TSLA 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 Tesla's market cap per vehicle sold 9:17 Influence of regulatory credits on Tesla's business 11:46 Tesla's market share, growth, and competitive outlook 17:26 Modeling Tesla's valuation 25:42 Counterpoints to the valuation models 37:05 Risk vs. reward when investing in TSLA 40:46 Tesla insurance bull case 42:16 Scaling up and Tesla's competitive position 48:44 Are other automakers finally catching up? 55:09 Wrapping up

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Disclosure: Rob Maurer is long TSLA stock & derivatives