About this episode
Bull/bear debate on Tesla ( TSLA ) with analysts Anton Wahlman and James Foord . This is an abridged version of our recent conversation, Tesla Bull/Bear Thesis With Anton Wahlman And James Foord . (0:30) - Tesla's charging network evolution - net benefit not clear (10:50) - Self-driving cars, robotaxis and Tesla's competitive advantage Transcripts available on Seeking Alpha Tesla: Supercharging Revenues, But At What Cost? Tesla Has Surrendered Its Key Competitive Advantage Tesla: Elon Musk Is Playing The Long Game Tesla's China Exposure Faces New Risks Tesla Motors (TSLA) Q3 2016 Results - Earnings Call Transcript Free trial for James Foord's The Pragmatic Investor