![Dave Lee on Investing artwork](https://is1-ssl.mzstatic.com/image/thumb/Podcasts113/v4/fa/6e/3c/fa6e3cfe-e49b-451f-02c2-fd3c3469fb77/mza_1722724289501423058.png/100x100bb.jpg)
Deep Dive On Ark Invest's $3000 TSLA Model w/ James Douma (Ep. 278)
Dave Lee on Investing
English - March 26, 2021 13:30 - 1 hour - ★★★★★ - 138 ratingsInvesting Business News Business News Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
I'm joined by James Douma as we discuss Tesla's FSD hardware compared to Nvidia Drive AGX. View part 1 of this conversation, https://youtu.be/oWPqlRsPHjQ.
About ARK's TSLA Price Target: https://ark-invest.com/articles/analyst-research/tesla-price-target-2/
https://github.com/ARKInvest/ARK-Invest-Tesla-Valuation-Model
James Douma on Twitter: https://twitter.com/jamesdouma
James Douma Playlist, https://www.youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX
Timestamps:
00:00 - Introduction
1:20 - Did Ark's $3000 price target surprise you?
9:00 - Deep dive into Ark's model
42:68 - Monte Carlo model
43:11 - Ride hailing in China
54:00 - Percent of Teslas in Robotaxi network
1:01:38 - Guessing when FSD is available
1:08:16 - How is Ark using Monte Carlo inputs?
1:18:17 - What's the advantage of doing a Monte Carlo model?
1:26:44 - Conclusion
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
💁🏻♂️ 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.
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
Videos:
Tesla ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QkDHJ5hbv5rMvpRse9C-re
SpaceX Starlink ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QrcuyoiO1tjQs_yzer72EI
Square ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9Q3PIw2JOQr4qoL_fSrIZA7
Lemonade ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9StEd21tlQBndopSTek8iAZ
Company Analysis Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QMjeqM7he4G7FLhI88ZXdo
Interviews: https://www.youtube.com/playlist?list=PLfibpgBinf9QdC6pEaycZvv3pGyvEbO8P
Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
Subscribe to Dave Lee on Investing on Soundwise