Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/apple-inc" target="_blank" data-smartkarma-citation="entities:666:1" rel="noopener">Apple (AAPL US)</a> ’s AI debut was going to be a complicated one considering challenges highlighted privacy concerns over partnership with Chat GPT.</li>
<li>
<a href="https://www.smartkarma.com/entities/general-motors-co" target="_blank" data-smartkarma-citation="entities:18811:1" rel="noopener">General Motors (GM US)</a> Approves $6 Billion Share Buyback Amid Strong Gasoline Vehicle Demand</li>
<li>
<a href="https://www.smartkarma.com/entities/alaska-air-group-inc" target="_blank" data-smartkarma-citation="entities:19543:1" rel="noopener">Alaska Air Group (ALK US)</a> Loses Appeal in $160 Million Trademark Case with <a href="https://www.smartkarma.com/entities/virgin-america-inc" target="_blank" data-smartkarma-citation="entities:17423:1" rel="noopener">Virgin America (VA US)</a> Group</li>
</ul>



Apple (AAPL US) ’s AI debut was going to be a complicated one considering challenges highlighted privacy concerns over partnership with Chat GPT.

General Motors (GM US) Approves $6 Billion Share Buyback Amid Strong Gasoline Vehicle Demand

Alaska Air Group (ALK US) Loses Appeal in $160 Million Trademark Case with Virgin America (VA US) Group


#16 Business Buzz: Apple AI, GM's Buyback, Alaska Air Case and Ola Electric IPO

Focused on the Climate–Nature Nexus., Carbon Tracker Initiative

Carbon Tracker Initiative

Focused on the Climate–Nature Nexus.

Carbon Tracker and Planet Tracker - part of the Tracker Group - are award-winning, non-profit financial think tanks focused on the climate–nature nexus.

Equity Bottom-Up

<ul><li>Leapfrog to Electric delivers a simple conclusion:Accelerated battery electric vehicle (BEV) adoption in Colombia could save around US$40 billion in cumulative fossil fuel import costs by 2050, while also reducing pollution-related health costs and avoiding climate-related economic damage.</li><li>The report finds that, under a business-as-usual pathway, Colombia’s cumulative road transport fuel import bill could reach US$226bn by 2050.</li><li>Electrification isn’t just cleaner—it is structurally cheaper, strategically smarter, and financially unavoidable.</li></ul>

Leapfrog to Electric delivers a simple conclusion:Accelerated battery electric vehicle (BEV) adoption in Colombia could save around US$40 billion in cumulative fossil fuel import costs by 2050, while also reducing pollution-related health costs and avoiding climate-related economic damage.The report finds that, under a business-as-usual pathway, Colombia’s cumulative road transport fuel import bill could reach US$226bn by 2050.Electrification isn’t just cleaner—it is structurally cheaper, strategically smarter, and financially unavoidable.

Energy Transition: Colombia - Leapfrog to Electric

Independent Sell Side Equity Research Analyst, ChartSmarter

Douglas Busch

Independent Sell Side Equity Research Analyst

ChartSmarter

ChartSmarter is a service dedicated to the art of technical analysis.

On a daily basis we write up actionable ideas on a specific, major S&P sector on both the long and short side, in an easy yet thorough way. In the notes we give precise entries and exits, while looking to capture the "meat" of a trend.

Technical Analysis.

Technical Analysis

<ul>
<li>Spanning the globe for current best-in-breed auto players shows diverging action.</li>
<li>New pair suggestion: Long Tesla/Short Rivian. Bottom could be in on TSLA</li>
<li>Updated JD.com general status from last week's China/Japan Note encouraging.</li>
</ul>


Spanning the globe for current best-in-breed auto players shows diverging action.
New pair suggestion: Long Tesla/Short Rivian. Bottom could be in on TSLA
Updated JD.com general status from last week's China/Japan Note encouraging.


Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Autonomous Driving represents the perfect fusion of our love affair with automobiles and our fascination with artificial intelligence. It has been part of our collective imagination for decades, first epitomized at the 1939 New York World Fair Futurama exhibit which posited an automated highway system (AHS), sponsored by General Motors. Research on AHS conducted at The Ohio State University led to the development of the world's first partially autonomous vehicle in 1962. Fast forward half a century and the goal of achieving autonomous driving is firmly fixed in the glare of our automobile headlights. Leading automakers, as well as technology companies, are promising autonomous or at least highly autonomous automobiles within the next three years. At the forefront, <a href="https://www.smartkarma.com/entities/11369" target="_blank" data-smartkarma-citation="entities:11369:1">Alphabet Inc Cl C (GOOG US)</a> represented by its automotive spin-off Waymo, is in the process of launching the world's first driverless taxi service in Phoenix, Arizona. <a href="https://www.smartkarma.com/entities/18811" target="_blank" data-smartkarma-citation="entities:18811:1">General Motors Co (GM US)</a>, arguably the closest to Waymo in technology terms, has announced similar plans to launch an autonomous ride-sharing service in 2019.Not all is rosy in the autonomous driving garden, however. The sector has been plagued by high-profile defections of key staff leaving to either create their own startups or join competitors. These moves have led to equally high-profile and in some cases, embarrassing, law-suits. Other companies rush to hire talented artificial intelligence engineers has decimated the research ranks of leading universities.The safety and reliability of autonomous driving technology on our streets today has also been thrown into doubt in recent times. Just two days ago, on March 18'th, the first fatal accident involving an autonomous vehicle occurred in Phoenix Arizona, details <a href="https://electrek.co/2018/03/19/uber-self-driving-prototyp-fatal-crash-police/" target="_blank">here</a>. That vehicle was a Volvo XC90 and was part of <a href="https://www.smartkarma.com/entities/430" target="_blank" data-smartkarma-citation="entities:430:1">Uber Technologies Inc</a> self-driving test fleet in the city. According to initial reports, the vehicle was operating in autonomous mode and had a safety driver on board. While we need to await the outcome of this particular investigation, previous incidents involving other autonomous vehicles highlight some astonishing shortcomings of the technology being used on our streets today. Indeed, there are now serious questions about the viability of so-called Level 3 autonomous driving in so far as they rely on emergency intervention by a driver highly likely to have been distracted by something more exciting than monitoring an automobile driving by itself. Autonomous driving is a subject far too broad to be covered in a single Insight. Consider this a primer where we begin by examining the origins of autonomous driving, tracing its roots back to 1960s which, by no coincidence, was also the starting point for much of the research on modern-day artificial intelligence. We look at the specific factors which combined to propel autonomous driving from the AI laboratories of prestigious universities to the drawing boards of multinationals around the globe. We review the framework for the different levels of autonomous driving and highlight the fact that most auto OEM's choose to largely ignore them. We then examine in detail the aforementioned issues with Level 3 autonomous driving and reveal that the technology used in the Volvo XC90, the vehicle involved in the recent fatal accident in Phoenix, specifically warns in its user manual that it should not be used for city driving and that it cannot detect pedestrians, cyclists etc. Recognizing the seminal role that <a href="https://www.smartkarma.com/entities/11369" target="_blank" data-smartkarma-citation="entities:11369:1">Alphabet Inc Cl C (GOOG US)</a> has played in advancing the technology, we provide an in-depth review of their self-driving initiative from its inception as a secretive Google X project to its current day incarnation as Waymo. By way of contrast, we examine the autonomous driving ambitions of one of the world's leading auto OEMs, General Motors, and provide a detailed review of their progress to date. Finally, we address the question on everybody's mind when it comes to autonomous driving - are we there yet?

Autonomous Driving represents the perfect fusion of our love affair with automobiles and our fascination with artificial intelligence. It has been part of our collective imagination for decades, first epitomized at the 1939 New York World Fair Futurama exhibit which posited an automated highway system (AHS), sponsored by General Motors. Research on AHS conducted at The Ohio State University led to the development of the world's first partially autonomous vehicle in 1962. Fast forward half a century and the goal of achieving autonomous driving is firmly fixed in the glare of our automobile headlights. Leading automakers, as well as technology companies, are promising autonomous or at least highly autonomous automobiles within the next three years. At the forefront, Alphabet Inc Cl C (GOOG US) represented by its automotive spin-off Waymo, is in the process of launching the world's first driverless taxi service in Phoenix, Arizona. General Motors Co (GM US), arguably the closest to Waymo in technology terms, has announced similar plans to launch an autonomous ride-sharing service in 2019.Not all is rosy in the autonomous driving garden, however. The sector has been plagued by high-profile defections of key staff leaving to either create their own startups or join competitors. These moves have led to equally high-profile and in some cases, embarrassing, law-suits. Other companies rush to hire talented artificial intelligence engineers has decimated the research ranks of leading universities.The safety and reliability of autonomous driving technology on our streets today has also been thrown into doubt in recent times. Just two days ago, on March 18'th, the first fatal accident involving an autonomous vehicle occurred in Phoenix Arizona, details here. That vehicle was a Volvo XC90 and was part of Uber Technologies Inc self-driving test fleet in the city. According to initial reports, the vehicle was operating in autonomous mode and had a safety driver on board. While we need to await the outcome of this particular investigation, previous incidents involving other autonomous vehicles highlight some astonishing shortcomings of the technology being used on our streets today. Indeed, there are now serious questions about the viability of so-called Level 3 autonomous driving in so far as they rely on emergency intervention by a driver highly likely to have been distracted by something more exciting than monitoring an automobile driving by itself. Autonomous driving is a subject far too broad to be covered in a single Insight. Consider this a primer where we begin by examining the origins of autonomous driving, tracing its roots back to 1960s which, by no coincidence, was also the starting point for much of the research on modern-day artificial intelligence. We look at the specific factors which combined to propel autonomous driving from the AI laboratories of prestigious universities to the drawing boards of multinationals around the globe. We review the framework for the different levels of autonomous driving and highlight the fact that most auto OEM's choose to largely ignore them. We then examine in detail the aforementioned issues with Level 3 autonomous driving and reveal that the technology used in the Volvo XC90, the vehicle involved in the recent fatal accident in Phoenix, specifically warns in its user manual that it should not be used for city driving and that it cannot detect pedestrians, cyclists etc. Recognizing the seminal role that Alphabet Inc Cl C (GOOG US) has played in advancing the technology, we provide an in-depth review of their self-driving initiative from its inception as a secretive Google X project to its current day incarnation as Waymo. By way of contrast, we examine the autonomous driving ambitions of one of the world's leading auto OEMs, General Motors, and provide a detailed review of their progress to date. Finally, we address the question on everybody's mind when it comes to autonomous driving - are we there yet?

