Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

Ford (NYSE: F)

Long Ideas

Is AMD Making Money?

Those seeking a cheap means of investing in autonomous vehicles would be better served by Ford (NYSE: F) which as trading at $11.94 a share on September 25, 2017, but reported a net income of $3.803 billion and a free cash flow of $4.057 billion on June 30, 2017.

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Market Insanity

Who would Buy Uber??

A leaderless Uber with its value destroyed will be a natural acquisition target.

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Market Insanity

Google Self-Driving Car Project might be worth $70 Billion

“If we assume that Waymo can grow to 1% of global miles driven by 2030 (based on a fleet of three million cars each driving 65,000 miles a year) and that Waymo can generate on average ~$1.25 in revenue per mile driven, it implies a $70 billion Waymo enterprise value,” Nowak wrote. “More miles/year and revenue/mile could lead to an enterprise value of $140 billion.”

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Long Ideas

Ford is Making More Money despite Car Sales Collapse

If you are looking for a low-cost long term value play in technology Ford is a great stock. It is cheap, but the company generates a lot of cash and is making some very shrewd investments in technology that will greatly increase its value.

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Market Insanity

Uber Driver accused of Driving without a License

Uber’s fare structure deliberately shortchanges drivers a lawsuit filed in US District Court by driver Sophano Van alleges.

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Market Insanity

Used Car Prices are Plummeting

The volume of lease returns is expected to increase by around nine percent in 2017, J.D. Power estimated. That means dealers will be flooded with clean late model vehicles in good condition. If this prophecy comes true, it’ll cut the value of trade-ins by around nine percent.

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Market Insanity

Why did Tencent buy 5% of Tesla?

The Tencent deal is a pretty shrewd stratagem that once again shows Elon Musk is a far better business man than he is usually given credit for. It also shows that Tesla and its technologies; battery storage, electric cars, self-driving vehicles and solar panel may have a bright future ahead.

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Market Insanity

Should Investors Stay away from GM?

General Motors has not made money off vehicle sales in Europe since the 20th Century; an analysis by Karain indicates, yet it waited until March 5 to sell its European Division. That division includes two storied brands Germany’s Opel and Britain’s Vauxhall, a European financing division, 11 manufacturing plants and an engineering center.

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Market Wisdom

Did Uber Hurt Rental Car Companies in 2016?

Or the car-rental companies might find themselves facing a greater nightmare. If Uber were to collapse, a major automaker might buy it and Hertz and Avis would find themselves competing directly with Ford (NYSE: F), Toyota (NYSE: TM) or even Volkswagen.

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Opportunities

Intel an Unlikely Value Investment in the world of Self-Driving Vehicles

Intel has formed an alliance with auto parts maker Delphi Automotive (NYSE: DLPH); and Israeli driving-solution creator Mobileye (NYSE: MBLY), to develop a low cost operating system for autonomous vehicles, The New York Times reported. The centerpiece of the system will be Intel’s Core i7 chip.

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