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Corporate Strategy

Porsche Spent Years Chasing Volume. Its New CEO Is Undoing That.

Oct 26, 2026

Michael Leiters came to Porsche from Ferrari and McLaren. The Mission S concept and a lower break-even point suggest he is undoing a decade of volume chasing.

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Porsche's Margin Fell to 1%. Can the Rolex Playbook Help?

Oct 12, 2026

The plan to sell fewer, more expensive cars echoes how Rolex came through the quartz crisis. Rolex did it with no shareholders watching. Porsche can't.

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The Bankruptcy VW Can't File

Jul 13, 2026

GM needed a court to do what its board wouldn't. VW's July 9 supervisory board vote clarified that a reckoning is still ahead.

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Is a Cheaper Car the Same as an Affordable One?

Jul 6, 2026

The $24,950 pickup isn't solving affordability. It's revealing where Detroit's real opportunity sits.

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The Protection That Isn't a Wall

Jun 30, 2026

What Lucid's Latest Cuts Reveal About the Limits of Sovereign Capital

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Three Missteps that Paved Nissan’s Rocky Road

Nov 11, 2024

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

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Will the Apple Empire Strike Back

Mar 26, 2024

The most valuable company in the world is no longer Apple.

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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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