Posts by Andrew Stotz

Strategic M&A acquisitions to drive top-line growth, divestiture helps to boost profitability over the long run, and accelerated organic growth through higher gov’t budget.

Acquisition in China to ride demand wave, consistent value addition through strong profitability, and leading role in EV and hydrogen to reclaim market share.

Strategic partnerships to escape growth stagnation, activist investors increase pressure after poor performance, and ramp-up of share repurchases spices up returns.

Sector-leading margin reaching a peak, shifting away from wholesale increases brand value, and with profits back on track, expect rising share repurchases.

Near-term strength, but market dominance declines, many American companies fail in China, but not Tesla, and rapid production ramp up to ride EV wave.