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The Intrinsic Value Podcast - The Investor’s Podcast Network

MI052: Tesla, SpaceX, Virgin Galactic, and Elon Musk with John Engle (Investing Podcast)

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Investing, Business

4.6592 Ratings

🗓️ 5 August 2020

⏱️ 54 minutes

🧾️ Download transcript

Summary

BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Get a FREE audiobook from Audible Benjamin Graham’s book The Intelligent Investor CNBC Article on Tesla and SpaceX Mohnish Pabrai’s book The Dhandho Investor Tesla: Ignoring Quality Issues Is No Longer An Option Daniel Crosby’s book The Behavioral Investor Guy Spier’s book The Education of a Value Investor All of Robert’s favorite books SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Get daily content from Robert on Instagram @therobertleonard Read this episode’s transcript and full show notes on TIP: theinvestorspodcast.com/millennial-investing HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

Click on a timestamp to play from that location

0:00.0

You're listening to TIP. On today's show, I sit down with John Engel to talk about his thoughts on Tesla,

0:07.3

SpaceX, Virgin Galactic, and Elon Musk, and how he analyzes stocks for his portfolio.

0:14.0

John is the chief investment officer of Cannabis Capital Group, the president of Almington Capital,

0:19.7

and a regular contributor on Seeking Alpha.

0:21.9

I mentioned this a few times throughout the episode, but I am not an expert on Tesla or really

0:27.1

any of the companies we talk about today. So I really enjoyed this conversation with John.

0:31.5

It was not only fascinating, but also very educational for me, as I hope it is for you all as well.

0:37.5

So let's jump into my conversation with John Engle.

0:41.5

You're listening to Millennial Investing by the Investors Podcast Network,

0:46.0

where your host, Robert Leonard, interview successful entrepreneurs, business leaders,

0:50.5

and investors to help educate and inspire the millennial generation.

1:03.5

Hey, everyone. Welcome to today's show. I'm your host, Robert Leonard. And with me today,

1:07.8

I have John Engel. Welcome to the show, John. Thank you very much for having me.

1:12.5

For those listening that may not be familiar with you or your work, walk us through your story and how you get to where you are today.

1:19.4

So my background's a little bit neocentric.

1:22.1

Born in Illinois, grew up in Hawaii, spent my early adult life in Ireland and the UK,

1:28.9

and then came back to the U.S. to get involved in the investment business. And that led me to where I am now leading a

1:36.5

family office investment group that focuses on several different asset classes, especially

1:41.6

venture capital, private equity, real estate,

1:44.3

as well as publicly traded assets, so stocks and fixed income.

1:49.2

So how would you describe yourself as an investor?

1:52.5

Are you value-orientated?

...

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