This week, we’re shifting gears into the automotive industry to compare two German giants: BMW and Volkswagen. Both are household names with global influence but they’re in very different lanes. One is a luxury pioneer focused on precision; the other is navigating a massive EV transition while managing legacy costs. Buckle up.
I would pick BMW as it's more stable and stronger. For a long-term bet I would also pick VW. Because if they can transition successfully they can become a huge player again and their stocks can go up. Maybe you remember 2006? When no one was betting on VW and then their stocks were up to 40.000 ☺️
If they transition successfully, like you said, I feel we could see at least a 3x valuation and consequently stock price. But that's a big IF. Also, remember DIESELGATE in 2015, I believe, that sent the VW stock straight to the pit.
That's by far true, at the moment it also doesn't look as if the German government is supporting EV vehicles that much. They are more backwards unfortunately 😔
I feel like the European and worlds geopolitical end economic agenda is quite busy at the moment with everything that’s been going on: from Ucraine, to Gaza, to Trump’s tariffs etc. Hopefully we will tackle all these issues and not forget about the long term goals for our wellbeing. (Green transition included). Thank you so much for engaging with me, Katja. I really do enjoy your comments and your point of view. Have an amazing day.
I would pick BMW as it's more stable and stronger. For a long-term bet I would also pick VW. Because if they can transition successfully they can become a huge player again and their stocks can go up. Maybe you remember 2006? When no one was betting on VW and then their stocks were up to 40.000 ☺️
If they transition successfully, like you said, I feel we could see at least a 3x valuation and consequently stock price. But that's a big IF. Also, remember DIESELGATE in 2015, I believe, that sent the VW stock straight to the pit.
That's by far true, at the moment it also doesn't look as if the German government is supporting EV vehicles that much. They are more backwards unfortunately 😔
I feel like the European and worlds geopolitical end economic agenda is quite busy at the moment with everything that’s been going on: from Ucraine, to Gaza, to Trump’s tariffs etc. Hopefully we will tackle all these issues and not forget about the long term goals for our wellbeing. (Green transition included). Thank you so much for engaging with me, Katja. I really do enjoy your comments and your point of view. Have an amazing day.
Always, I like talking about stocks, finances and how politic has a huge influence on our future :)... keep going. Love reading your newsletters.
Thank you so much! Glad to hear you enjoy them. Have an amazing evening and I am looking forward to our next conversation.
I would pick BMW. The brand is strong and the cars have good quality. I believe BMW will keep its position.
Thank you for sharing Sanni. Both brands are widely known and have two very different customer bases. It's a tough one here. Have a great day!
Have a nice day, Dennis!