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LockSimple

What Does Automotive Disruption Look Like? Maybe It’s About Manufacturing Might.

Apr 2, 2024

Winning the race in the automotive sector may not go to the automaker with the best battery technology, or the lowest cost batteries, or even to the company solving autonomous driving.

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LockSimple

Will the Apple Empire Strike Back

Mar 26, 2024

The most valuable company in the world is no longer Apple.

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LockSimple

Stellantis Soars: The Carlos Tavares Effect

Mar 25, 2024

Business performance is propelled by great leadership.

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LockSimple

Charging Ahead or Falling Behind? A Painful Financial Lesson for EV Company Investors.

Mar 19, 2024

This time last year I penned an update designed to remind the many pure-play EV company supporters (mostly Tesla investors) that the challenges of legacy automotive companies to execute their EV strategies were not an indication that these legacy automakers were doomed to extinction.

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LockSimple

Being an Automaker: A Cautionary Tale from Apple

Mar 1, 2024

If Apple can’t make an entry into the automotive sector work, what makes any of the new participants in the industry believe they can succeed?

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LockSimple

Auto Companies are Terrible Investments: An Unending Cycle of Boom and Bust

Feb 28, 2024

I have finally come to understand that automotive companies make terrible businesses.

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LockSimple

Revised EV Strategies: Jim Farley’s Admission vs Akio Toyoda’s Vision

Feb 16, 2024

What should be clear today is the road to a fully electric future is neither straight nor predictable.

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LockSimple

Rhythm and Rides: How Escalade Became Cadillac’s Crown Jewel

Feb 10, 2024

During Black History Month, we often celebrate the influence that African Americans have exerted across music genres, which has led to the phrase that “all music is black music.” This sentiment recognizes the profound influence African American musicians have had on jazz, blues, rock ‘n’ roll, hip-hop, rap, and even country music.

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LockSimple

From Hype to Reality: Apple’s Autonomous Vehicle Efforts Amidst Industry Challenges

Feb 8, 2024

In early 2021, the buzz around Apple’s entry into the autonomous vehicle (AV) and robotaxi sector suggested a seismic shift was imminent in “transportation as a service” (TaaS).

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LockSimple

5 Reasons Why I Sold Tesla Stock in May 2022: A Perspective on Valuation and Market Dynamics

Feb 7, 2024

In May 2022, I chose to divest from Tesla, a decision that was grounded in both a critical assessment of Tesla’s valuation and a broader understanding of its position within the automotive and technology sectors.

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TaaSMaster

One free memo a week on the structural questions the press releases don't answer and the conclusions the trade coverage doesn't reach. Written by Randall McAdory for executives, analysts, investors and anyone who follows the industry closely.

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