TSLA, SpaceX & 100-baggers w/ Andrea James (Ep. 298) - a podcast by Dave Lee on Investing

Andrea James was one of the most outspoken and well-reasoned Tesla (TSLA) bull analyst from 2010-2016 with Dougherty & Company. She current is SVP of Corp Strategy and IR at Axon.

Andrea James on Twitter: https://twitter.com/AndreaSJames
2016 Interview of Andrea James /Dave Lee, https://www.youtube.com/watch?v=WJzzSOUlQ8o
3/26/21 Interview on EV Stock Channel, https://www.youtube.com/watch?v=pZs3Kb0xqqM
Compilation of Andrea James’ media appearances, https://www.youtube.com/watch?v=zRt94u1lQcE

Check out our post-interview conversation on parenting: https://youtu.be/vIuT5lA6-I0

Timestamps:
00:00 - Introduction
1:17 - Memories as an early Tesla analyst
4:27 - How were so many people convinced that Tesla was going to fail?
7:37 - Was negative media coverage coordinated by shorts?
9:45 - What was the $1 bear argument when you were a Tesla analyst?
11:25 - How did your due diligence help you understand Tesla?
14:25 - How confident where you back then that Tesla could make it to Model 3?
16:33 - Did past 18 months stock rise surprise you?
18:10 - Rerating a stock
20:30 - Did you interact with other analysts?
22:50 - What other companies where you covering at the time?
24:25 - Thoughts on Ark Invest
26:13 - Andrea's 2025 model from April 2016
30:10 - How did you find our cost of parts?
31:50 - Career after being an analyst
35:30 - What did you see on 2nd floor of Tesla factory that brought you to tears?
41:10 - Owning a Model X
43:37 - Has Tesla exceeded or lagged your expectations?
46:05 - How close to the edge was Tesla during Model 3 ramp?
48:55 - What's the next 100 bagger?
50:51 - Robotaxi and autonomous driving
54:20 - Andrea's personal history
58:21 - How do you view relationship, health and money?
1:02:00 - Empathy and suffering
1:09:20 - SpaceX
1:14:00 - Non binary thinking
1:28:54 - Conclusion

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????? 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.

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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

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