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LockSimple

Legacy Automaker EVs Will Not Kill Tesla

Mar 15, 2021

And Tesla will not be the only EV winner

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LockSimple

Tesla is Down -15% while GM is up +29% in 2021

Mar 8, 2021

I own both. But one gets much more attention than the other.

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LockSimple

Warren Buffet Owns General Motors

Mar 2, 2021

And this classic automotive value stock is slowly becoming a growth technology company

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LockSimple

The Impact of EV Growth on the Business of Automotive

Feb 26, 2021

What might public or policy officials miss? And what might be the impact on the legacy automotive supplier industry?

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LockSimple

Tesla Will Win in a Future TaaS World

Feb 22, 2021

But Tesla will not be the only winner

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LockSimple

For Google, Autonomous Driving is the Most Important "Other Bet"

Feb 16, 2021

Waymo could be the primary driver of revenue for the future

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LockSimple

Microsoft Continues to Expand its Reach in the TaaS Space

Feb 11, 2021

Microsoft is partnering with the VW Group to accelerate autonomous driving development

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LockSimple

General Motors Profits are Powering their EV Expansion

Feb 11, 2021

The company’s earnings are funding the future. No legacy automaker is better prepared to capitalize on the transition to EVs and AVs

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LockSimple

Apple, Hyundai, Kia EV/Autonomous Car Talks are Off

Feb 8, 2021

I still believe Apple will enter the TaaS space

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LockSimple

Apple Will Have an Autonomous, Electric Vehicle Business

Feb 4, 2021

Apple investors should be cheering the news

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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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