Tesla Daily: Tesla News & Analysis

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New Battery Cost, Tesla Semi Details from Musk Interview + TSLA All-Time High (11.24.20) Nov 25, 2020

Show notes

➤ Elon Musk shares new details on Tesla's battery costs, Tesla Semi, Giga Berlin, and Tesla's challenges for 2021 in a new interview for the European Battery Conference ➤ Full interview: https://youtu.be/gG6dwg6cyv0 ➤ TSLA stock passes $500B market cap and hits new all-time high

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283

Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson 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

Wedbush Increases Price Target, Model Y Shanghai Batteries, Tesla Fob Hacked, GM/Ford Updates (11.23.20) Nov 24, 2020

Show notes

➤ TSLA closes above $500 per share, another new all-time high close ➤ Wedbush Securities increases TSLA price targets, has $1,000 bull case ➤ LG Chem to reportedly supply batteries for Tesla's Model Y production at Giga Shanghai ➤ Model X accessed by Belgian research group exploiting security flaw ➤ GM's Cadillac brand faces dealership challenges during transition to electric vehicles ➤ Ford releases official EPA ranges for the Ford Mustang Mach-E

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283

Disclosure: Rob Maurer is long TSLA stock & derivatives

Goldman Sachs on S&P 500, Model Y Range, Tesla Police Vehicle (11.20.20) Nov 21, 2020

Show notes

➤ Goldman Sachs weights in on the demand for TSLA shares as Tesla is added to the S&P 500 index ➤ Revisiting S&P 500 tracking funds and benchmarked funds ➤ Model Y may be getting a range boost ➤ Fremont Police Department completes analysis of a Tesla as a police patrol vehicle (https://www.scribd.com/document/485032185/Police-Electric-Vehicle-Pilot-Program-Outcome-Report-2020-Final-11-17-20-Docx#download&from_embed) ➤ XPeng plans to implement lidar sensors for autonomy ➤ Model Y 7-seater deliveries getting closer?

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283

Disclosure: Rob Maurer is long TSLA stock & derivatives

TSLA All-Time High Close, FSD Beta Updates, Consumer Reports, Giga Berlin (11.19.20) Nov 20, 2020

Show notes

➤ TSLA stock hits a new all-time high closing pricing ➤ Elon Musk gives an update on Tesla's Full Self-Driving beta ➤ Jörg Steinbach, Minister of Economic Affairs for Brandenburg comments on Tesla's Giga Berlin targets: https://youtu.be/ZMb0ZGMTa84 ➤ Consumer Reports drops Model S recommendation, rates Model Y much worse than average on reliability ➤ Previous interview with Jake Fisher of Consumer Reports: https://directory.libsyn.com/episode/index/id/8804990 ➤ GM updates electric vehicle plans as CEO sells stock ➤ Elon Musk provides update on Tesla Tequila ➤ Follow-up on possibility of Warren Buffett's Berkshire Hathaway secretly buying TSLA stock

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283

Disclosure: Rob Maurer is long TSLA stock & derivatives

TSLA Continues Rising, Morgan Stanley Upgrade, Buffett Investing in TSLA? (11.18.20) Nov 19, 2020

Show notes

➤ TSLA stock has risen another 10% as Morgan Stanley upgrades their rating on Tesla, with the stock now 19% higher than before the S&P 500 inclusion announcement ➤ Breaking down the Morgan Stanley TSLA note by Adam Jonas ➤ Tesla joins new organization called ZETA to advocate for EVs ➤ News on battery factories from Tesla, Panasonic ➤ Elon Musk teases significant Tesla firmware update ➤ Is Warren Buffett's Berkshire Hathaway secretly buying TSLA stock? ➤ Berkshire Hathaway's recent 13F filing has omitted confidential information, showing a large discrepancy in assets from 10-Q quarterly filing➤ 13F: https://www.sec.gov/Archives/edgar/data/1067983/000095012320012127/xslForm13F_X01/primary_doc.xml ➤ 10-Q: ➤ TSLA investor Frank Peelen has noticed a decline in institutional TSLA share ownership, possibly explained by Berkshire investment ➤ Electrek article: https://electrek.co/2020/11/18/tesla-tsla-surges-record-high-mysterious-investor-buying-big/ ➤ Blog post 1: https://teslainvestor.blogspot.com/2020/11/tslas-s-500-inclusion-100m-missing-tsla.html ➤ Blog post 2: https://teslainvestor.blogspot.com/2020/11/is-tsla-berkshire-hathaways-new-mystery.html ➤ 13F: https://www.sec.gov/Archives/edgar/data/1067983/000095012320012127/xslForm13F_X01/primary_doc.xml ➤ 10-Q: https://www.berkshirehathaway.com/qtrly/3rdqtr20.pdf

