The Case for Arrival - Round #2
KCGI merger, Dieter, Recession Proof sales, $40k per vehicle in government incentives, and insane under-valuation compared to peers all make this Arrival story extremely juicy for us.
Electric Vehicles
GM does not understand software, apparently
Ripping out the Web Browser from a PC or Mac is a stupid idea. So is ripping out Car Play and Android Auto from a car.
Arrival: The EV bet of the century?
If you have been an investor in Arrival and owned Arrival stock within the last year, chances are, you lost a lot of money. Is it your fault? We are inclined to say no. On the contrary, we still believe it might be the EV bet of the century.