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Summary It is increasingly likely that urban air mobility will become mainstream in the future. Urban air mobility is a large potential market. Joby Aviation's first-mover advantage could lead to strong network effects. Overview I believe Joby Aviation, Inc. ( ...
Summary Fisher’s 13F portfolio value decreased from ~$141B to ~$133B in Q3 2022. They added Charles Schwab and increased Nvidia, Morgan Stanley, and Goldman Sachs while decreasing Salesforce, Visa, Alibaba Group Holdings, Novartis, Verizon, and Tencent Holdings. The top...
Titles on the line for TOYOTA GAZOO Racing TOKYO, Nov 4, 2022 - (JCN Newswire) - TOYOTA GAZOO Racing is prepared for a title showdown in the 8 Hours of Bahrain this weekend, when the 2022 FIA World Endurance Championship (WEC) reaches an exciting climax. After five races o...
Summary Global electric car sales Sept. 2022 >1m, up 51% YoY to 17% share. China sales up 78% YoY to 35% share. Europe up 7% YoY to 24% share. US ~6% share. EV market news - DoE awards $2.8B of grants to supercharge U.S. manufacturing of batteries for EVs/grid. EU signs provisi...
Toyota: GR Models to be Exhibited at the 2022 Specialty Equipment Market Association (SEMA) Show TOKYO, Nov 2, 2022 - (JCN Newswire) - Toyota Motor North America (TMNA) announced at the SEMA (Special Equipment Market Association) Show in Las Vegas, Nevada on November 1, 2022, ...
Toyota Motor Corporation (TM) Q2 2023 Results Conference Call November 01, 2022 12:30 AM ET Company Participants Akio Toyoda - CEO Kenta Kon - Executive Vice President, Chief Financial Officer Jun Nagata - Chief Communications Officer Masahiro Yamamoto - Acco...
Summary Unsourced reports indicate a major rethink by Toyota on its plans for electrification of transport. The reports indicate at this stage more delay on Toyota’s already announced plans to build a BEV (Battery Electric Vehicle) portfolio. There is a long way to go b...
Summary In October 2022, I constructed a high quality $300K 'money good' investment grade bond portfolio on behalf of my parents. This is a very high quality and diversified corporate bond portfolio, consisting of 26 different companies with maturity dates ranging from 5 to 8 year...
Toyota: Upgraded GR Supra GT4 EVO Launched for 2023 Toyota City, Japan, Oct 28, 2022 - (JCN Newswire) - TOYOTA GAZOO Racing has launched an updated GR Supra GT4 race car for the 2023 season which delivers enhanced braking, handling and engine performance. TOYOTA GAZOO Raci...
Summary Recruit is an interesting HR investment alternative compared to legacy vendors such as ADP, Workday, and SAP. The great resignation has been a massive tailwind for Recruit, as its HR technology segment nearly doubled to $7.7 billion in annual revenue. By 2030, the glob...
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Toyota: Sales, Production, and Export Results for the First Half of 2024 Toyota City, Japan, July 30, 2024 - (JCN Newswire) - Toyota Motor Corporation announces its sales, production, and export results for June 2024 as well as the cumulative total from January to June 2024, includi...
Toyota Material Handling Japan and Fujitsu launch Japan's first service for evaluating forklift safety in the cloud using AI Aichi, Japan, July 23, 2024 - (JCN Newswire) - Today, Toyota Material Handling Japan (TMHJ), a division of Toyota Industries Corporation and Fujitsu Limited (...
AEON and CJPT working to resolve logistics industry issues and achieve carbon neutrality at AEON Fukuoka XD Toyota City, Japan, July 22, 2024 - (JCN Newswire) - AEON Co., Ltd. (AEON), AEON KYUSHU Co., Ltd. (AEON KYUSHU), AEON GLOBAL SCM Co., Ltd. (AEON GLOBAL SCM), and Commercial Ja...