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.
0:53 - Deliveries
2:09 - Sensitivity Analysis
4:42 - Pricing
5:57 - Important note on Regulatory Credits
6:16 - Average Sales Price
7:21 - Manufacturing Margins
7:40 - Core Manufacturing Margin
8:52 - Services & Other
9:57 - Gross Margin
10:16 - CapEx
12:29 - Gut Checks
Spark Spread provides thoughtful analysis of Tesla's energy business, quarterly financial insights, and much more.