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1. Organizing external inputs in a 'Drivers' sheet.mp4
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MP4
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30.97 MB
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1. Organizing external inputs in a 'Drivers' sheet.srt
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SRT
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4.37 KB
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1.1 0a. Drivers_before.xlsx.xlsx
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XLSX
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1.27 MB
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1.2 0a. Drivers_after.xlsx.xlsx
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XLSX
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1.27 MB
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1.3 Tesla Company Valuation - Detailed walkthrough.pdf.pdf
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PDF
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5.09 MB
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10. Forecasting 'energy' and 'services' revenue.mp4
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MP4
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25.3 MB
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10. Forecasting 'energy' and 'services' revenue.srt
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SRT
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3.14 KB
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10.1 6. Energy and Other revenue - Before.xlsx.xlsx
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XLSX
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1.34 MB
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10.2 6. Energy and Other revenue - After.xlsx.xlsx
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XLSX
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1.34 MB
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11. Calculating 'energy' and 'services' gross profit and cost of sales.mp4
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MP4
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26.8 MB
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11. Calculating 'energy' and 'services' gross profit and cost of sales.srt
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SRT
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2.53 KB
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11.1 7. Energy and Other - Gross profit, cost of sales - After.xlsx.xlsx
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XLSX
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1.35 MB
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11.2 7. Energy and Other - Gross profit, cost of sales - Before.xlsx.xlsx
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XLSX
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1.35 MB
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12. Forecasting operating expenses.mp4
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MP4
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34.45 MB
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12. Forecasting operating expenses.srt
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SRT
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5.48 KB
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12.1 8. Opex - Before.xlsx.xlsx
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XLSX
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1.36 MB
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12.2 8. Opex - After.xlsx.xlsx
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XLSX
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1.36 MB
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13. Building a fixed asset roll forward estimating Capex.mp4
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MP4
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56.56 MB
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13. Building a fixed asset roll forward estimating Capex.srt
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SRT
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6.43 KB
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13.1 9. PP&E forecasting and comparables_after.xlsx.xlsx
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XLSX
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1.37 MB
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13.2 9. PP&E forecasting and comparables_before.xlsx.xlsx
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XLSX
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1.37 MB
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14. Building a fixed asset roll forward D&A schedule.mp4
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MP4
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54.16 MB
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14. Building a fixed asset roll forward D&A schedule.srt
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SRT
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4.45 KB
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14.1 10. PP&E schedule_before.xlsx.xlsx
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XLSX
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1.37 MB
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14.2 10. PP&E schedule_after.xlsx.xlsx
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XLSX
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1.37 MB
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15. Peer comparison D&A as a percentage of revenues.mp4
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MP4
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13.67 MB
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15. Peer comparison D&A as a percentage of revenues.srt
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SRT
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1.62 KB
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15.1 10a. PP&E comparison.xlsx.xlsx
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XLSX
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1.37 MB
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16. Calculating DSO, DIO, DPO.mp4
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MP4
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17.46 MB
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16. Calculating DSO, DIO, DPO.srt
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SRT
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2.11 KB
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16.1 11. Working capital forecasting_before.xlsx.xlsx
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XLSX
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1.38 MB
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16.2 11. Working capital forecasting_after.xlsx.xlsx
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XLSX
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1.52 MB
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17. Producing a clean P&L output sheet.mp4
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MP4
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8.43 MB
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17. Producing a clean P&L output sheet.srt
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SRT
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1.62 KB
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17.1 12. P&L.xlsx.xlsx
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XLSX
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1.39 MB
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18. Fill in the P&L output sheet.mp4
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MP4
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18.33 MB
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18. Fill in the P&L output sheet.srt
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SRT
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1.83 KB
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18.1 12a. P&L fill in_before.xlsx.xlsx
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XLSX
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1.39 MB
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18.2 12a. P&L fill in_after.xlsx.xlsx
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XLSX
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1.39 MB
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19. Calculating investments in working capital.mp4
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MP4
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19 MB
