Monthly Archives: July 2017

720 Global: 22 reasons to not follow the herd

One of the better summaries of fundamental/valuation problems with present investment conditions came last week courtesy of Michael Lebowitz, CFA at 720 Global.  Here is a link to the pdf list and below are some of my favorites.  Read ’em … Continue reading

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Tesla Model 3 critics: “this changes everything”

In 2014 Tesla made all of its technology open source to help other car companies along in their transition to electric vehicles.  Slow on the uptake, most have finally seen the future and announced timelines for delivering their own EV … Continue reading

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Tesla Model 3: next vision delivered

Tesla delivers on the first 30 Model 3 orders tonight. An affordable family car, fully electric with best in class acceleration, safety, autonomous tech and sweet style, going 500 km (310 miles) on a single charge, fully re-charged in 30 … Continue reading

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Transport on demand racing for profit margins

Took a taxi out and an Uber back from an event last night.  Asked both drivers how they were finding business.  The Uber driver said business has been ok, but hopes volumes will pick up.  Taxi driver said slow, but … Continue reading

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Moving from drivers to riders changes everything

The shared autonomous, electric vehicle revolution is a game changer for the world economy. There will be big wins like less accidents and injury, less air pollution and congestion, higher efficiency and productivity as well as an estimated 70%+ reduction … Continue reading

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3D printing leaping

3D printing is another wave of innovation that is now evolving rapidly to dramatically increase efficiency in the supply chain by reducing the cost of production including labor, packaging, warehousing, transportation, fuel and more.  All good for spending less and … Continue reading

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