EPISODE · Jul 16, 2019 · 1H 11M
Tesla Shareholder Roundtable w/ Rob Maurer & Matt Joyce
from HyperChange · host Gali
HyperChat #8, with Rob Maurer of Tesla Daily & Matt Joyce of Toom Dips. This hour conversation with two of the smartest bulls I know, covers everything from Tesla's valuation, electric airplanes/VTOL jets, Maxwell Technology/battery cell production, to the FUD & so much more!! Filmed 07/07/2019 Somewhere In Wisconsin. TIMESTAMPS 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
What this episode covers
HyperChat #8, with Rob Maurer of Tesla Daily & Matt Joyce of Toom Dips. This hour conversation with two of the smartest bulls I know, covers everything from Tesla's valuation, electric airplanes/VTOL jets, Maxwell Technology/battery cell production, to the FUD & so much more!! Filmed 07/07/2019 Somewhere In Wisconsin. TIMESTAMPS 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
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Tesla Shareholder Roundtable w/ Rob Maurer & Matt Joyce
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