Shows
Tesla Daily: Tesla News & AnalysisThe End (01.16.24)Rob Maurer shares a number of personal announcements. FPG: https://firstprinciples.group Thank you: https://youtu.be/zs3i4w3tsRg Patreon: https://www.patreon.com/tesladailypodcast PayPal: https://paypal.me/tesladaily Venmo: @RobMaurer Bitcoin address: 3N3f9WxrpHbX3N3j5Me8i7UyC4ErbViPQi Ethereum address: 0x5E9CC4C16c68178Dd926A67d9948170f31785918 X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro...2024-01-1709 minTesla Daily: Tesla News & AnalysisInitial Reaction Following Cybertruck Delivery Event (11.30.23)➤ Rob Maurer shares his initial thoughts after the first Cybertruck deliveries X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives2023-12-0128 minTesla Daily: Tesla News & AnalysisQ3 Delivery & Production Expectations (09.29.23)➤ Rob Maurer discusses what to expect ahead of Tesla’s Q3 delivery and production report ➤ UAW expands strike ➤ Texas update ➤ Tesla hosts Installer Day ➤ PCE comes in light Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure...2023-09-3018 minTesla Daily: Tesla News & AnalysisInterview: The Real Story of Elon Musk with Walter Isaacson (09.14.23)➤ Walter Isaacson joins Rob Maurer to discuss the biography of Elon Musk ➤ Link to book: https://amzn.to/3Zivgxu Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA...2023-09-1537 minTesla Daily: Tesla News & AnalysisQ2 Earnings Call Takeaways & Analysis (07.19.23)➤ Join Rob Maurer for live reaction to Tesla's Q2 2023 earnings call ➤ Reaction to shareholder letter: https://youtube.com/live/XoZNcLijT1g Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives2023-07-2020 minTesla Daily: Tesla News & AnalysisTSLA Earnings Preview Q2-23 (07.18.23)➤ Rob Maurer discusses expectations for Tesla’s Q2-23 earnings report ➤ YouTube version: https://youtube.com/live/fRMAXdXuDrw ➤ Earnings context: https://youtu.be/CUwDiyJFov0 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stoc...2023-07-1921 minTesla Daily: Tesla News & AnalysisQ1-23 Earnings Discussion (04.20.23)➤ Rob Maurer walks through the most important items from Tesla’s Q1 earnings report ➤ Clarifying foreign exchange impact ➤ Analysts update price targets after earnings ➤ ARK publishes new TSLA model ➤ Tesla mobile app update ➤ EV tax credit updates ➤ Starship’s first fully integrated test flight Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Execu...2023-04-2113 minTesla Daily: Tesla News & AnalysisTSLA Earnings Preview Q1-23 (04.18.23)➤ Rob Maurer walks through forecasts and what to expect for Tesla’s Q1-2023 earnings report Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives2023-04-1922 min
Tesla Daily: Tesla News & AnalysisInterview: Musk's Early Days & An Unfulfilled Vision w/ The Founders Author Jimmy Soni (12.18.22)➤ Jimmy Soni, author of 'The Founders' joins Rob Maurer to discuss the early days of Elon Musk, the story of x.com and PayPal, where Twitter may be headed, and more. The Founders: https://amzn.to/3V7oGWZ The Soul of A New Machine: https://amzn.to/3jcqGzY Find Jimmy Soni on Twitter @jimmyasoni 0:00 Jimmy Soni & The Founders 0:41 Backstory on the book 4:38 Understanding Elon 10:22 Elon’s early days and Twitter motivation 14:25 A vision unfulfilled 16:57 Being wrong 20:20 Organizational change 22:06 Speed 24:02 Elon forced out of PayPal2022-12-1859 min
Tesla Daily: Tesla News & AnalysisThoughts on Elon Musk + Macro, Giga Berlin Expansion, Model Y Update, Sweden (11.07.22)➤ Rob Maurer shares some thoughts on Elon Musk’s latest actions ➤ Update on macroeconomy ➤ Tesla plans to file application for Giga Berlin expansion ➤ Model Y receives new EPA certification ➤ Model S Plaid registered in Norway ➤ Tesla to open some Australian Superchargers ➤ Sweden cuts EV incentives Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni2022-11-0809 min
Tesla Daily: Tesla News & AnalysisOverlooked Takeaways From Tesla Earnings (10.20.22)➤ Rob Maurer discusses key points that may have been under-appreciated in Tesla’s Q3 earnings report Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives2022-10-2117 min
Tesla Daily: Tesla News & AnalysisQ3-22 Earnings Preview (10.17.22)➤ Rob Maurer walks through what to expect for Tesla’s Q3 2022 earnings report and conference call ➤ YouTube link: https://youtu.be/7OH9p7ubbH4 Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock...2022-10-1822 min
Tesla Daily: Tesla News & AnalysisBiggest Takeaways From Tesla's Earnings Beat (07.21.22)Rob Maurer discusses the biggest learnings from Tesla's Q2-22 earnings beat and management's comments on the earnings call. Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob...2022-07-2121 min
Tesla Daily: Tesla News & AnalysisQ2 Delivery & Production Report (07.02.22)➤ Rob Maurer walks through Tesla’s Q2 delivery and production report, how it compares to expectations, and what it means going forward Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives2022-07-0212 min
Tesla Daily: Tesla News & AnalysisPreview: Tesla Q1-22 Earnings Report Expectations (04.19.22)➤ Tesla is set to report earnings and analyst consensus estimates may be setting Tesla up for a big beat ➤ Full Q1 2022 Tesla earnings preview with Rob Maurer Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Di...2022-04-2026 min
Tesla Daily: Tesla News & AnalysisTakeaways From Cyber Rodeo, China Updates, Pricing, US Government Meeting, Twitter Board (04.11.22)➤ Rob Maurer discusses his thoughts after attending Tesla’s Cyber Rodeo event at Giga Texas ➤ Details on Tesla’s new Model Y variant ➤ New feature on Tesla’s Cybertruck ➤ Shanghai updates lockdown policies ➤ China Passenger Car Association reports sales and production for March ➤ Tesla raises prices in the US ➤ US government includes Elon Musk in EV meeting ➤ Elon Musk reverses course on joining Twitter’s board of directors Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why2022-04-1217 min
Tesla Daily: Tesla News & AnalysisForecast: Q1 Delivery and Production Report (04.01.22)➤ Rob Maurer discusses his expectations for Tesla’s Q1 delivery and production report, what to watch for, and what we might learn for the rest of the year ➤ GM, Toyota, Nissan, and other automakers report US sales ➤ YouTube Link: https://youtu.be/BQ1GFmsoNyE Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone...2022-04-0212 min
