Sep 15, 2025
The boldest compensation package in history asks if Tesla can reach $8.5 trillion.
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.
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.
Dec 2, 2024
In a recent TaaSMaster Newsletter post, I discussed how 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.”
Nov 11, 2024
A recent Automotive News article by Hans Greimel delves into the challenges currently facing Nissan Motor Company.
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).
Jul 25, 2024
During this week’s earnings call, Tesla CEO Elon Musk said, “I recommend anyone who doesn’t believe that Tesla will solve vehicle autonomy should not hold Tesla stock.” Implicit in Musk’s statement is the notion that investing in Tesla purely as an electric vehicle (EV) company is unwise.
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).
Feb 28, 2024
I have finally come to understand that automotive companies make terrible businesses.
Feb 7, 2024
In May 2022, I chose to divest from Tesla, a decision that was grounded in both a critical assessment of Tesla’s valuation and a broader understanding of its position within the automotive and technology sectors.
Feb 5, 2024
Few stories are as compelling in recent automotive history as the contrast between Ford’s resurgence under Alan Mulally and the struggles of General Motors during the period between 2006 and 2014.
Jan 4, 2024
Mary Barra's decade-long tenure as GM's CEO has showcased commendable financial performance, particularly in North America, where high-margin truck sales have fueled substantial global profits.
Sep 26, 2023
I bought Tesla stock in November 2018, when the company was valued at $53.5 billion.
Jun 5, 2023
According to a recent report by Automotive News, the Tesla Model Y was the best-selling car in the world during Q1 of this year.