Feb 23, 2021
➤ Alex Potter of Piper Sandler joins Rob Maurer LIVE to discuss his street-high $1,200 TSLA price target, Tesla’s investment in Bitcoin, investor sentiment, competitive landscape, and more.
Apologies for the audio issues at the end. The full audio was
salvaged in the audio podcast which can be found here:
Apple:
Spotify:
You can find the previous conversations between Potter & Maurer
here:
https://youtu.be/ey3UeFJqSqY
https://youtu.be/z9k3ppSk0oA
https://youtu.be/pzPcCpJvj5I
0:00 Introduction
1:53 Tesla & Bitcoin
4:32 TSLA's dropping stock price
7:33 Piper Sandler's 100 page Tesla report
13:42 Breaking down Tesla's future revenue
16:35 Forecasting Full Self-Driving
27:02 Rob's take on autonomy in TSLA's valuation
32:07 Tesla's innovation
38:57 Autonomous testing in California
42:17FSD average selling price outlook
49:05 Envy of Tesla
51:15 How many factories will Tesla build?
56:52 Will Tesla keep buying battery cells?
1:00:03 Margin impact of others achieving FSD by 2030?
1:03:00 YouTube issues began around here, this audio podcast
contains the rest starting around this timestamp
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283
Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
This conversation should not be interpreted as financial
advice.
Disclosure: Rob Maurer is long TSLA stock & derivatives.
Disclosures for universe of: Alex Potter
1. I or a household member has a financial interest in the
securities of the following companies: none
2. I or a household member is an officer, director, or advisory
board member of the following companies: none
3. I have received compensation within the past 12 months from the
following companies: none
4. Piper Sandler beneficially owns 1% or more of a class of the
following companies: none
5. Piper Sandler has had a client relationship or has received
compensation for investment banking services from the following
companies within the past 12 months: DASH, UBER, VRM
6. Piper Sandler expects to receive or intends to seek compensation
for investment banking services from the following companies in the
next 3 months: DASH
7. Piper Sandler was a managing underwriter of a public offering
of, or a dealer manager of a tender offer for, the securities of
the following companies within the past 12 months: DASH, VRM
8. Piper Sandler has had a client relationship and has received
compensation for non-investment banking securities related products
or services in the past 12 months for the following companies:
none
9. Piper Sandler has had a client relationship and has received
compensation for non-securities services in the past 12 months for
the following companies: none
10. Piper Sandler is a registered market maker for the following
companies: APTV, DASH, GRUB, LYFT, VRM
11. Piper Sandler will buy and sell securities on a principal basis
for the following companies: 1211 HK, 300750 CH, CARG, CVNA, NIO,
NIU, TSLA, UBER