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Bob Lutz has Changed His Mind about Tesla.

Aug 24, 2022

Bob Lutz believes Elon Musk has “singlehandedly taken automotive leadership and put it back in the United States.” Lutz, now 90 years old, is a former automotive executive at BMW, Ford, Chrysler and General Motors.

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In 2008 the consensus on Ford was negative. The consensus was wrong.

Aug 1, 2022

On December 1, 2008 I acquired Ford shares at $2.95.

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BYD is Beating Tesla in Electric Vehicle Sales. Sort of...

Jul 12, 2022

Tesla this!

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Could Tesla’s U.S. Market Share Decline from 75% to 11% by 2025?

Jul 5, 2022

Bank of America Securities automotive analyst, John Murphy, sees Tesla’s market share declining from 75% in the U.S.

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Why I Sold Shares Before the Market Implosion.

Jun 21, 2022

Since January 24, Tesla stock has dropped 31%.

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I no longer own Tesla stock. Why I sold.

May 25, 2022

I sold my remaining Tesla shares this week.

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LockSimple

It is often challenging being a Tesla investor

May 18, 2022

Originally published on LinkedIn by me on May 17, 2022.

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Highlights and Thoughts from Elon Musk FT Interview

May 12, 2022

Elon Musk was interviewed this week during the Financial Times Future of the Car conference.

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My taGMan Portfolio is Down 19% This Year. So What?

May 2, 2022

Are we in a bear market?

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What do Mary, Jim and Herbert think about Elon acquiring Twitter?

Apr 26, 2022

While many debate the merits of free speech by comparing Twitter to the town square, fewer are discussing Musk actually owning the town square that also is a primary medium used to promote Tesla.

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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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