Investing Experts

Is Tesla a buy?

Jul 12, 2023

21:15

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Episode notes

Introduction

2min

The Future of Tesla Superchargers

4min

The Competing Infrastructure for Tesla's Chargers

4min

The Advantages of Tesla's Open Network

3min

Tesla's Promise to Upgrade to Level Five

5min

Tesla's Earnings Estimates Are Coming Down

3min

Bull/bear debate on Tesla (TSLA) with analysts Anton Wahlman and James Foord. This is an abridged version of our recent conversation, Tesla Bull/Bear Thesis With Anton Wahlman And James Foord.

(0:30) - Tesla's charging network evolution - net benefit not clear
(10:50) - Self-driving cars, robotaxis and Tesla's competitive advantage

Transcripts available on Seeking Alpha

Tesla: Supercharging Revenues, But At What Cost?
Tesla Has Surrendered Its Key Competitive Advantage
Tesla: Elon Musk Is Playing The Long Game
Tesla's China Exposure Faces New Risks
Tesla Motors (TSLA) Q3 2016 Results - Earnings Call Transcript

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