Mar 24, 2025
The most important EV company most Americans still don't know
Mar 13, 2025
I had a text exchange with a friend yesterday who asked, “Is now the time to jump back in on Tesla [stock]?” My response was that I could not say with any confidence whether Tesla’s share price would rise or fall from Tuesday’s level, which was down over 50% since mid-December.
Mar 10, 2025
A guy calling himself “America’s EV Influencer” once responded to one of my posts, stating, “Toyota is doing well for now, riding the hybrid wave.
Mar 6, 2025
I’m always on the lookout for intriguing connections between the automotive sector and other industries—insights that I can share with TaaSMaster subscribers.
Feb 27, 2025
In the relentless churn of headlines surrounding Tesla and its mercurial CEO, the meteoric rise of Chinese automakers, and the existential challenges facing legacy car companies, one automotive juggernaut continues to execute with consistent precision:
Feb 17, 2025
While conducting research for a recent TaaSMaster newsletter article, I used OpenAI’s ChatGPT to analyze Tesla’s valuation.
Feb 14, 2025
The automotive industry is at a crossroads, and legacy automakers are staring down an uncertain road ahead.
Jan 31, 2025
A tale of two automakers. One generates nearly $200 billion in revenue, sells over six million vehicles, and pulls in $14 billion in free cash flow. It has decades of experience, profitable gasoline and EV businesses, and some of the most recognized brands in the world.
Jan 22, 2025
When Apple CEO Tim Cook famously stated, “The truth is we could make a ton of money if we monetized our customer, if our product was our customer.
Jan 13, 2025
Warren Buffett famously joked about the challenges of investing in the airline industry by saying: