Tesla: a nuanced bull/bear conversation

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'

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