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Automotive stocks

The Buffet Test: Why Legacy Automakers Struggle to Win Investor Trust

Jan 13, 2025

Warren Buffett famously joked about the challenges of investing in the airline industry by saying:

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The FOMO-Free Way Elon Musk Hopes You Ignore

Jul 29, 2024

Here’s a follow-up post to last week’s TaaSMaster Newsletter update, The Myth of Tesla: Just Another Automaker Without Autonomy.

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Tesla: Beyond the Hype to the Hard Truths

Apr 11, 2024

If you follow this newsletter, you’ll know that I once was a Tesla shareholder.

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Charging Ahead or Falling Behind? A Painful Financial Lesson for EV Company Investors.

Mar 19, 2024

This time last year I penned an update designed to remind the many pure-play EV company supporters (mostly Tesla investors) that the challenges of legacy automotive companies to execute their EV strategies were not an indication that these legacy automakers were doomed to extinction.

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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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The Surprising Tesla Stock Saga: The 20-Month Performance Odyssey that’s Down Substantially

Jan 8, 2024

Who made money owning Tesla?

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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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