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Seth Goldstein

Senior Equity Analyst, MORNINGSTAR INC

Verified interview transcripts, podcast appearances, and direct quotes from Seth Goldstein, Senior Equity Analyst at MORNINGSTAR INC. AI-verified speaker identity with full-text searchable transcripts.

Recent appearances

  • The Most Dangerous AI Model Just Leaked

    Ed Elson is joined by Sherri Davidoff to analyze the security breach of Anthropic’s Mythos, what it means for AI safety and cybersecurity, and how both the company and regulators should respond. Then, Seth Goldstein helps unpack Tesla’s first-quarter earnings. Finally, Ed gives his take on what the next chapter of the Iran war looks like. Sherri Davidoff is the Founder of LMG Security and co-host of the podcast Cyberside Chats. Seth Goldstein is a Senior Equity Analyst at Morningstar. Timestamps 00:00 - Today's Number 00:19 - Market Vitals 00:53 - Mythos (ft. Sherri Davidoff) 12:02 - Ad Bre…

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  • 'The current results don't reflect where we think they can get to': Goldstein on Mosaic Co.

    Seth Goldstein, senior equity analyst at Morningstar, joins BNN Bloomberg to share his Hot Picks in basic materials. +++ Subscribe to BNN Bloomberg to watch more videos:    / bnnbloomberg   Connect with BNN Bloomberg: For the latest news visit: https://www.bnnbloomberg.ca For a full video offering visit BNN Bloomberg: https://www.bnnbloomberg.ca/video BNN Bloomberg on Twitter:   / bnnbloomberg   BNN Bloomberg on LinkedIn:   / bnn-bloomberg   -- BNN Bloomberg is Canada’s only TV service devoted exclusively to business, finance and the markets. #BNNBloomberg #Canadiannews #Businessnews

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  • Can U.S. farmers survive without Canadian fertilizer?

    Seth Goldstein, senior equity analyst at Morningstar, joins BNN Bloomberg to discuss Nutrien and Trump's tariff threats on Canadian fertilizer. +++ Subscribe to BNN Bloomberg to watch more videos:    / bnnbloomberg   Connect with BNN Bloomberg: For the latest news visit: https://www.bnnbloomberg.ca For a full video offering visit BNN Bloomberg: https://www.bnnbloomberg.ca/video BNN Bloomberg on Twitter:   / bnnbloomberg   BNN Bloomberg on LinkedIn:   / bnn-bloomberg   -- BNN Bloomberg is Canada’s only TV service devoted exclusively to business, finance and the markets.

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  • Tesla: Why Morningstar analyst Seth Goldstein has a sell rating on the stock

    Morningstar analyst Seth Goldstein joins 'Closing Bell Overtime' to discuss Tesla as the electric carmaker reports its latest earnings on Wednesday.

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  • Goldstein: EV Tax Credit Cuts Won't Affect Long-Term, TSLA Priced to Perfection

    Solar companies aren't the only ones facing tax credit cuts. ‪@morningstar‬'s Seth Goldstein talks about President Trump signing congressional orders that would end EV tax credits in California. While Seth sees short-term EV adoption plummeting, he doesn't believe they affect the long-term picture. Turning to Tesla (TSLA), he explains why Morningstar has a $250 fair value price target even though the company trades well above that level. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork…

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  • Tesla's Long-Term Growth Strategy On Track: Morningstar's Goldstein

    Seth Goldstein, Morningstar Research Services equity strategist, reacts to Tesla backing away from its earlier view for 2025 sales growth on "Bloomberg The Close." Tesla reported adjusted earnings of 27 cents per share for the first quarter, below the average analyst estimate. Sign up for the Tech Daily newsletter to get exclusive reporting and analysis on tech and AI: https://bloom.bg/4bUP7rF -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9…

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  • Top Calls: Challenges Ahead For Elon Musk

    Seth Goldstein, Morningstar Equity Strategist joins Romaine Bostick to discuss the big movers on the back of analyst recommendations on Bloomberg Markets: The Close. Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com Connect with us on... Twitter:   / business   Facebook:   / bloombergbusiness   Instagram: https://www.instagram.com/quicktake/?...

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  • Top Calls - Analyst Action Heading Into the Close 03/29/23

    Seth Goldstein, Morningstar Equity Strategist joins Scarlet Fu and Katie Greifeld to discuss the big movers on the back of analyst recommendations on Bloomberg Markets: The Close. Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com Connect with us on... Twitter:   / business   Facebook:   / bloombergbusiness   Instagram: https://www.instagram.com/quicktake/?...

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  • Morningstar's 2023 Lithium Outlook

    Today, we sit down with Morningstar Equity Strategist Seth Goldstein to discuss Morningstar's bullish outlook in the lithium market. Seth provides his top stock pick (Lithium Americas $LAC) to take advantage of the lithium price remaining at high levels. Other battery metals and battery formulations are also discussed. 00:00 Intro 00:25 Lithium bull market 01:40 Lithium supply forecasts 03:37 Top lithium stock 04:41 Other battery metals 05:40 Competing battery formulations 06:31 2023 Lithium price prediction 07:10 Lithium spot price 08:23 Lithium contract prices 💻 Website: https://midaslette…

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  • Tesla's bitcoin sale was a prudent move to preserve cash in a hard Q2: Morningstar's Seth Goldstein

    Seth Goldstein, equity strategist at Morningstar Research Services LLC, joins BNN Bloomberg to discuss Tesla's latest quarter as it beats earnings estimates. Goldstein says that they are optimistic for the company's growth in the coming months and says that he thinks Tesla's sale of 75% of its bitcoin supply was a prudent move amid Shanghai factory lockdowns. Subscribe to BNN Bloomberg to watch more videos:    / bnnbloomberg   Connect with BNN Bloomberg: For the latest news visit: https://www.bnnbloomberg.ca For a full video offering visit BNN Bloomberg: https://www.bnnbloomberg.ca/video BN…

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  • @morningstar EV Equity Strategist Seth Goldstein Interview

    Morningstar's EV Equity Strategist Seth Goldstein joined James West to present his electric vehicle thesis, lithium stories, battery metals supply/demand, and stock recommendations. We discuss his views on the potential valuation of Lithium Americas (NYSE:LAC) as the top pick to play growing lithium demand from increased EV adoption. According to Morningstar's research, the stock trades at a more than 30% discount from its $45 fair value estimate. 🧐 Morningstar Research EV Equity Strategist Seth Goldstein (00:00) 🚗 Lithium alternative chemistries in EV space (00:51) 📈 Lithium futures vs spot…

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  • Market X-Ray: It’s Electric! What to Know About the Electric and Hybrid Takeover

    In this bonus episode of “Investing Insights,” Seth Goldstein, senior equity analyst for Morningstar Research Services, talks about the rapid electric vehicle adoption worldwide. Driss Lembachar, transportation and infrastructure manager for Sustainalytics, lays out what it would take for EV adoption to happen sustainably. Welcome to “Market X-Ray.” Our new podcast looks at investment opportunities and risks beyond the market headlines.  Want to hear more? Let us know at [email protected]. Episode Notes: Seth Goldstein on Twitter @SethGMStar1 Companies mentioned in this episo…

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