00:00 Intro
00:49 Will 2024 be a bad year for EVs? A supply perspective
12:15 Customer demand, pricing
14:00 Car dealerships
17:26 Company Pivots – when it’s a good idea and when it's not
21:15 Is GM cheap?


🔍 Want access to an event-driven monitor?
Sign up here: https://www.insidearbitrage.com/speci...

📰 Interested in our free weekly newsletter?
Subscribe now: https://t.co/I65UzM4uFB

📚 Explore our informative backlog:
Click here: https://focusedcompounding.ck.page/po...

📈 QuickFS:
Visit here: https://quickfs.net/?via=focused

🐦 Twitter: @Focusedcompound

✉️ Email: [email protected]

About Focused Compounding:
We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.

Important: Read our Disclaimer: https://focusedcompounding.com/discla...