MI Rewind: Tesla Deep Dive w/ Ryan Reeves
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 27 January 2023
⏱️ 59 minutes
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Summary
Transcript
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| 0:00.0 | You're listening to TIP. |
| 0:02.3 | On today's show, we've started to reshare some older episodes that are my favorite for a few reasons. |
| 0:08.7 | One, we get a bunch of new listeners each week, so the new listeners may not have heard this episode before. |
| 0:14.7 | Two, even if you've been listening for a while, you may have missed this episode when it originally came out. |
| 0:21.0 | Or three, even if you've heard it before, it can be a great episode to learn from again. |
| 0:26.4 | If you've already heard this episode or you're not interested in hearing it, feel free to just |
| 0:30.2 | skip it. There's no harm in that, and you can pick up with our new episodes next week. |
| 0:34.7 | All right, guys, that's all I had for you for this new intro. Everything going |
| 0:38.7 | forward is going to be from the original show. Hope you guys enjoy it. On today's episode, |
| 0:47.1 | I sit down to chat with Ryan Reeves. Ryan has been investing since the age of 12 and is now |
| 0:52.3 | the founder and CEO of Investing City, which is an |
| 0:55.6 | independent equity research platform. In the first part of the episode, we cover Ryan's overall |
| 1:00.6 | investment strategy, how he thinks about portfolio allocation, inflation, and the valuation |
| 1:05.5 | of stocks. In the second part of the episode, we discussed Tesla's recent partnership with Hertz. |
| 1:11.0 | What makes Tesla so special relative to other automotive companies? |
| 1:15.6 | Elon Musk's role in the company's success, the future of the automotive industry, potential |
| 1:21.0 | risks for Tesla investors, and a whole lot more. |
| 1:24.3 | Even if you're not interested in Tesla specifically, I think it can be useful |
| 1:28.0 | to hone in on how Ryan and I think about the companies we are analyzing. Many of the things we |
| 1:33.3 | discuss can be applied when analyzing practically any company. Ryan nor myself own shares in Tesla, |
| 1:39.4 | so we try to be as unbiased as possible during our conversation and discuss both the potential |
| 1:44.4 | upside and the downsides for the company. I really hope you enjoyed today's episode with |
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