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 | 113 | Founded | 9 months ago | Last Issue | 5 days ago |
| Active | |||||
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AI Can Change Everything and Still Be a Bad Investment
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An old equity analyst’s habit is to argue against the consensus. So what is the bear case for AI?
One habit from my years as an equity analyst has never really left me.
When an inve...
Weekend Musings | What Are We Getting for Expensive Money?
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Some thoughts on US factories, UK interest rates, fiscal promises and the widening gap across the Atlantic
One question kept coming up this week: if money is expensive on both sides...
Your Next Car Dealer Might Sell You a Robot
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Hyundai’s latest idea sounds strange. It may also reveal why physical dealer networks are becoming more valuable, not less.
There was a line in Hyundai’s investor presentation this w...
IS The Atlantic Is Getting Wider for Car Dealers?
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US dealership M&A is producing larger deals. In Britain, advisers describe conditions as the hardest in a decade. It is not simply a tale of two consumers.
Two reports published within days...
Monday Market Insight | The Automotive Transition Is Running on Supplier Balance Sheets
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I listened to an Autoline After Hours discussion about the supplier industry over the weekend. One observation stayed with me.
When a vehicle manufacturer w...
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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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