Gordon Johnson and Rob Maurer Debate TSLA Bull/Bear Thesis (09.03.20)

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 pandemic on growth?
28:30 Tesla’s market share
34:51 Regulatory credits in depth
40:22 Is competition finally coming?
46:07 How does forecasting for revenue growth fit with the growth story being over?
49:07 Tesla’s profitability, capital raise, and S&P 500 inclusion
57:16 What would it take for Gordon Johnson to become more bullish on TSLA?
58:54 Has Gordon Johnson used Autopilot?
1:02:46 Closing comments

#Tesla #TSLA #Investing

Twitter: https://www.twitter.com/teslapodcast
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Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives