Eric Markowitz: Tesla, Inc. $TSLA Deep Dive w/ Worm Capital - a podcast by Brandon Beylo

from 2022-05-06T11:00:37

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Hey guys! This week we have Eric Markowitz from Worm Capital. This episode is all things Tesla! Eric shares with us Worm Capital’s research on Tesla such as Tesla’s Autonomous Driving Advantage, Tesla’s Gigafactories, Tesla’s Customer Value Proposition, why being DTC is an advantage, and some of Tesla’s potential ancillary services such as insurance, gaming and maybe becoming an advertising channel.



  • [0:00] Worm Capital

  • [4:00] What is like holding Tesla with outside money?

  • [8:00] What does it really mean to invest for the long term?

  • [14:00] Changing your mind

  • [20:00] The Tesla Bull Case

  • [29:00] Tesla’s Customer Value Proposition

  • [36:00] Tesla Autonomous Driving Advantage[45:00] Tesla Gaming

    [51:00] Tesla’s Gigafactories

  • [1:02:00] Tesla is DTC

  • [1:07:00] Tesla’s Ancillary Services

  • [1:10:00] Tesla becoming an Advertising Channel

  • [1:17:00] Tesla’s Revenue Growth

  • [1:20:00] More from Eric and closing questions.


If you like what you heard, go follow Eric on Twitter here! Also, check out Worm Capital's website here. 


Finally, a big thanks to the following sponsors for making the podcast a reality.


Mitimco


This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.


For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!


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Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se


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Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.


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