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#tesla

Auto Companies are Terrible Investments: An Unending Cycle of Boom and Bust

Feb 28, 2024

I have finally come to understand that automotive companies make terrible businesses.

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Revised EV Strategies: Jim Farley’s Admission vs Akio Toyoda’s Vision

Feb 16, 2024

What should be clear today is the road to a fully electric future is neither straight nor predictable.

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TaaSMaster

One free memo a week on the structural questions the press releases don't answer and the conclusions the trade coverage doesn't reach. Written by Randall McAdory for executives, analysts, investors and anyone who follows the industry closely.

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