Tesla Daily: Tesla News & AnalysisInterview: Former Tesla Board Member Steve Westly (03.11.22)➤ Former Tesla board member Steve Westly joins Rob Maurer to discuss Elon Musk, Tesla, disruption, energy, venture capital, and more Timestamps 0:00 Intro 0:45 Westly Group focus 2:50 Disruption of conservative industries 4:44 Finding Tesla 8:44 Becoming a board member 10:44 Tesla’s early / present-day ambition 14:28 Current EV landscape 17:37 Tesla’s growth 20:53 Volkswagen & China 24:08 Ford’s EV Split 28:07 Impacts of autonomy 29:23 Luminar 32:32 Tesla Energy & Solar 36:16 Regulatory policies & California migration 40:00 Early stage interests 44:07 Rob’s promise Westly Group: https://westlygroup.com Twitter: https://www.twitter.co...2022-03-1244 min
Tesla Daily: Tesla News & AnalysisAn Announcement (02.11.22)➤ Join Rob Maurer for an announcement Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypod... Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives2022-02-1211 min
Tesla Daily: Tesla News & AnalysisRecap: Tesla Reports Q4-21 Earnings (01.26.22)➤ Rob Maurer recaps Tesla's Q4-21 earnings report and conference call ➤ Earnings report reaction: https://youtu.be/7Spfjjm2Vss ➤ Earnings call and reaction: https://youtu.be/pirz73JTD-Y Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Eva...2022-01-2719 min
Tesla Daily: Tesla News & AnalysisPreview: Tesla Q4-21 Earnings Report (01.25.22)➤ Rob Maurer previews Tesla's Q4 earnings report with detailed forecasts and consensus estimates ➤ YouTube link: https://youtu.be/aH9XycsAjrk Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives2022-01-2645 min
Tesla Daily: Tesla News & AnalysisWild Market Volatility, New Cybertruck, Supercharging, Lawsuit, Panasonic (01.24.22)➤ Leaked photos and videos of new Cybertruck prototype show new details ➤ Wild market volatility continues heading into huge week ➤ Rumor on Tesla Supercharging rates ➤ Tesla files lawsuit against investment bank ➤ Tesla’s Fremont factory recognized for production level ➤ International updates ➤ Report on Panasonic’s 4680 battery cell progress ➤ Lamborghini talks EV plans ➤ GM plans new insurance offering ➤ Rob on Hyperchange: https://youtu.be/mcPZp-E96MA Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive...2022-01-2513 min
Tesla Daily: Tesla News & AnalysisLive: Tesla Discussion, Markets & Netflix, Q&A (01.21.22)Join Rob Maurer for a live discussion and Q&A on Tesla. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives2022-01-2230 min
Tesla Daily: Tesla News & AnalysisAnalyzing Tesla's Excellent Q4 Delivery/Production Report (01.02.22)➤ Join Rob Maurer for a discussion on Tesla's Q4-21 delivery and production report Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives2022-01-0327 min
Tesla Daily: Tesla News & AnalysisQ4-21 Delivery and Production Estimates (12.30.21)➤ Rob Maurer walks through estimates for Tesla’s Q4 delivery and production numbers and how they may compare to Wall Street’s consensus expectations Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer ...2021-12-3020 min
Tesla Daily: Tesla News & AnalysisInterview: Tesla's Position of Strength w/ Alex Potter (11.20.21)Alex Potter joins Rob Maurer to discuss the strength of Tesla's business, excellent Q3 results, challenges for competitors, short to long-term outlooks, valuation methodology, various business lines, FSD Beta, Tesla Insurance, Rivian, Lucid, and more. 0:00 Tesla's Q3 results 3:35 Tesla's margins 8:51 Legacy automaker challenges 12:12 EV awakening & secondary impacts 20:50 Can Tesla's growth rate accelerate? 25:39 Is this a transitory period? 30:18 Structural profitability 33:12 Tesla compared to Amazon 36:19 Valuation methodology 44:03 Investor regret 45:37 Tesla service business & warranty reserves 59:27 Are legacy auto bankruptcies coming? 1:12:35 FSD Beta 1:21:21 Elon Musk stock sale 1:25:06...2021-11-211h 32
Tesla Daily: Tesla News & AnalysisInterview: Tesla's Exciting Path Forward with Pierre Ferragu (11.05.21)Pierre Ferragu of New Street Research joins Rob Maurer on Tesla Daily to discuss Tesla's excellent Q3 results, Tesla Insurance, FSD Beta, battery strategy, outlook for 2022, and more. Timestamps: 0:00 Intro 0:28 $1,298 TSLA price target 1:51 Reaction to Tesla's Q3 earnings and TSLA price run 11:49 4680 battery game theory 20:20 Thoughts on FSD Beta 24:50 Tesla Insurance 39:02 Institutional investor discussions 40:40 Supply chain and 2022 outlook You can find Pierre on Twitter @p_ferragu New Street Research: https://www.newstreetresearch.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon...2021-11-0546 min
Tesla Daily: Tesla News & AnalysisLive Replay: Tesla Crosses $1 Trillion | Hertz, Pricing, Beta Rollback & More + Q&A (10.25.21)➤ Join Rob Maurer for live discussion on Tesla stock’s biggest day ever and all the news from the last few days Timestamps: 0:00 Tesla hits $1T 2:00 Hertz / Tesla deal 13:50 Tesla price increases 18:13 FSD Beta 10.3 rollback 20:30 Morgan Stanley price target increase 22:55 Tesla's 10-Q filing 24:03 Tesla China R&D 25:33 Cybertruck 27:13 Panasonic 4680 batteries 28:16 NTSB letter to Tesla 29:29 Rivian deliveries / production rate 30:51 NHTSA update 31:45 Tesla European sales 32:24 Celebrating $1 trillion! 35:10 Q&A Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast2021-10-261h 06
Tesla Daily: Tesla News & AnalysisTSLA Q3 Earnings Preview / Forecasts (10.14.21)➤ YouTube link: https://youtu.be/UieeGa82kLw ➤ Rob Maurer walks through his forecast / earnings estimates for Tesla’s Q3 2021 earnings report Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclo...2021-10-1544 min
Tesla Daily: Tesla News & AnalysisLive Reaction After Tesla 2021 Shareholder Meeting (10.07.21)➤ Rob Maurer's reaction and recap following Tesla's 2021 annual shareholder meeting Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & de...2021-10-0812 min
Tesla Daily: Tesla News & AnalysisQ3 Delivery/Production Report + Preceding Q&A (10.02.21)➤ Rob Maurer's live reaction to Tesla's Q3 delivery and production report (first 24 minutes of podcast) ➤ Q&A prior to results being released (rest of podcast after 24 minutes) Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives2021-10-021h 34
Tesla Daily: Tesla News & AnalysisWhy Tesla Could Be Set Up For A Huge Beat - Q3 2021 (09.30.21)YouTube link: https://youtu.be/Ogs-AOEvqyg ➤ Join Rob Maurer for a live walkthrough of his delivery and production forecasts for Tesla’s Q3 2021. Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives2021-10-0123 min
Tesla Daily: Tesla News & AnalysisInitial Thoughts on FSD Beta, NHTSA Requests Other Automaker Data, Giga Texas, Redwood Materials (09.14.21)➤ Rob Maurer shares initial thoughts on Tesla’s FSD Beta after a few days of use ➤ NHTSA requests data from 12 other automakers in regards to Tesla investigation ➤ Giga Texas welcomes new employees on site ➤ New Cybertruck photo debate ➤ Rivian announces important milestone ➤ Redwood Materials announces plans beyond battery recycling: https://bloom.bg/3lpFpoz Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Executive producer Michael Pastrone...2021-09-1515 min
