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Warren Buffett

New Powertrain. Same Car Business.

Oct 19, 2026

EV advocates say legacy automakers lost their nerve. The profit numbers say something else.

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BYD vs. Tesla: The EV Shift No One Saw Coming—Except Charlie Munger

Mar 24, 2025

The most important EV company most Americans still don't know

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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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