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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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LockSimple

Selling the Most EVs Will Not Determine the Most Valuable Automaker

Sep 5, 2023

On March 20, 2020, I wrote an article about “Tesla’s Insurmountable Advantages.” At the time, I thought the company possessed substantial engineering advantages over other automakers.

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LockSimple

Elon Musk Love is Waning for Model 3 Owners

Aug 21, 2023

A recent Bloomberg survey of 7,000 Tesla Model 3 owners suggest that they love their cars, but are beginning to dislike Elon Musk.

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LockSimple

The World's Most Profitable Automotive Factory and Its Surprising Owner

Aug 16, 2023

The most profitable automotive factory in the world is a facility in Texas that has been operating since 1954.

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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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