Automotive

Magic Markets Ep160: Tesla and Volkswagen

2024-02-01T02:24:51+02:00

From shoes to cars – in this weeks podcast, we tackle Tesla and Volkswagen. After some important debate on whether Tesla makes ugly cars or not, we got serious about the financial performance. In the interests of a more balanced view, Tesla-permabear The Finance Ghost stayed away from that company and let Mohammed Nalla cover the Cult of Musk. In Volkswagen, our resident ghost explained that the EV theme is still coming through strongly in this company, which is a good and a bad thing. Join us for all in the insights!

Magic Markets Ep160: Tesla and Volkswagen2024-02-01T02:24:51+02:00

Recap: Ford

2023-12-07T02:05:39+02:00

Ford was one of the first companies that we covered in Magic Markets Premium. The automotive stalwart has a proud history, but the transition to electric vehicles is causing all kinds of headaches in the sector. Once you add in labour action and substantial related cost pressures, things haven’t been great for the blue oval. Still, it’s good to see that elements of the strategy are paying off despite the pressures. After years of poor performance before the pandemic, the product range seems to be in the right place. At some point, will their luck change?

Recap: Ford2023-12-07T02:05:39+02:00

PREMIUM: Tesla – a car company(?)

2022-06-21T19:23:12+02:00

Use the podcast player below to listen to our discussion on Tesla and its Q4’21 result, which accompanies the detailed write-up below: (Date of report: 2 February 2022) Tesla is about the storyboard, not the scoreboard. The recent financial results are important of course, but Tesla bulls are in this stock because of what the future might hold. Generally, Tesla bears avoid or even short it because they believe the stock price is far too high relative to its likely prospects. One debate has certainly been put to bed: Tesla is a proper automotive manufacturer and is capable of scaling its [...]

PREMIUM: Tesla – a car company(?)2022-06-21T19:23:12+02:00

PREMIUM: Ford – the EV dark horse

2022-06-21T19:24:53+02:00

Use the podcast player below to listen to our discussion on Ford and its Q3’21 result, which accompanies the detailed write-up below: (Date of report: 1 December 2021) "And we'll have fun fun fun 'til her Daddy takes the T-bird away" sang The Beach Boys in 1964. For classic car enthusiasts, the 60s represented a wonderful time in the world of motoring. Ford was right in the thick of that culture, with models like the Thunderbird and Mustang. At Le Mans, the GT40 racecars were making history by beating Ferrari. That was then and this is now. The motoring industry is [...]

PREMIUM: Ford – the EV dark horse2022-06-21T19:24:53+02:00

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