Tesla, Elon Musk and the EV Revolution

An In-Depth Analysis of What’s in Store for the Company, the Man, and the Industry by a Value Investor and Newly-Minted Tesla Owner

By: Vitaliy Katsenelson

Narrated by: Elliott Butt

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.

Some of what you’ll learn:

1. Why EVs are not just a new type of car, but a paradigm shift for the industry
2. How Elon's dreams finance Tesla's growth, but the company's future success might not be in his hands
3. Why the survival of ICE auto makers may not be as certain as it seems
4. Tesla's Autopilot: Elon's wishful thinking of Tesla's greatest advantage?
5. How EV range anxiety will give way to a new gold rush
6. Bulls vs bears on Tesla: Who has it right?
7. Is Tesla the new Apple or the new Theranos?
8. Bonus: Are EVs green and what's the future of oil?
9. Bonus Two: What’s up with Tesla’s market cap? An up-to-date analysis

©2019 Vitaliy Katsenelson (P)2019 Vitaliy Katsenelson

Good book, aging like milk

Six months ago this would have been a great book, now it's a good book, in a year it will be very out of date. For the author to keep this book up to date it needs quarterly or every half year updates. This is no insult to the author, he does a great job here, it's the environment that he's writing about. I can understand why he would avoid the Sysifisian task of updating this regularly.