Electric Vehicle Collapse: Why EV Stocks Are (Mostly) Doomed (RIVN, TSLA, BYDDY)
Chit Chat Stocks
Intro
This chapter explores the electric vehicle sector with a focus on key players like Rivian and Tesla, addressing current challenges such as price cuts and supply issues. It also highlights asymmetric investing strategies for retail investors to outperform traditional analysts.
(NOTE: for video watchers, Brett's power went out at the end of the video)
On this episode of Chit Chat Stocks, Brett and Ryan speak with Travis Hoium from Asymmetric Investing. They discuss:
(02:19) Exploring Asymmetric Investing and the Challenges of the Automotive Industry
(07:43) Analyzing Rivian's Business Model and Potential for Success
(21:35) The Rise of Plug-in Hybrids and Stagnant Electric Vehicle Demand
(27:43) Tesla's Price Cuts and the Implications for Demand
(43:17) Supply and Demand Dynamics
(44:37) China's EV Supply and US Tariffs
(46:25) The Future of the EV Sector and Investment Opportunities
(49:40) Challenges Faced by Charging Companies
(51:08) Characteristics to Look for in EV Companies
Follow Travis!
Twitter: https://x.com/TravisHoium
YouTube: https://www.youtube.com/@asymmetricinvesting
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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