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|
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19. Calculating investments in working capital.srt
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SRT
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2.16 KB
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19.1 13. Calculating working capital_after.xlsx.xlsx
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XLSX
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1.4 MB
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19.2 13. Calculating working capital_before.xlsx.xlsx
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XLSX
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1.4 MB
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2. The input data we will work with.mp4
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MP4
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15.79 MB
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|
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2. The input data we will work with.srt
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SRT
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1.72 KB
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2.1 0aa. Inputs_after.xlsx.xlsx
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XLSX
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1.28 MB
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2.2 Tesla 2015.pdf.pdf
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PDF
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1.29 MB
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2.3 0aa. Inputs_before.xlsx.xlsx
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XLSX
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1.28 MB
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|
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2.4 Tesla 2016.pdf.pdf
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PDF
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2.22 MB
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2.5 Tesla 2017.pdf.pdf
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PDF
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2.51 MB
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|
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2.6 Tesla 2018 Q2.pdf.pdf
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PDF
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635.07 KB
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|
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20. Forecasting Unlevered Free Cash Flow.mp4
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MP4
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55.87 MB
|
|
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20. Forecasting Unlevered Free Cash Flow.srt
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SRT
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6.09 KB
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|
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20.1 14. Cash flow - UFCF_before.xlsx.xlsx
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XLSX
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1.41 MB
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|
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20.2 14. Cash flow - UFCF_after.xlsx.xlsx
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XLSX
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1.41 MB
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|
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21. Forecasting other assets.mp4
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MP4
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45.24 MB
|
|
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21. Forecasting other assets.srt
|
SRT
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4.62 KB
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|
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21.1 15. Balance Sheet forecasting assets_after.xlsx.xlsx
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XLSX
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1.41 MB
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|
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21.2 15. Balance Sheet forecasting assets_before.xlsx.xlsx
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XLSX
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1.41 MB
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22. Forecasting other liabilities.mp4
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MP4
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22.03 MB
|
|
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22. Forecasting other liabilities.srt
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SRT
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2.36 KB
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22.1 16. Balance Sheet forecasting liabilities_after.xlsx.xlsx
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XLSX
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1.42 MB
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|
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22.2 16. Balance Sheet forecasting liabilities_before.xlsx.xlsx
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XLSX
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1.41 MB
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|
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23. Completing Unlevered Free Cash Flow.mp4
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MP4
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40.83 MB
|
|
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23. Completing Unlevered Free Cash Flow.srt
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SRT
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3.71 KB
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|
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23.1 16a. Complete UFCF_before.xlsx.xlsx
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XLSX
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1.42 MB
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|
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23.2 16a. Complete UFCF_after.xlsx.xlsx
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XLSX
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1.42 MB
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24. Modeling Tesla's financing needs in the forecast period.mp4
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MP4
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42.4 MB
|
|
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24. Modeling Tesla's financing needs in the forecast period.srt
|
SRT
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5.64 KB
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|
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24.1 17. Financing_after.xlsx.xlsx
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XLSX
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1.43 MB
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|
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24.2 17. Financing_before.xlsx.xlsx
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XLSX
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1.43 MB
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|
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25. Calculating Net income.mp4
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MP4
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14.8 MB
|
|
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25. Calculating Net income.srt
|
SRT
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1.39 KB
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|
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25.1 18. P&L complete_before.xlsx.xlsx
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XLSX
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1.43 MB
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|
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25.2 18. P&L complete_after.xlsx.xlsx
|
XLSX
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1.43 MB
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|
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26. Bridging Unlevered Free Cash Flow to Net Cash Flow.mp4
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MP4
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50.62 MB
|
|
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26. Bridging Unlevered Free Cash Flow to Net Cash Flow.srt
|
SRT
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4.51 KB