Tesla Daily: Tesla News & AnalysisQ3 is Looking Great for Tesla (09.08.21)Video: https://youtu.be/bgikZ2BLybI ➤ Rob Maurer walks through how Tesla’s third quarter is shaping up after August sales numbers are reported from China ➤ Tesla expands Energy team ➤ News on solar in the United States Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives2021-09-0917 min
Tesla Daily: Tesla News & AnalysisInterview: Rob Maurer on the Current State of Tesla (09.03.21)➤ Katherine Ross interviews Rob Maurer about the current state of Tesla and what to think about going forward Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer John Beans Executive producer Michael Pastrone Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives2021-09-0427 min
Tesla Daily: Tesla News & AnalysisPart 2: Tesla's Neural Networks, FSD, & Computer Vision w/ James Douma (07.30.21)➤ James Douma joins Rob Maurer to discuss Tesla's approach to autonomous driving, computer vision, deep learning, how neural networks work, ARK Invest’s TSLA model and more. ➤ Part one: https://youtu.be/gzq5AFCH5jk Apologies for a lack of timestamps, didn’t quite have the time. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Ex...2021-07-3155 min
Tesla Daily: Tesla News & AnalysisElon Musk Compensation & Other Hidden Details From Tesla's 10-Q Filing (07.29.21)➤ Rob Maurer digs through Tesla's 10-Q filing for information not discussed in Tesla's Q2 earnings letter. Topics include the structure and impact of Elon Musk's compensation, Tesla Solar Roof, deferred revenue, regulatory credits, Supercharging, debt, and more. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Ev...2021-07-3016 min
Tesla Daily: Tesla News & AnalysisJim Cramer & Rob Maurer Discuss Tesla's Q2 Earnings Results (07.27.21)➤ Rob Maurer and Jim Cramer discuss Tesla's Q2 2021 earnings report and investor call ➤ Reaction to TSLA stock declining despite earnings beat ➤ Is Elon Musk underpromising? ➤ Bitcoin impact on Tesla ➤ Competition and industry / supply chain challenges ➤ Elon Musk's comments on Apple ➤ What's going on with Tesla solar? ➤ Tesla Gigafactory and battery progress ➤ What Wall St. is missing with TSLA's Q2 results Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke...2021-07-2709 min
Tesla Daily: Tesla News & AnalysisReaction to Tesla's Q2 Earnings Report & Earnings Call (07.26.21)➤ Rob Maurer shares takeaways from Tesla's Q2-21 earnings report and earnings call. Earnings call recap starts at 20:36. YouTube link to report recap: https://youtu.be/5MEp3Ed_N2s YouTube link to earnings call recap: https://youtu.be/SXCFP7KY_wg Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Tesla Summary2021-07-2735 min
Tesla Daily: Tesla News & AnalysisQ2-21 Tesla Earnings Preview (07.23.21)YouTube Link: https://youtu.be/-KBBLOtx1d0 Will Tesla beat analyst consensus estimates when the company reports Q2 2021 earnings on Monday, July 26? Rob Maurer discusses what to expect from Tesla's Q2-21 earnings report and the most important financial results to watch for. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypod... Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer...2021-07-2439 min
Tesla Daily: Tesla News & AnalysisQ2 Production & Delivery Forecast + Vision Update, Berlin, NHTSA (06.29.21)YouTube link: https://youtu.be/yQmnS-Vh3Ds ➤ Rob Maurer walks through estimates for Tesla’s Q2 delivery and production numbers and how they may compare to Wall St.’s consensus ➤ Tesla updates vision-only Autopilot software, increasing functionality ➤ Tesla re-recognized as IIHS top safety pick+, Consumer Reports restores recommendation ➤ Giga Berlin injunction request update ➤ Model S Plaid takes on Pikes Peak Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executiv...2021-06-3031 min
Tesla Daily: Tesla News & AnalysisChina "Recall", Battery Supply Deal, Tesla Appeal, Plaid First Drive (06.28.21)➤ Tesla issues over-the-air software update “recall” in China ➤ Tesla inks new deal with major battery supplier ➤ New study shows Tesla’s attractiveness compared to other vehicles ➤ Tesla prepares for surge in Supercharging ahead of holiday weekend ➤ Rob drives a Model S Plaid: https://youtu.be/SRv6Cpf0IuE ➤ Happy birthday to Elon Musk! Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent2021-06-2909 min
Tesla Daily: Tesla News & AnalysisTSLA Rally Continues, Infrastructure "Deal", Panasonic, Supercharging, Q3, Starlink (06.24.21)➤ TSLA stock continues to rally and outperform indices ➤ Rob Maurer joins The Come Up Series to discuss Tesla: https://youtu.be/LowQrU-VgBw ➤ President Biden says “we have a deal” on infrastructure package ➤ Panasonic discusses 4680 battery cell production, divests from TSLA ➤ Rumor of Tesla being sold out for Q3 ➤ Tesla reportedly opening Supercharger network on some stations in Norway ➤ Elon Musk discusses Starlink IPO access Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who...2021-06-2516 min
Tesla Daily: Tesla News & AnalysisInterview: Pierre Ferragu w/ Rob Maurer on Tesla Profitability & More (05.25.21)Pierre Ferragu of New Street Research joins Rob Maurer on Tesla Daily to discuss Tesla's return on investment, operating leverage, competitive positioning, delivery outlook, supply chains, cryptocurrency, and more. 0:00 Introduction 0:59 Understanding Tesla's profitability 5:07 The right to make money 7:54 New Street's TSLA note - cash return 16:34 Operating margin outlook 21:00 Tesla vs. TSMC 27:11 Tesla vs. BMW / Daimler 29:41 Tesla's structural advantages 36:27 Does this increase Pierre's bullishness? 38:34 Accelerating growth 43:43 Pierre's new Model Y 45:21 Reaction to Tesla/Musk's involvement in cryptocurrency 52:09 What concerns are you hearing? 53:01 2021 delivery expectations 2021-05-261h 00
Tesla Daily: Tesla News & AnalysisJim Cramer & Rob Maurer Discuss Tesla's Q1 Earnings + Key Takeaways (04.27.21)➤ Jim Cramer & Rob Maurer join Katherine Ross to discuss Tesla stock's reaction to the company's Q1 earnings report and investor conference call ➤ How strong were Tesla's financials? ➤ Understanding Tesla's margins ➤ Tesla's stance on digital currencies ➤ Tesla's aspirations to outsell Toyota ➤ Elon Musk's missed promises ➤ What's going on with Tesla Solar? ➤ Supply chain impacts and chip shortages Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke2021-04-2715 min
