We now turn our attention to the global ‘Mobility Revolution’, set to be one of the defining investment thematics of the 21st century. An opportunity on par with the introduction of the World Wide Web in the 90s and the rise of mass production in the early 20th century. In doing so a key focus will be on the economics of adoption, the likely winners (both geographically and company wise) as well as, taking a normative stance within the broader context of policy intervention.
This week we continue with the thematic of mobility and look at another adjacent category, semiconductors. In particular where we see the market going and why it remains an important aspect to look at especially when one thinks off the EV market. For the more technically apt, please forgive if the following seems a tad layman-like, given that this author's particular forte is economics.
This week we continue with the thematic of the future of mobility. We have previously written about the incredible government appetite for renewables from a policy perspective, EV being a key component of this. This also happens to be the reason why we here at TAMIM believe that this is a space that investors simply can’t afford to ignore.
Over the past few weeks we have tried to elaborate upon what is turning out to be one of the most interesting and dynamic secular growth stories of the coming decades and perhaps century. And so, we would like to use this article as a conclusion of sorts, namely addressing the why? And more importantly, why now?
This week we visit our second category within the mobility thematic, that is autonomy. A topic that is arguably more important than the general electrification of transport, we arrive at three key considerations for those wishing to take advantage of the thematic.
This week we visit the first of the categories within mobility, that is the most obvious, the electrification of transport and automobiles. There are several key catalysts for this process including the continued adoption of regulatory frameworks by governments across the planet towards sustainable development and tackling climate change.
This week we begin an exploration of one of the most prescient topics in the world of investing and economics, that is the future of mobility. We’re all familiar with the recent success of Tesla which has baffled many of the more conservative investors and has come to be a painful trade for the shorters over the last few years. Closer to home, we’ve seen some interesting aspects of this in less familiar names like Novanix (NVX.ASX) and adjacent categories such as Connexion Telematics (CXZ.ASX). We begin what is going to be a series of articles with an overview of sorts.
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