Tesla, Elon Musk, and the EV Revolution by Vitaliy Katsenelson

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

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:

• 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?
• Is Tesla the new Apple or the new Theranos?

Bonus Material:

• Bonus-1: Are EVs green & what's the future of oil?
• Bonus-2: What’s up with Tesla’s market cap? An up-to-date analysis

Praise:

“I really enjoyed reading it. Not just the insights, but also the style. One night I planned to read the first chapter, but it sucked me in and I couldn’t stop reading until I finished the whole analysis.”
– Andras

“I was thoroughly impressed with the depth of your research, you provide insights I would never (not even close) have come by on my own.”
– Tony