automotive

Tesla Valuation

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

Sep 15, 2025

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2 min read

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

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

Randall McAdory

Investing

Mar 13, 2025

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3 min read

The Tesla Dilemma: Opportunity or Trap?

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.

Randall McAdory

business

Is Software Eating the Automotive Industry?

Dec 9, 2024

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3 min read

Is Software Eating the Automotive Industry?

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.

Randall McAdory

Elon Musk

Musk Alumni Are Now Driving the Competition

Dec 2, 2024

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3 min read

Musk Alumni Are Now Driving the Competition

In a recent TaaSMaster Newsletter post, I discussed how Elon Musk is winning the automotive game.

Randall McAdory

business

Get Over It! Elon Musk is Winning the Automotive Game.

Nov 21, 2024

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6 min read

Get Over It! Elon Musk is Winning the Automotive Game.

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.”

Randall McAdory

business

Three Missteps that Paved Nissan’s Rocky Road

Nov 11, 2024

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4 min read

Three Missteps that Paved Nissan’s Rocky Road

A recent Automotive News article by Hans Greimel delves into the challenges currently facing Nissan Motor Company.

Randall McAdory

automotive

Ford’s Transparency on EV Losses: A Strategic Misstep

Nov 7, 2024

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3 min read

Ford’s Transparency on EV Losses: A Strategic Misstep

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).

Randall McAdory

Elon Musk

The Myth of Tesla: Just Another Automaker Without Autonomy

Jul 25, 2024

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3 min read

The Myth of Tesla: Just Another Automaker Without Autonomy

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.

Randall McAdory

Elon Musk

Ford Moves Toward Vehicle Volume, Not Company Valuation

Jul 8, 2024

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3 min read

Ford Moves Toward Vehicle Volume, Not Company Valuation

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).

Randall McAdory

Elon Musk

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

Feb 28, 2024

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5 min read

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

Investing

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

Feb 7, 2024

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4 min read

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

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.

Randall McAdory

Investing

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

Feb 5, 2024

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4 min read

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

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.

Randall McAdory

Investing

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

Jan 4, 2024

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4 min read

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

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.

Randall McAdory

Elon Musk

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

Sep 26, 2023

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3 min read

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

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

Randall McAdory

automotive

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

Jun 5, 2023

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2 min read

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

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.

Randall McAdory

automotive

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

The Tesla Dilemma: Opportunity or Trap?

Is Software Eating the Automotive Industry?

Musk Alumni Are Now Driving the Competition

Get Over It! Elon Musk is Winning the Automotive Game.

Three Missteps that Paved Nissan’s Rocky Road

Ford’s Transparency on EV Losses: A Strategic Misstep

The Myth of Tesla: Just Another Automaker Without Autonomy

Ford Moves Toward Vehicle Volume, Not Company Valuation

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

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

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

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

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

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

The Atlas Collective