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General Motors

A CRM Mystery: When Automakers Know Everything Except Their Customers

Dec 2, 2025

A CRM Mystery: When Automakers Know Everything Except Their Customers

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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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Before Silicon Valley, There Was Detroit

Apr 2, 2025

Detroit created jobs, stability, and wealth long before tech ruled the world

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The Tesla Paradox: A $10 Trillion Robot, a Shrinking Auto Business, and the Power of Hype

Jan 31, 2025

A tale of two automakers. One generates nearly $200 billion in revenue, sells over six million vehicles, and pulls in $14 billion in free cash flow. It has decades of experience, profitable gasoline and EV businesses, and some of the most recognized brands in the world.

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LockSimple

Apple vs GM: A Tale of Two Data Strategies

Jan 22, 2025

When Apple CEO Tim Cook famously stated, “The truth is we could make a ton of money if we monetized our customer, if our product was our customer.

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LockSimple

The Trillion-Dollar Divide: Why Tesla Can Dream Bigger Than Detroit

Dec 23, 2024

On a crisp morning in Detroit, General Motors executives gathered in a boardroom to make one of their toughest decisions yet (I actually imagined this crisp morning in Detroit).

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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

From Hip Hop Roots to Luxury Leader: The Cadillac Escalade Journey

Aug 26, 2024

Here an interesting and relevant update to a post from earlier this year about Cadillac Escalade.

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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

Cruise Control: Investors Could be Missing the Boat on GM’s Autonomous Driving Division

Jun 17, 2024

At a recent investor conference, General Motors CFO Paul Jacobson announced a $6 billion share buyback as well as an increase in the GM dividend.

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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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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

Rhythm and Rides: How Escalade Became Cadillac’s Crown Jewel

Feb 10, 2024

During Black History Month, we often celebrate the influence that African Americans have exerted across music genres, which has led to the phrase that “all music is black music.” This sentiment recognizes the profound influence African American musicians have had on jazz, blues, rock ‘n’ roll, hip-hop, rap, and even country music.

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LockSimple

The Alan Mulally Effect, and the Value of Leadership: Outperforming General Motors During a Crisis

Feb 5, 2024

Few stories are as compelling in recent automotive history as the contrast between Ford’s resurgence under Alan Mulally and the struggles of General Motors during the period between 2006 and 2014.

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LockSimple

GM’s Decade Under Mary Barra. What Should Investors Think?

Jan 4, 2024

Mary Barra's decade-long tenure as GM's CEO has showcased commendable financial performance, particularly in North America, where high-margin truck sales have fueled substantial global profits.

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LockSimple

Detroit’s Pickup Truck Moat versus Cybertruck’s Arrival

Dec 7, 2023

As Tesla launches its Cybertruck, Detroit automakers (with their all-important full-size pickup truck franchises) should not be concerned.

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LockSimple

Investors Don’t Care About General Motors. GM Valuation vs GM Performance

Oct 19, 2023

I own General Motors stock, which I acquired over multiple dates, beginning with a buy on January 10, 2017.

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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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