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Summary Tesla and General Motors are two major leaders in a highly competitive market, both offering significant opportunities, while also reporting different risk profiles. Tesla reported massive performance over the past years, while GM is struggling to gain positive momentum and its ...
Summary Geely Auto Holdings is a leading Chinese ICE car maker transitioning from ICE to BEV by freezing ICE manufacture and rapidly expanding BEV production in new companies. New BEV companies under the Geely Auto Holdings umbrella include Zeekr, Geometry, Lynk & Co, Livan. Gee...
Summary This is the third, and most likely, the final article in the small mini series on bonds. The article discusses the perils of broader market timing (the overall stock market or interest rates). The article provides additional thinking on the underlying selection of the $300K ...
Summary Global electric car sales Oct. 2022 up 55% YoY to 16% share. China sales up 75% YoY to 31% share. Europe up 14% YoY to 23% share. U.S. ~6% share. Electric Vehicle market news - electric plane manufacturer takes off, receives worldwide orders. Electric helicopter makes historic f...
Late heartbreak for TOYOTA GAZOO Racing in dramatic season finale TOKYO, Nov 14, 2022 - (JCN Newswire) - The TOYOTA GAZOO Racing World Rally Team experienced late heartbreak in its goal of closing out the 2022 FIA World Rally Championship season with a victory at home in Japan...
TOYOTA GAZOO Racing takes historic Hypercar title double TOKYO, Nov 14, 2022 - (JCN Newswire) - TOYOTA GAZOO Racing earned a dominant one-two victory in the season-ending 8 Hours of Bahrain to secure a clean sweep of FIA World Endurance Championship (WEC) titles. Outgoing ...
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...
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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...
Rovanpera and Ogier score another TOYOTA GAZOO Racing one-two Toyota City, Japan, July 22, 2024 - (JCN Newswire) - TOYOTA GAZOO Racing World Rally Team has claimed a second successive one-two finish after Kalle Rovanpera stormed to victory ahead of Sebastien Ogier at the FIA World R...
Lexus LBX Adds a New High Performance Variant, the LBX "MORIZO RR" Toyota City, Japan, July 18, 2024 - (JCN Newswire) - LEXUS unveiled the Japan domestic specifications of the new LBX MORIZO RR on Thursday, July 18, which was originally exhibited at the Tokyo Auto Salon held in Janu...