Jay Van Sciver shares his thoughts on Industrials and Materials for 2023
🎞️ · 24.04.2023 · 15:58:05 ··· Montag ⭐ 0 🎬 0
📺 Yet Another Value Podcast
🎬 · 24.04.2023 · 15:58:05 ··· Montag
😎 · 03.07.2024 · 15:40:29 ··· MiTTwoch
Jay Van Sciver, Head of Industrials and Materials at Hedgeye, shares his thoughts on industrials and materials in 2023. Automobiles, Elon Musk, rails, Norfolk Southern, geopolitical commodities landscape - this podcast runs the gamut; tune in to hear Jay's takes on it all.
For more information about Hedgeye, please visit: https://app.hedgeye.com/insights
Chapters:
[0:00] Introduction + Episode sponsor: Hedgeye
[1:07] Industrial Sector overview: quick takes on VW, Porsche and other auto makers
[5:31] Additional thoughts on Volkswagen and Lucid
[7:53] Corporate governance issues: specifically referring to Jay's take on Elon Musk
[13:27] Brand awareness of Tesla vs other EV brands
[19:40] Is now the right time to short Tesla?
[25:32] Why does the Porsche short trade exist?
[30:55] Jay's bearish case for Uber
[38:25] Additional thoughts on industrials, specifically, Jay's thoughts on rails
[44:20] Understanding Rails' valuations
[48:05] Opportunity in Norfolk Southern?
[48:59] Materials Jay is looking at
[52:52] Closing remarks
Today's episode is sponsored by: Hedgeye
This podcast is sponsored by Hedgeye. Hedgeye does fantastic work, and I think that shines through in the conversation we have today. If you like the conversation and are interested in learning more, please check out hedgeye at hedgeye.com
· 24.04.2023 · 15:58:05 ··· Montag
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