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"I really enjoyed reading it. Not just the insights, but also the style. One night I planned to read the first chapter, but it sucked me in and I couldn't stop reading until I finished the whole analysis." - Andras "I was thoroughly impressed with the depth of your research, you provide insights I would never (not even close) have come by on my own." - Tony 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…mehr

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"I really enjoyed reading it. Not just the insights, but also the style. One night I planned to read the first chapter, but it sucked me in and I couldn't stop reading until I finished the whole analysis." - Andras "I was thoroughly impressed with the depth of your research, you provide insights I would never (not even close) have come by on my own." - Tony 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. Some of what you'll learn: 1. Why EVs are not just a new type of car, but a paradigm shift for the industry 2. How Elon's dreams finance Tesla's growth, but the company's future success might not be in his hands 3. Why the survival of ICE auto makers may not be as certain as it seems 4. Tesla's Autopilot: Elon's wishful thinking of Tesla's greatest advantage? 5. How EV range anxiety will give way to a new gold rush 6. Bulls vs bears on Tesla: who has it right? 7. Is Tesla the new Apple or the new Theranos? 8. Bonus: Are EVs green & what's the future of oil? 9. Bonus 2: What's up with Tesla's market cap? An up-to-date analysis