Obscuring the True Cost of Management (North America)
The accounting rules for equity compensation are deeply flawed. They obscure the true cost and imply there is no impact on cashflow. In reality,...
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General Motors (GM): Trading in ICE for EV and AI?
GM announced on November 26 that it will seek to achieve $6bn in cash savings annually with a $4.5bn annual cost reduction and a lower annual...
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Tesla Quietly Drops Its Delusional Full Self-Driving Option As Reality May Finally Be Dawning
Tesla's Autopilot has long been a controversial topic. From fatal accidents with Autopilot engaged to the foolish antics of certain Tesla drivers...
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Tesla Motors Inc. – For Whom the Bell Tolls
An eventful November 2018 continues for Tesla Motors (TSLA US). The Company surpassed market expectations for gross margins and free cash flow...
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Last Week in GER Research: WuXi App, Don Quijote, Koolearn, Asiainfo and China's Bike Sharing Bubble
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we update on IPO WuXi AppTec Co....
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