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BYD

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

Mar 24, 2025

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

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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

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

Jan 25, 2024

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

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LockSimple

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

Jan 17, 2024

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.

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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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