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Research Briefs

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Investment Memos
Research Briefs
Research Briefs
January 6, 2021

The Three Axes of Micromobility: Supply Chains, Distribution, and Maintenance

Micromobility, and the challenges it faces, can be broken down into three axes: supply chains and manufacturing, distribution, and maintenance and aftersales. Our thesis is that value accrues to the one that vertically integrates along these three axes.

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Research Briefs
April 26, 2020

Sensor Calibration is Critical to the Future of Automated Vehicles

In our new Trucks / FoT Research Brief series, we look into emerging tailwinds we believe will play an important role in the future of transportation.

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