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LockSimple

Is There a Tesla 2.0? A Movie Most Of Us Are Not Watching?

Jan 6, 2025

Remember March 2020?

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LockSimple

The Trillion-Dollar Divide: Why Tesla Can Dream Bigger Than Detroit

Dec 23, 2024

On a crisp morning in Detroit, General Motors executives gathered in a boardroom to make one of their toughest decisions yet (I actually imagined this crisp morning in Detroit).

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LockSimple

Is Software Eating the Automotive Industry?

Dec 9, 2024

In 2011, Silicon Valley entrepreneur Marc Andreessen famously declared, “software will eat the world,” predicting that software would become a dominant force in every industry.

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LockSimple

Jason Zweig’s Warning: Count Yourself Among the Eggs

Dec 5, 2024

I just finished reading the third edition of The Intelligent Investor by Benjamin Graham.

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LockSimple

Musk Alumni Are Now Driving the Competition

Dec 2, 2024

In a recent TaaSMaster Newsletter post, I discussed how Elon Musk is winning the automotive game.

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LockSimple

Get Over It! Elon Musk is Winning the Automotive Game.

Nov 21, 2024

When asked about Elon Musk, the late Charlie Munger (former Vice Chairman of Berkshire Hathaway and Warren Buffett’s business partner) once said, “Never underestimate the man who overestimates himself... These weird guys who overestimate themselves occasionally knock it right out of the park.”

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LockSimple

Three Missteps that Paved Nissan’s Rocky Road

Nov 11, 2024

A recent Automotive News article by Hans Greimel delves into the challenges currently facing Nissan Motor Company.

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LockSimple

Ford’s Transparency on EV Losses: A Strategic Misstep

Nov 7, 2024

Ford restructured its operations in 2022 by creating distinct divisions: Ford Blue for internal combustion engine (ICE) vehicles, Ford Pro for commercial services, and Ford Model e for electric vehicles (EVs).

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LockSimple

Red, Blue or Bull? How the Stock Market Performs Regardless of Politics

Oct 16, 2024

After retiring from corporate life at the end of 2020, I began frequently watching and listening to CNBC, hoping to learn how not to run out of money before I die.

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LockSimple

Patience over Panic. A Tale of Two EV Strategies. Ford vs GM.

Oct 14, 2024

When Ford launched the Mustang Mach-E in late 2020, the only electric vehicle (EV) General Motors was selling was the Chevrolet Bolt.

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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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