Investor Roundtable with Galileo Russell, Rob Maurer, and Matt Joyce (07.10.19)

发布时间 2019-07-11 00:14:23    来源

摘要

– TSLA investor roundtable recorded on 7/7/19 with Galileo Russel, Rob Maurer, and Matt Joyce – Also available on YouTube (Link) 1:12 Tesla Q2 Production & Deliveries Report & Potential S&P 500 inclusion 4:20 Short Position In Tesla/Short-Squeeze Theory 6:30 How to value Tesla, P/E, P/S? 9:37 Tesla’s Rapidly Improving FCF 12:34 What happens when Autonomy/Tesla Network hits 15:02 Why did Matty Mogul by FSD? 18:16 Model S/X Refresh 21:52 The Core Efficiency Table 25:50 ICE is Tesla’s Real Competition 26:47 Maxwell & Tesla’s Battery Cell Scaling Solution 31:58 Elon’s Electric VTOL jet 32:55 The Cheaper the Battery Tech, The More Industries Tesla Will Disrupt 36:56  Will Tesla launch a commercial electric plane?/Master Plan Part Trois 38:59 Tesla Insurance 43:44 Valuation of Cruise Automation Vs Tesla 45:02 Media, FUD & TSLAQ 51:30 Gigafactory 3 Shanghai/Tesla’s China Opportunity 59:54 Closing Comments, Big Picture Summary Links: Email > [email protected] Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan SchaefferParagraph Disclosure: Rob Maurer, Galileo Russell and Matt Joyce are long TSLA stock & derivatives The post Investor Roundtable with Galileo Russell, Rob Maurer, and Matt Joyce (07.10.19) appeared first on TechCast Daily.

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