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Strategies & Market Trends : Value Investing

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John Koligman

petal

To: E_K_S who wrote (70531)	7/6/2022 12:39:20 PM
From: Spekulatius	2 Recommendations Read Replies (1) of 78748

Highly recommend listening to the Mercedes CEO interview as it provides a good glimpse where the auto business is going. i was quite impressed by the CEO - no frills and he seems to bring some much needed fresh air into Mercedes. Stock seems quite cheap and dividend yield is almost 10% at current prices. Due to the car shortage, they are making a lot of money (they sell everything at full price and have pared back many incentives, plus they are selling preferentially more expensive feature laden cars with better margins), but there is a question how long this lasts. They do have a L3 self driving car which Tesla does not have currently. theverge.com

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