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The World’s First $8.5 Trillion Company? Tesla’s Board Thinks So.

Sep 15, 2025

The boldest compensation package in history asks if Tesla can reach $8.5 trillion.

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The Tesla Dilemma: Opportunity or Trap?

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.

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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

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

The Myth of Tesla: Just Another Automaker Without Autonomy

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.

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LockSimple

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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LockSimple

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

Feb 28, 2024

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

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LockSimple

5 Reasons Why I Sold Tesla Stock in May 2022: A Perspective on Valuation and Market Dynamics

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.

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LockSimple

The Alan Mulally Effect, and the Value of Leadership: Outperforming General Motors During a Crisis

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.

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LockSimple

GM’s Decade Under Mary Barra. What Should Investors Think?

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.

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The Machine that Builds the Machine. Is this Tesla’s Competitive Advantage?

Sep 26, 2023

I bought Tesla stock in November 2018, when the company was valued at $53.5 billion.

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LockSimple

The Best Selling Car in the World? It’s a Tesla. What Does this Really Mean?

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.

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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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