Panasonic (6752)--A Global Mega-Automotive Supplier & Perfect Hedge Against a Tesla Short
Panasonic Under-Performs both Topix & Tesla: Panasonic has under-performed both the Topix index by -9% but also Tesla's share price by -12%...
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Autonomous Driving- China Is Surging Ahead
While China lagged behind its global counterparts for many years when it comes to autonomous driving, that situation has changed dramatically over...
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Autonomous Driving- Aptiv, A Near-Perfect Proxy
Aptiv, the auto components supplier spun out of Delphi Automotive in late 2017, is a company that has been painstakingly custom-crafted to leverage...
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Valuetronics: Blame the Dutch
Valuetronics Holdings Ltd (VALUE SP) reported FY2018 results which basically met consensus estimates but were not enough to reignite interest in...
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Autonomous Driving- Lyft's Cunning Plan
Uber's autonomous driving strategy is well understood, thanks in part to the very public, year-long lawsuit they were embroiled in with Waymo....
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