#Tesla #TSLA #Investing

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283

Disclosure: Rob Maurer is long TSLA stock & derivatives

TSLA +8% on S&P 500, Musk COVID-19 Update, China Production, EU Emissions (11.17.20) Nov 18, 2020

Show notes

➤ TSLA stock rises by 8% following the announcement of upcoming S&P 500 index inclusion, a drop from the earlier +13% reaction ➤ Discussion on TSLA shares trading volume and short interest ➤ Update on Elon Musk's health status ➤ Revisiting Tesla's weekly production rate for Model 3 at Giga Shanghai ➤ Tesla hires part-time workers for Q4 delivery push ➤ UK moves up ban on sale of internal combustion engine vehicles while EU commission explores stricter emissions standards ➤ California adds $1,500 rebate for some EV sales

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283

Disclosure: Rob Maurer is long TSLA stock & derivatives

Live: Tesla Added to S&P 500 Index (11.16.20) Nov 17, 2020

Show notes

➤ Tesla has been officially added to the S&P 500 index by S&P Global ➤ Live replay of Rob Maurer discussing the inclusion process, the unique characteristics of Tesla, and the impact on TSLA stock and the S&P 500

Video version: https://youtu.be/bENy1YyJol8

Previous S&P 500 inclusion videos: Part 1: https://youtu.be/JN8PNPBkaWc Part 2: https://youtu.be/3v-FFbdd_VM Part 3: https://youtu.be/vESXdmRZFTU Part 4: https://youtu.be/kvebdXHKuEw

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283

Disclosure: Rob Maurer is long TSLA stock & derivatives

Musk May Have COVID-19, Deutsche Bank Meets With Tesla IR, Tesla & Indonesia, BMW iX Follow-Up (11.13.20) Nov 14, 2020

Show notes

➤ Elon Musk tests positive and negative for COVID-19 ➤ FDA document for the BD Veritor System for Rapid Detection of SARS-CoV-2 can be found here: https://www.fda.gov/media/139755/download ➤ SpaceX Crew-1 mission impact ➤ Deutsche Bank meets with Tesla investor relations, shares takeaways in new TSLA note ➤ Indonesian officials scheduled to meet with Tesla executives to discuss batteries ➤ Follow-up on BMW iX and Universum employer survey

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283

Disclosure: Rob Maurer is long TSLA stock & derivatives

Top Employer Ranking, Daimler Drama, BMW iX, California Registrations (11.12.20) Nov 13, 2020

Show notes

➤ Tesla ranks as the most attractive employer to United States engineering students ➤ Comparing Tesla's rankings to other automakers and a look at worldwide results ➤ Daimler/Mercedes-Benz plant manager reportedly leaves for Tesla causing pushback from Daimler workforce ➤ BMW shares first look and specs of BMW iX, an all-electric SUV ➤ Comparing BMW iX to Tesla's Model Y ➤ California reports Q3 vehicles registrations with Model Y taking top slot for the luxury compact SUV category ➤ Rivian reveals more details ahead of configurator launch on November 16th

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283

Disclosure: Rob Maurer is long TSLA stock & derivatives

Q4 Delivery & Production Forecast (11.11.20) Nov 11, 2020

Show notes

➤ Rob Maurer provides in-depth forecast for Tesla's Q4 2020 delivery and production numbers, explaining reasoning and context ➤ Tesla appears poised to crush expectations for Q4 ➤ CPCA releases Giga Shanghai production numbers for October

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283

Disclosure: Rob Maurer is long TSLA stock & derivatives

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