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Is Manufacturing a Barrier to Entry or Competitive Advantage for Electric Vehicle Automakers?

May 20, 2021

I’m sure you’ve heard of Foxconn, the Taiwanese electronics contract manufacturer well-known for producing iPhones and iPads for Apple.

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Could Tesla, The Disruptor, Get Disrupted?

May 11, 2021

Might the disruptor be disrupted?

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Subscribe to the TaaSMaster Automotive Newsletter

May 8, 2021

What’s critical to understand about the future of the automotive industry

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Is Ford a Good Investment? Is Ford a Better Investment than Tesla?

May 3, 2021

A Tesla investor on Twitter recently described Ford as a wealth destroyer, commenting that Ford’s five-year return is minus sixteen percent, while Tesla has increased 1300% over the same period.

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“I Like General Motors”

Apr 27, 2021

So says investor, Bill Miller, of Miller Value Partners

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Nvidia Should be the ‘N’ in FAANG

Apr 19, 2021

Nvidia is a major player in the self-driving car space

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General Motors Will Enter New Businesses Very Important to Investors

Apr 11, 2021

These new businesses will drive the stock significantly higher

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Tesla, China, the United States, and Legacy Automakers

Apr 5, 2021

Who will win? Who will lose?

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Will Tesla Be Bigger Than Apple?

Mar 30, 2021

And will it be because of FSD (full self-driving) capability

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Are VW and GM Ready to Challenge Tesla?

Mar 22, 2021

Or are Tesla’s advantages insurmountable?

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TaaSMaster

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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