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Tesla Valuation Series Part 2: Valuing Automotive Hardware Sales
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1y
Mar 26, 2021
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This is part two of the Spark Spread Valuation Series. In this video Matt walks through a deep dive of the Auto portion of his overall Tesla Valuation. Make sure you check out part one of the valuation series: https://youtu.be/QMPXj6N9TAo.
Disclaimer: This video is for informational and educational purposes only, and is not investment advice! Do your own research.
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Table of Contents
Timecode | Title |
---|---|
00:00:53 | Deliveries |
00:02:09 | Sensitivity Analysis |
00:04:42 | Pricing |
00:05:57 | Important note on Regulatory Credits |
00:06:16 | Average Sales Price |
00:07:21 | Manufacturing Margins |
00:07:40 | Core Manufacturing Margin |
00:08:52 | Services & Other |
00:09:57 | Gross Margin |
00:10:16 | CapEx |
00:12:29 | Gut Checks |
About Spark Spread
Spark Spread provides thoughtful analysis of Tesla's energy business, quarterly financial insights, and much more.
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