WEBFI-TECH-LIVE reaction to Tesla’s Q4 earnings release (Ep. 510)

Live reaction of Tesla’s Q4 2021 Shareholder Letter. Download TSLA shareholder letter, .

#TSLA #Tesla #Stocks

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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. When you buy through links in this video description, author may earn an affiliate commission.

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  • v hoy on January 26, 2022

    Awesome job as usual Dave. Thank you

  • Franklin on January 26, 2022

    Now that that's out of the way we can get back to crashing.

  • Geolab on January 26, 2022

    thanks for going through it with such clarity

  • D M on January 26, 2022

    Dave thank you for everything you do for this Tesla community. I thank you from the bottom of my Richard Heart ❤️.

  • Liam Dean on January 26, 2022

    maybe dampening expectations is the play…. slow and steady wins the race…. cant just blow us out of the water, save some dry powder for when they need it.

  • Don Jarvis on January 26, 2022

    A little disappointing.

  • vindigga6 on January 26, 2022

    I dont get why elon wanted to be on this call if he didnt have anything to anounce. Strange.

  • tjayzlen on January 26, 2022

    Thanks Dave 👏 great breakdown

  • MrAllG on January 26, 2022

    next video title : how smelling Elon's fart make me feel safe …

  • clavo on January 26, 2022

    Really good valuable review of the income statement Thank You! You're running observation and your final summary were illuminating and educational! Don't say "to be honest" Are you usually not honest?

  • Mike McKelvey on January 26, 2022

    Thanks Dave. A great breakdown and glad you’ll get better operating cost increase data later today, qualitatively of course!

  • Aconomics on January 26, 2022

    Amazing review! Thanks 👍🏼

  • creator generator on January 26, 2022

    Elon intimated on the earning call other (legacy auto?) manufacturers were loading up on chips like toilet paper in a pandemic.
    Is that really the case? Despicable (GM) has already been outed as telling suppliers to buy from Tesla's suppliers to effect a shortage.
    We know GM (& perhaps others) have no scruples, that the vendetta is real and being executed on many fronts. Is this shortage something we should be investigating further & exposing?

  • Tom Smith on January 26, 2022

    Thanks for breaking the financial statements down. Saved me a good amount of time. Cheers!

  • Mariano B on January 26, 2022

    Market is just crazy..

  • Scott Lurken on January 26, 2022

    hmmmm back down to 700, no helium in this balloon. No truck, no semi, FSD instead of new models. Then less than stellar numbers. Thanks to Dave for a fantastic review of the financials.

  • chrystlaw1 on January 26, 2022

    You should be a contributor for CNBC because none of their current commentators EVER provide this level of expert analysis. 👏👏👏👏👏

  • sze hui on January 26, 2022

    Thanks Dave, you are the best.

  • John Boen on January 26, 2022

    Yours is the one I view first – nice overview.

    I knew options are treated as regular income for the employee – so it was a good idea for him to move from a state with a state tax. I had no idea there was corporate payroll tax for that.

    Great work!

  • diesur7126 on January 26, 2022

    Love the run down of the statement. Very very easy to follow along. I can properly read a company’s financial statement after watching this video. Love and respect what you do Dave!

  • Shawn Lancaster on January 26, 2022

    Most likely SGNA costs are front loading of the two under construction plant personnel. These have all expenses and no scalable revenue until production starts. This is the first time they've had two in-process plants.

  • John Shaw on January 26, 2022

    The increase in operating expenses is due to paying workers at two new plants withouit relizing any profits yet

  • K Bram on January 26, 2022

    Earnings call was weak. No way the market cap can be justified

  • Scott Johnson on January 26, 2022

    Good report overall! What other company can crush all parts of the there Business with this year.

  • chrvids on January 26, 2022

    Would love a summary after you have reviewed things….here you were doing it ad hoc. I much prefer your excellent summaries/analyses.

  • WD on January 26, 2022

    Come onnnn Dave you gotta know NSO option exercises are taxed upon exercise 😉

  • Gary Peck on January 26, 2022

    Dave really 'Excels' at this stuff

  • Stuart Pullar on January 26, 2022

    I’m happy they didn’t blow it out of the water based on accounting add backs. In the negative macro it increases my expectations that TSLA will drop. Hoping for as low as 700 but I will be buying progressively regardless.

