This chapter explores whether General Motors is a legacy automaker with self-driving car growth potential or a mature car maker. It discusses the controversy surrounding General Motors' self-driving car service and the challenge for investors to determine the basic unit of analysis.
What does an investor have to believe for today’s share price to make sense?
Ricky Mulvey and Asit Sharma continue their conversation about Expectations Investing, applying the framework to four companies with different growth outlooks. They discuss:
- Value drivers for a mature automaker. - A high-growth payment processing company experiencing a narrative shift. - If Nvidia can maintain its moat over the long-term.
Companies discussed: GM, CP, ADYEY, NVDA
Host: Ricky Mulvey Guest: Asit Sharma Engineer: Rick Engdahl
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