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electric vehicles

Porsche's Swiss Watch Moment

Jul 22, 2025

What Rolex can teach Porsche about surviving disruption

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When EV’s Become Dogma: Rethinking the Industry’s Assumptions

Jun 27, 2025

Is the EV future truly inevitable, or just assumed?

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Bets, Billions, and Blind Spots: Rethinking the EV Consensus

Jun 23, 2025

What If the EV Future Isn’t as Inevitable as We’ve Been Told?

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Tales from the Beat with Ed Garsten

Jun 11, 2025

A podcast discussion with long-time automotive journalist Ed Garsten

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One Bets Big, One Bets Broad: GM and Toyota’s Diverging Paths to the Future

Apr 21, 2025

Mary Barra and Akio Toyoda have made distinct bets on how the automotive sector will unfold.

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Electric Vehicle Evangelists vs. Reality

Mar 10, 2025

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.

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Betting Big or Hedging Their Bets? How Legacy Automakers Are Navigating the EV Transition

Feb 14, 2025

The automotive industry is at a crossroads, and legacy automakers are staring down an uncertain road ahead.

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LockSimple

Is There a Tesla 2.0? A Movie Most Of Us Are Not Watching?

Jan 6, 2025

Remember March 2020?

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LockSimple

Get Over It! Elon Musk is Winning the Automotive Game.

Nov 21, 2024

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.”

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LockSimple

Ford’s Transparency on EV Losses: A Strategic Misstep

Nov 7, 2024

Ford restructured its operations in 2022 by creating distinct divisions: Ford Blue for internal combustion engine (ICE) vehicles, Ford Pro for commercial services, and Ford Model e for electric vehicles (EVs).

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LockSimple

Patience over Panic. A Tale of Two EV Strategies. Ford vs GM.

Oct 14, 2024

When Ford launched the Mustang Mach-E in late 2020, the only electric vehicle (EV) General Motors was selling was the Chevrolet Bolt.

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LockSimple

Legacy Automakers are Late to the “Scared Party”

Sep 19, 2024

Last week’s Wall Street Journal article titled “What Scared Ford’s CEO in China” is further evidence that legacy automotive companies are “incrementalists.” As I wrote in the TaaSMaster Newsletter recently, automotive incrementalism is detrimental to car-maker shareholders.

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LockSimple

The Business of a Political Preference: The Musk Trump Card

Aug 5, 2024

Linette Lopez recently wrote a compelling article for Business Insider explaining why Tesla CEO Elon Musk supports Donald Trump for President.

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LockSimple

The Myth of Tesla: Just Another Automaker Without Autonomy

Jul 25, 2024

During this week’s earnings call, Tesla CEO Elon Musk said, “I recommend anyone who doesn’t believe that Tesla will solve vehicle autonomy should not hold Tesla stock.” Implicit in Musk’s statement is the notion that investing in Tesla purely as an electric vehicle (EV) company is unwise.

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LockSimple

Porsche’s Bold Move: Quickly Phasing Out the ICE Macan

Jul 15, 2024

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.

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LockSimple

Ford Moves Toward Vehicle Volume, Not Company Valuation

Jul 8, 2024

A recent newsletter article by Steve LeVine in The Information highlights how Ford CEO Jim Farley sees the future of Ford as an automaker committed to building a $30,000 electric vehicle (EV).

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LockSimple

The Chinese Automotive Threat is not New for U.S. Automakers

May 20, 2024

A recent InsideEVs article suggested a “Cold War” is brewing between China and the West involving Chinese automakers and western automotive companies.

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LockSimple

Electric Shock: Tesla’s Fumble, China’s Rise, and the Industry’s Reckoning

May 13, 2024

Once again, the automotive industry is at a crossroads.

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LockSimple

Tesla: From Disruptor to Just Another Automaker?

May 6, 2024

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.

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Tesla Might Need to Rethink Its Lack of Automotive Dealers

Apr 22, 2024

Tesla famously does not use franchised dealers to sell its vehicles to retail consumers.

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LockSimple

Tesla at a Tipping Point

Apr 20, 2024

Originally published on the LinkedIn TaaSMaster Newsletter site.

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LockSimple

Tesla: Beyond the Hype to the Hard Truths

Apr 11, 2024

If you follow this newsletter, you’ll know that I once was a Tesla shareholder.

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LockSimple

Charging Ahead or Falling Behind? A Painful Financial Lesson for EV Company Investors.

Mar 19, 2024

This time last year I penned an update designed to remind the many pure-play EV company supporters (mostly Tesla investors) that the challenges of legacy automotive companies to execute their EV strategies were not an indication that these legacy automakers were doomed to extinction.

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LockSimple

Being an Automaker: A Cautionary Tale from Apple

Mar 1, 2024

If Apple can’t make an entry into the automotive sector work, what makes any of the new participants in the industry believe they can succeed?

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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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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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