Dan Galves, Director of Automotive Equity Research at Wolfe Research, has been covering TSLA since its initial public stock offering in 2010. In this interview, Dan joins Rob Maurer of the Tesla Daily Podcast for a discussion on Tesla's position in the automotive market, TSLA's surging stock price, institutional investor sentiment, autonomy, competition, and risks/opportunities for the stock and company. 0:00 - Introduction & background
0:50 - TSLA initial public stock offering
1:58 - TSLA rating history
5:55 - TSLA downgrade after autonomy day
7:14 - Reaction to TSLA’s recent surge in stock price, short squeeze?
11:09 - Role of analysts and sentiment on Wall St.
15:07 - Tesla’s management stability
16:23 - Institutional investor questions and valuation
22:11 - Tesla’s market share and competition
26:44 - Autonomy
33:15 - Electrification and investor understanding
38:07 - Battery and powertrain investor day
40:25 - Short-term risks to TSLA stock
41:52 - Risks to Tesla as a company
45:13 - TSLA capital raise
47:13 - What would it take to increase TSLA price target?
50:54 - Consensus estimates: how are they used?
Twitter:
Patreon:
Ludicrous producer Vincent Smith
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
0 Comments