Elon Musk

In December I published an article concluding that Google’s Waymo autonomous car division was well ahead of the competition. I stand by that assessment, and its hardly...

Shareholders and bondholders have bought the Tesla growth story. However, my column in The Australian notes that Tesla's significant debt, negative free cashflow and...

We have had a long-term position in lithium miners Orocobre (ORE) and Pilbara (PLS). We have varied our investment in these companies over the last few years, as their...