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

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- 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 > tesladailypodcast@gmail.com
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