Investing for Beginners Interview – Part 2 – Ep 96

Part 2 of 2. It was a pleasure for Vitaliy to talk to Andrew Sather and Dave Ahern on the Investing for Beginners podcast. In part two of a two part series, they take a deep dive into Uber as a value investment, the competitive threat from Tesla and...

Part 2 of 2. It was a pleasure for Vitaliy to talk to Andrew Sather and Dave Ahern on the Investing for Beginners podcast. In part two of a two part series, they take a deep dive into Uber as a value investment, the competitive threat from Tesla and self-driving cars, and the capital expenditure required to justify Tesla’s valuation. Enjoy!

Vitaliy’s 13-page analysis of Uber (click here to read it)

You can listen to part 1 here-> https://investor.fm/investing-for-beginners-interview-part-1-ep-95

 

Related Articles

Unpacking Buffett’s Investment Philosophy: A Personal Perspective – Ep 230

How does our investment approach stack up against Warren Buffett’s? Answering this question gives me a chance to dissect Buffett’s famous investment principles and compare them to our own strategy.   📩 Join 89,000+ readers on my FREE...

The Eclectic Value Investor – Ep 229

How do I describe myself as an investor? This question provides an opportunity to delve into what I mean by being an “eclectic value investor with a slight touch of dogmatism.” It’s a comprehensive look at our investment philosophy and approach....

The AI Revolution – Ep 228

The discussion of AI quickly falls into a domain bordering on Sci-Fi. My thoughts here are only marginally shaped by scientific facts. If you look at technological progress over the centuries through the lens of productivity, the improvement was tiny,...

The EV Industry Landscape – Ep 227

📩 Join 89,000+ readers on my FREE weekly email newsletter:    📚 Get my books: Soul in the Game - The Little Book of Sideways Markets -   Active Value Investing -   WHO AM I: Vitaliy Katsenelson is the CEO of Investment...