May 20, 2025
The Model Y was the peak. What's come after hasn't measured up.
Apr 28, 2025
How one bold forecast made Cathie Wood famous—and why Tesla’s journey to deliver on future promises looks tougher than ever.
Mar 13, 2025
I had a text exchange with a friend yesterday who asked, “Is now the time to jump back in on Tesla [stock]?” My response was that I could not say with any confidence whether Tesla’s share price would rise or fall from Tuesday’s level, which was down over 50% since mid-December.
Feb 17, 2025
While conducting research for a recent TaaSMaster newsletter article, I used OpenAI’s ChatGPT to analyze Tesla’s valuation.
Dec 5, 2024
I just finished reading the third edition of The Intelligent Investor by Benjamin Graham.
Oct 16, 2024
After retiring from corporate life at the end of 2020, I began frequently watching and listening to CNBC, hoping to learn how not to run out of money before I die.
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.
Sep 18, 2024
On a cold, rainy Monday last year, I drafted a TaaSMaster Newsletter update that I eventually published on my Substack site. It was on November 20, 2023. I was with my wife in Kansas City, sitting in a rental car in the enormous parking lot at GEHA Field at Arrowhead Stadium. We were waiting to attend the Monday Night NFL footb...
Jun 5, 2024
Today, much of the valuation bloom has come off the Tesla rose as the company is now worth around $550 billion, still 1.7 times more valuable than Toyota.
May 13, 2024
Once again, the automotive industry is at a crossroads.
May 8, 2024
Today, Nvidia is considered one of the “Magnificent 7” high-flying stocks.
Apr 20, 2024
Originally published on the LinkedIn TaaSMaster Newsletter site.
Apr 15, 2024
Tesla CEO Elon Musk recently posted on X that his company will reveal a robotaxi on August 8.
Apr 11, 2024
If you follow this newsletter, you’ll know that I once was a Tesla shareholder.
Apr 8, 2024
I try to adhere to an investment strategy of avoiding an all-too-common trap of Fear of Missing Out (FOMO).
Apr 2, 2024
Winning the race in the automotive sector may not go to the automaker with the best battery technology, or the lowest cost batteries, or even to the company solving autonomous driving.
Mar 26, 2024
The most valuable company in the world is no longer Apple.
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.
Feb 7, 2024
In May 2022, I chose to divest from Tesla, a decision that was grounded in both a critical assessment of Tesla’s valuation and a broader understanding of its position within the automotive and technology sectors.
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.
Jan 25, 2024
Tesla sold 1.8 million full EVs in 2023, a 31% increase over 2022.
Jan 8, 2024
Who made money owning Tesla?
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.
Oct 19, 2023
I own General Motors stock, which I acquired over multiple dates, beginning with a buy on January 10, 2017.
Dec 8, 2022
I initially acquired Tesla shares in November 2018 and again in January 2020.