Lachlan MacGregor

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 controversial. But I underestimated how much Tesla’s promotion of its own efforts were confusing customers and potentially investors about their place in the... Show More

Ned Bell

The purpose of this analysis is to explore the risks and opportunities that come with what we call the ‘Modern Day Disruptors’. More specifically, we will look at the potential winners and losers from the perspective of a global equity investor and aim to answer the most important question: Will... Show More