TSLA Continues Rising, Morgan Stanley Upgrade, Buffett Investing in TSLA? (11.18.20)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 19 November 2020
⏱️ 25 minutes
🧾️ Download transcript
Summary
➤ TSLA stock has risen another 10% as Morgan Stanley upgrades their rating on Tesla, with the stock now 19% higher than before the S&P 500 inclusion announcement
➤ Breaking down the Morgan Stanley TSLA note by Adam Jonas
➤ Tesla joins new organization called ZETA to advocate for EVs
➤ News on battery factories from Tesla, Panasonic
➤ Elon Musk teases significant Tesla firmware update
➤ Is Warren Buffett’s Berkshire Hathaway secretly buying TSLA stock?
➤ Berkshire Hathaway’s recent 13F filing has omitted confidential information, showing a large discrepancy in assets from 10-Q quarterly filing➤ 13F: https://www.sec.gov/Archives/edgar/data/1067983/000095012320012127/xslForm13F_X01/primary_doc.xml
➤ 10-Q:
➤ TSLA investor Frank Peelen has noticed a decline in institutional TSLA share ownership, possibly explained by Berkshire investment
➤ Electrek article: https://electrek.co/2020/11/18/tesla-tsla-surges-record-high-mysterious-investor-buying-big/
➤ Blog post 1: https://teslainvestor.blogspot.com/2020/11/tslas-s-500-inclusion-100m-missing-tsla.html
➤ Blog post 2: https://teslainvestor.blogspot.com/2020/11/is-tsla-berkshire-hathaways-new-mystery.html
➤ 13F: https://www.sec.gov/Archives/edgar/data/1067983/000095012320012127/xslForm13F_X01/primary_doc.xml
➤ 10-Q: https://www.berkshirehathaway.com/qtrly/3rdqtr20.pdf
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Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
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| 0:00.0 | Thank you. |
| 0:02.0 | Thank you. |
| 0:07.0 | Hey everybody, Rob. |
| 0:08.0 | We're here to discuss another exciting day for Tesla, |
| 0:11.0 | stock finishing up pretty strong today. |
| 0:12.0 | We'll talk about that in a second. We also have news from Morgan Stanley that have upgraded their rating on Tesla so not just a price target increase. |
| 0:19.4 | Those rating upgrades are a little bit more significant so we'll go through some details from the latest Adam Jonas note |
| 0:24.6 | from Morgan Stanley there. |
| 0:25.9 | We have a couple other stories on Tesla to cover, |
| 0:27.8 | some news from Panasonic. |
| 0:29.3 | And then there will be a second additional bonus episode today. |
| 0:32.2 | There is a topic that I want to isolate on and that |
| 0:34.3 | is some rumors going around that Warren Buffets, Berkshire Hathaway, may have taken a position in |
| 0:38.6 | Tesla so I want to go through some of that speculation and give my thoughts on that so keep an |
| 0:43.1 | out for that episode later today. All right so anybody disappointed with the |
| 0:47.0 | intraday action in Tesla yesterday after the S&P 500 announcement I think should be |
| 0:51.4 | pretty happy with the trading today. |
| 0:53.0 | Tesla up 10.2% to $486.64 and that was with the NASDAQ being down 0.8%. |
| 1:01.0 | Yesterday we talked a little bit about trading volume, so I do want to revisit that today, and we'll probably keep a closer eye on this as we head towards S&P 500 inclusion in mid-December. |
| 1:10.0 | So volume did continue to increase today to about 76.5 million shares traded. |
| 1:14.6 | That's about 25% more than we saw traded on Tuesday. |
| 1:17.6 | And that's well above the one month average, the three month average, and finally breaking |
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