Interview: Pierre Ferragu w/ Rob Maurer on Tesla Profitability & More (05.25.21)
Tesla Daily: Tesla News & Analysis · Rob Maurer
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Show Notes
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 0:59 Understanding Tesla's profitability 5:07 The right to make money 7:54 New Street's TSLA note - cash return 16:34 Operating margin outlook 21:00 Tesla vs. TSMC 27:11 Tesla vs. BMW / Daimler 29:41 Tesla's structural advantages 36:27 Does this increase Pierre's bullishness? 38:34 Accelerating growth 43:43 Pierre's new Model Y 45:21 Reaction to Tesla/Musk's involvement in cryptocurrency 52:09 What concerns are you hearing? 53:01 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
Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimney Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives