EVs

Magic Markets Ep186: Is the automotive sector a good investment?

Magic Markets2024-07-31T22:10:56+02:00

Listen to the show here: Description: The automotive sector is part of our daily lives, but does that mean it should be in our portfolios? Should the car in your garage drive an investment decision with your money? To answer the question, we delved into recent performance of big names like Ford, General Motors, Toyota and BMW. Generally, they have underperformed the market index. In this podcast, we explain why. This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor. Full transcript: The Finance Ghost: Welcome to episode 186 of Magic [...]

Magic Markets Ep186: Is the automotive sector a good investment?Magic Markets2024-07-31T22:10:56+02:00

Tesla: Trying to Put the Auto in Automobile

Magic Markets2024-07-10T22:23:22+02:00

Tesla – a car company, or not. If you believe it is, then you won’t go near this valuation. If you back the story that this is a technology powerhouse with a bright future in autonomous driving, then you just might. As we cover in this research report as a pre-cursor to the next quarterly earnings release, the economics around the automotive business have deteriorated sharply. For Tesla bulls, it’s never been more important for the FSD thesis to come to the fore.

Tesla: Trying to Put the Auto in AutomobileMagic Markets2024-07-10T22:23:22+02:00

Magic Markets Ep181: The Real-World DD: EVs, Sephora, Topgolf and more

Magic Markets2024-06-26T22:47:22+02:00

Listen to the show here: Description: With The Finance Ghost having just returned from a trip to the UK, France and Dubai, the opportunity was clear to talk through some of the brands and business models that have been researched in Magic Markets Premium. It's one thing doing desktop research. It's another thing walking through a Sephora store or swinging a club at Topgolf. Mohammed Nalla lives in Canada so he's already had this experience for some time now, leading to an insightful discussion. And let's not forget EVs, which are always a bone of contention on Magic Markets. Having seen [...]

Magic Markets Ep181: The Real-World DD: EVs, Sephora, Topgolf and moreMagic Markets2024-06-26T22:47:22+02:00

Toyota: Priced for Perfection

Magic Markets2024-04-03T10:17:44+02:00

With the hype around battery electric vehicles seemingly evaporating and sales forecasts being called into question, Toyota emerges as a global giant that foresaw this happening. Although they haven’t completely ignored battery EVs, Toyota’s focus has been on hybrids. This seems to have been the right decision. It hasn’t all been smooth sailing though, with the recent reputational crisis at Daihatsu as a perfect example of the risks in this market. Has the Toyota share price gotten too far ahead of itself, with hype swinging the other way?

Toyota: Priced for PerfectionMagic Markets2024-04-03T10:17:44+02:00

Magic Markets Ep160: Tesla and Volkswagen

Magic Markets2024-02-01T02:24:51+02:00

From shoes to cars – in this weeks podcast, we tackle Tesla and Volkswagen. After some important debate on whether Tesla makes ugly cars or not, we got serious about the financial performance. In the interests of a more balanced view, Tesla-permabear The Finance Ghost stayed away from that company and let Mohammed Nalla cover the Cult of Musk. In Volkswagen, our resident ghost explained that the EV theme is still coming through strongly in this company, which is a good and a bad thing. Join us for all in the insights!

Magic Markets Ep160: Tesla and VolkswagenMagic Markets2024-02-01T02:24:51+02:00

PREMIUM: Tesla – a car company(?)

Magic Markets2022-06-21T19:23:12+02:00

Use the podcast player below to listen to our discussion on Tesla and its Q4’21 result, which accompanies the detailed write-up below: (Date of report: 2 February 2022) Tesla is about the storyboard, not the scoreboard. The recent financial results are important of course, but Tesla bulls are in this stock because of what the future might hold. Generally, Tesla bears avoid or even short it because they believe the stock price is far too high relative to its likely prospects. One debate has certainly been put to bed: Tesla is a proper automotive manufacturer and is capable of scaling its [...]

PREMIUM: Tesla – a car company(?)Magic Markets2022-06-21T19:23:12+02:00

Sign up for our newsletter

QUICK LINKS

YOUR ACCOUNT

MEMBERSHIP

Title