May 20, 2024
A recent InsideEVs article suggested a “Cold War” is brewing between China and the West involving Chinese automakers and western automotive companies.
May 16, 2024
A recent Barron’s article speculated that Elon Musk is making a similar mistake with Tesla that Henry Ford made with his namesake company in 1924.
May 13, 2024
Once again, the automotive industry is at a crossroads.
May 8, 2024
Today, Nvidia is considered one of the “Magnificent 7” high-flying stocks.
May 6, 2024
In October 2021, I wrote that Tesla's massive valuation might be justified. At that time, Tesla was valued at $1.1 trillion,close to its all-time high. Only four U.S. companies were worth more - Apple, Microsoft, Alphabet, and Amazon. I owned Tesla stock then, believing that traditional metrics of valuing a company did not apply to Tesla.
Apr 22, 2024
Tesla famously does not use franchised dealers to sell its vehicles to retail consumers.
Apr 20, 2024
Originally published on the LinkedIn TaaSMaster Newsletter site.
Apr 15, 2024
Tesla CEO Elon Musk recently posted on X that his company will reveal a robotaxi on August 8.
Apr 11, 2024
If you follow this newsletter, you’ll know that I once was a Tesla shareholder.
Apr 8, 2024
I try to adhere to an investment strategy of avoiding an all-too-common trap of Fear of Missing Out (FOMO).