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Ford Moves Toward Vehicle Volume, Not Company Valuation

Jul 8, 2024

A recent newsletter article by Steve LeVine in The Information highlights how Ford CEO Jim Farley sees the future of Ford as an automaker committed to building a $30,000 electric vehicle (EV).

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Cruise Control: Investors Could be Missing the Boat on GM’s Autonomous Driving Division

Jun 17, 2024

At a recent investor conference, General Motors CFO Paul Jacobson announced a $6 billion share buyback as well as an increase in the GM dividend.

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Robotaxi Unveil: A Make-or-Break Moment for Tesla Investors

Jun 5, 2024

Today, much of the valuation bloom has come off the Tesla rose as the company is now worth around $550 billion, still 1.7 times more valuable than Toyota.

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The Chinese Automotive Threat is not New for U.S. Automakers

May 20, 2024

A recent InsideEVs article suggested a “Cold War” is brewing between China and the West involving Chinese automakers and western automotive companies.

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The Perils of Pioneering: Henry Ford and Elon Musk

May 16, 2024

A recent Barron’s article speculated that Elon Musk is making a similar mistake with Tesla that Henry Ford made with his namesake company in 1924.

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Electric Shock: Tesla’s Fumble, China’s Rise, and the Industry’s Reckoning

May 13, 2024

Once again, the automotive industry is at a crossroads.

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Nvidia: Powering AI. Will it also Dominate Autonomous Driving?

May 8, 2024

Today, Nvidia is considered one of the “Magnificent 7” high-flying stocks.

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Tesla: From Disruptor to Just Another Automaker?

May 6, 2024

In October 2021, I wrote that Tesla's massive valuation might be justified. At that time, Tesla was valued at $1.1 trillion,close to its all-time high. Only four U.S. companies were worth more - Apple, Microsoft, Alphabet, and Amazon. I owned Tesla stock then, believing that traditional metrics of valuing a company did not apply to Tesla.

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Tesla Might Need to Rethink Its Lack of Automotive Dealers

Apr 22, 2024

Tesla famously does not use franchised dealers to sell its vehicles to retail consumers.

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Tesla at a Tipping Point

Apr 20, 2024

Originally published on the LinkedIn TaaSMaster Newsletter site.

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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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