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Content provided by Rob Maurer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rob Maurer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Gordon Johnson and Rob Maurer Debate TSLA Bull/Bear Thesis (09.03.20)
Manage episode 271127557 series 1569365
Content provided by Rob Maurer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rob Maurer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Rob Maurer of Tesla Daily is joined live by Gordon Johnson, founder and CEO of GLJ Research, to discuss the bull and bear cases for TSLA stock at its nearly $400B valuation. Johnson has a $19 price target on TSLA stock.
Timestamps: 0:00 Introduction and Gordon Johnson’s bear case 6:24 Is Tesla’s automotive business burning cash? 11:57 Is Tesla’s growth story over? 13:50 Are electric vehicles disruptive technology? 16:18 Gordon Johnson’s forecasts for Q3 and Q4, and discussing the regulatory credit situation 21:22 Service gross margin and warranty impacts 25:06 What about the impacts of the pandemic on growth? 28:30 Tesla’s market share 34:51 Regulatory credits in depth 40:22 Is competition finally coming? 46:07 How does forecasting for revenue growth fit with the growth story being over? 49:07 Tesla’s profitability, capital raise, and S&P 500 inclusion 57:16 What would it take for Gordon Johnson to become more bullish on TSLA? 58:54 Has Gordon Johnson used Autopilot? 1:02:46 Closing comments
#Tesla #TSLA #Investing
Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast
Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
1429 episodes
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Manage episode 271127557 series 1569365
Content provided by Rob Maurer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rob Maurer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Rob Maurer of Tesla Daily is joined live by Gordon Johnson, founder and CEO of GLJ Research, to discuss the bull and bear cases for TSLA stock at its nearly $400B valuation. Johnson has a $19 price target on TSLA stock.
Timestamps: 0:00 Introduction and Gordon Johnson’s bear case 6:24 Is Tesla’s automotive business burning cash? 11:57 Is Tesla’s growth story over? 13:50 Are electric vehicles disruptive technology? 16:18 Gordon Johnson’s forecasts for Q3 and Q4, and discussing the regulatory credit situation 21:22 Service gross margin and warranty impacts 25:06 What about the impacts of the pandemic on growth? 28:30 Tesla’s market share 34:51 Regulatory credits in depth 40:22 Is competition finally coming? 46:07 How does forecasting for revenue growth fit with the growth story being over? 49:07 Tesla’s profitability, capital raise, and S&P 500 inclusion 57:16 What would it take for Gordon Johnson to become more bullish on TSLA? 58:54 Has Gordon Johnson used Autopilot? 1:02:46 Closing comments
#Tesla #TSLA #Investing
Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast
Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
1429 episodes
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Similar to Tesla Daily: Tesla News & Analysis
Android Backstage, a podcast by and for Android developers. Hosted by developers from the Android engineering team, this show covers topics of interest to Android programmers, with in-depth discussions and interviews with engineers on the Android team at Google. Subscribe to Android Developers YouTube → https://goo.gle/AndroidDevs
…
continue reading
The Autoblog Podcast is one of the oldest and most-listened to automotive podcasts anywhere. The show features a rotating panel of editors and guests hosted by Editor-in-Chief Greg Migliore. The gloves come off and the lively discussion has everything from the most important news of the week to the best and worst cars we're driving. The show traditionally wraps with the popular Spend My Money segment. With nearly 700 episodes, the podcast is a must-listen for automotive enthusiasts everywhere.
…
continue reading
Show notes are at https://stevelitchfield.com/sshow/chat.html
…
continue reading
1
Defensive Security Podcast - Malware, Hacking, Cyber Security & Infosec
Jerry Bell and Andrew Kalat
Defensive Security is a weekly information security podcast which reviews recent high profile cyber security breaches, data breaches, malware infections and intrusions to identify lessons that we can learn and apply to the organizations we protect.
…
continue reading
Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate solutions? Where is the smart money going into climate technologies? Every week on Catalyst, Shayle explains the world of climate tech with prominent experts, investors, researchers, and executives. Produced by Latitude Media.
…
continue reading
Every Friday and Sunday, Slate’s popular daily news podcast What Next brings you TBD, a clear-eyed look into the future. From fake news to fake meat, algorithms to augmented reality, Lizzie O’Leary is your guide to the tech industry and the world it’s creating for us to live in.
…
continue reading
A tech podcast for the gadget lovers and tech heads among us from the mind of Marques Brownlee, better known as MKBHD. MKBHD has made a name for himself on YouTube reviewing everything from the newest smartphones to cameras to electric cars. Pulling from over 10 years of experience covering the tech industry, MKBHD and co-hosts Andrew Manganelli and David Imel will keep you informed and entertained as they take a deep dive into the latest and greatest in tech and what deserves your hard earn ...
…
continue reading
From smart phones to smart homes, the Android Police Podcast gives you exactly what you need from a tech podcast - no more, no less. Every week, each of our hosts curate topics to talk about. It could be tracking through your newsfeed or a passion project or two. We're centered on Android, but go far and wide, so if you're looking for good talk that won't waste your time, listen and subscribe.
…
continue reading
TechStuff is a show about technology. And it’s not just how technology works. Join host Jonathan Strickland as he explores the people behind the tech, the companies that market it and how technology affects our lives and culture.
…
continue reading
The American healthcare system is one of the most innovative in the world. But it’s also riddled with complex challenges, such as access to affordable medications, inefficiency and administrative burdens, and communication barriers between providers. There’s clearly a better way—and at Surescripts, we have a unique sightline into what that may be. In this series, host Melanie Marcus, Chief Marketing Officer of Surescripts, sits down with today’s most inspiring and innovative leaders in healt ...
…
continue reading
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