TSLA 10-Q Analysis, Capital Expenditures, Musk Compensation (10.26.20)

➤ Tesla publishes 10-Q SEC filing for Q3 2020, detailing $10B+ capital expenditure plans and sharing more details on Elon Musk CEO performance compensation plan ➤ More information on Elon Musk’s compensation plan can be found here: https://youtu.be/XfHWl_Lhf5o ➤ Additional information on Tesla’s deferred revenue, production rates, delivery constraints, Energy gross margins, and Tesla’s $5B capital raise ➤ Tesla begins to export Model 3 from China ➤ Shanghai places additional restrictions on license plates Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh 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 Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives