Tesla's Valuation, China Potential, Competition, & Investor Theses with Alex Potter of Piper Jaffray
发布时间 2019-12-13 22:26:53 来源
摘要
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
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