At a time when so much has been said about Tesla’s Model 3 shortfall production – the electric car company has only produced 216 cars versus the 1,500 expected – here is a video showing how the low-volume Mirai is being produced by Toyota. Worth seeing the inner-lookings of low-volume car production. Most of the… Read More See how the Toyota Mirai is produced – mostly manually.
Photo credit: Matty Ring Summary To beat the market, investors should ponder extreme scenarios, even some unfathomable ones. Nine years into the present bull market, it is an interesting exercise to speculate about how the next recession might come about. Interest rates and market confidence in Trump’s ability seem to be the most important drivers… Read More The Winter Is Coming: A Case For A Recession
Human organizations tend to have two stages. First, they are fueled by inspiration. There is a small group of individuals who draw their organizational vision from instinct and personal experience. In modern business literature, this stage is better known as startup phase. Later, organizations inspect successful endeavors and extract the learning from those experiences. They… Read More Tesla’s Secret Sauce: Startup Leadership Style
This might seem like the worst idea that anyone has ever tried to sell to Berkshire. However, this speculation makes a lot more sense than it seems at first glance. Let’s see: Regret During Berkshire’s annual meeting, Warren Buffet has acknowledged regret by having missed on the Google (GOOGL) and Amazon (AMZN). All his talk… Read More Mr. Buffet make us (and yourself) a favor and buy Tesla
The market atmosphere is changing. The French election brought an end to another chapter of the European saga. It is time to reevaluate my investment plays. Most companies I own have good perspectives for future growth, but I don’t mind reducing positions in 2 or 3 stocks, especially, if they might face macro headwinds. Additionally,… Read More The Aftermath Of The French Elections: Revisiting Investment Plays
The turnaround thesis for Coach is showing signs of being correct. Slow growth is the main persistent problem. The company shows signs of being open to go with a growth through acquisitions approach. If that materializes, a more complex thesis is necessary for Coach. Photo credit: bargainmoose Coach investment thesis 101 I’ve been testing an… Read More Coach Inc. (COH): From Good To Great
Intel’s plan to become the leader in self-driving seems a great idea on paper. No one doubts there is a bright future for self-driving cars and Intel wants to lead the pack. However, the acquisition doesn’t come without serious risks. For starters, Intel has made huge commitments in areas outside its traditional desktop and laptop… Read More There are serious risks in Intel’s plan to dominate the self-driving market