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Charlie Munger

The Engineer, the Dealmaker, and the Visionary

Mar 30, 2026

Three founders are building the future of transportation. They share a destination. The paths they chose could not be more different.

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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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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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