Autonomous Vehicles Mean Massive Disruption and Opportunity
AVs could change society more than anything else this century, bringing a threat to automakers, but also new markets.We think autonomous vehicles...
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SELL NIO –A Dangerous Bet on Chinese EV Target Price: $3 (52% Downside)
Interestingly, despite the choice of listing NIO in the US, to our knowledge the company hasn’t invited any American reviewers to test drive the...
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Electric Vehicle Observer: September 2018
Electric Vehicle Sales in China and Europe Will Leave U.S. in the Dust, Driving Above-Consensus Global Adoption RatesOver the next decade, battery...
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What Tesla Can Learn From Navistar About Arrogant Management, Serious Mistakes, and Survival
Tesla Motors (TSLA US) has become disturbingly troubled, mostly because of serious mistakes which seem to be increasing. Navistar International...
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Toyota To Licence Hybrid Technology To Geely; A Step Towards Exploiting Opportunities in China
Hybrid sales are starting to pick up. Following Europe’s shift following dieselgate, China now appears to be pivoting towards the inclusion of...
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