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26min chapter
Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold
Forward Guidance
Analyzing Automotive Stocks and Investment Perspectives
The chapter evaluates stock metrics in the automotive sector, highlighting the simplicity of analyzing price to sales for auto OEMs. It discusses the surge of electric vehicle companies going public and shares insights on SPAC rules, forward-looking statements, and investment challenges. The conversation extends to the dynamics of the electric vehicle market, meme stocks, market discipline, challenges faced by traditional car manufacturers entering the electric vehicle market, and the potential growth in the tire sector.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode