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What the podcasts are saying about
BMW.DE
In-depth coverage
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Mentions · 7d
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Mentions · 30d
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Episodes
Latest attributed ideas · most recent first
23 JUL1W AGOWSJ WHAT'S NEWS · 06:55
European automakers threatened by Chinese EV market expansion
“European legacy auto manufacturers face structural headwinds from rapid Chinese EV adoption and declining market share in China.”
Substantive discussion · 3/5Verify in source →
17 JUN17 JUNWSJ WHAT'S NEWS
China market weakness hits BMW guidance
“BMW cut its full-year earnings guidance due to worsening sales performance in China and economic knock-on effects from regional conflict.”
Notable comment · 2/5Verify in source →
21 MAR21 MARTHE BUSINESS BREW · 05:30
BMW's return to unit growth as catalyst
“The bull case argued for BMW is that a return to unit sales growth after 8-9 years of stagnation could drive a significant earnings inflection and re-rate the stock.”
Core thesis · 5/5Verify in source →
21 MAR21 MARTHE BUSINESS BREW · 18:00
BMW's 'technology open' strategy vindicated
“The bull case for BMW centered on its 'technology open' flexible platform strategy, which allowed it to navigate EV adoption uncertainty better than peers who committed to dedicated electric platforms.”
In depth · 4/5Verify in source →
21 MAR21 MARTHE BUSINESS BREW · 25:00
BMW's margin expansion from R&D and operating leverage
“The guest argued that depressed current margins are partly due to high R&D spending for a major product rollout, and a return to unit growth should drive significant operating leverage.”
In depth · 4/5Verify in source →
21 MAR21 MARTHE BUSINESS BREW · 07:00
BMW's brand and management as structural edge
“The guest argued BMW's unique family-controlled structure and long-term brand stewardship provide a competitive moat, especially against Chinese EV competitors.”
In depth · 4/5Verify in source →
21 MAR21 MARTHE BUSINESS BREW · 8:30
Rolls-Royce as BMW's hidden Ferrari
“The guest argued that BMW's Rolls-Royce Motor Cars brand is a highly valuable, high-margin asset not fully appreciated by the market due to a lack of financial breakout.”
Substantive discussion · 3/5Verify in source →
21 MAR21 MARTHE BUSINESS BREW · 15:00
New electric 3 Series as a technology showcase
“The discussion framed BMW's new electric 3 Series as a critical product that validates the company's EV technology and commitment to its 'ultimate driving machine' brand promise.”
Substantive discussion · 3/5Verify in source →
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