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LockSimple

General Motors Has Something No Other Automaker Can Match

Jan 9, 2023

General Motors has a vehicle profit weapon unlike any product from any other automaker in the world.

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LockSimple

A Critical Recognition by a GM CEO a Decade Ago

Jan 9, 2023

“History is littered with big companies that ignored innovation.”

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LockSimple

Tesla’s Insurmountable Advantages. Or So I Thought.

Jan 2, 2023

What was I thinking when I thought Tesla possessed insurmountable advantages?

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LockSimple

Holding On For Dear Life is a Terrible Idea for Tesla Investors

Dec 19, 2022

Many social media, Tesla shareholders with a lot of followers are now imploring others to “hold on for dear life” (HODL).

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LockSimple

Is Tesla Full Self Drive Feature a Scam

Dec 14, 2022

Originally published on my LinkedIn Newsletter page, December 13, 2022.

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Might Elon Musk Be The Only Person Who Can Slow Tesla Sales

Dec 13, 2022

Elon Musk was booed “viciously” according to Gizmodo by a San Francisco crowed when introduced on-stage at a comedy show.

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LockSimple

Why I Purchased Tesla Shares? Why I Sold All Tesla Shares? How Did the Tesla Investment Perform?

Dec 8, 2022

I initially acquired Tesla shares in November 2018 and again in January 2020.

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LockSimple

Who Owns the Customer? Apple or the Automaker?

Dec 7, 2022

Earlier this year, Apple announced deeper integration into the infotainment applications in automobiles via Apple CarPlay.

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LockSimple

Tesla Continues to Scale Even With Elon Musk. What Does this Mean?

Dec 7, 2022

Through the first half of 2022, Tesla sold 315,000 Model Y electric vehicles globally (128% increase versus 2021).

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LockSimple

Apple Will Eventually Sell an Electric Vehicle with Autonomous Capability

Dec 7, 2022

There have been reports about Apple developing a car since 2014.

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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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