Tesla's Incredible Profitability - Pierre Ferragu & Rob Maurer Discuss Tesla
Pierre Ferragu of New Street Research joins Rob Maurer on Tesla Daily to discuss Tesla's return on investment, operating leverage, competitive positioning, delivery outlook, supply chains, cryptocurrency, and more.
0:00 Introduction
0:52 Understanding Tesla's profitability
4:58 The right to make money
7:47 New Street's TSLA note - cash return
16:27 Operating margin outlook
20:53 Tesla vs. TSMC
27:04 Tesla vs. BMW / Daimler
29:34 Tesla's structural advantages
36:20 Does this increase Pierre's bullishness?
38:27 Accelerating growth
43:36 Pierre's new Model Y
45:14 Reaction to Tesla/Musk's involvement in cryptocurrency
52:02 What concerns are you hearing?
52:54 2021 delivery expectations
You can find Pierre on Twitter @p_ferragu
New Street Research: https://www.newstreetresearch.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283
#Tesla #TSLA #Investing
Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Видео Tesla's Incredible Profitability - Pierre Ferragu & Rob Maurer Discuss Tesla канала Tesla Daily
0:00 Introduction
0:52 Understanding Tesla's profitability
4:58 The right to make money
7:47 New Street's TSLA note - cash return
16:27 Operating margin outlook
20:53 Tesla vs. TSMC
27:04 Tesla vs. BMW / Daimler
29:34 Tesla's structural advantages
36:20 Does this increase Pierre's bullishness?
38:27 Accelerating growth
43:36 Pierre's new Model Y
45:14 Reaction to Tesla/Musk's involvement in cryptocurrency
52:02 What concerns are you hearing?
52:54 2021 delivery expectations
You can find Pierre on Twitter @p_ferragu
New Street Research: https://www.newstreetresearch.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283
#Tesla #TSLA #Investing
Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Видео Tesla's Incredible Profitability - Pierre Ferragu & Rob Maurer Discuss Tesla канала Tesla Daily
Показать
Комментарии отсутствуют
Информация о видео
Другие видео канала
Tesla’s Exciting Path Forward with Pierre Ferragu & Rob MaurerWhy Biden IS anti-Tesla: follow the moneyTesla’s MASSIVE opportunity from now UNTIL 2030 w/ Pierre Ferragu (Ep. 491)12 Reasons Why Tesla’s Stock Will Be Very Profitable in the FutureTesla Reveals Billions in Profits: Tesla Stock Will RiseTesla Time News - Is Elon Really Quitting Tesla?Tesla 🐮vs🐻 Debate: Mark Spiegel & HyperChange Hosted By Cheddar 🧀Why Tesla is the BEST investment in the stock market for the next 10 yearsTesla will destroy old records & Dealerships are killing themself and Legacy autoTesla is 10 years ahead of rest of the industry: New Street's FerraguTesla Bull/Bear Debate: Rob Maurer and Gordon Johnson Discuss TSLAIs Wall St. Missing the Tesla Story? TSLA Interview w/ Alex Potter (Piper Sandler)Tesla Outlook + Why I Invest for Outsized Gains - Dave Lee Interviewed by Rob Maurer (Ep. 234)Tesla’s Blowout Deliveries + TSLA Q4 Earnings Preview! w/ James Stephenson (Ep. 483)Former TESLA EMPLOYEE Predicts TSLA Stock Price Through 2035Pierre Ferragu: No competitor comes close to Tesla's Model SElon Must JUST GAVE Joe Biden and Jeff Bezos a TERRIFYING WARNING!Does Tesla's Valuation Make Sense? 🤓 w/ Mayur Thacker'Tesla Capacity Can Hit 2.5/3 Million Cars in 18-24 Months' Dan Ives On Giga Austin & Berlin Outlook