Tesla Daily: Tesla News & AnalysisQ1 Tesla Earnings Report - Financials and Shareholder Letter Analysis (04.26.21)Tesla reports a Q1 earnings beat with earnings per share of $0.93. Follow Rob Maurer's live reaction on Tesla's financials, then tune in for the earnings call! Earnings call livestream: https://youtu.be/mBvyJk5O3A0 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why 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 Disclosure...2021-04-2714 min
Tesla Daily: Tesla News & AnalysisWhat To Expect From Tesla Earnings - Q1 2021 (04.23.21)YouTube link: https://youtu.be/ja8gWQ2Pqm0 ➤ Tesla is set to report earnings after market close on Monday, April 26. Join Rob Maurer for a live discussion on what to expect from Tesla's Q1 2021 earnings report and the most important financial results to watch for. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Ma...2021-04-2429 min
Tesla Daily: Tesla News & AnalysisTSLA Bull Case Presented by Rob Maurer at Benzinga Cleantech Conference (04.22.21)➤ Rob Maurer presents the bull case for TSLA stock in 2021 and provides counter-arguments to claims that Tesla is overvalued, in a bubble, and structurally unprofitable ➤ This presentation was given at Benzinga's Cleantech and Small Cap conference on April 22, 2021 Timestamps: 0:00 Introduction 0:54 The one theme behind Tesla 1:18 How has the TSLA bull case evolved? 1:48 Criticisms of TSLA 3:09 Understanding Tesla’s profitability 7:39 Impact of CEO compensation 9:21 Rising strength in Tesla’s business 12:58 Tesla’s growth 14:43 TSLA vs. AMZN growth 15:54 Future growth 16:38 Competition is coming 19:42 What is the most excit...2021-04-2321 min
Tesla Daily: Tesla News & AnalysisInterview: Tesla's Neural Networks, Autonomous Driving, and Computer Vision w/ James Douma (04.14.21)➤ James Douma joins Rob Maurer to discuss Tesla's approach to autonomous driving, computer vision, deep learning, how neural networks work, their history, and how they may scale from here ➤ Past episode with James: https://bit.ly/32gxlgS 0:00 Background 0:50 TSLA investment thesis 2:43 Examining Tesla’s neural networks 6:38 Progress of computer vision and neural networks 11:22 How does a neural network work? 40:53 Will neural networks keep scaling? 46:27 Neural network constraints for autonomous driving 50:05 Stay tuned for part 2! Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast...2021-04-1550 min
Tesla Daily: Tesla News & AnalysisMusk's CEO Role, TSLA Stock Rises, Credit Suisse, Shanghai Model Y, MotorTrend, ID.4 Teardown (04.13.21)➤ TSLA stock has best day in over a month as trading volume picks up ➤ Credit Suisse expects Tesla Q1 earnings beat ➤ Business Insider reports that Tesla offered CEO job to automotive veteran in 2015 ➤ SpaceX wins launch contract, likely explaining Musk’s vague tweet ➤ Chinese firm tears down Shanghai-made Model Y ➤ MotorTrend ranks luxury sedan best buys for 2021 ➤ Sandy Munro continues teardown of Volkswagen ID.4 ➤ More details on Spain EV subsidy ➤ Schedule update Coinbase Referral: coinbase.com/join/maurer_x4q Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon...2021-04-1412 min
Tesla Daily: Tesla News & AnalysisLive Replay: Tesla Reports Q1 Delivery Beat + Q&A (04.02.21)Watch on YouTube: https://youtu.be/KuhgJNAJVU4 ➤ Tesla has announced Q1 delivery and production numbers, join Rob Maurer for live reaction and analysis, followed by a Q&A about TSLA stock, annual outlook, earnings expectations, and more. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent2021-04-021h 27
Tesla Daily: Tesla News & AnalysisWill Tesla Beat Delivery Estimates? (Q1-21) + Biden Infrastructure Plan (03.31.21)YouTube link: https://youtu.be/iYg-UhExDCE ➤ Rob Maurer walks through estimates for Tesla’s Q1 delivery and production numbers and how they may compare to Wall St.’s consensus ➤ President Biden unveils $2.3 trillion infrastructure plan, focusing a portion on electric vehicles and clean energy ➤ Full infrastructure plan: https://bit.ly/2Pmk03u Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke2021-04-0117 min
Tesla Daily: Tesla News & AnalysisEdmunds Defends Tesla Range Tests - Interview w/ Editor-in-Chief Alistair Weaver (03.28.21)➤ Edmunds Editor-in-Chief Alistair Weaver joins Rob Maurer to discuss Edmunds’ electric vehicle range tests, Tesla’s performance, test conditions, range buffers, and more. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen 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 Music...2021-03-2831 min
Tesla Daily: Tesla News & AnalysisInterview: The Limiting Factor on VW Power Day, Solid-State Batteries, Tesla’s Advantages & More (03.17.21)➤ Rob Maurer is joined by Jordan Giesige of The Limiting Factor to discuss Volkswagen’s Power Day, how it compares to Tesla’s Battery Day, outlook for VW, solid-state batteries, Northvolt, Quantumscape, and more. ➤ Find Jordan’s channel here: https://www.youtube.com/channel/UCIFn7ONIJHyC-lMnb7Fm_jw Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive...2021-03-1724 min
Tesla Daily: Tesla News & AnalysisA Simple Explanation of TSLA's Valuation (03.05.21)Today's episode involves spreadsheets, so video may be preferred: https://youtu.be/i9eWmAkTTTw ➤ Rob Maurer discusses Tesla's valuation after the recent decline in TSLA's stock price. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Liftoff - The Early Days of SpaceX: https://amzn.to/3uWWdr9 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Ma...2021-03-0626 min
Tesla Daily: Tesla News & AnalysisElon Musk & The Launch of SpaceX - Liftoff Author Eric Berger Interview (03.04.21)➤ Rob Maurer sits down with Eric Berger, author of the new book ‘Liftoff’, to discuss the early days of SpaceX, the company’s evolution, Elon Musk’s management style, balancing SpaceX with Tesla, Gwynne Shotwell, and more. Find Liftoff here: https://amzn.to/3uWWdr9 Timestamps: 00:00 - Background 03:02 - Slim chance of success 04:39 - Musk balancing Tesla & SpaceX 06:43 - Musk's gravitation towards Texas 08:20 - Starship SN10 11:23 - Tesla & SpaceX IP sharing 13:02 - SpaceX during Tesla's production hell 15:29 - Gwynne Shotwell 18:01 - Surprises while at SpaceX 20:35 - Favorite p...2021-03-0428 min
Tesla Daily: Tesla News & AnalysisMusk Addresses Tesla Production Status, Acknowledges Supply Issues + Dogecoin, EV Credit (02.25.21)➤ Tesla reportedly temporarily halts production at Fremont, Elon Musk responds ➤ New federal EV tax credit legislation introduced by Oregon Members of Congress ➤ Rumor on Giga Berlin production timeline ➤ Update on Tesla battery project in Australia ➤ Refresh Model S and Model X spotted ➤ Analyzing claim that SEC is investigating Elon Musk’s comments on Dogecoin ➤ Rob Maurer appears on Fox Business: https://video.foxbusiness.com/v/6235324954001#sp=show-clips Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Pl...2021-02-2612 min