We aggregate key quotes from earnings, The Transcript

The Transcript

We aggregate key quotes from earnings

Aggregate Key Quotes from Earnings

Macroeconomics

<ul><li>Companies are expecting the Federal Reserve to reduce rates to ease the burden on consumers and boost confidence in markets.</li><li>Inflation is still a concern for many companies, particularly at the high end, but the Fed cannot act until there is substantial data showing a decrease in inflation.</li><li>The lower income consumers are trading down and experiencing financial difficulties, with subprime delinquencies reaching levels similar to 2009, which is concerning for the market. </li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Companies are expecting the Federal Reserve to reduce rates to ease the burden on consumers and boost confidence in markets.Inflation is still a concern for many companies, particularly at the high end, but the Fed cannot act until there is substantial data showing a decrease in inflation.The lower income consumers are trading down and experiencing financial difficulties, with subprime delinquencies reaching levels similar to 2009, which is concerning for the market. This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

United States

General Motors Co. manufactures and markets new cars and trucks. The Company offers features for special needs drivers, OnStar vehicle protection, service, parts, accessories, maintenance, XM satellite radio, features for commercial owners, and more. General Motors offers its vehicles and services worldwide.

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General Motors (GM US)

#16 Business Buzz: Apple AI, GM's Buyback, Alaska Air Case and Ola Electric IPO

Apple's AI debut faces challenges over privacy concerns with Chat GPT partnership. GM approves $6 Bn share buyback amid strong gasoline vehicle...

Nimish Maheshwari

Energy Transition: Colombia - Leapfrog to Electric

Leapfrog to Electric delivers a simple conclusion:Accelerated battery electric vehicle (BEV) adoption in Colombia could save around US$40 billion...

Carbon Tracker Initiative

International Automobile Analysis

China markets showing excellent resilience and could be a good sign for the global economy. Automobile plays that may benefit.

Douglas Busch

Autonomous Driving- Are We There Yet?

I find it fascinating to read this again, almost six years to the day since I published it. I intend to publish an update on this topic in the...

William Keating

Episode 112: Subprime Signals

Companies are counting on the Federal Reserve to lower interest rates in order to boost consumer confidence and market trends, while inflation...

The Transcript

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52-week Range

Market Cap (USDm)

P/E

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#16 Business Buzz: Apple AI, GM's Buyback, Alaska Air Case and Ola Electric IPO

​Apple's AI debut faces challenges over privacy concerns with Chat GPT partnership. GM approves $6 Bn share buyback amid strong gasoline vehicle...

Nimish Maheshwari

Energy Transition: Colombia - Leapfrog to Electric

Leapfrog to Electric delivers a simple conclusion:Accelerated battery electric vehicle (BEV) adoption in Colombia could save around US$40 billion...

Carbon Tracker Initiative

International Automobile Analysis

China markets showing excellent resilience and could be a good sign for the global economy. Automobile plays that may benefit.

Douglas Busch

Autonomous Driving- Are We There Yet?

I find it fascinating to read this again, almost six years to the day since I published it. I intend to publish an update on this topic in the...

William Keating

Episode 112: Subprime Signals

Companies are counting on the Federal Reserve to lower interest rates in order to boost consumer confidence and market trends, while inflation...

The Transcript

Apple's AI debut faces challenges over privacy concerns with Chat GPT partnership. GM approves $6 Bn share buyback amid strong gasoline vehicle...