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 0:52 Understanding Tesla’s profitability 4:58 The right to make money 7:47 New Street’s TSLA note - cash return 16:27 Operating margin outlook 20:53 Tesla vs. TSMC 27:04 Tesla vs. BMW / Daimler 29:34 Tesla’s structural advantages 36:20 Does this increase Pierre’s bullishness? 38:27 Accelerating growth 43:36 Pierre’s new Model Y 45:14 Reaction to Tesla/Musk’s involvement in cryptocurrency 52:02 What concerns are you hearing? 52:54 2021 delivery expectations
You can find Pierre on Twitter @p_ferragu New Street Research: https://www.newstreetresearch.com
#Tesla #TSLA #Investing
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