Tesla’s surprise Q4 delivery blowout, impact on Q4 earnings, 2022-2023 earnings projections, TSLA stock price expectations, Stock Split, Risks.
James Stephenson on Twitter: https://twitter.com/ICannot_Enough
6/25/21 James Stephenson interview, https://youtu.be/XXV9oZyUNc0
3/29/21 James Stephenson interview, https://www.youtube.com/watch?v=WbhOaPxwmaw
Timestamps:
00:00 - Introduction
00.52 - How Tesla deliveries 308k vehicles in Q4
03:00 - How will impact Q4 earnings?
11:02 - What is tax deferred favorability of $1.6B
14:55 - Tesla’s improving earnings
20:30 - When Tesla reaches 40% gross margins and why
23:30 - Simple TSLA valuation calculation
25:20 - What does Tesla use its cash on in future
29:11 - Risks
34:11 - Tesla stock split
35:30 - Expected TSLA price range in 2022
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