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Podcast: Michael Covel's Trend Following
Episode: Ep. 942: Vitaliy Katsenelson Interview with Michael Covel on Trend Following Radio
Description: 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. Issues: 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 Wh...