  • Gary Peck on January 26, 2022

    That's fine

  • Ang Han Wei on January 26, 2022

    But how many of those in the market will actually bother scrutinizing the numbers the way Dave did? Most will look at the headline numbers, conclude that this is a relatively flat quarter, and proceed to sell.

    Which is what makes this one of the best channel ever for TSLA related facts.

  • Derick Briones on January 26, 2022

    Man I just wanna express my gratitude to you. Pushing out all this content and having amazing guests over while conducting amazing interviews… all for free?

    The amount of things I learn and pick up from you and your guests are priceless and it helps me grow and evolve as an investor. I hope one day I can express my gratitude in a bigger way.

    All the best and I look forward to learning more in 2022. 🤞🏼

  • masood sahraian on January 26, 2022

    Point 23:00. Zack mentioned Elon's payroll tax cost of $300+ mil in the call. He may be did not highlight it. He also did mention that operating expenses will increase because of bringing on additional capacity (Berlin, Texas). But this does not seem to be an issue because they highlighted increasing margins from software revenues going forward.

  • Shaun Tay on January 26, 2022

    very nice 🙂

  • Ethan DeVries on January 26, 2022

    fantastic review of the financials. Love it.

  • Azul Simmons on January 27, 2022

    Good breakdown.

  • Jun Pangilinan on January 27, 2022

    Thanks Dave for all the work you do for us ! We continue to see robust growth both on revenues and earnings in the coming periods. Really excited for 2022 as we see more deliveries from the new gigafactories which somehow other analysts/investors dont factor in . Keep safe and healthy .

  • Jun Pangilinan on January 27, 2022

    Agree Dave that CFO should have highlighted opex 1 time expense. Share price needed that 18% operating margin at this time.

  • Cherry Sist on January 27, 2022

    They have had talks with local councils ,one in Coventry , another which has been in newspapers , is in Devon .
    I Would like to know which location is true .

  • IMDOC78 on January 27, 2022

    My retirement is in low cost index funds and short term treasury bonds but my main company outside of retirement is only Tesla and it has never disappointed. I don’t see why invest in any other company.

  • mdhofstee on January 27, 2022

    That 340 million dollar expense was the 2.9 percent on his value of his options purchased for Medicare tax. I wished I would have talked about that more in my video but when I did my projection I thought Tesla would be able to take some of that tax away for the sale of the stock. And just so you know I added 200 million to my SGA line because I saw that coming lol.

  • qkktech on January 27, 2022

    That is odd premarket Tesla losses are covered by eur.usd

  • aimhighgstar on January 27, 2022

    Thanks Dave for everything you do for our TSLA community! You add MASSIVE value!

  • X Man on January 27, 2022

    Tesla stock down over $50 today at the opening while the market as a whole and tech stocks in particular are up big, despite the great earnings report yesterday! I think Elon confused the markets with his comments on “people not getting FSD”, the focus on the Tesla bot and not building the $25000 EV which he touted on Battery day in 2020. I think the stock would have been up big if he hadn’t done so. Everybody’s on the Tesla YouTube channels are all gushing over what Elon said yesterday and while I agree he’s a visionary genius, his ability to communicate complex ideas, so that the market can understand, needs improvement. He can say they “don’t get it” but as CEO of a $1T company, he needs to do a better job of helping them “get it” which he dropped the ball on yesterday!

  • Shaun Dubai on January 28, 2022

    You looked at cash 17B – but didn’t look at payable of USD 15B (10 + 5b) – look at the age of the payables (65 days – so all payable now) – so they have net cash of 2B – yes, I am a CFO and my focus is always on reducing and repaying all debts

  • Chris Neumayer on January 28, 2022

    Hey Dave, thanks fof all your work! I'm new to investing and was wondering if you could make a video about how to analyze financial statements for beginners? My background is in the life sciences and would be curious to learn if you would analyze a biotech company differently than e.g. Tesla?

  • Eric on January 28, 2022

    Dave – thanks so much for sharing your expertise and passion about Tesla. Really appreciate you. p.s. do you mind sharing what tool you are using to show the document and annotate it? Thanks! Also second Chris comment below about doing a video on how to analyze a financial statement – that would be so cool!

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