Auto Industry Update

Published on
March 28th, 2019
18 minutes

Auto Industry Update

Trade Ideas ·
Featuring Daniel Ruiz

Published on: March 28th, 2019 • Duration: 18 minutes

Daniel Ruiz of Blinders Off Research returns to update us on five of his stock picks from January. In this interview with Justine Underhill, Ruiz dives into what he saw a few months ago, and the new data he received in the last few weeks that has him spooked. Filmed on March 27, 2019.



  • PF
    Patrick F.
    30 May 2019 @ 19:36
    Doesn't pass muster
  • OD
    Orin D.
    16 April 2019 @ 08:21
    great analyst
  • PC
    Peter C.
    30 March 2019 @ 17:39
    I would love to hear Daniel's view on Tesla :)
    • MW
      Max W. | Real Vision
      30 March 2019 @ 19:04
      He said he has made a career decision not to have an opinion
  • DL
    Dan L.
    29 March 2019 @ 18:03
    Daniel, you're valuation analysis is awesome. I was long Ford before the last interview. Now, you got me on the rails ready to go back to my data for a deeper dive. Hope you keep coming back and show some ideas on other companies as well. Great interview - super intense! -Dan
  • JS
    Jerad S.
    29 March 2019 @ 06:54
    This guy is awesome.... but Justine's listening face. Well done Justine, that is more difficult than most people assume. Love Real Vision.
  • AD
    Anthony D.
    29 March 2019 @ 04:15
    Rigor and integrity stamped on his forehead!
  • JS
    John S.
    29 March 2019 @ 03:08
    Great analysis takes a ton of work and we're getting this insight for a song. I'll get over it but at the moment I feel like a thief.
  • AW
    Austin W.
    29 March 2019 @ 03:00
    This guy is legit. Want to hear more!
  • Sv
    Sid v.
    28 March 2019 @ 22:51
  • EB
    Eric B.
    28 March 2019 @ 20:49
    Valuable research. Thanks
  • TT
    Trenton T.
    28 March 2019 @ 18:08
    Excellent. Way to grab the data like a bulldog works a bone and keeps chewing until all the marrow is rendered. Well done!
  • MM
    28 March 2019 @ 17:11
    Great analysis. I'd love to see more like this
  • NG
    Nick G.
    28 March 2019 @ 16:39
    This is the kind of analysis and info that makes RV. Not the next 10 ticks in EURUSD. Thank you for this.
  • LH
    Louis-Philippe H.
    28 March 2019 @ 15:05
    One of my favorite guest ! Thanks
  • CL
    Charles L.
    28 March 2019 @ 11:09
    Fantastic intervew, Clearly explained but most importantly, two facts to highlight: !st.- HUGE BALLS to come one day after finishing your research and explain all of this with such little preparation. Coupling a thesis like this is hard and takes time. 2nd.- Shows the level of INTEGRITY Daniel has to have made a long call on Ford and come back straight away to explain why he is changing his mind as soon as he does. Great respect for Mr.Ruiz! Thanks for sharing ;)
  • MB
    Matthias B.
    28 March 2019 @ 10:37
    comes across as very credible, well argued.
  • MK
    Mike K.
    28 March 2019 @ 02:50
    Market day supply metric is critical in the auto industry and something vAuto pioneered that dealers monitor closely when stocking inventory. Great knowledge of the auto sector - good research. Could have been a little faster and to the point though.