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LockSimple

My Take on the Ford Restructuring for the Investor

Mar 3, 2022

While I no longer own Ford shares (a shareholder from Dec.

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LockSimple

Trust, But Verify that Stock Guru’s Portfolio has Good Returns

Feb 24, 2022

Why won’t those investors with lots of Twitter followers present how well their portfolios are performing?

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LockSimple

Is Tesla Beating Automakers in the US?

Feb 17, 2022

Just as I’m about to post my latest newsletter update, there’s this from Elon Musk.

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LockSimple

If Tesla Didn't Exist, Ford and GM Earnings Would Be Excellent

Feb 7, 2022

Tesla, Ford and General Motors all released their 2021 earnings information recently.

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LockSimple

Why I Sold Shares in the taGMan Portfolio?

Jan 31, 2022

On January 24, I reallocated approximately 40% of the taGMan portfolio to cash by selling shares in each of the portfolio companies (Tesla, Apple, Google, Microsoft, Amazon, Nvidia, General Motors).

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LockSimple

Tesla Cybertruck Delayed? If True, this is Good for All.

Jan 17, 2022

Start of production now early 2023

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LockSimple

Why I Acquired Tesla Shares? Why I Still Own?

Jan 12, 2022

I acquired my first Tesla shares in November 2018 at just over $68 per share.

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LockSimple

How Did the taGMan Portfolio Perform in 2021? 2020? 2019? Since Its Inception?

Jan 2, 2022

Most investors are geniuses during a bull market. That applies to me as well. However, my taGMan portfolio has beaten the market every year, including the total return since its inception in 2015.

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LockSimple

Selling the Most Electric Vehicles Is Not the Only Way to Measure Company Success

Dec 28, 2021

A recent report by Market Research Future suggests the electric vehicle (EV) market will be worth $957 billion in 2030.

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LockSimple

Electric Vehicle Market Share is Irrelevant

Dec 21, 2021

Ignore market share when determining winners and losers

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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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