Dave Lee on Investing

The Chosen Ilbo (South Korean newspaper) claims that Tesla and Toyota are in final stage talks that could result in a major partnership to make a compact electric SUV. I dive into my thoughts.

https://translate.google.com/translate?sl=auto&tl=en&u=https://www.chosun.com/economy/int_economy/2021/03/30/VCCYMG5DOVHIHNTZCWWKJYHEFM/

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Volkswagen claimed they were changing the name of its U.S. division to Voltswagen to show its focus on electric vehicles but rather said it was a failed April Fools prank. I dive into this mess and if VW has chance against Tesla (TSLA) and Elon Musk.

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Volkswagen (VW) is changing the name of its U.S. division to Voltswagen to show focus on electric vehicles. Does it stand a chance against Tesla (TSLA) and Elon Musk?

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I'm joined by James Stevenson, Tesla advocate and analyst and fighter of FUD on Twitter as we discuss how to value TSLA, future challenges and what we expect.

James Stevenson on Twitter: https://twitter.com/ICannot_Enough

Timestamps

00:00 - Introduction

00:45 - ICannot_Enough

1:30 - What motivates you to advocate for Tesla?

2:50 - Biggest Tesla FUD

7:00 - Any times of doubting Tesla?

9:10 - How did you first get introduced to Tesla?

14:23 - Price to Sales retio

16:58 - What % of portfolio in Tesla?

18:08 - How were you able to parse through the noise?

21:55 - Operating leverage

31:37 - How Elon manages innovation

35:35 - Ark's $3000 price target

37:40 - Tesla's future valuation and FSD

43:40 - Forecast assumptions for Robotaxi

47:10 - FSD costs and subscriptions

58:32 - Model 2

1:03:44 - Tesla energy

1:07:22 - Competition

1:15:09 - China market

1:19:18 - Risk factors

1:23:07 - Conclusion

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I'm joined by Angie Lau, former Bloomberg News anchor in Asia and now ceo/founder of Forkast News, a media platform focused on blockchain and crypto.

Angie Lau on Twitter: https://twitter.com/AngieTVLau

https://forkast.news

@Forkast News

https://www.youtube.com/watch?v=lD69n6Ur2P8

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I'm joined by James Douma as he shares how to build a Tesla FSD valuation model. Download sample model (note: this is just a sample of how modeling is done and assumptions shouldn't be taken as investment advice. Make your own assumptions and model), https://docs.google.com/spreadsheets/d/1YcBoVdyqcxQ1yf6iwtW5NpxqF0sTDKt-3riv22mj8AQ/copy#gid=0.

View part 1, https://youtu.be/yhtbLAWRfJk. View part 2, https://youtu.be/_AvrALgcHPU.

James Douma on Twitter: https://twitter.com/jamesdouma

James Douma Playlist, https://www.youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX

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I'm joined by Kelvin Yang, a Tesla advocate on Twitter debunking Tesla China FUD. We discuss the latest media reports of Tesla in China and what's going on.

Kelvin Yang on Twitter: https://twitter.com/KelvinYang7

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When will regulators approve Tesla FSD, Robotaxi rollout, and building a FSD validation model with James Douma.

James Douma on Twitter: https://twitter.com/jamesdouma

James Douma Playlist, https://www.youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX

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I discuss Elon Musk's latest tweet, "I think there is a greater than 0% chance Tesla could be the biggest company".

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I'm joined by James Douma as we discuss Tesla's FSD hardware compared to Nvidia Drive AGX. View part 1 of this conversation, https://youtu.be/oWPqlRsPHjQ.

About ARK's TSLA Price Target: https://ark-invest.com/articles/analyst-research/tesla-price-target-2/

https://github.com/ARKInvest/ARK-Invest-Tesla-Valuation-Model

James Douma on Twitter: https://twitter.com/jamesdouma

James Douma Playlist, https://www.youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX

Timestamps:

00:00 - Introduction

1:20 - Did Ark's $3000 price target surprise you?

9:00 - Deep dive into Ark's model

42:68 - Monte Carlo model

43:11 - Ride hailing in China

54:00 - Percent of Teslas in Robotaxi network

1:01:38 - Guessing when FSD is available

1:08:16 - How is Ark using Monte Carlo inputs?

1:18:17 - What's the advantage of doing a Monte Carlo model?

1:26:44 - Conclusion

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