Home » Articles » The Intellectual Investor Podcast » The EV Paradigm Shift (Part 1 of “Tesla, Elon Musk, and the EV Revolution”) – Ep 30

The EV Paradigm Shift (Part 1 of “Tesla, Elon Musk, and the EV Revolution”) – Ep 30

comments

0

AUTHOR:

Vitaliy Katsenelson

Share:

LinkedIn

You don't fully know a company until you buy its stock. This recently happened to Vitaliy, except he didn't buy a stock, he bought a car: a Tesla. In this episode, Vitaliy takes the listener under the hood of how electric vehicles represent a tectonic...

You don’t fully know a company until you buy its stock. This recently happened to Vitaliy, except he didn’t buy a stock, he bought a car: a Tesla. In this episode, Vitaliy takes the listener under the hood of how electric vehicles represent a tectonic shift in the auto industry, why there will be a stock bubble in charging stations, and more. Part 1 of a two part series on Tesla, Elon Musk and the EV Revolution.

You can read part one at https://contrarianedge.com/tesla-elon-musk-and-the-ev-revolution/ You can listen to Part 2 here.

Disclosure: Read this before you buy your next stock

 

Enjoyed this read?

Share it with someone who’d love it too!

LinkedIn

New to investing?

Explore these valuable guides to get started.

Value Investing
Student
Curriculum

The 6
Commandments
of Value
Investing

Letter to
a Young
Investor

Related Articles

Guy and I – Ep 294

Reflections on friendship, mortality, and the kindness of Guy Spier, the value investor who taught me that we all live on borrowed time.

This Is Your Captain Speaking – Buckle Up – Ep 293

I have been feeling very uneasy about the market and the economy. Over the last two decades our economy has been acclimated to insanely low interest rates, and reacclimation to higher and rising rates is going to be difficult.

Fiddler on the Roof and Value Investing – Ep 292

My subconscious melded Fiddler on the Roof with the lecture from a few days earlier, and I ended up writing a chapter about the Jewish farmer Tevye buying a cow, Golde (which he named after his first wife).

What to Do When a Stock Drops 25% – Ep 291

Stock XYZ has declined 25%. What do you think? Is your thesis broken? What you observe in stock price volatility is mostly noise. A good chunk of buyers and sellers don’t know much about what they are trading other than the ticker.

View IMA's regulatory filings which includes ADV Part 2A & 2B, form CRS, firm's brochure, our conflicts of interest disclosures,
samples of our quarterly letter, and privacy policy by following this link. © 2026 - All Right Reserved.

The Intellectual Investor by Vitaliy Katsenelson
My Favorite Classical by Vitaliy Katsenelson
Soul in the Game - The art of a Meaningful Life
The Intellectual Investor Conference
IMA - Individual Portfolio Management
Facebook Logo
Youtube Logo
X (Twitter)
Linkedin Logo
Instagram Logo
TikTok Logo

Privacy Choices

|

Privacy Policy