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Welcome to Oakheart Research. I write about the EVs and automotive retail.

I’m especially passionate about the direct to consumer shift in the last 10 years and believe that this is the long term model for OEMs.

I spent the last 10 years building products and scaling businesses at various national automotive retailers (i.e. Carvana, Clutch) and OEM (Rivian) in North America.


Creator of Oakheart Research

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About Me

Hi, I’m Yilun (pronounced like elon). I’m the creator of Oakheart Research, where I write about interesting public companies and my own investment thesis.

I hope through this site, I can build a thoughtful community of long term investors to share and stress test ideas. If you have similar thoughts, would love to hear from you.

Get in touch!