Tesla Daily: Tesla News & AnalysisAlex Potter & Rob Maurer Discuss Tesla (02.23.21)➤ Alex Potter of Piper Sandler joins Rob Maurer LIVE to discuss his street-high $1,200 TSLA price target, Tesla’s investment in Bitcoin, investor sentiment, competitive landscape, and more. Apologies for the audio issues at the end. The full audio was salvaged in the audio podcast which can be found here: Apple: Spotify: You can find the previous conversations between Potter & Maurer here: https://youtu.be/ey3UeFJqSqY https://youtu.be/z9k3ppSk0oA https://youtu.be/pzPcCpJvj5I 0:00 Introduction 1:53 Tesla & Bitcoin 4:32 TSLA's dropping stock price 7:33 Pipe...2021-02-231h 19
Tesla Daily: Tesla News & AnalysisHow I Think About Tesla’s Volatility + ARK Invest, Munro, Refreshed Model S (02.17.21)➤ Rob Maurer shares his thought process on TSLA’s fluctuating price and how he approaches the stock’s volatility ➤ Cathie Wood of ARK Invest discusses Tesla on CNBC ➤ Sandy Munro interview suggests Apple Car involvement ➤ Refreshed Model S spotted in public Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive pr...2021-02-1811 min
Tesla Daily: Tesla News & AnalysisAnalyzing Tesla’s $1.5B Investment in Bitcoin, “FiverrTruck”, China Production, Starlink (02.08.21)➤ Tesla discloses $1.5B investment in Bitcoin, Rob Maurer discusses the decision and its impact ➤ Tesla files its annual report, sharing new details on Tesla Energy ➤ More rumors surface on Giga Shanghai production rates ➤ Super Bowl advertisement causes spike in Tesla Cybertruck search interest ➤ Consumer Reports releases automotive owner satisfaction survey ➤ Elon Musk and Miami mayor connect on The Boring Company tunnels ➤ Starlink continues to progress, SpaceX opens orders Coinbase: https://www.coinbase.com/join/maurer_x4q Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodc...2021-02-0916 min
Tesla Daily: Tesla News & AnalysisEarnings Recap - Tesla Q4-20 (01.27.21)Full review of Tesla's Q4 earnings report. Part one is Rob Maurer's reaction to Tesla's shareholder letter and financial results, and part two contains overall thoughts after hearing Tesla's earnings call. YouTube part 1: https://youtu.be/Y7gzjSTN3Bc YouTube part 2: https://youtu.be/9vfn1eq90bE Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy...2021-01-2838 min
Tesla Daily: Tesla News & AnalysisQ4-20 Tesla Earnings Preview (01.26.21)➤ Join Rob Maurer for a live preview of Tesla's Q4 earnings report, including Rob's forecast compared to consensus estimates, thoughts on guidance, and any other items to watch for in TSLA's report. YouTube link: https://youtu.be/4b5GYUuIq1Y Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Br...2021-01-2652 min
Tesla Daily: Tesla News & AnalysisQuestions for Q4 Earnings Call, Oppenheimer TSLA Price Target, EU Price Cuts (01.20.21)➤ Question submission/voting for Tesla’s Q4 earnings call has now opened ➤ Rob’s question (batteries): https://saytechnologies.com/s/27ad296e ➤ Rob’s question (solar): https://saytechnologies.com/s/4a101014 ➤ Oppenheimer raises TSLA price target to a new street-high ➤ Deutsche Bank increases TSLA price target ➤ Tesla reduces prices in Europe ➤ Mercedes announces EQA details ➤ VW Group CEO Herbert Diess joins twitter, immediately trolls Elon Musk Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid pr...2021-01-2113 min
Tesla Daily: Tesla News & AnalysisTSLA, Musk's Assets, Standard Range & 7-Seat Model Y (01.07.21)➤ Elon Musk has become the wealthiest person in the world with a new worth approaching $200B, and he may be just getting started on his way to becoming the world’s first trillionaire ➤ Tesla becomes the 5th most valuable company in the world, passing Facebook, as its valuation nears $800 billion ➤ RBC Capital upgrades TSLA from underperform rating, doubles price target ➤ Tesla releases Standard Range and 7-seater Model Y ➤ Rob on Smart Passive Income podcast: https://youtu.be/YIDlqgCff-0 ➤ Rob on Loup TV: https://youtu.be/Lkh-raRvgro ➤ Model Y livestream/interior photos: https://youtu.be/1bV99C64e8w2021-01-0825 min
Tesla Daily: Tesla News & AnalysisLive Replay: Tesla Reports Q4-20 Production and Deliveries (01.02.21)➤ Tesla has reported Q4 and full year 2020 deliveries and production. Join Rob Maurer of Tesla Daily for a live reaction and analysis of the report. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing 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 Sh...2021-01-0218 min
Tesla Daily: Tesla News & AnalysisQ4-20 Deliveries & Production Estimates (01.01.21)YouTube Link: https://youtu.be/uTHL4fPK2_U ➤ Did Tesla hit 500,000 deliveries in 2020? Rob Maurer walks through detailed production and deliveries forecasts / estimates / predictions for Tesla’s Q4-20. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing 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/Mari...2021-01-0216 min
Tesla Daily: Tesla News & AnalysisJim Cramer & Rob Maurer: Tesla is the Stock of the Year (12.21.20)After a panelist vote on the best stocks of 2020, one company stood well above the rest -- Tesla. The volatile stock has captured the attention of the world with a meteoric 731% rise year-to-date compared to a 15% increase for the S&P 500 index. Rewind the clock back another six months to the lows of June 2019 and TSLA stock has increased 19-fold. Forget doubling or tripling, that's a novemdecupling. We checked. Perhaps, then, it comes as no surprise that 12 of our 16 panelists voted Tesla as the stock of the year. The company, which has become one of the ten...2020-12-2110 min
Tesla Daily: Tesla News & AnalysisQuick Update - S&P 500 (12.18.20)Livestream Replay: https://youtu.be/swvTz27rlf8 Join Rob Maurer of Tesla Daily live as TSLA stock finishes its final trading day before inclusion in the S&P 500 index. 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 Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives2020-12-1800 min
Tesla Daily: Tesla News & AnalysisHow TSLA's S&P 500 Inclusion Will Go Down w/ Rich Lee: Head of ETF Trading at Baird (12.17.20)➤ Rob Maurer of Tesla Daily is joined by Rich Lee, Head of Program & ETF Trading at RW Baird to discuss Tesla's inclusion in the S&P 500 index, how tracking and benchmark funds are approaching the addition, the closing cross trade, and what retail investors should understand ahead of TSLA's inclusion. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke2020-12-1816 min
