Archive - TaaSMaster

Legacy Automakers are Late to the “Scared Party”

Last week’s Wall Street Journal article titled “What Scared Ford’s CEO in China” is further evidence that legacy automotive companies are…

Sep 19 •

Randall McAdory

Disruption vs. Incrementalism: Why Tesla Thrives While Legacy Automakers Struggle for Investor Attention

On a cold, rainy Monday last year, I drafted a TaaSMaster Newsletter update that I eventually published on my Substack site. It was on November 20…

Sep 18 •

Randall McAdory

August 2024

From Hip Hop Roots to Luxury Leader: The Cadillac Escalade Journey

Here an interesting and relevant update to a post from earlier this year about Cadillac Escalade.

Aug 26 •

Randall McAdory

The Business of a Political Preference: The Musk Trump Card

Linette Lopez recently wrote a compelling article for Business Insider explaining why Tesla CEO Elon Musk supports Donald Trump for President.

Aug 5 •

Randall McAdory

July 2024

The FOMO-Free Way Elon Musk Hopes You Ignore

Here’s a follow-up post to last week’s TaaSMaster Newsletter update, The Myth of Tesla: Just Another Automaker Without Autonomy.

Jul 29 •

Randall McAdory

The Myth of Tesla: Just Another Automaker Without Autonomy

During this week’s earnings call, Tesla CEO Elon Musk said, “I recommend anyone who doesn’t believe that Tesla will solve vehicle autonomy should not…

Jul 25 •

Randall McAdory

Porsche’s Bold Move: Quickly Phasing Out the ICE Macan

Since its debut in 2014, the Porsche Macan has been a cornerstone of Porsche’s sales success, becoming the company’s best-selling model globally for…

Jul 15 •

Randall McAdory

Ford Moves Toward Vehicle Volume, Not Company Valuation

A recent newsletter article by Steve LeVine in The Information highlights how Ford CEO Jim Farley sees the future of Ford as an automaker committed to…

Jul 8 •

Randall McAdory

June 2024

Cruise Control: Investors Could be Missing the Boat on GM’s Autonomous Driving Division

At a recent investor conference, General Motors CFO Paul Jacobson announced a $6 billion share buyback as well as an increase in the GM dividend.

Jun 17 •

Randall McAdory

Robotaxi Unveil: A Make-or-Break Moment for Tesla Investors

Today, much of the valuation bloom has come off the Tesla rose as the company is now worth around $550 billion, still 1.7 times more valuable than…

Jun 5 •

Randall McAdory

May 2024

The Chinese Automotive Threat is not New for U.S. Automakers

A recent InsideEVs article suggested a “Cold War” is brewing between China and the West involving Chinese automakers and western automotive companies.

May 20 •

Randall McAdory

The Perils of Pioneering: Henry Ford and Elon Musk

A recent Barron’s article speculated that Elon Musk is making a similar mistake with Tesla that Henry Ford made with his namesake company in 1924.

May 16 •

Randall McAdory

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