Home » Articles » The Intellectual Investor Podcast » Current Thoughts on Tesla – Ep 254

Current Thoughts on Tesla – Ep 254

July 10, 2025

AUTHOR:

Tesla market value of $780 billion mostly reflects Elon's future dreams, not car sales. The reality? Only $100-180 billion tied to the actual vehicle business.

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The EV Industry Landscape article: https://investor.fm/the-ev-industry-landscape/

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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

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