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August 8 - A Robotaxi Date of Significance? Or a Date of Triviality?
Tesla CEO Elon Musk recently posted on X that his company will reveal a robotaxi on August 8. In my opinion, the unveiling of an actual, working, Level…
Apr 15
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Randall McAdory
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August 8 - A Robotaxi Date of Significance? Or a Date of Triviality?
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Tesla: Beyond the Hype to the Hard Truths
If you follow this newsletter, you’ll know that I once was a Tesla shareholder. My decision to purchase Tesla’s shares in 2018 was driven by a…
Apr 11
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Randall McAdory
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Tesla: Beyond the Hype to the Hard Truths
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A Skeptics View about AI Fear of Missing Out
I try to adhere to an investment strategy of avoiding an all-too-common trap of Fear of Missing Out (FOMO). The latest craze to capture investors…
Apr 8
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Randall McAdory
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A Skeptics View about AI Fear of Missing Out
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What Does Automotive Disruption Look Like? Maybe It’s About Manufacturing Might.
Winning the race in the automotive sector may not go to the automaker with the best battery technology, or the lowest cost batteries, or even to the…
Apr 2
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Randall McAdory
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What Does Automotive Disruption Look Like? Maybe It’s About Manufacturing Might.
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March 2024
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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