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Published on February 20th, 2014 | by Zachary Shahan


This Is Why The Auto Industry Is Set For Disruption

February 20th, 2014 by  

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:

The Experience So Many Will Go Through… That Will Disrupt The Auto Industry (via EV Obsession)

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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About the Author

Zach is tryin' to help society help itself (and other species). He spends most of his time here on CleanTechnica as its director and chief editor. He's also the president of Important Media and the director/founder of EV Obsession and Solar Love. Zach is recognized globally as an electric vehicle, solar energy, and energy storage expert. He has presented about cleantech at conferences in India, the UAE, Ukraine, Poland, Germany, the Netherlands, the USA, and Canada. Zach has long-term investments in TSLA, FSLR, SPWR, SEDG, & ABB — after years of covering solar and EVs, he simply has a lot of faith in these particular companies and feels like they are good cleantech companies to invest in. But he offers no professional investment advice and would rather not be responsible for you losing money, so don't jump to conclusions.

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