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Watch: TSLA Bull Case Presented by Rob Maurer of Tesla Daily

Watch Rob Maurer present the bull case for TSLA stock to master's students studying at Northwestern.
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In the video above, 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 is followed by a question and answer session. Timestamps can be found below.

  • 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 people really want to share their vehicles for ridesharing?
  • 36:36 Is Tesla prepared for supply and battery constraints?
  • 40:58 Does The Boring Company come into play for mining?
  • 41:53 Will Tesla's innovation slow down as they enter a higher volume phase?
  • 45:35 Is Tesla's lack of advertising sustainable?
  • 48:03 Who is a legitimate competitor to Tesla?
  • 53:12 Thoughts on Rivian and partnerships?
  • 56:05 How did you feel during the Cybertruck unveiling?
  • 58:20 What are your thoughts on the new Roadster and will you be purchasing one?
  • 1:00:46 Is Tesla's executive turnover a concern?
  • 1:04:29 Do you own a pair of Tesla short shorts?
  • 1:05:00 Any thoughts on TSLA's stock split?
  • 1:06:55 How have you looked at Elon Musk's actions and legal issues the last few years? Do you think he is comparable to Steve Jobs?
  • 1:10:00 What do you think Apple's ambitions in the space are?
  • 1:11:58 What is your backround?
  • 1:13:15 What do you think keeps Elon Musk and Tesla's management team up at night?


Disclosure: Rob Maurer is long TSLA stock & derivatives