May 9, 2023
During Saturday’s Berkshire Hathaway annual shareholder meeting, Warren Buffet was asked a question about investment opportunities in the zero emission automotive space.
May 2, 2023
A new place for us to share ideas
May 1, 2023
Steve LeVine from The Information recently called GM’s decision to kill the Chevy Bolt EV, “a big mistake.” GM recently announced it will cease production of the Bolt at the end of this year.
Apr 18, 2023
There is no logical financial analysis where Tesla should be valued at its current valuation - nearly $600 billion.
Mar 28, 2023
It’s not as bad as you think
Mar 6, 2023
When disruption is occurring in industries, old metrics of business success often become irrelevant.
Feb 13, 2023
Tesla, GM and Ford each reported their full-year 2022 earnings recently.
Feb 6, 2023
When Tesla slashed the price of volume vehicles like Model Y by as much as $13,000, many assumed this was both a brilliant strategic move and a shot across the bow of competitors forcing them to slash prices as well.
Jan 30, 2023
Last week, Tesla released its 4th quarter and full-year 2022 earnings.
Jan 16, 2023
A recent Financial Times article asked if Tesla is at “the end of its golden age of growth,” questioning if the company can find enough customers to match its rapidly rising production capacity.