Autonomous Driving- Aptiv, A Near-Perfect Proxy
Aptiv, the auto components supplier spun out of Delphi Automotive in late 2017, is a company that has been painstakingly custom-crafted to leverage...
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Valuetronics: Blame the Dutch
Valuetronics Holdings Ltd (VALUE SP) reported FY2018 results which basically met consensus estimates but were not enough to reignite interest in...
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Autonomous Driving- Lyft's Cunning Plan
Uber's autonomous driving strategy is well understood, thanks in part to the very public, year-long lawsuit they were embroiled in with Waymo....
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Autonomous Driving- Uber's Reckless Ride
In growing from zero to $70 billion in market cap, Uber accomplished in seven years what took Ford seventy. That phenomenal growth rate came...
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Denso (6902)--Should the Company Even Be Listed?
Denso's valuations appear increasingly steep, especially in light of the fact that Denso scores very low in returns on investment and...
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