BYD

BYD vs. Tesla: The EV Shift No One Saw Coming—Except Charlie Munger

Mar 24, 2025

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5 min read

BYD vs. Tesla: The EV Shift No One Saw Coming—Except Charlie Munger

The most important EV company most Americans still don't know

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

Electric Vehicle Dynamics: Tesla’s Rise, Toyota’s Stance, and What Investors Need to Know

Jan 25, 2024

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5 min read

Electric Vehicle Dynamics: Tesla’s Rise, Toyota’s Stance, and What Investors Need to Know

Tesla sold 1.8 million full EVs in 2023, a 31% increase over 2022.

Randall McAdory

BYD

Kaizen vs the Automotive Revolution. Which is Better? Continuous Improvement, or Disruption?

Jan 17, 2024

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3 min read

Kaizen vs the Automotive Revolution. Which is Better? Continuous Improvement, or Disruption?

In a recent newsletter article in “The Electric,” written by Steve LeVine (part of The Information subscription), the challenges facing Tesla in scaling its business have come to the forefront, especially in comparison to China’s BYD.

Randall McAdory

BYD

BYD vs. Tesla: The EV Shift No One Saw Coming—Except Charlie Munger

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

Electric Vehicle Dynamics: Tesla’s Rise, Toyota’s Stance, and What Investors Need to Know

Kaizen vs the Automotive Revolution. Which is Better? Continuous Improvement, or Disruption?

The Atlas Collective