Investing Experts

Tesla bull/bear thesis with Anton Wahlman and James Foord

Jun 27, 2023

01:02:01

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Highlights

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Episode notes

The Potential Impact of Tesla Opening Up Charging Network

01:47

Introduction

2min

The Tesla Supercharging Network Could Bring in Billions in Profits

4min

The History of Tesla's CCS Chargers

5min

Tesla Connectors to Charge Other Cars

2min

The Competing Infrastructure for Tesla's Chargers

4min

Tesla's Competitive Advantage in Europe

6min

The Advantages of Tesla's Open Network

3min

Tesla's Promise to Upgrade to Level 5

5min

The Problem With Tesla's Overpromise

5min

10.

The Importance of Technology in Driving

2min

11.

Tesla's Future Is Unchartered

3min

12.

Tesla's Price Target

5min

13.

The Value of Tesla

2min

14.

Tesla's Automotive Business Is Worth $50 Billion

4min

15.

The Upside Potential of Tesla

4min

16.

The Risks of Tesla's Self Driving Robots

3min

17.

The Cage Match Between Musk and Zuckerberg

3min

18.

Investing Experts: High and Low Conversation

2min

Seeking Alpha analysts Anton Wahlman and James Foord discuss their bear and bull thesis on Tesla.

(2:00) - Can't value Tesla (TSLA) like a regular auto company
(6:45) - Evolution of Tesla's charging networks
(18:20) - Does Tesla's competitive advantage still exist?
(36:40) - Investing for the future - is Tesla a good investment?

Investing Experts episodes with transcripts on Seeking Alpha

Tesla: Supercharging Revenues, But At What Cost?

Tesla Has Surrendered Its Key Competitive Advantage

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