Tag: Electric Vehicles

Electricity In An EV World

Electricity In An EV World

Electric Vehicles are all the rage even if they are a fraction of total global unit sales. We decided to look at how electricity is produced in the U.S. to get a sense as to how electricity may be generated in the near future. Here are the major sources of electricity production in the U.S. … Continue reading Electricity In An EV World

Apple’s Next CEO Ought To Be An Innovator

Apple’s Next CEO Ought To Be An Innovator

Apple CEO in-waiting Jeff Williams is a Tim Cook clone. We argue that Apple's next Chief Executive ought to be a risk-taking, product-focused CEO that conducts him/herself with a sense of urgency to drive Product & Services growth. Another caretaker CEO would be less than optimal. Companies mentioned: Alphabet (GOOG), Amazon (AMZN), Apple (AAPL), Cerner … Continue reading Apple’s Next CEO Ought To Be An Innovator

When Investors Want To Believe They’ll Believe

When Investors Want To Believe They’ll Believe

When in a bubble there's no telling when it may end. Tesla is certainly one of 2020's bubble companies. The more TSLA shares climb the more investors chase, largely motivated by fear of missing out. Is Tesla disrupting the auto industry? Sure. The question is how much do you pay for a disruptor when much … Continue reading When Investors Want To Believe They’ll Believe

There Is Only One Elon Musk

There Is Only One Elon Musk

The "Pretender" auto companies will likely fail because they don't have Elon Musk. While we have been critical of Tesla's corporate governance, there is no denying Elon Musk's persistence. Musk's level of persistence is rare. It is highly unlikely that the Pretenders (NKLA, NIO, RIDE, WKHS) have an Elon Musk among their senior ranks. The … Continue reading There Is Only One Elon Musk

The Electric Vehicle Bubble

The Electric Vehicle Bubble

The Electric Vehicle ("EV") valuation bubble is one of many asset bubbles enabled by dovish fiscal and monetary policy and pursued by speculators (both retail traders AND large asset managers such as Fidelity). The EV bubble seems to be largely driven by the presence of a large total addressable market ("TAM") regardless of whether it … Continue reading The Electric Vehicle Bubble

Time Waits For No One

Time Waits For No One

Time waits for no one. Fortunes change quickly. Look no further than the case of General Motors (tkr: GM) and Tesla (tkr: TSLA). This time last year GM sported a $55 billion market cap and some months later closed calendar 2019 with $137 billion of revenue. Plenty of time it would seem for GM to … Continue reading Time Waits For No One