Tesla's Valuation, China Potential, Competition, & Investor Theses with Alex Potter of Piper Jaffray

Alex Potter, analyst at Piper Jaffray, and Rob Maurer discuss Tesla's valuation, China potential, competition, risks, and investor theses. Timestamps below. 1:16 - Introduction 3:43 - How long has Alex been bullish? 5:22 - Product diligence 6:17 - Why has Alex become more bullish? 10:15 - How high can market share go? 11:08 - Bear/bull theses 14:25 - Tesla in China 43:02 - Tesla's competition 52:48 - EV profitability 53:55 - EV credits/regulations 1:02:11 - Tesla’s upside 1:03:40 - Demand 1:07:20 - Price target 1:10:05 - Tesla Energy 1:11:54 - Autonomy 1:17:15 - Talent Links: Tesla Daily: http://www.techcastdaily.com Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Music by Evan Schaeffer Disclosures: Person or household member has a financial interest in the securities of the following companies: Potter - NO, Maurer - YES Person or household member is an officer, director, or advisory board member of the following companies: Potter - NO, Maurer - NO Person has received compensation within the past 12 months from the following companies: Potter - NO, Maurer - NO Piper Jaffray or its affiliates beneficially own 1% or more of a class of common equities of the following companies: NONE Piper Jaffray has received compensation for investment banking services from or has had a client relationship with the following companies within the past 12 months: LYFT Piper Jaffray expects to receive or intends to seek compensation for investment banking services from the following companies in the next 3 months: NONE Within the past 12 months Piper Jaffray was a managing underwriter of a public offering of, or dealer manager of a tender offer for, the securities of the following companies:  LYFT Piper Jaffray has received compensation for non-investment banking securities related products or services from or has had a client relationship with the following companies within the past 12 months: NONE Piper Jaffray makes a market in the securities of the following companies, and will buy and sell the securities of these companies on a principal basis: ALSN, APTV, F, GM, LYFT, MTOR, PCAR, WBC Piper Jaffray usually provides bids and offers for the securities of the following companies and will, from time to time, buy and sell the securities of these companies on a principal basis: 1211 HK, 175 HK, 300750 CH, CMI, NIO, NIU, TSLA, UBER

GPT-4正在为你翻译摘要中......

翻译全文