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LockSimple

Have Automakers Been Stuck on Stupid with their EV Charging Strategy?

Nov 28, 2023

Stuck on stupid: A colloquial expression used to describe a person seemingly unable to learn from mistakes or adapt their behavior.

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LockSimple

Incrementalism is Killing Legacy Automakers

Nov 21, 2023

If you are a shareholder in a legacy automaker, incrementalism is why you’re losing

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LockSimple

Breaking Up is Hard To Do. Investors should break-up with GM stock.

Nov 14, 2023

Is Cruise the nail in GM’s stock growth coffin?

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LockSimple

The UAW Victory Lap and the “UAW Bump”

Nov 10, 2023

Why this might be a win for Detroit automakers?

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LockSimple

Storm Clouds Gather Over the EV Segment

Nov 4, 2023

Which automakers does this really hurt?

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LockSimple

Investors Don’t Care About General Motors. GM Valuation vs GM Performance

Oct 19, 2023

I own General Motors stock, which I acquired over multiple dates, beginning with a buy on January 10, 2017.

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LockSimple

The Tesla Effect. How Will Legacy Automakers Respond? What are They Prepared To Do?

Oct 14, 2023

In the classic 1987 film "The Untouchables," Sean Connery's character, Jim Malone, delivers a memorable line to Elliot Ness played by Kevin Costner: "What are you prepared to do?" Like it was for Elliot Ness, this question also is important for today‘s legacy automakers.

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LockSimple

EV Charging Infrastructure: Tesla’s Vision Guides the EV Transition

Oct 5, 2023

Hyundai Motor is the latest automaker to join the Tesla Supercharging Station network

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LockSimple

Labor in the Age of Tesla: Detroit Automakers and the UAW.

Oct 1, 2023

Labor lawyer Bill Sokol provided insightful commentary on the evolving landscape of labor relations, emphasizing the emergence of a new generation of workers seeking fair wages.

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The Machine that Builds the Machine. Is this Tesla’s Competitive Advantage?

Sep 26, 2023

I bought Tesla stock in November 2018, when the company was valued at $53.5 billion.

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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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