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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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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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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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The Alan Mulally Effect, and the Value of Leadership: Outperforming General Motors During a Crisis

Feb 5, 2024

Few stories are as compelling in recent automotive history as the contrast between Ford’s resurgence under Alan Mulally and the struggles of General Motors during the period between 2006 and 2014.

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Electric Vehicle Dynamics: Tesla’s Rise, Toyota’s Stance, and What Investors Need to Know

Jan 25, 2024

Tesla sold 1.8 million full EVs in 2023, a 31% increase over 2022.

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Kaizen vs the Automotive Revolution. Which is Better? Continuous Improvement, or Disruption?

Jan 17, 2024

In a recent newsletter article in “The Electric,” written by Steve LeVine (part of The Information subscription), the challenges facing Tesla in scaling its business have come to the forefront, especially in comparison to China’s BYD.

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The Surprising Tesla Stock Saga: The 20-Month Performance Odyssey that’s Down Substantially

Jan 8, 2024

Who made money owning Tesla?

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GM’s Decade Under Mary Barra. What Should Investors Think?

Jan 4, 2024

Mary Barra's decade-long tenure as GM's CEO has showcased commendable financial performance, particularly in North America, where high-margin truck sales have fueled substantial global profits.

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Charging Coattails: More Automakers Succumb to Tesla for Charging

Dec 20, 2023

What do Nissan, Toyota, Volvo, Polestar, Volkswagen (VW, Audi, Porsche, and the upcoming Scout brand), Hyundai, Kia, Genesis, Stellantis, Ford, and Rivian all have in common?

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LockSimple

Detroit’s Pickup Truck Moat versus Cybertruck’s Arrival

Dec 7, 2023

As Tesla launches its Cybertruck, Detroit automakers (with their all-important full-size pickup truck franchises) should not be concerned.

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TaaSMaster

Analyzing the structural forces reshaping the global automotive industry. Founded by Randall McAdory, TaaSMaster examines new auto sector economics, capital allocation, regulatory pressure, and competitive power shifts — with a focus on what those forces mean for executives and investors navigating the transition.

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