Tesla Daily: Tesla News & AnalysisTSLA, Dark Pools, and the Closing Cross (12.16.20)What are dark pools? What is the closing cross trade? How do these impact Tesla stock (TSLA) and the upcoming inclusion in the S&P 500 index? ➤ Rob Maurer breaks down the mysterious world of dark pool trading and how it might relate to Tesla’s S&P 500 inclusion ➤ Analysis and explanation of the closing cross trade which is a mechanism that will likely be used to acquire TSLA stock by index funds attempting to track the S&P 500 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https...2020-12-1719 min
Tesla Daily: Tesla News & AnalysisRob Maurer & Dave Lee on Tesla, Investing, and the Stock Market (12.11.20)➤ Dave Lee joins Rob Maurer live to discuss Tesla, TSLA stock, investing, and the stock market 0:00 Introduction 2:22 Watching TSLA stock price? 4:05 Options trades? 6:27 What to watch for Tesla over the next year? 10:55 Tesla’s operating leverage 21:05 Why didn’t analysts get TSLA sooner? 26:10 Did you see this price increase coming? 31:31 Have you been tempted to sell TSLA? More timestamps to come. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why2020-12-111h 28
Tesla Daily: Tesla News & AnalysisElon Musk Hates Meetings - Here’s Why (12.04.20)Elon Musk hates meetings. In a follow-up to Volkswagen’s “Mission-T” workshop meeting, Rob Maurer of Tesla Daily explores Musk’s stance on meetings, how those feelings permeate the culture of Musk’s companies, and how culture impacts Tesla and its competitors. Plus, an update on TSLA stock as it hits a new all-time high closing price, news on Elon Musk, and GM’s struggle with Cadillac dealerships. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid produc...2020-12-0512 min
Tesla Daily: Tesla News & AnalysisWhy Goldman Sachs Price Target May Be Too Low, S&P Update, Short Sellers (12.03.20)➤ Goldman Sachs has upgraded TSLA stock to a Buy rating and increased their price target on Tesla to $780 per share ➤ Rob Maurer analyzes the note from Goldman Sachs and discusses areas where the street-high price target may be wrong ➤ TSLA stock closes at all-time high ➤ Bloomberg shares data on S&P 500 benchmark funds ➤ Short sellers chime in on TSLA stock ➤ Michigan legislation prohibiting Tesla operations moves forward Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Pl...2020-12-0416 min
Tesla Daily: Tesla News & AnalysisLive: Tesla Added to S&P 500 Index (11.16.20)➤ Tesla has been officially added to the S&P 500 index by S&P Global ➤ Live replay of Rob Maurer discussing the inclusion process, the unique characteristics of Tesla, and the impact on TSLA stock and the S&P 500 Video version: https://youtu.be/bENy1YyJol8 Previous S&P 500 inclusion videos: Part 1: https://youtu.be/JN8PNPBkaWc Part 2: https://youtu.be/3v-FFbdd_VM Part 3: https://youtu.be/vESXdmRZFTU Part 4: https://youtu.be/kvebdXHKuEw Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: http...2020-11-1725 min
Tesla Daily: Tesla News & AnalysisQ4 Delivery & Production Forecast (11.11.20)➤ Rob Maurer provides in-depth forecast for Tesla’s Q4 2020 delivery and production numbers, explaining reasoning and context ➤ Tesla appears poised to crush expectations for Q4 ➤ CPCA releases Giga Shanghai production numbers for October Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 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 Kent2020-11-1212 min
Tesla Daily: Tesla News & AnalysisThe FUV & Beyond: Interview w/ Arcimoto Founder Mark Frohnmayer (11.06.20)Founder and CEO of Arcimoto, Mark Frohnmayer, joins Rob Maurer of Tesla Daily to discuss Arcimoto's strategy, history, long-term targets, market size, new products, and more. Timestamps: 0:00 Intro to Arcimoto & Mark 5:56 Prototyping & iterating 11:17 Pricing & mass production 15:15 Arcimoto partnership with Munro & Associates 18:59 Market size & potential 22:46 Arcimoto Deliverator 25:58 Platform, product expansion, long-term targets 29:26 Arcimoto Roadster & Cameo 32:25 Elon Musk’s comments on 3-wheelers safety 37:10 Tesla Battery Day & Arcimoto’s battery strategy www.arcimoto.com #Arcimoto #FUV Twitter: https://www.twitter.com/teslapodcast Patreon: https://www...2020-11-0742 min
Tesla Daily: Tesla News & AnalysisQ3-20 TSLA Earnings Report Recap (10.21.20)Highly recommend this episode on video due to the amount of numbers: https://youtu.be/vq3_IzrD5MY Recap of Tesla's Q3 earnings report and shareholder letter. Rob Maurer analyzes Tesla's results and why TSLA stock is trading up after the report. You can listen to Tesla's Q3 earnings call and hear Rob's reaction here: https://youtu.be/bXjUzIvkEW4 (reaction starts at 1:03:30) #Tesla #TSLA #Investing Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments...2020-10-2215 min
Tesla Daily: Tesla News & AnalysisTSLA Q3 Earnings Preview & Estimates (10.20.20)Tesla Q3 earnings preview by Rob Maurer of Tesla Daily. Forecasts for Tesla's revenue, profit, expenses, and earnings are discussed in detail and compared to Wall Street consensus estimates for the third quarter. Tesla reports earnings on Wednesday, October 21, after market close and will host an investor call at 2:30 p.m. Pacific Time / 5:30 p.m. Eastern Time / 9:30 p.m. UTC. 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 Singh2020-10-2120 min
Tesla Daily: Tesla News & AnalysisTSLA Bull Case / Q&A With Alex Potter and Rob Maurer (10.15.20)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...2020-10-161h 30
Tesla Daily: Tesla News & AnalysisMusk (Again) Cuts Model S Price, Ron Baron on TSLA, Q3 Earnings Questions, 7-Seat Model Y (10.14.20)➤ Ron Baron discusses Tesla on CNBC, says he expects TSLA valuation to eventually increase to $2 trillion ➤ Goldman Sachs increases TSLA price target to $450 ➤ Question submission and voting process opens up for Tesla’s Q3 earnings call ➤ Rob’s question 1: https://saytechnologies.com/s/9b288e7d ➤ Rob’s question 2: https://saytechnologies.com/s/92747835 ➤ Elon Musk announces another price cut to Tesla’s Model S, just one day after a $3,000 price cut ➤ Analysis on profitability impact from reduced price ➤ Lucid Motors announces base price of “elemental” version of the Lucid Air ➤ Elon Musk announces timeline for 7...2020-10-1512 min
