meta_pixel
Tapesearch Logo
Log in
The Intrinsic Value Podcast - The Investor’s Podcast Network

MI122: Tesla Deep Dive w/ Ryan Reeves

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Business, Investing

4.6593 Ratings

🗓️ 7 December 2021

⏱️ 59 minutes

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN: 03:18 - Ryan’s overall investment strategy. 06:13 - How Ryan thinks about the valuation of the high quality companies he invests in. 17:52 - How inflation might affect a growth portfolio. 19:51 - The implications of the partnership between Tesla and Hertz. 25:35 - All of Tesla’s business segments, and which have the most potential to take Tesla’s stock to new highs in the future. 36:20 - Elon Musk’s role in the company’s success. 47:25 - What the biggest risks are for investors in Tesla’s stock. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. 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. Read the 9 Key Steps to Effective Personal Financial Management. Check out our Investing Starter Packs about business and finance. Learn about our Investing Starter Packs on real estate. Related Episode: MI055 Stock Picking Strategies and Lessons in Investing with Ryan Reeves. Related Episode: MI074: Airbnb & DoorDash IPOs And A Deep Dive Into Square with Ryan Reeves. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Read this episode’s transcript and full show notes on our website. Connect with Ryan: Website | Twitter | LinkedIn Connect with Clay: Twitter 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 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.

0:02.7

I've got to say, I think I've underestimated Elon even.

0:06.8

It's really quite amazing what he has pulled off.

0:10.3

I think that honestly, he'll go down as, you know, up there with Thomas Edison in terms of the contributions as an inventor and as a person who pushes innovation forward.

0:22.7

The thing about Elon is he's so hands-on as well.

0:25.4

It's not like he's sitting in his office and letting all the engineers do what they do.

0:32.1

On today's episode, I sit down to chat with Ryan Reeves.

0:36.0

Ryan has been investing since the age of 12 and is now the

0:38.9

founder and CEO of Investing City, which is an independent equity research platform. In the first

0:44.8

part of the episode, we cover Ryan's overall investment strategy, how he thinks about portfolio

0:49.6

allocation, inflation, and the valuation of stocks. In the second part of the episode, we discussed Tesla's

0:55.7

recent partnership with Hertz. What makes Tesla so special relative to other automotive

1:01.0

companies? Elon Musk's role in the company's success, the future of the automotive industry,

1:07.1

potential risks for Tesla investors, and a whole lot more. Even if you're not interested in Tesla

1:12.4

specifically, I think it can be useful to hone in on how Ryan and I think about the companies

1:17.4

we are analyzing. Many of the things we discuss can be applied when analyzing practically any company.

1:23.7

Ryan nor myself own shares in Tesla, so we try to be as unbiased as possible during our conversation

1:28.9

and discuss both the potential upside and the downsides for the company.

1:33.8

I really hope you enjoyed today's episode with Ryan Reeves.

1:38.0

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

1:42.5

where your hosts, Robert Leonard and Clay Fink, interview successful

1:46.1

entrepreneurs, business leaders, and investors to help educate and inspire the millennial generation.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from The Investor's Podcast Network, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Investor's Podcast Network and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.