Mike allen
Investor and board-level advisor in automotive, mobility, and SaaS. I write about judgement, capital allocation, technology shifts, and building durable businesses—drawing on experience and latest trends.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 64 | Founded | 8 months ago | Last Issue | 6 days ago |
| Active | |||||
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mikeallen462220.substack.comLatest Issues
The Job Market Is Weak But Not Falling Apart
The most important change in an economic cycle is not always the moment growth returns. Sometimes it is simply the point at which things stop getting worse. That may be where the UK labour market is now.
The headlines still look uncomforta...
Weekend Musings
Liquidity, Liquidity, Liquidity
One of the benefits of the weekend is having enough time to read several apparently unrelated arguments and work out whether they are really describing the same thing.
This week, that included US equity val...
The Car Buying Journey Isn’t Going Fully Digital, It’s Becoming More Selective
For years, the automotive industry has assumed the customer journey was moving in one direction.
Online.
More digital tools, fewer dealership visits and, eventually, a fully digital transaction from the first search to the final signature...
The Automotive Industry Is Quietly Rewriting Its Playbook
One of the easiest mistakes in business is to mistake lots of headlines for lots of different stories.
This week the automotive industry generated headlines about Toyota, Nissan, Tesla, Uber, Ford, Ferrari, China, autonomous vehicles and S...
Monday Market Insight
The Automotive Industry Has Stopped Chasing Growth. It’s Chasing Returns.
For much of the past decade, success in the automotive industry was measured by one number.
Registrations.
Every month we studied the league tables. Which manufact...
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Investor and board-level advisor in automotive, mobility, and SaaS. I write about judgement, capital allocation, technology shifts, and building durable businesses—drawing on experience and latest trends.
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