Wolf Report

Wolf Report

This Automotive with 100% upside is a great investment

Automotive businesses are volatile, but we have upside and yield for the long term.

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Wolf Report
Mar 17, 2025
∙ Paid

Not everyone likes investing in automotive businesses. Their cyclicality is considered an issue by many, as is their state in the current world, which with the onset of EVs seems to be more fluid than ever before. Couple this with significant mergers of smaller brands into weaker ones, with uncertainties about what brands and makers will survive, and we can understand why many of these companies are being excessively punished in this market.

The maker I am going to talk about today is one of the biggest in the world and has what I believe to be an upside well in excess of 10-15% per year. Also, it has a yield that I would consider attractive in a wide array of scenarios.

Let’s get going.

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