Zortix matched this thesis to Electric vehicles ETFs as one way for retail investors to get exposure. Not a recommendation.
Mexico's state EV as a national industrial pivot
The report framed Mexico's new, low-cost Olenia electric vehicle as an attempt to pivot from being a passive recipient of foreign auto investment to a creator of domestic, tech-driven industry.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.