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Interview: Pierre Ferragu w/ Rob Maurer on Tesla Profitability & More (05.25.21)
Interview: Pierre Ferragu w/ Rob Maurer on Tesla Profitability & More (05.25.21)
ratings:
Length:
61 minutes
Released:
May 25, 2021
Format:
Podcast episode
Description
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 0:59 Understanding Tesla's profitability 5:07 The right to make money 7:54 New Street's TSLA note - cash return 16:34 Operating margin outlook 21:00 Tesla vs. TSMC 27:11 Tesla vs. BMW / Daimler 29:41 Tesla's structural advantages 36:27 Does this increase Pierre's bullishness? 38:34 Accelerating growth 43:43 Pierre's new Model Y 45:21 Reaction to Tesla/Musk's involvement in cryptocurrency 52:09 What concerns are you hearing? 53:01 2021 delivery expectations You can find Pierre on Twitter @p_ferragu New Street Research: https://www.newstreetresearch.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 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
Released:
May 25, 2021
Format:
Podcast episode
Titles in the series (100)
09.05.17 – Model 3 Sourcing, Efficiency, & Aero Wheels, Powerwall Update: Tesla Daily: Tesla News & Analysis In this episode: – Model 3 aero wheel confirmed to be two pieces – Model 3 Maroney sticker sighting, efficiency and sourcing – Powerwall installations in Minnesota Links: Email > tesladailypodcast@gmail. by Tesla Daily: Tesla News & Analysis