Achieving Outsized Returns in AutoTech Investments In my teenage years I voraciously consumed as many business and investing books as I...

Automotive is Spawning Unlevel Playing Fields My most influential professor was Patrick Noonan, who taught Strategic Decision Analysis...

The Fragility of Our Supply Chain This past week, a 1,300-foot, 220,000-ton container ship called the Ever Given caught the attention of...

From the March 2021 Intel Report. What are you doing at Automotive Ventures? I have the pleasure of catching up frequently with Private...

I recently had a call with a Family Office that manages over $1 billion dollars of assets, who wanted my perspective on the future of the...

Looking back on the year, we have a lot to choose from, but here are the top ten themes that most impacted the automotive industry. 1....

Let’s now turn to the largest and most important automotive technology deals of 2020 and put them into context. Counting downwards: Deal...

I’ve always enjoyed writers who take a stab at predicting what’s going to happen over the coming year. I’ve respected those even more who...

Automotive Tech M&A Accelerating One Month To Go… The year has flown by. This will be my last newsletter for the year, the next one...

The COVID Premium in Automotive Technology It’s been an interesting year. At the beginning of the pandemic, companies were suffering...

A Mad Rush of M&A Before The End of the Year? It looks like we may experience a bunch of acquisition activity between now and the end of...

What’s With the Stock Market? U.S. stocks wrapped up a banner month, with the S&P 500 posting its best August in more than 30 years. The...

McKinsey & Company notes that digital commerce adoption has accelerated ten years forward in just 90 days’ time; it’s remarkable how...