Tag: EVs

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

Once Upon A Time In The Southwest

Once Upon A Time In The Southwest

If a 2020 version of Sergio Leone were to make a movie using our title it would tell the tale of how Texas is becoming the Technology capital of the United States. California's punitively high state income tax rates and regulations (CA isn't the only offender), have paved the way for Technology companies - and … Continue reading Once Upon A Time In The Southwest

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

Hydrogen Fuel Cell Powered Vehicles Are Here, Yet A Ways Off.<span class="badge-status" style="background:red">Premium</span> 

Hydrogen Fuel Cell Powered Vehicles Are Here, Yet A Ways Off.Premium 

We visited the New England International Auto Show yesterday which included an impressive array of vehicles but was light on technology. Toyota’s Mirai fuel cell vehicle is essentially an EV where the electric motor is powered by hydrogen fuel cells rather than lithium-ion batteries. A couple of major obstacles as we see it. First and … Continue reading Hydrogen Fuel Cell Powered Vehicles Are Here, Yet A Ways Off.Premium