3: Watt's Up Tesla?

A deep dive into Tesla, plus the art of credit research.

Posted September 9, 2020


Guest Bob Boyd, managing director, head of Credit Research and a portfolio manager at Pacific Asset Management, explains the intrigue of Tesla and how credit research is both a science and art.

Time Stamps

The science and art of credit (2:41)

Advice for young credit analysts (7:36) 

What makes Tesla so interesting (11:21)

What a tour of the Tesla factory revealed (16:47)

Do electric car companies have a proven business model? (24:50) 

Zero dollars spent on advertising compare to billions (28:23)

What Tesla gets wrong (31:22) 

What the future may hold (40:16)







Pacific Asset Management, LLC, Pacific Funds, and their affiliates, are not affiliated with Tesla, Inc. Any references to Tesla, Inc. do not constitute a recommendation or favoring of the company by Pacific Asset Management, Pacific Funds or their affiliates. Such references do not indicate or signify any relationship, sponsorship, or endorsement with Tesla, Inc. The opinions expressed herein are that of the speaker and are not necessarily reflective of Pacific Asset Management or Pacific Funds. 

Pacific Asset Management LLC is the sub-adviser for the Pacific Funds Fixed-Income Funds. The views in this commentary are as of September 4, 2020 and are presented for informational purposes only. These views should not be construed as investment advice, an endorsement of any security, mutual fund, sector or index, or to predict performance of any investment. Any forward-looking statements are not guaranteed. All material is compiled from sources believed to be reliable, but accuracy cannot be guaranteed. The opinions expressed herein are subject to change without notice as market and other conditions warrant. Sector names in this commentary are provided by the Funds’ portfolio managers and could be different if provided by a third party.

DOL - Pacific Funds

Pacific Life Insurance Company is the administrator for Pacific Funds. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.

Pacific Funds and Pacific Asset Management LLC are registered service marks of Pacific Life Insurance Company.


Pacific Funds are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA), and are available through licensed third parties. Pacific Funds refers to Pacific Funds Series Trust.

For financial professional use only. Not for use with the public.

Getting Credit Host:

Dominic Nolan, CFA 
Senior Managing Director  
Pacific Asset Management

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