Rob Maurer Presents TSLA Bull Case to Northwestern Master's Students + Q&A (08.12.20)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 13 August 2020
⏱️ 76 minutes
🧾️ Download transcript
Summary
➤ Rob Maurer presents the bull case for TSLA stock and why the company is not overvalued at its current market cap near $300B
➤ This presentation was given to Northwestern master's program students on August 12, 2020 and was followed by a question and answer session
Timestamps
2:21 Background on Tesla Daily
3:52 Bull case presentation begins
7:16 Tesla's lead in electrification
10:43 Tesla's lead in autonomy
12:53 Tesla's lead in energy
14:30 Is Tesla overvalued?
26:35 Competition has completely given up the market
28:37 Beginning of question and answer section
30:39 Will infrastructure scale fast enough?
33:33 Will people really want to share their vehicles for ridesharing?
36:36 Is Tesla prepared for supply and battery constraints?
40:58 Does The Boring Company come into play for mining?
41:53 Will Tesla's innovation slow down as they enter a higher volume phase?
45:35 Is Tesla's lack of advertising sustainable?
48:03 Who is a legitimate competitor to Tesla?
53:12 Thoughts on Rivian and partnerships?
56:05 How did you feel during the Cybertruck unveiling?
58:20 What are your thoughts on the new Roadster and will you be purchasing one?
1:00:46 Is Tesla's executive turnover a concern?
1:04:29 Do you own a pair of Tesla short shorts?
1:05:00 Any thoughts on TSLA's stock split?
1:06:55 How have you looked at Elon Musk's actions and legal issues the last few years? Do you think he is comparable to Steve Jobs?
1:10:00 What do you think Apple's ambitions in the space are?
1:11:58 What is your backround?
1:13:15 What do you think keeps Elon Musk and Tesla's management team up at night?
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Plaid producer Who Why
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
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| 0:00.0 | We had the benefit of having someone who is a Tesla expert's name is Rob Meyer. |
| 0:14.3 | Rob is a good friend of Patrick's. |
| 0:16.8 | And I'm going to ask Patrick to do a little bit more background |
| 0:19.4 | and how they know each other. |
| 0:20.4 | And then we'll let Rob talk. |
| 0:22.0 | I was going to talk to us for first part of class, |
| 0:25.4 | a little bit about what he does and in the space |
| 0:28.4 | and his perspective on Tesla |
| 0:29.7 | and then we're going to open up the Q&A. |
| 0:31.7 | Patrick, take it away. |
| 0:33.2 | Sure, thank you. |
| 0:34.4 | And thanks everyone for allowing a guest speaker. |
| 0:38.1 | This kind of happened as a result of a lot of the interest around Tesla and then moving into the stock discussion and it finally clicked after class one day and David you posted a discussion question about you know the valuation on the stock I said wait a minute I know someone who does this |
| 0:54.6 | who's who's quite knowledgeable in this space so I've known Rob for a few years now we're |
| 0:59.8 | actually former former roommates and if anyone knows Rob they know he loves Tesla. So he |
| 1:06.4 | started off as a really avid fan of the of the company and the technology |
| 1:11.9 | researching it daily and scouring the internet for the latest and greatest information on Tesla and |
| 1:19.0 | Channel that and turned that into a |
| 1:22.0 | Daily podcast in which he did stock overviews, gave updates on the |
| 1:26.5 | company, his perspective, as well as some information about the stock environment investing and just the company news. |
| 1:36.9 | So Rob has that podcast called Tesla Daily and he's moved into that as a full-time opportunity and really grown into something pretty incredible with tons of high praise on on YouTube in the comments and with all of the rapid increase in Tesla stock and attention right now. |
| 1:54.6 | I think lots lots of great viewership and feedback from his online community. |
... |
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