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Automaker

A collection of 2 posts
Porsche AG (P911): The Selloff Is Overdone - But I Am Not Buying Yet
Earnings

Porsche AG (P911): The Selloff Is Overdone - But I Am Not Buying Yet

From 80% EV by 2030 to a full strategic reversal in three years. Porsche paid a steep price for a bet that did not work. Now the question is whether the worst is behind them.
11 Apr 2026 6 min read
Why Mercedes-Benz Isn't Turning the Corner Yet: My Look at 2025 Results and 2026 Guidance
Earnings Review

Why Mercedes-Benz Isn't Turning the Corner Yet: My Look at 2025 Results and 2026 Guidance

Strong G-Class sales and a promising new CLA can't hide the bigger picture: Mercedes-Benz is losing ground in key markets, customer satisfaction lags, and 2026 guidance feels underwhelming. Here's what the numbers really mean for investors.
23 Mar 2026 4 min read
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