Topic Archives: BMW (BMWYY)

August 23, 2021 / Travis Johnson, Stock Gumshoe

The “12 Million Mile Battery” — Checking in again on Paul Mampilly’s tease

The first version of this teaser ad was “solved” here on April 23, 2020, when we first saw the ads from Paul Mampilly — most recently this has been more aggressively pitched with the idea of the “12 million mile battery,” so we’re re-posting our solution for you. The ad has changed a little and […]

August 9, 2021 / Travis Johnson, Stock Gumshoe

“The L5 Revolution:” What’s Mizrahi’s “No. 1 Autonomous Vehicle Stock of the Decade?”

What’s the “L5 Revolution?” That’s the next big step forward in autonomous driving, when cars begin to be “highly automated” under most conditions — and Charles Mizrahi has a teaser pitch out for the company he thinks will get us there, dangling his “No. 1 Autonomous Vehicle Stock of the Decade” special report for those […]

September 10, 2020 / Travis Johnson, Stock Gumshoe

Investigating Mampilly’s pitch about a “12 million mile battery” from Tesla’s “employee #7”

This article was originally published on April 23, 2020, when we first saw the ads from Paul Mampilly — most recently this has been more aggressively pitched with the idea of the “12 million mile battery,” so we’re re-posting our solution for you. The ad has not changed and is still dated April 2020, and […]

April 4, 2014 / Travis Johnson, Stock Gumshoe

Zeke Ashton, Centaur “Apples to Apples”

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Zeke Ashton has presented at several of these conferences in the past and usually has interesting ideas. He runs Centaur Capital Partners, mostly a hedge fund guy but also […]

Comments

edski on

Storage of Electricity – #Batteries & BIG image / Sep 6, 5:06pm

BMW orders up $24 billion of batteries as EV demand grows https://www.mining.com/web/bmw-orders-up-24-billion-of-batter...

ronwill on The “12 Million Mile Battery” — Checking in again on Paul Mampilly’s tease / Aug 23, 9:18pm

There is also Solid Power, backed by Ford and BMW. developing solid state batteries. Going public via a SPAC, ticker D...

Ignatz on “The L5 Revolution:” What’s Mizrahi’s “No. 1 Autonomous Vehicle Stock of the Decade?” / Aug 9, 11:08pm

I don't get the sense LiDAR outperforms cameras, but they certainly have some momentum. Perhaps BMW will be using both...

john waters on Thinkolating on the “Tesla Killer” — what’s the “Breakthrough ‘Quantum Glass’ Battery” / Nov 26, 10:25am

The most recent of Travis's battery tease is the nano addition of silicon to allow expansion.....this invented by a guy ...

eb0079 on written by reader

Quantum Glass Battery byMatt McCall / Jun 29, 11:47am

Asahi Kasei (AHKSY) BMW (BMWYY) BYD company(BYDDY) EnerSys (ENS) Enphase Energy (ENPH) Hitachi (HTHIY) Hyundai Mot...

Griffin on written by reader

EV >>>—Vehicles-October-02-17–&-Beyond——-> / Mar 8, 8:13pm

$FYI - How this father and son's new electric turbine could revolutionize electric cars "Generating more torque i...

Griffin on written by reader

Storage of Electricity – #Batteries & BIG image / Aug 15, 1:42pm

$FYI - The latest from Energy Storage News - 8/15/2019 Some of todays articles; Australia’s solar states def...

kamoalii on What’s “The Netflix of Medicine” Being Teased by Technology & Opportunity? / May 9, 4:48pm

I've worked in aging/hospice situations where one rarely ever sees a doctor as he just can not make all the stops, and t...

Travis Johnson, Stock Gumshoe on Thinkolating on the “Tesla Killer” — what’s the “Breakthrough ‘Quantum Glass’ Battery” / Jan 18, 12:03am

Similar company in some ways, trying to develop a metallic lithium battery with a solid thin layer electrolyte... but th...