Andrea James was one of the most outspoken and well-reasoned Tesla (TSLA) bull analyst from 2010-2016 with Dougherty & Company. She current is SVP of Corp Strategy and IR at Axon.

Andrea James on Twitter: https://twitter.com/AndreaSJames

2016 Interview of Andrea James /Dave Lee, https://www.youtube.com/watch?v=WJzzSOUlQ8o

3/26/21 Interview on EV Stock Channel, https://www.youtube.com/watch?v=pZs3Kb0xqqM

Compilation of Andrea James’ media appearances, https://www.youtube.com/watch?v=zRt94u1lQcE

Check out our post-interview conversation on parenting: https://youtu.be/vIuT5lA6-I0

Timestamps:

00:00 - Introduction

1:17 - Memories as an early Tesla analyst

4:27 - How were so many people convinced that Tesla was going to fail?

7:37 - Was negative media coverage coordinated by shorts?

9:45 - What was the $1 bear argument when you were a Tesla analyst?

11:25 - How did your due diligence help you understand Tesla?

14:25 - How confident where you back then that Tesla could make it to Model 3?

16:33 - Did past 18 months stock rise surprise you?

18:10 - Rerating a stock

20:30 - Did you interact with other analysts?

22:50 - What other companies where you covering at the time?

24:25 - Thoughts on Ark Invest

26:13 - Andrea's 2025 model from April 2016

30:10 - How did you find our cost of parts?

31:50 - Career after being an analyst

35:30 - What did you see on 2nd floor of Tesla factory that brought you to tears?

41:10 - Owning a Model X

43:37 - Has Tesla exceeded or lagged your expectations?

46:05 - How close to the edge was Tesla during Model 3 ramp?

48:55 - What's the next 100 bagger?

50:51 - Robotaxi and autonomous driving

54:20 - Andrea's personal history

58:21 - How do you view relationship, health and money?

1:02:00 - Empathy and suffering

1:09:20 - SpaceX

1:14:00 - Non binary thinking

1:28:54 - Conclusion

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