Eric Markowitz: Tesla, Inc. $TSLA Deep Dive w/ Worm Capital

<p>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.<br> </p> <ul> <li>[0:00] Worm Capital</li> <li>[4:00] What is like holding Tesla with outside money?</li> <li>[8:00] What does it really mean to invest for the long term?</li> <li>[14:00] Changing your mind</li> <li>[20:00] The Tesla Bull Case</li> <li>[29:00] Tesla’s Customer Value Proposition</li> <li>[36:00] Tesla Autonomous Driving Advantage[45:00] Tesla Gaming<br> [51:00] Tesla’s Gigafactories</li> <li>[1:02:00] Tesla is DTC</li> <li>[1:07:00] Tesla’s Ancillary Services</li> <li>[1:10:00] Tesla becoming an Advertising Channel</li> <li>[1:17:00] Tesla’s Revenue Growth</li> <li>[1:20:00] More from Eric and closing questions.</li> </ul> <p>If you like what you heard, go follow Eric on Twitter <a href="https://twitter.com/EricMarkowitz" target="_blank">here</a>! Also, check out Worm Capital's website <a href="https://www.wormcapital.com/the-nightcrawler" target="_blank">here</a>.&nbsp;</p> <p>Finally, a big thanks to the following sponsors for making the podcast a reality.</p> <p><strong>Mitimco</strong></p> <p>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&nbsp;<a href="https://emergingmanagers.org/" rel="ugc noopener noreferrer" target="_blank">emergingmanagers.org</a>, a website for emerging manager stockpickers.</p> <p>For those looking to start a stock-picking fund or just looking to learn about how oth