The original call
Original year: 2015
2026 assessment
Scorecard verdict: Spot on
Picking Tesla as the model in 2015 has aged extremely well. Build-to-order, configure-to-demand, and made-to-order logistics are now the aspiration across the sector, and the company I named is now one of the most valuable manufacturers on the planet. A clean hit (even if I am no longer a fan of Tesla, despite owning one.)