Investing

Maybe the Tesla Miracle Already Happened

May 20, 2025

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4 min read

Maybe the Tesla Miracle Already Happened

The Model Y was the peak. What's come after hasn't measured up.

Randall McAdory

Investing

Tesla’s Road to $9 Trillion? The Predictions vs. The Reality

Apr 28, 2025

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5 min read

Tesla’s Road to $9 Trillion? The Predictions vs. The Reality

How one bold forecast made Cathie Wood famous—and why Tesla’s journey to deliver on future promises looks tougher than ever.

Randall McAdory

Investing

Mar 13, 2025

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3 min read

The Tesla Dilemma: Opportunity or Trap?

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.

Randall McAdory

Waymo

Does AI Fall for Market Hype? My ChatGPT Experiment on Tesla

Feb 17, 2025

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6 min read

Does AI Fall for Market Hype? My ChatGPT Experiment on Tesla

While conducting research for a recent TaaSMaster newsletter article, I used OpenAI’s ChatGPT to analyze Tesla’s valuation.

Randall McAdory

Investing

Jason Zweig’s Warning: Count Yourself Among the Eggs

Dec 5, 2024

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2 min read

Jason Zweig’s Warning: Count Yourself Among the Eggs

I just finished reading the third edition of The Intelligent Investor by Benjamin Graham.

Randall McAdory

Investing

Red, Blue or Bull? How the Stock Market Performs Regardless of Politics

Oct 16, 2024

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4 min read

Red, Blue or Bull? How the Stock Market Performs Regardless of Politics

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.

Randall McAdory

Investing

Legacy Automakers are Late to the “Scared Party”

Sep 19, 2024

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3 min read

Legacy Automakers are Late to the “Scared Party”

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.

Randall McAdory

Investing

Disruption vs. Incrementalism: Why Tesla Thrives While Legacy Automakers Struggle for Investor Attention

Sep 18, 2024

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6 min read

Disruption vs. Incrementalism: Why Tesla Thrives While Legacy Automakers Struggle for Investor Attention

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...

Randall McAdory

Investing

Robotaxi Unveil: A Make-or-Break Moment for Tesla Investors

Jun 5, 2024

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4 min read

Robotaxi Unveil: A Make-or-Break Moment for Tesla Investors

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.

Randall McAdory

Investing

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

May 13, 2024

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5 min read

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

Once again, the automotive industry is at a crossroads.

Randall McAdory

Investing

Nvidia: Powering AI. Will it also Dominate Autonomous Driving?

May 8, 2024

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3 min read

Nvidia: Powering AI. Will it also Dominate Autonomous Driving?

Today, Nvidia is considered one of the “Magnificent 7” high-flying stocks.

Randall McAdory

Investing

Apr 20, 2024

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9 min read

Tesla at a Tipping Point

Originally published on the LinkedIn TaaSMaster Newsletter site.

Randall McAdory

Investing

August 8 - A Robotaxi Date of Significance? Or a Date of Triviality?

Apr 15, 2024

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4 min read

August 8 - A Robotaxi Date of Significance? Or a Date of Triviality?

Tesla CEO Elon Musk recently posted on X that his company will reveal a robotaxi on August 8.

Randall McAdory

Investing

Tesla: Beyond the Hype to the Hard Truths

Apr 11, 2024

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5 min read

Tesla: Beyond the Hype to the Hard Truths

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

Randall McAdory

Investing

A Skeptics View about AI Fear of Missing Out

Apr 8, 2024

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2 min read

A Skeptics View about AI Fear of Missing Out

I try to adhere to an investment strategy of avoiding an all-too-common trap of Fear of Missing Out (FOMO).

Randall McAdory

Investing

What Does Automotive Disruption Look Like? Maybe It’s About Manufacturing Might.

Apr 2, 2024

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3 min read

What Does Automotive Disruption Look Like? Maybe It’s About Manufacturing Might.

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.

Randall McAdory

Investing

Mar 26, 2024

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4 min read

Will the Apple Empire Strike Back

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

Randall McAdory

Investing

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

Mar 19, 2024

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3 min read

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

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.

Randall McAdory

Investing

5 Reasons Why I Sold Tesla Stock in May 2022: A Perspective on Valuation and Market Dynamics

Feb 7, 2024

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4 min read

5 Reasons Why I Sold Tesla Stock in May 2022: A Perspective on Valuation and Market Dynamics

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.

Randall McAdory

Investing

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

Feb 5, 2024

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4 min read

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

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.

Randall McAdory

Investing

Electric Vehicle Dynamics: Tesla’s Rise, Toyota’s Stance, and What Investors Need to Know

Jan 25, 2024

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5 min read

Electric Vehicle Dynamics: Tesla’s Rise, Toyota’s Stance, and What Investors Need to Know

Tesla sold 1.8 million full EVs in 2023, a 31% increase over 2022.

Randall McAdory

Investing

The Surprising Tesla Stock Saga: The 20-Month Performance Odyssey that’s Down Substantially

Jan 8, 2024

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4 min read

The Surprising Tesla Stock Saga: The 20-Month Performance Odyssey that’s Down Substantially

Who made money owning Tesla?

Randall McAdory

Investing

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

Jan 4, 2024

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4 min read

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

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.

Randall McAdory

Investing

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

Oct 19, 2023

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5 min read

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

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

Randall McAdory

Investing

Why I Purchased Tesla Shares? Why I Sold All Tesla Shares? How Did the Tesla Investment Perform?

Dec 8, 2022

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4 min read

Why I Purchased Tesla Shares? Why I Sold All Tesla Shares? How Did the Tesla Investment Perform?

I initially acquired Tesla shares in November 2018 and again in January 2020.

Randall McAdory

Investing

Maybe the Tesla Miracle Already Happened

Tesla’s Road to $9 Trillion? The Predictions vs. The Reality

The Tesla Dilemma: Opportunity or Trap?

Does AI Fall for Market Hype? My ChatGPT Experiment on Tesla

Jason Zweig’s Warning: Count Yourself Among the Eggs

Red, Blue or Bull? How the Stock Market Performs Regardless of Politics

Legacy Automakers are Late to the “Scared Party”

Disruption vs. Incrementalism: Why Tesla Thrives While Legacy Automakers Struggle for Investor Attention

Robotaxi Unveil: A Make-or-Break Moment for Tesla Investors

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

Nvidia: Powering AI. Will it also Dominate Autonomous Driving?

Tesla at a Tipping Point

August 8 - A Robotaxi Date of Significance? Or a Date of Triviality?

Tesla: Beyond the Hype to the Hard Truths

A Skeptics View about AI Fear of Missing Out

What Does Automotive Disruption Look Like? Maybe It’s About Manufacturing Might.

Will the Apple Empire Strike Back

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

5 Reasons Why I Sold Tesla Stock in May 2022: A Perspective on Valuation and Market Dynamics

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

Electric Vehicle Dynamics: Tesla’s Rise, Toyota’s Stance, and What Investors Need to Know

The Surprising Tesla Stock Saga: The 20-Month Performance Odyssey that’s Down Substantially

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

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

Why I Purchased Tesla Shares? Why I Sold All Tesla Shares? How Did the Tesla Investment Perform?

The Atlas Collective