Arne AlsininWorm CapitalInside Tesla — And What’s Really Disrupting The Automotive IndustryEarlier this summer, Worm Capital and I published our first report on electric vehicles and solar and wind energy titled, “The Renewable…Sep 18, 2017Sep 18, 2017
Arne AlsininWorm CapitalWhat’s The Harm In Excessive CEO Pay? Answer: Long-Term Damage To Shareholders And Pension FundsAs Jeff Immelt takes his final bow as the CEO of General Electric this summer, let’s take a moment to pick apart one of the nastiest open…Sep 11, 2017Sep 11, 2017
Arne AlsinMcDonald’s: Burgers, Fries And Stock BuybacksNote: This story originally appeared on our Forbes blog on 4/27/2017.Apr 28, 2017Apr 28, 2017
Arne AlsinCisco’s Board Has Some Explaining To DoNote: This article first appeared on my Forbes blog.Apr 18, 2017Apr 18, 2017
Arne AlsinWhy General Motors Has Already Lost to TeslaNote: This post was previously published on my Forbes blog.Mar 16, 2017Mar 16, 2017
Arne AlsininWorm CapitalThe Historical Significance of Tesla’s GigafactoryDeep in the Nevada hinterlands, under the scorching desert sun, Elon Musk is quietly building a $5 billion, 5.8 million square-foot battery…Feb 15, 20171Feb 15, 20171
Arne AlsininWorm CapitalMainframes Are Dirty. The Cloud Is Clean.Amazon Web Services is on its way to operating its cloud on 100% renewables. If you care about green investing, that’s great news.Feb 8, 2017Feb 8, 2017
Arne AlsinRe-Examining Investing Dogmas: The Case For Active ManagementAs Howard Marks famously observed, investors must “dare to be great.”Jan 26, 20172Jan 26, 20172
Arne AlsininWorm CapitalHow to Fix Executive Compensation and CEO Pay in Corporate AmericaIt is all about incentives — and reining in stock buybacks.Jan 18, 2017Jan 18, 2017
Arne AlsininWorm CapitalAmazon Should Build a Virtual Reality Shopping Mall. Here’s Why.Back in March 2016, Amazon made a curious announcement: The company was hiring a team to start building a virtual reality platform for its…Jan 12, 2017Jan 12, 2017
