From my Sep 18, 2013 blog. WILL AUTO OEMS BECOME POWER UTILITIES? Morgan Stanley thinks so? https://gerardjrego.com/2013/09/18/will-auto-oems-become-power-utilities-or-power-utilities-buy-insurance-and-finance-companies/ Tesla Is Surging After Wildly Bullish Analyst Note That Explains How It Can Dominate A […]
Why the electric car never left the golf course from the 1950s, Indian PCO telephone business model key?
I am tempted to just update the opportunity for disruption around the profit pool and business model for the automotive industry, around electric vehicles. Before we start we need to understand “Why […]
I decided to write this with so much “Big Data”, i.e. noise around electric vehicle disruption, TESLA, BMW, autonomous vehicles, etc. With all the news around Tesla, GM, BMW, Audi, et al […]
I put out a simple analysis days ago on why companies like Tesla have valuations that don’t follow fundamentals and why many are in the same boat.Aswath Damodaran has the same view […]