Tesla’s Blowout Deliveries + TSLA Q4 Earnings Preview! w/ James Stephenson (Ep. 484)
Dave Lee on Investing - A podcast by Dave Lee on Investing

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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 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-485768Subscribe to Dave Lee on Investing on Soundwise