Dave Lee on Investing

When will Tesla become the most valuable company in the world? w/ Emmet Peppers (Ep. 487)


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I'm joined by Emmet Peppers as we discuss TSLA stock price vs Tesla business, stock market, Fed, 2022 TSLA earnings, competition, plans for 2022.
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 - Introduction
00:40 - Market Volatility
03:10 - Will growth stocks recover?
05:05 - Stock price vs business
09:33 - Snowball of innovation
12:30 - Can Tesla reach 40% gross margins?
18:45 - Zach Kirkhorn's conservative guidance
24:39 - Electric Ford F-150 and Electric Chevy Silverado trucks
31:10 - TSLA LEAPS and options now vs 5 years ago
37:25 - Investing strategy in 2022
44:00 - Top stocks going into 2022
47:30 - Personal plans in 2022
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
NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.
💁🏻‍♂️ 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

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