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Analyst 01: Philippe Houchois

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Konten disediakan oleh Olaf Sakkers. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Olaf Sakkers atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

In our inaugural episode of the Analyst series, RedBlue speaks with Philippe Houchoise, managing director at Jefferies and head of their equity research for the automotive sector. Philippe has been covering autos in the US and Europe since the early 2000s and was notable for being among the earlier analysts to turn very bullish on Tesla.

Philippe shares his view on how cars can create and capture more value by taking on roles beyond transportation. He also shares several moments from his career that really stood out - people he met, things he saw that he just knew were different. He starts with the late Sergio Marchionne, the celebrated former head of Fiat-Chrysler and how his outsider perspective was key to turning the company around. Next, we look at a factory tour that Philippe took part in at Tesla in 2018.

For more from us, please visit our homepage or newsletter.


This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit redbluecapital.substack.com
  continue reading

19 episode

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iconBagikan
 
Manage episode 328999190 series 3351575
Konten disediakan oleh Olaf Sakkers. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Olaf Sakkers atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

In our inaugural episode of the Analyst series, RedBlue speaks with Philippe Houchoise, managing director at Jefferies and head of their equity research for the automotive sector. Philippe has been covering autos in the US and Europe since the early 2000s and was notable for being among the earlier analysts to turn very bullish on Tesla.

Philippe shares his view on how cars can create and capture more value by taking on roles beyond transportation. He also shares several moments from his career that really stood out - people he met, things he saw that he just knew were different. He starts with the late Sergio Marchionne, the celebrated former head of Fiat-Chrysler and how his outsider perspective was key to turning the company around. Next, we look at a factory tour that Philippe took part in at Tesla in 2018.

For more from us, please visit our homepage or newsletter.


This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit redbluecapital.substack.com
  continue reading

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