Interview: Alex Potter of Piper Jaffray (12.11.19)
Tesla Daily: Tesla News & Analysis · Rob Maurer
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Show Notes
Alex Potter, analyst at Piper Jaffray, and Rob Maurer discuss Tesla's valuation, China potential, competition, risks, and investor theses.
Youtube link, including detailed disclosures: https://youtu.be/z9k3ppSk0oA
1:06 - Introduction 3:33 - How long has Alex been bullish? 5:12 - Product diligence 6:07 - Why has Alex become more bullish? 10:05 - How high can market share go? 10:58 - Bear/bull theses 14:15 - Tesla in China 42:52 - Competition 52:38 - EV profitability 53:45 - EV credits/regulations 1:02:01 - Tesla's updside 1:03:30 - Demand 1:07:10 - Price target 1:09:55 - Tesla Energy 1:11:44 - Autonomy 1:17:05 - Talent
Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast
Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives