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Podcast: Tesla Daily: Tesla News & Analysis
Episode: Interview: Alex Potter of Piper Jaffray (12.11.19)
Description: Alex Potter, analyst at Piper Jaffray, and Rob Maurer discuss Tesla's valuation, China potential, competition, risks, and investor theses. Youtube link, including detailed disclosures: https://youtu.be/z9k3ppSk0oA 1:06 - Introduction 3:33 - How long has Alex been bullish? 5:12 - Product diligence 6:07 - Why has Alex become more bullish? 10:05 - How high can market share go? 10:58 - Bear/bull theses 14:15 - Tesla in China 42:52 - Competition 52:38 - EV profitability 53:45 - EV credits/regulations 1:02:01 - Tesla’s updside 1:03:30 - Demand 1:07:10 - Price target