Logo
Search
Login
Sign Up
Logo
  • Home
  • Posts
  • Tesla: From Disruptor to Just Another Automaker?

Tesla: From Disruptor to Just Another Automaker?

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.

Randall McAdory
Randall McAdory

May 6, 2024

•

4 min read

Structural analysis
of automotive disruption

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

Keep Reading

View more
caret-right

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.

Terms of Use

© 2026 TaaSMaster, LLC.
beehiivPowered by beehiiv