TSLA Bull Case / Q&A With Alex Potter and Rob Maurer (10.15.20)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 15 October 2020
⏱️ 90 minutes
🧾️ Download transcript
Summary
Live discussion on Tesla stock with Alex Potter, analyst at Piper Sandler, and Rob Maurer of Tesla Daily. Discussion includes valuation of Tesla's autonomous driving and energy business lines, reactions to Battery Day, TSLA's upside, analyst perception, and more. Potter and Maurer field questions live from both institutional investors and YouTube chat.
You can find the previous conversations between Potter & Maurer here:
https://youtu.be/ey3UeFJqSqY
https://youtu.be/z9k3ppSk0oA
Timestamps:
0:00 Introduction
1:14 Background on Tesla Daily
3:37 Tesla autonomy, robotaxis, and energy
18:22 How does Tesla achieve a $25k car?
26:22 Tesla's pricing strategy
30:42 Framework for Tesla Energy
45:02 Tesla's Battery Day
50:26 China's EV startups
57:07 TSLA's valuation/product expansion
1:01:23 TSLA to $5 trillion?
#Tesla #TSLA #Investing
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Disclosures for universe of: Alex Potter
1. I or a household member has a financial interest in the securities of the following companies: none
2. I or a household member is an officer, director, or advisory board member of the following companies: none
3. I have received compensation within the past 12 months from the following companies: none
4. Piper Sandler beneficially owns 1% or more of a class of the following companies: none
5. Piper Sandler has had a client relationship or has received compensation for investment banking services from the following companies within the past 12 months: UBER, VRM
6. Piper Sandler expects to receive or intends to seek compensation for investment banking services from the following companies in the next 3 months: UBER, VRM
7. Piper Sandler was a managing underwriter of a public offering of, or a dealer manager of a tender offer for, the securities of the following companies within the past 12 months: VRM
8. Piper Sandler has had a client relationship and has received compensation for non-investment banking securities related products or services in the past 12 months for the following companies: none
9. Piper Sandler has had a client relationship and has received compensation for non-securities services in the past 12 months for the following companies: none
10. Piper Sandler is a registered market maker for the following companies: APTV, GRUB, LYFT, VRM
11. Piper Sandler will buy and sell securities on a principal basis for the following companies: 1211 HK, 300750 CH, CARG, CVNA, NIO, NIU, TSLA, UBER
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hey everybody Rob Maower here and today we are joined live by Alex Potter of |
| 0:11.0 | Piper Sandler. Alex has covered Tesla for quite a long time. We've had him on the |
| 0:14.4 | podcast a couple of times, so today we're just going to go through, you know, |
| 0:18.0 | everything that has changed in the last few months with Tesla. |
| 0:20.4 | Alex has done a lot of research on autonomy, on energy, and then we're also going to talk a little bit about battery day |
| 0:26.3 | We are going to be doing a Q&A so on Alex's side they have their investors |
| 0:30.6 | Piper Sandler investors that are going to be asking some questions. |
| 0:34.8 | And on my end, if you want to ask questions on YouTube, feel free to do that. |
| 0:38.9 | We're going to select a few of those to also go through. |
| 0:41.7 | So thanks for joining Alex, anything you want to add to that intro? |
| 0:44.0 | I don't think so. Very much looking forward to it. As Rob mentioned, I'm analyst at |
| 0:51.1 | Piper Sandler. I cover Tesla, and for our institutional clients |
| 0:56.6 | were dialed in right now, you can, I know there's a Q&A function, so Jess and |
| 1:01.1 | corporate access is watching that, and if you have any questions you would like to ask me or or Rob you can either use that function or you can send me an email I've got my emails up here as well. So maybe I don't know Rob do you want to I'll ask you to do an |
| 1:17.8 | intro you should introduce yourself first my audience understands who you are and |
| 1:21.7 | then I'll do the same. |
| 1:22.6 | Sure. |
| 1:23.6 | Yeah, so my name's Rob Maurer. |
| 1:25.0 | I have been a retail investor in Tesla since 2013. |
| 1:28.9 | I started doing the Tesla Daily sort of channel |
| 1:31.5 | as a podcast back in August of 2017. The reason I did that was |
| 1:36.0 | just because I saw a lot of misinformation out there in the media and I thought a lot of |
... |
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