Published on February 20th, 2014 | by Zachary Shahan7
This Is Why The Auto Industry Is Set For Disruption
February 20th, 2014 by Zachary Shahan
Jeremy Grantham is a British investor who co-founded and is chief investment strategist of Grantham Mayo van Otterloo, a Boston-based asset management firm—one of the largest in the world. “Grantham is regarded as a highly knowledgeable investor in various stock, bond, and commodity markets, and is particularly noted for his prediction of various bubbles,” a Wikipedia summary about him notes. “In 2011 he was included in the 50 Most Influential ranking of Bloomberg Markets magazine.”
Grantham recently wrote a superb couple of paragraphs about the Tesla Model S and electric cars in general. I think its worth a read, as well as my follow-up commentary. Originally published on EV Obsession, here it is again:
One of our writers, Sandy Dechert, recently sent me an excellent GMO Quarterly Letter—in particular, she sent along a part of it written by Jeremy Grantham regarding the Tesla Model S. I’ll first share this segment of the letter before adding my…
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