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Will the Apple Empire Strike Back
The most valuable company in the world is no longer Apple. Microsoft now holds this title, driven by significant investments in AI and the integration…
Mar 26
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Randall McAdory
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Will the Apple Empire Strike Back
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Stellantis Soars: The Carlos Tavares Effect
Business performance is propelled by great leadership. The most important leader in any company is the CEO. The automotive industry is no exception to…
Mar 25
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Randall McAdory
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Stellantis Soars: The Carlos Tavares Effect
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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…
Mar 20
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Randall McAdory
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Charging Ahead or Falling Behind? A Painful Financial Lesson for EV Company Investors.
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Being an Automaker: A Cautionary Tale from Apple
If Apple can’t make an entry into the automotive sector work, what makes any of the new participants in the industry believe they can succeed? As we…
Mar 1
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Randall McAdory
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Being an Automaker: A Cautionary Tale from Apple
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February 2024
Auto Companies are Terrible Investments: An Unending Cycle of Boom and Bust
I have finally come to understand that automotive companies make terrible businesses. Terrible businesses are not very good for long-term investors…
Feb 28
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Randall McAdory
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Auto Companies are Terrible Investments: An Unending Cycle of Boom and Bust
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Revised EV Strategies: Jim Farley’s Admission vs Akio Toyoda’s Vision
What should be clear today is the road to a fully electric future is neither straight nor predictable. Ford CEO Jim Farley admitted as much recently…
Feb 16
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Randall McAdory
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Revised EV Strategies: Jim Farley’s Admission vs Akio Toyoda’s Vision
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Rhythm and Rides: How Escalade Became Cadillac’s Crown Jewel
During Black History Month, we often celebrate the influence that African Americans have exerted across music genres, which has led to the phrase that…
Feb 10
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Randall McAdory
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Rhythm and Rides: How Escalade Became Cadillac’s Crown Jewel
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From Hype to Reality: Apple’s Autonomous Vehicle Efforts Amidst Industry Challenges
In early 2021, the buzz around Apple’s entry into the autonomous vehicle (AV) and robotaxi sector suggested a seismic shift was imminent in…
Feb 8
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Randall McAdory
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From Hype to Reality: Apple’s Autonomous Vehicle Efforts Amidst Industry Challenges
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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…
Feb 7
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Randall McAdory
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5 Reasons Why I Sold Tesla Stock in May 2022: A Perspective on Valuation and Market Dynamics
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The Alan Mulally Effect, and the Value of Leadership: Outperforming General Motors During a Crisis
Few stories are as compelling in recent automotive history as the contrast between Ford’s resurgence under Alan Mulally and the struggles of General…
Feb 5
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Randall McAdory
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The Alan Mulally Effect, and the Value of Leadership: Outperforming General Motors During a Crisis
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January 2024
Electric Vehicle Dynamics: Tesla’s Rise, Toyota’s Stance, and What Investors Need to Know
Tesla sold 1.8 million full EVs in 2023, a 31% increase over 2022. During an event in 2020, Elon Musk stated that Tesla would develop the production…
Jan 25
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Randall McAdory
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Electric Vehicle Dynamics: Tesla’s Rise, Toyota’s Stance, and What Investors Need to Know
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Kaizen vs the Automotive Revolution. Which is Better? Continuous Improvement, or Disruption?
In a recent newsletter article in “The Electric,” written by Steve LeVine (part of The Information subscription), the challenges facing Tesla in scaling…
Jan 17
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Randall McAdory
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Kaizen vs the Automotive Revolution. Which is Better? Continuous Improvement, or Disruption?
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