Ep. 942: Vitaliy Katsenelson Interview with Michael Covel on Trend Following Radio

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By Michael Covel. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Value investor Vitaliy Katsenelson loves his Tesla Model 3, but does he love the stock? In this analysis, Vitaliy takes a thorough look at the effect of EVs on the auto industry, Tesla’s role in it, the man behind it all, and tries to answer the question of whether this is a stock a value investor should invest in.

Issues:

  • Why EVs are not just a new type of car, but a paradigm shift for the industry
  • How Elon’s dreams finance Tesla’s growth, but the company’s future success might not be in his hands
  • Why the survival of ICE auto makers may not be as certain as it seems
  • Tesla’s Autopilot: Elon’s wishful thinking of Tesla’s greatest advantage?
  • How EV range anxiety will give way to a new gold rush
  • Bulls vs bears on Tesla: who has it right?

Bio: A respected value investor, Vitaliy was dubbed “The New Benjamin Graham” by Forbes. He shares his often contrarian views on investing in Barron’s, Financial Times, Forbes, Christian Science Monitor and other premier financial publications. He has published “The Little Book of Sideways Markets” and “Active Value Investing.”

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