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Motley Fool Hidden Gems Investing

Tesla: Carmaker Now, Robotaxi Future

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 24 April 2024

⏱️ 23 minutes

🧾️ Download transcript

Summary

Tesla’s current-state results weren’t strong, but a low-price EV and the company’s robotaxi unveiling in August have investors excited. At (00:21) we talk Tesla’s down results and up market reaction, how Boeing’s backlog insulates it from short-term delivery hiccups, and why Visa’s results are boring – and that’s a-ok. Companies discussed: TSLA, BA, V Host: Dylan Lewis Guests: Jason Moser Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

We're hitting Boeing earnings and boring earnings.

0:07.5

Buckle up. Motley Full analyst

0:24.0

Jason Moser.

0:25.0

Jason, thanks for joining me.

0:26.0

Hey, happy to be here, thanks.

0:28.0

We've got all earnings today on the pod.

0:30.0

We're going to be rolling up our sleeves

0:32.0

and digging in results from Tesla, Visa and Boeing.

0:35.4

Jason 3 companies facing very different situations.

0:39.0

Why don't we kick things off with Tesla?

0:41.0

Maybe a bit of a surprising market reaction given the results

0:44.4

revenue and earnings both down year of a year, both missed expectations, shares up

0:49.4

10%. Help me work through that. Well investing just makes so much sense, right?

0:56.2

It's always a bit confounding, sometimes the reactions.

0:58.4

And I mean, it's worth remembering to me.

1:00.6

Tesla has had a very difficult year to this point. So it's a nice little

1:05.1

bounce from what has been otherwise under performance. But I mean to me you know when I

1:11.3

looked at the results and I saw the reaction from the market you

1:13.9

know Tesla has always been one of the one of the most forward-looking ideas in

1:18.7

regard to stock performance that that I can recall seeing at least in in that you know it gets a lot of credit

1:25.9

because it's doing something so bold and something so new and and when you dig a little bit

1:32.3

further in you think about Elon Musk and sort of how he runs his company,

...

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