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  • Auto Companies are Terrible Investments: An Unending Cycle of Boom and Bust

Auto Companies are Terrible Investments: An Unending Cycle of Boom and Bust

I have finally come to understand that automotive companies make terrible businesses.

Randall McAdory
Randall McAdory

Feb 28, 2024

•

5 min read

Structural analysis
of automotive disruption

What investor decks don’t cover.
And industry coverage doesn’t ask.

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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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