Tesla Daily: Tesla News & Analysis

Rob Maurer
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Jul 26, 2019 • 14min

Why Wasn’t Tesla Profitable? (07.25.19)

– Breaking down why Tesla was not able to post a profit in Q2-19 despite record deliveries Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Why Wasn’t Tesla Profitable? (07.25.19) appeared first on TechCast Daily.
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Jul 25, 2019 • 11min

Q2 2019 Earnings Report – Part 1 (07.24.19)

– Part 1 discussion of Tesla’s Q2 2019 earnings report Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Q2 2019 Earnings Report – Part 1 (07.24.19) appeared first on TechCast Daily.
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Jul 23, 2019 • 7min

Competitive Insights, Roth Capital Downgrade (07.22.19)

– Roth Capital downgrades TSLA – Analyzing incoming BMW CEO Oliver Zipse’s thoughts on BMW’s electrification strategy Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Competitive Insights, Roth Capital Downgrade (07.22.19) appeared first on TechCast Daily.
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Jul 21, 2019 • 8min

P3D-, Supercharger Updates, BMW Selects New CEO (07.20.19)

– Some customers have been able to purchase lesser-optioned Performance Model 3’s with a base price of $49,990 – Tesla adds a new V3 supercharging station and updates future supercharger locations – BMW selects its next CEO Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post P3D-, Supercharger Updates, BMW Selects New CEO (07.20.19) appeared first on TechCast Daily.
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Jul 18, 2019 • 9min

Morgan Stanley’s China Forecasts, Upcoming FSD Price Increases, Pearl White, Disney/Tesla (07.17.19)

– Elon adds some context on Pearl White Multi-Coat base paint – FSD price increase planned for mid-August – Rumored Disney/Tesla Tomorrowland theme park partnership – Morgan Stanley issues updated note with feedback from MS China team Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Morgan Stanley’s China Forecasts, Upcoming FSD Price Increases, Pearl White, Disney/Tesla (07.17.19) appeared first on TechCast Daily.
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Jul 16, 2019 • 10min

Pricing and Vehicle Lineup Changes, Moody’s Upgrade (07.15.19)

– Moody’s upgrades rating on a portion of Tesla’s asset-backed securities – Tesla adjusts vehicles lineup and pricing – Neuralink event on Tuesday, 7/16 Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Pricing and Vehicle Lineup Changes, Moody’s Upgrade (07.15.19) appeared first on TechCast Daily.
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Jul 13, 2019 • 11min

Annual Guidance, Daimler Profit Warning, A Tesla Story (07.13.19)

– Tesla leaves annual guidance reaffirmation out of the Q2 delivery and production report – Daimler issues another profit warning – A personal story from an investor in France Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Annual Guidance, Daimler Profit Warning, A Tesla Story (07.13.19) appeared first on TechCast Daily.
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Jul 12, 2019 • 8min

Ultimate Car of the Year, Supplier Production Increase, Short Interest, Earnings Date (07.11.19)

– Tesla wins two prestigious awards (Link to MotorTrend) – Report on Tesla supplier increasing production – Short interest updated for the 6/28 settlement date – Tesla announces the Q2 earnings report date Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The post Ultimate Car of the Year, Supplier Production Increase, Short Interest, Earnings Date (07.11.19) appeared first on TechCast Daily.
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Jul 11, 2019 • 1h 10min

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

– 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 The post Investor Roundtable with Galileo Russell, Rob Maurer, and Matt Joyce (07.10.19) appeared first on TechCast Daily.
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Jul 10, 2019 • 8min

Fremont Reportedly Increasing Production, Musk Addresses Refresh Rumors, Autopilot Team (07.09.19)

– Elon Musk addresses S/X refresh rumors on Twitter – Headlines on Autopilot team turnover – Update on Wisconsin state budget impacting Tesla – Bloomberg reports on leaked email from Jerome Guillen regarding production increase at Fremont 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 is long TSLA stock & derivatives The post Fremont Reportedly Increasing Production, Musk Addresses Refresh Rumors, Autopilot Team (07.09.19) appeared first on TechCast Daily.

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