Dave Lee on Investing

I’m joined by Gary Black, Managing Partner of The Future Fund, as we dive into Tesla’s latest earnings, 4680 cells, Elon Musk, NHTSA, and possible EV tax credit. Gary’s The Future Fund holds TSLA as their top position (7.8% of fund).

Gary Black on Twitter, https://twitter.com/garyblack00

Future Fund, http://thefuturefund.com

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise

I share my top 10 takeaways from the Tesla Q3 2021 Earnings Conference Call.

TSLA Q3 earnings conference call: https://www.youtube.com/watch?v=2Hltnio7vhI

Tesla Q3 Shareholder letter, https://tesla-cdn.thron.com/static/TWPKBV_TSLA_Q3_2021_Quarterly_Update_SI1AKE.pdf?xseo=&response-content-disposition=inline%3Bfilename%3D%22TSLA-Q3-2021-Quarterly-Update.pdf%22

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise

Live reaction of Tesla’s Q3 2021 Shareholder Letter. Download TSLA shareholder letter, https://ir.tesla.com .

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise

Today I’m joined by Emmet Peppers as we discuss the recent rise in Tesla stock price, TSLA Q3 earnings this week, EV tax credit, Elon Musk stock options, Rocket Lab and more. Recorded Oct 17, 2021 evening.

Emmet Peppers on Twitter: https://twitter.com/emmetpeppers​

Emmet Peppers Interview playlist: https://www.youtube.com/playlist?list=PLfibpgBinf9TaDMLOD8li0PHDwVD3YuYE

Good Soil Management YouTube channel, https://www.youtube.com/channel/UCho9rOsQBrq-kUGjzJADHAQ

Timestamps:

00:00 - Intro

01:55 - Recent TSLA price action

07:37 - Can TSLA break all-time highs?

10:30 - First-time Tesla car owners becoming investors

13:40 - TSLA Q3 earnings

19:20 - Auto industry crunch

20:25 - Elon Musk stock options + huge tax bill

29:25 - Prof. Leo Koguan interview questions

33:02 - Rocket Lab, $RKLB

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise

I discuss the latest developments with the US. EV tax credit and how it might impact Tesla, GM, Ford, Toyota, another auto manufacturers.

1. https://www.reuters.com/business/autos-transportation/more-than-100-us-lawmakers-urge-pelosi-back-union-ev-tax-credit-2021-10-12/

2. https://gmauthority.com/blog/2021/10/108-u-s-lawmakers-urge-pelosi-to-keep-ev-tax-credit-for-union-made-vehicles/

3. https://thehill.com/policy/transportation/infrastructure/575990-democrats-electric-vehicle-push-sparks-intense-lobbying

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise

I’m joined by Bradford Ferguson to discuss Elon Musk’s soon-to-expire stock options from his 2012 CEO compensation plan.

Bradford Ferguson on Twitter: https://twitter.com/bradsferguson

Disclaimer : https://www.hffinancial.com/disclaimer/

Musk’s Expiring Tesla Stock Options Put Elon in Perverse Tax Dilemma: https://www.hffinancial.com/tesla-stock/

Elon Musk on tax rate and expiring options from Recode conference: https://www.youtube.com/watch?v=MGonhdN3Rfs

https://www.wsj.com/articles/elon-musk-techs-cash-poor-billionaire-11588967043

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise

Real-time thoughts on TSLA stock. Not financial advice.

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise

I share highlights and my takeaways from Elon Musk's Giga Berlin appearance.

Watch full Elon Musk presentation and Q&A from Giga Berlin, https://youtu.be/OW6Te339PHc?t=872

Thumbnail background image credit: https://twitter.com/gigafactory_4

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise

I share highlights and my thoughts on Tesla’s 2021 annual shareholder meeting, https://www.youtube.com/watch?v=bH51-loeLgM.

1. Tesla is on a roll

2. Free cash flow will continue to be strong

3. FSD licensing

4. Vehicle price increases hopefully temporary

5. Giga Shanghai now exceeds Fremont in production

6. Tesla AI day

7. Tesla moving headquarters to Austin, Texas

8. Cybertruck and Semi update

9. Stock split

10. 4680 cells in Austin

11. New factories?

12. Dividends?

13. Model 2?

14. Long-term advantage of Tesla will be manufacturing

15. Tesla Van

16. Tesla FSD Beta 10.2 rollout out

17. Tesla insurance

18. Electric planes

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise

Tesla is holding their annual shareholder meeting tomorrow Thurs Oct 7th 4:30pm CT and it will be live-streamed, https://www.tesla.com/2021shareholdermeeting .

I go over what to expect and what to look out for - Elon Musk, TSLA, Tesla valuation, 4680 production ramp, Cybertruck, $25k vehicle, new factories, and more.

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise