Tesla: a nuanced bull/bear conversation
Apr 03, 2025•44 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
A bull (The Value Edge) and bear (Pacifica Yield) discuss Tesla. Brand damage and Q1 deliveries (0:55). Are TSLA's plans for the future enough to be long-term bullish on the stock? (9:20) What data points will drive a turnaround? (17:10) How to fairly value Tesla (19:20). Tesla's competitors (26:35). Tesla ecosystem as a whole (33:35)
Show Notes:
Tesla's Electric Dream Collapses As Carmaker Possibly Enters A BlackBerry Moment
Tesla: Love It Or Hate It, Buy The Dip
Tesla: It's Finally Time To Trim
Wall Street Lunch: Tesla 'Fork In The Road Moment'
Read our transcripts
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Show Notes:
Tesla's Electric Dream Collapses As Carmaker Possibly Enters A BlackBerry Moment
Tesla: Love It Or Hate It, Buy The Dip
Tesla: It's Finally Time To Trim
Wall Street Lunch: Tesla 'Fork In The Road Moment'
Read our transcripts
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
For the best experience, listen in Metacast app for iOS or Android