May 20, 2025
The Model Y was the peak. What's come after hasn't measured up.
Jan 13, 2025
Warren Buffett famously joked about the challenges of investing in the airline industry by saying:
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.