Tesla Bull/Bear Debate: Rob Maurer and Gordon Johnson Discuss TSLA

Rob Maurer of Tesla Daily is joined live by Gordon Johnson, founder and CEO of GLJ Research, to discuss the bull and bear cases for TSLA stock at its nearly $400B valuation. Johnson has a $19 price target on TSLA stock. 

 

Timestamps: 

 0:00 Introduction and Gordon Johnson’s bear case 

 6:17 Is Tesla’s automotive business burning cash?  

11:50 Is Tesla’s growth story over?

13:43 Are electric vehicles disruptive technology? 

16:11 Gordon Johnson’s forecasts for Q3 and Q4, and discussing the regulatory credit situation

21:15 Service gross margin and warranty impacts  

24:59 What about the impacts of the pandemic on growth?

28:23 Tesla’s market share

34:44 Regulatory credits in depth  

40:15 Is competition finally coming? 

46:00 How does forecasting for revenue growth fit with the growth story being over?  

49:00 Tesla’s profitability, capital raise, and S&P 500 inclusion

57:09 What would it take for Gordon Johnson to become more bullish on TSLA?  

58:47 Has Gordon Johnson used Autopilot?  

1:02:39 Closing comments

Disclosure: Rob Maurer is long TSLA stock & derivatives

 

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Halter Ferguson Financial

US$99.99

Huge difference between people who come to Tesla from an accounting perspective and those who come to it from a technology perspective... but what’s with the cherry picking of data by Gordon. Cherry picking seems dishonest imo

 

 

Brian Barnes

US$50.00 

Mr. Johnson, have you ever physically driven a Tesla? Do you listened to the technical breakdown from the industry respected Sandy Munro? How are you not in complete awe of the future that Tesla is leading, in warp mode, for the whole auto industry?

 

Frederick

US$20.00

THIS IS FOR YOU ROB! Thank you for putting up with this IMMATURE, UNPROFESSIONAL, CONDESCENDING CLOWN