.3

We're now about a week and a half out from Tesla's Erning's report, and Tesla that

0:46.4

day had closed at $937 before earnings, so Tesla kind of rebounding a little bit, now

0:51.6

down just 1.5% since that report, but the NASDAQ over that same period of time, up 4%.

0:57.2

So Tesla's still underperforming since that report, the market not really quickly changing

1:01.0

its mind like we have seen on certain occasions in the past.

1:04.6

One thing to look out for for next week, Tesla should be posting their 10k annual filing

1:09.2

probably on Monday, it was on Monday, February 8th last year, so some investors may still

1:13.7

be waiting for that to make any decisions on Tesla one way or the other, and we certainly

1:17.7

know that some analysts are waiting for that information.

1:20.4

Always some interesting details in there that will definitely cover on the podcast too,

1:24.0

when that does come out.

...

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