Tesla Daily: Tesla News & AnalysisInterview: Pierre Ferragu on Tesla and $578 Price Target (10.12.20)Pierre Ferragu of New Street Research recently published a street-high TSLA price target of $578 per share. In today's live interview, Pierre joins Rob Maurer of Tesla Daily for a discussion on Tesla's position in the automotive market, TSLA's stock price, Battery Day, institutional investor sentiment, and more on Tesla. You can find Pierre on Twitter @p_ferragu New Street Research: https://www.newstreetresearch.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen2020-10-1257 min
Tesla Daily: Tesla News & AnalysisModel 3 Update, Earnings Scheduled, FSD, Snake Charger, EV Maintenance (10.09.20)➤ New photos of Model 3 at Tesla’s Fremont factory fit rumors of updates to the vehicle ➤ Tesla schedules Q3 earnings report earlier than some expected ➤ Elon Musk tweets updates on Autopilot / Full Self-Driving progress and Tesla’s plans for an automated “snake” charger ➤ Waymo expands fully driverless ride sharing operation ➤ Consumer Reports releases new data on electric vehicle maintenance compared to internal combustion engine vehicles ➤ Amazon unveils delivery van developed with Rivian ➤ Rob Maurer on Pomp Podcast: https://youtu.be/_poY79yYH1s Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.co...2020-10-1011 min
Tesla Daily: Tesla News & AnalysisModel Y Acceleration Boost, Tesla Expands Giga Texas Land (09.25.20)➤ Tesla reportedly acquires additional land to expand Giga Texas site ➤ Tesla introduces software option for the non-performance all-wheel drive Model Y offering increased acceleration ➤ Stay tuned for an upcoming appearance podcast guest appearance by Rob Maurer 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 Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria...2020-09-2605 min
Tesla Daily: Tesla News & AnalysisBattery Day: Tesla’s Path to Becoming the Most Valuable Company in the World (09.22.20)Recap and insights from Tesla’s Battery Day presentation by Rob Maurer of Tesla Daily. ➤ Tesla unveils new in-house battery cell with larger form factor, tabless design, better performance, and lower cost ➤ Elon Musk and Drew Baglino discuss Tesla’s long term goals and terafactory production goals ➤ Analysis of Battery Day, TSLA’s market reaction, long-term impact, and more 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...2020-09-2312 min
Tesla Daily: Tesla News & AnalysisGordon Johnson and Rob Maurer Debate TSLA Bull/Bear Thesis (09.03.20)Rob Maurer of Tesla Daily is joined live by Gordon Johnson, founder and CEO of GLJ Research, to discuss the bull and bear cases for TSLA stock at its nearly $400B valuation. Johnson has a $19 price target on TSLA stock. Timestamps: 0:00 Introduction and Gordon Johnson’s bear case 6:24 Is Tesla’s automotive business burning cash? 11:57 Is Tesla’s growth story over? 13:50 Are electric vehicles disruptive technology? 16:18 Gordon Johnson’s forecasts for Q3 and Q4, and discussing the regulatory credit situation 21:22 Service gross margin and warranty impacts 25:06 What about the impacts of the p...2020-09-041h 11
Tesla Daily: Tesla News & AnalysisTSLA Bull/Bear Debate: Rob Maurer of Tesla Daily & David Trainer of New Constructs (08.26.20)Founder & CEO of New Constructs, David Trainer, joins Rob Maurer of Tesla Daily to discuss the recently published research by New Constructs which calls TSLA stock "The Most Dangerous Stock for Fiduciaries". David and Rob discuss valuation metrics, profitability, risk vs. reward, long-term growth, investment philosophies, valuation models, market share, competition, and more. You can find New Constructs' research note here: https://www.newconstructs.com/tesla-the-most-dangerous-stock-for-fiduciaries/ For more visit Tesla Daily on TheStreet: https://www.thestreet.com/tesla/interviews/tsla-bull-bear-debate-rob-maurer-david-trainer Timestamps: 0:00 Introduction 1:58 Why do you think Tesla is overvalued? 4:04...2020-08-2755 min
Tesla Daily: Tesla News & AnalysisMaurer/Cramer: Wedbush $3,500 Bull Case, Growth in China, Tesla Battery Day (08.24.20)Jim Cramer joins Rob Maurer on Tesla Daily to discuss Wedbush's new $3,500 price target on TSLA stock, Tesla's growth in China, Battery Day, planned obsolescence and more. Timestamps: 0:00 Wedbush increases TSLA bull case price target to $3,500 per share on China upside, Battery Day expectations 4:00 Impact of planned obsolescence for Tesla and other automakers 5:32 Can Tesla justify its market share and continue growing? 6:45 Retail investor access to Tesla, and Tesla’s Battery Day 8:27 Tesla’s expansion and production capacity in China and worldwide Twitter: https://www.twitter.com/teslapodcast Patreon: http...2020-08-2511 min
Tesla Daily: Tesla News & AnalysisJim Cramer & Rob Maurer Discuss TSLA Stock, Elon Musk, Tesla's Battery Day, and Tesla's Advantages (08.19.20)Jim Cramer joins Rob Maurer on Tesla Daily to discuss Tesla's valuation, Elon Musk, Wall St.'s expectations for Tesla's upcoming battery day, and Tesla's advantages versus its competition. Timestamps: 0:00 Introduction 0:43 How has Cramer's thinking on Tesla evolved over time? 4:18 Is TSLA stock overvalued at $1,900 per share? 6:08 What are the expectations for Tesla's Battery Day? Does Tesla have a million mile battery? 13:43 Why isn't Tesla advertising? 15:12 Tesla's differentiating factors 16:32 Will Tesla's Cybertruck be successful? 21:20 What is exciting about Tesla right now? S&P 500 inclusion? Stock split? Why is Tesla...2020-08-1943 min
Tesla Daily: Tesla News & AnalysisRob Maurer Presents TSLA Bull Case to Northwestern Master's Students + Q&A (08.12.20)➤ Rob Maurer presents the bull case for TSLA stock and why the company is not overvalued at its current market cap near $300B ➤ This presentation was given to Northwestern master's program students on August 12, 2020 and was followed by a question and answer session Timestamps 2:21 Background on Tesla Daily 3:52 Bull case presentation begins 7:16 Tesla's lead in electrification 10:43 Tesla's lead in autonomy 12:53 Tesla's lead in energy 14:30 Is Tesla overvalued? 26:35 Competition has completely given up the market 28:37 Beginning of question and answer section 30:39 Will infrastructure scale fast enough? 33:33 Will peop...2020-08-131h 15
Tesla Daily: Tesla News & AnalysisQ2-2020 Delivery & Production Estimates (06.30.20)Video Link: https://youtu.be/07JVDZXASeo ➤ As Tesla's second quarter comes to a close, the company is set to announce Q2 delivery and production numbers in early July ➤ Wall St. consensus estimates near 70,000 deliveries may leave considerable room for Tesla to surprise to the upside, even in the midst of rising expectations ➤ Rob Maurer of Tesla Daily walks through a Tesla Q2 delivery and production estimate including Model Y, Model 3, Model S, and Model X as well as production splits between Giga Shanghai and Tesla's Fremont factory Twitter: https://www.twitter.com/teslapodcast...2020-07-0117 min
