Month: November 2019
After writing a 37-page opus on Tesla, I am often asked what I think of Tesla stock. Although I am a very enthusiastic Model 3 owner, I can equally see both sides of the argument around Tesla as an investment. This makes me neither bullish nor bearish, but someone who can foresee distinctly different paths for Tesla the company and Tesla the stock.
In this episode, Vitaliy talks with Michael Covel of Trend Following Radio. Vitaliy and Michael discuss the importance of process-based goals and the role they play in creating a happy life, and the challenges of finding value in today's market....
Elon Musk is an incredibly ambitious leader with seemingly impossible goals, who has changed the auto industry and accelerated human progress. His success is mostly dependent on the capital he can raise to finance his dreams, which is made possible by the faith people have in him and Tesla. However, it is difficult to tell which of his goals will turn into realities and when.
Autopilot has some useful features, but can be dangerous on roads with unclear lane markings. Is the autopilot Tesla's greatest advantage?
Smoothies, family traditions, and his father's medicine box: this week's episode is a bit different as Vitaliy reflects on the year that lay ahead of him. You can read this article online at:
Humans are tribal. Our tribalism goes back to the age of cavemen. In family, sports, business, and even politics, tribalism makes a degree of sense. But when it comes to investing, tribalism might leave you broke. In this episode, Vitaliy explores the...
Tesla created its cars by breaking out of the domain of existing auto manufacturers and thinking from first principles, creating vehicles with fewer parts and a more customer-friendly approach to buying and servicing.
"If you meet the Buddha on the road, kill him" – this old Buddhist saying implies that we need to be able to destroy our most cherished beliefs. We can grow only if we are able to reassess our belief system. Softbank has been a very successful...
Traditional car manufacturers have the advantage of knowledge and experience in manufacturing cars, but can they survive the transition to EV?