electric vehicles
Porsche
+3
Jul 22, 2025
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2 min read
Porsche's Swiss Watch Moment
What Rolex can teach Porsche about surviving disruption
Tesla
+2
Mar 10, 2025
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4 min read
Electric Vehicle Evangelists vs. Reality
A guy calling himself “America’s EV Influencer” once responded to one of my posts, stating, “Toyota is doing well for now, riding the hybrid wave.
business
+6
Nov 21, 2024
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6 min read
Get Over It! Elon Musk is Winning the Automotive Game.
When asked about Elon Musk, the late Charlie Munger (former Vice Chairman of Berkshire Hathaway and Warren Buffett’s business partner) once said, “Never underestimate the man who overestimates himself... These weird guys who overestimate themselves occasionally knock it right out of the park.”
Porsche
+2
Jul 15, 2024
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2 min read
Porsche’s Bold Move: Quickly Phasing Out the ICE Macan
Since its debut in 2014, the Porsche Macan has been a cornerstone of Porsche’s sales success, becoming the company’s best-selling model globally for many of the years since its introduction.
robotaxi
+6
May 6, 2024
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4 min read
Tesla: From Disruptor to Just Another Automaker?
In October 2021, I wrote that Tesla's massive valuation might be justified. At that time, Tesla was valued at $1.1 trillion,close to its all-time high. Only four U.S. companies were worth more - Apple, Microsoft, Alphabet, and Amazon. I owned Tesla stock then, believing that traditional metrics of valuing a company did not apply to Tesla.
