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Technology stocks

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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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

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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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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