F - EVs Are Dead - Long Live Ford!

2024-03-20 09:19:54 ET

Summary

• The EV transition is not going as smoothly as expected, with challenges in expanding beyond early adopters.
• Ford's focus on its legacy business and hybrids has positioned it for success as the EV trend loses momentum.
• Ford's commitment to profitability, cash returns, and dividends makes it an attractive option for investors in the evolving automotive market.

Introduction

It's time to talk about EVs!

The EV transition is not going nearly as smoothly as one might have expected when the Net-Zero transition went into overdrive after the pandemic.

For example, in November, The Verge focused on the weakening EV trend despite skyrocketing EV sales, a wider variety of EV models to pick from, and an improving infrastructure....

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