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Stock Market

Maybe the Tesla Miracle Already Happened

May 20, 2025

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

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

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.

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The Tesla Dilemma: Opportunity or Trap?

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.

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LockSimple

The Buffet Test: Why Legacy Automakers Struggle to Win Investor Trust

Jan 13, 2025

Warren Buffett famously joked about the challenges of investing in the airline industry by saying:

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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

Jason Zweig’s Warning: Count Yourself Among the Eggs

Dec 5, 2024

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

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LockSimple

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

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.

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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

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

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...

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LockSimple

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

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.

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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

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

May 8, 2024

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

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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

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

Apr 15, 2024

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

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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

A Skeptics View about AI Fear of Missing Out

Apr 8, 2024

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

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LockSimple

Will the Apple Empire Strike Back

Mar 26, 2024

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

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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

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

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.

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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

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

Jan 25, 2024

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

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LockSimple

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

Jan 8, 2024

Who made money owning Tesla?

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LockSimple

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

Dec 8, 2022

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

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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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