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Prem Kalevar Profile picture
Prem Kalevar
@pkalevar
Investing & stuff
Jun 2, 2019 • 4 tweets • 3 min read
"When change happens, when these critical thresholds occur, change happens fast." - @DiMartinoBooth

"Total vehicles are now at the same day supply level that they were in Dec 2008" - @DRuizG80

Great video courtesy of @realvision: @ValueAnalyst1 really drives home some of your recent articles.

Traditional automakers are in massively precarious situation.

Amplified trade wars, increasing inventories, inflexible supply chains and required investment in EVs & autonomous are a lot to navigate.