BYMOF News and Press, Bayerische Motornwrke Pfd From 03/14/24

2024-03-14 11:31:26 ET Summary Volkswagen's preferred shares are undervalued due to a high brand value and Volkswagen's share in Porsche. Volkswagen's diverse brand portfolio and fleet electrification help offset sales declines and compete with new competitors. Compared to its...

2024-03-06 11:52:43 ET Summary Global electric car sales Jan. 2024 up 63%YoY to 16% share. China sales up 95% to 32% share. Europe up 26% to 20% share. USA up 19% to 9.8% share. EV market news - Adamas Intelligence: What electric car slowdown? Global EV industry is breaking record...

2024-02-14 05:37:35 ET Summary The EU economy experienced near-zero economic growth in 2023, and more of the same seems to be on the way this year. Metrics that make up GDP, such as industrial production and retail sales, and their underlying factors suggest that the degrowth mode...

2024-02-13 11:40:45 ET Summary Tesla, Inc.'s Model Y became the global best-selling car in 2023, silencing doubts about EV desirability. Yet, the company is experiencing sluggish top-line growth, with Q4 showing a mere 3% YoY increase and contracting profit margins. Uncertain ...

2024-02-09 04:54:38 ET Summary BMW's recent financials show strong performance, with increased vehicle deliveries and positive trends in all segments. The company follows an attractive shareholder return policy, including dividend payouts and share buybacks. Potential challeng...

2024-02-06 15:17:12 ET Summary Global electric car sales Dec. 2023 up 40%YoY to 22% share. China sales up 46% to 37% share. Europe down 29% to 28% share. USA up 42% to 9.8% share. EV market news - A record 1.2 million BEVs were sold in the U.S. Britain ZEV mandate thresholds rise ...

2024-02-05 19:25:20 ET Summary Tesla's Q4 results indicate that its era of fast sales growth is over.  An analysis of the European market explains why sales growth is slowing and where things are likely headed. Tesla's emerging problem in Europe is arguably its decision to ma...

2024-01-31 11:39:00 ET Summary Third Avenue Management is a New York City-based asset manager founded in 1986 that utilizes a disciplined, value-oriented, and asset-based approach to investing in publicly traded securities. For the three months ended December 31st, 2023, the Third...

2024-01-31 10:35:00 ET Summary Third Avenue Management is a New York City-based asset manager founded in 1986 that utilizes a disciplined, value-oriented, and asset-based approach to investing in publicly traded securities. For the three months ended December 31st, 2023, the Third...

2024-01-17 11:04:57 ET Summary I have been running a short bet against Tesla since July last year using Put options. Despite a setback in Q4, the bet is still up around 80%. After re-evaluation of the thesis, I decided to continue the short bet. I think risks are still skewed to t...