Technology stocks

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

Technology stocks

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

Jan 13, 2025

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3 min read

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

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

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

Technology stocks

Maybe the Tesla Miracle Already Happened

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

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 Atlas Collective