3.8 • 950 Ratings
🗓️ 2 November 2025
⏱️ 4 minutes
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street brunch, our Sunday look ahead to this week's |
| 0:09.9 | market-moving events, along with the weekend's top news and analysis. |
| 0:14.0 | Hello, today is Sunday November 2nd, and I'm your host, Kim Kahn. |
| 0:17.7 | Tesla will hold its highly anticipated shareholder meeting at Gigafactory, Texas on Thursday. |
| 0:23.0 | Shareholders will vote on Elon Musk's proposed $1 trillion pay package and the company's future direction. |
| 0:28.8 | The meeting is also expected to include progress reports on several critical initiatives, |
| 0:33.1 | including the Robotaxi Network Pilot, CyberCab program, Tesla semi-production ramp, and advances in next-generation |
| 0:39.6 | battery technology. The meeting will be livestream globally, and volatility in the stock is expected |
| 0:44.4 | to be high throughout the day. The Tesla Board proposed that the compensation package be paid in |
| 0:49.0 | shares over 12 tranches if certain goals are achieved, increasing his voting power to 25% in the company at a time when |
| 0:55.5 | AI and robotics could exceed the company's achievements in vehicle electrification. |
| 1:00.4 | Last week, Board Chair Robin Denham asked shareholders to ignore the recommendations of proxy |
| 1:05.0 | advisor firms, unions, and corporate watchdogs, and approved Musk's unprecedented payout. |
| 1:10.4 | Seeking off analyst Oliver Rojanko says there's a low probability of full realization within the award window, but then again, what in Tesla's history has been reasonable. None of it, and yet it has achieved essentially all of what it's set out to do to date. Even with failures along the way, the lesson of Musk is this, if you believe, never give up, |
| 1:28.0 | he said. Looking to the news this weekend, in Warren Buffett's last quarter at the helm, |
| 1:31.9 | Berkshire Hathaway, said operating profit rose nearly 34 percent, helped by strong performance |
| 1:36.8 | in its insurance underwriting business. The company's cash file swelled to almost $390 billion |
| 1:41.8 | in the absence of buybacks. |
| 1:49.6 | Edward Jones analyst James Shanahan said CEO-designate Greg Abel will restore investor confidence over time. In the near turnover, however, increased investment activity and or share |
| 1:54.0 | repurchases could be a catalyst for BRK shares. And the White House says China will effectively |
| 1:59.1 | eliminate all existing and proposed rare earth |
| 2:02.0 | and critical mineral export controls, a signal that global supply chains may finally be finding |
... |
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