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Podcast: Tesla Daily: Tesla News & Analysis
Episode: Gordon Johnson and Rob Maurer Debate TSLA Bull/Bear Thesis (09.03.20)
Description: Rob Maurer of Tesla Daily is joined live by Gordon Johnson, founder and CEO of GLJ Research, to discuss the bull and bear cases for TSLA stock at its nearly $400B valuation. Johnson has a $19 price target on TSLA stock. Timestamps: 0:00 Introduction and Gordon Johnson’s bear case 6:24 Is Tesla’s automotive business burning cash? 11:57 Is Tesla’s growth story over? 13:50 Are electric vehicles disruptive technology? 16:18 Gordon Johnson’s forecasts for Q3 and Q4, and discussing the regulatory credit situation 21:22 Service gross margin and warranty impacts 25:06 What about the impacts of the p...