Tesla Daily: Tesla News & AnalysisRob/Gali: TSLA All-Time High Close, CATL 1 Million Mile Battery, China Numbers, NKLA (06.08.20)➤ Rob Maurer and Gali Russell of Hyperchange discuss TSLA's all-time high close, CATL's 1 million mile battery, China May numbers, Tesla's impact report, and NKLA's booming stock ➤ Tesla adds China-made Model Y to design studio Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Executive producer Bryce Langlotz Music by Evan Schaeffer Disclosure: Rob...2020-06-0830 min
Tesla Daily: Tesla News & AnalysisInterview: Nikola Motor CEO Trevor Milton (06.02.20)Nikola Motor’s CEO and founder, Trevor Milton, joins Rob Maurer to discuss Nikola Corporation’s merger with VectoIQ (VTIQ), Nikola’s strategies, production roadmap, hydrogen vs. battery storage, battery breakthroughs, competition, and Nikola’s lawsuit against Tesla. 0:00 VTIQ / NKLA Nikola merger 4:35 NKLA valuation 9:50 Nikola production roadmap 16:48 Hydrogen vs. batteries 19:53 Hydrogen well-to-wheel efficiency 24:35 Hydrogen storage vs. battery storage 28:52 Hydrogen station costs 30:28 Nikola’s battery technology and alleged battery breakthrough 36:23 Nikola’s service strategy 40:57 Nikola’s short and medium term constraints 44:38 Nikola’s lawsuit against Tesla 53:40 The end of diesel an...2020-06-031h 00
Tesla Daily: Tesla News & AnalysisInterview: Alex Potter of Piper Sandler (05.05.20)Video: https://youtu.be/ey3UeFJqSqY Alex Potter, analyst at Piper Sandler, and Rob Maurer discuss Alex's $939 price target on TSLA stock, Elon Musk's tweets, institutional investors' questions, the variance in perspectives between institutional and retail investors, Tesla's progress in China, David Einhorn's short thesis, Tesla Solar/Energy, upside/downside risks, and Tesla's valuation/position in the market. To hear more from Alex & Rob, specifically on Tesla in China, watch here: https://youtu.be/z9k3ppSk0oA Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast 0:00...2020-05-061h 28
Tesla Daily: Tesla News & AnalysisQ1 Earnings Preview - Estimates & What to Watch (04.27.20)➤ Tesla earnings report preview for Q1, 2020 ➤ Rob Maurer's Q1 TSLA estimates compared to FactSet consensus & Tesla-compiled consensus ➤ Breaking down what to watch for in the TSLA financials and shareholder letter/earnings call ➤ Metrics covered: revenue, GAAP/Non-GAAP earnings, gross profit, total gross margin, automotive gross margin, regulatory credits, EBITDA, net income, free cash flow, GAAP/Non-GAAP earnings per share, made-in-China Model 3 gross margin, Model Y gross margin, and full-year delivery estimates ➤ What is Wall St. looking for going forward? Please share your estimates and expectations in the YouTube comments: https://youtu.be/BrTqowJDdKs Twit...2020-04-2818 min
Tesla Daily: Tesla News & AnalysisRob Maurer & Sean Mitchell Tesla Status Check (04.15.20)➤ Sean Mitchell hosts Rob Maurer for an overview of the current state of Tesla (https://youtu.be/dE65gfh84Hs) ➤ Tesla schedules Q1 earnings report Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives2020-04-1622 min
Tesla Daily: Tesla News & AnalysisAnalyst Interview: Pierre Ferragu of New Street Research (02.28.20)Pierre Ferragu of New Street Research has been one of the more bullish analysts covering TSLA stock over the last couple years, most recently posting a street-high (at the time) price target of $800 per share for TSLA stock. In this interview, Pierre joins Rob Maurer of the Tesla Daily Podcast for a discussion on Tesla's position in the automotive market, TSLA's stock price, institutional investor sentiment, autonomy, competition, and risks/opportunities for the stock and company. Recorded Wednesday, February 19th, 2020. You can find Pierre on Twitter @p_ferragu New Street Research: https://www.newstreetresearch...2020-02-2946 min
Tesla Daily: Tesla News & AnalysisInterview: Ihor Dusaniwsky on TSLA Short Selling (02.26.20)YouTube Link: https://youtu.be/JcPMqxA2vrU Ihor Dusaniwsky, Managing Director of Predictive Analytics at S3 Partners, joins Rob Maurer to discuss TSLA short selling. Have we seen a TSLA short squeeze? Are short sellers manipulating Tesla stock? Why isn't there more transparency in the stock market around short selling? How can you prevent your shares from being lent to short sellers? Are all short sellers betting against TSLA? Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh...2020-02-2742 min
Tesla Daily: Tesla News & AnalysisAnalyst Interview: Dan Galves of Wolfe Research (02.23.20)YouTube link: https://youtu.be/cQ61E7cpWAc Dan Galves, Director of Automotive Equity Research at Wolfe Research, has been covering TSLA since its initial public stock offering in 2010. In this interview, Dan joins Rob Maurer of the Tesla Daily Podcast for a discussion on Tesla's position in the automotive market, TSLA's surging stock price, institutional investor sentiment, autonomy, competition, and risks/opportunities for the stock and company. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh...2020-02-2352 min
Tesla Daily: Tesla News & AnalysisMatt Joyce & Rob Maurer Discuss 2020 Outlook, Trading Strategies, Options, Model Y, and More (02.07.20)Matt Joyce and Rob Maurer discuss the latest developments for Tesla and outlook for 2020. Topics include: ➤ TSLA trading strategies, options trading, and margin ➤ Matt's investment history ➤ Reaction to Tesla's fantastic Q4 ➤ 2020 Q1 and full year expectations, risks, and upside ➤ Short selling and stock price manipulation ➤ Tesla Model Y increased efficiency ➤ Gigafactory Texas ➤ Batching and unwinding the quarterly delivery wave ➤ Follow Toom on Instagram @toomdips and tag 3 friends for a chance to win some Toom! ➤ Follow Rob on Instagram @tesladailypodcast Links: Email: tesladailypodcast@gmail.com Twitter: @tes...2020-02-0943 min
Tesla Daily: Tesla News & AnalysisInterview: Alex Potter of Piper Jaffray (12.11.19)Alex Potter, analyst at Piper Jaffray, and Rob Maurer discuss Tesla's valuation, China potential, competition, risks, and investor theses. Youtube link, including detailed disclosures: https://youtu.be/z9k3ppSk0oA 1:06 - Introduction 3:33 - How long has Alex been bullish? 5:12 - Product diligence 6:07 - Why has Alex become more bullish? 10:05 - How high can market share go? 10:58 - Bear/bull theses 14:15 - Tesla in China 42:52 - Competition 52:38 - EV profitability 53:45 - EV credits/regulations 1:02:01 - Tesla’s updside 1:03:30 - Demand 1:07:10 - Price target2019-12-131h 20