Markets

‘Not just an overvalued auto company’: Tesla is going to redefine the car industry and be more profitable than people think, says a portfolio manager who’s returned 40% this year

Summary List Placement Allianz Global Investor’s Walter Price said Tesla will be more profitable than people think and could grow 30-50% a year for the next three years. The portfolio manager said that Tesla is “more frugal” than most car companies and is raising a ton of cash. He also […]
‘Not just an overvalued auto company’: Tesla is going to redefine the car industry and be more profitable than people think, says a portfolio manager who’s returned 40% this year
News

The multitrillion-dollar global automotive industry is changing, but not the way you might expect. Here’s how that change is unfolding.

“Disruption” has become the buzzword of buzzwords in the transportation industry. But the supposed disruption isn’t true disruption at all – it doesn’t fit into Clayton Christensen’s theory of disruptive innovation, as explored in his book “The Innovator’s Dilemma.” Nonetheless, automakers are actually disrupting themselves from within. The “disruption within” […]
The multitrillion-dollar global automotive industry is changing, but not the way you might expect. Here’s how that change is unfolding.
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