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|
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26.1 19. Cash flow_complete_before.xlsx.xlsx
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XLSX
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1.43 MB
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|
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26.2 19. Cash flow_complete_after.xlsx.xlsx
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XLSX
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1.43 MB
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|
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27. Balancing the Balance sheet.mp4
|
MP4
|
13.32 MB
|
|
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27. Balancing the Balance sheet.srt
|
SRT
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1.18 KB
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|
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27.1 20. Complete the BS_before.xlsx.xlsx
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XLSX
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1.43 MB
|
|
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27.2 20. Complete the BS_after.xlsx.xlsx
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XLSX
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1.43 MB
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|
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28. Estimating Weighted Average Cost of Capital (WACC).mp4
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MP4
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44.3 MB
|
|
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28. Estimating Weighted Average Cost of Capital (WACC).srt
|
SRT
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6.77 KB
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|
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28.1 21. WACC_before.xlsx.xlsx
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XLSX
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1.43 MB
|
|
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28.2 21. WACC_after.xlsx.xlsx
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XLSX
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1.43 MB
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|
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29. Performing Discounted Cash Flow valuation (DCF).mp4
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MP4
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34.88 MB
|
|
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29. Performing Discounted Cash Flow valuation (DCF).srt
|
SRT
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4.06 KB
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|
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29.1 22. DCF_before.xlsx.xlsx
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XLSX
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1.52 MB
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|
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29.2 22. DCF_after.xlsx.xlsx
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XLSX
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1.44 MB
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|
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3. Forecasting Tesla's expected deliveries.mp4
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MP4
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114.95 MB
|
|
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3. Forecasting Tesla's expected deliveries.srt
|
SRT
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15.38 KB
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3.1 1. Deliveries_before.xlsx.xlsx
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XLSX
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1.29 MB
|
|
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3.2 1. Deliveries_after.xlsx.xlsx
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XLSX
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1.29 MB
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|
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30. Calculating enterprise value, equity value, and price per share.mp4
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MP4
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22.54 MB
|
|
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30. Calculating enterprise value, equity value, and price per share.srt
|
SRT
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2.15 KB
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30.1 23. EV, Equity value, Price per share_before.xlsx.xlsx
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XLSX
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1.44 MB
|
|
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30.2 23. EV, Equity value, Price per share_after.xlsx.xlsx
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XLSX
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1.44 MB
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|
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31. Closing remarks.mp4
|
MP4
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44.81 MB
|
|
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31. Closing remarks.srt
|
SRT
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4.43 KB
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4. Comparing delivery figures with the ones of industry peers.mp4
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MP4
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20.94 MB
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|
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4. Comparing delivery figures with the ones of industry peers.srt
|
SRT
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3.1 KB
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4.1 1a. Deliveries development.xlsx.xlsx
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XLSX
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1.3 MB
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|
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5. Estimating an average selling price of Tesla vehicles.mp4
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MP4
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41.93 MB
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|
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5. Estimating an average selling price of Tesla vehicles.srt
|
SRT
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5.17 KB
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|
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5.1 2. Average price_before.xlsx.xlsx
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XLSX
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1.31 MB
|
|
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5.2 2. Average price_after.xlsx.xlsx
|
XLSX
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1.31 MB
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|
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6. Calculating automotive revenue.mp4
|
MP4
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46.53 MB
|
|
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6. Calculating automotive revenue.srt
|
SRT
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46.54 MB
|
|
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6.1 3. Revenue calculation and scenarios - before.xlsx.xlsx
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XLSX
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1.31 MB
|
|
|
6.2 3. Revenue calculation and scenarios - after.xlsx.xlsx
|
XLSX
|
1.31 MB
|
|
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7. Peer comparison Gross profit %.mp4
|
MP4
|
17.19 MB
|
|
|
7. Peer comparison Gross profit %.srt
|
SRT
|
2.72 KB
|
|
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7.1 4. Gross profit automotive.xlsx.xlsx
|
XLSX
|
1.32 MB
|
|
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8. Calculating automotive gross profit.mp4
|
MP4
|
27.79 MB
|
|
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8. Calculating automotive gross profit.srt
|
SRT
|
2.88 KB
|
|
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8.1 4a. Gross profit automotive - before.xlsx.xlsx
|
XLSX
|
1.51 MB
|
|
|
8.2 4a. Gross profit automotive - after.xlsx.xlsx
|
XLSX
|
1.32 MB
|
|
|
9. Calculating automotive cost of sales.mp4
|
MP4
|
17.54 MB
|
|
|
9. Calculating automotive cost of sales.srt
|
SRT
|
2.27 KB
|
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9.1 5. Cost of sales and chart.xlsx.xlsx
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XLSX
|
1.34 MB
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