– TSLA investor roundtable recorded on 7/7/19 with Galileo Russel, Rob Maurer, and Matt Joyce
– Also available on YouTube (Link)

• 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

Links:
Email > [email protected]
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan SchaefferParagraph

Disclosure: Rob Maurer, Galileo Russell and Matt Joyce are long TSLA stock & derivatives

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