19min chapter

The Acquirers Podcast cover image

Undervalued auto OEM and offshore energy with Matthew Fine, Portfolio Manager Third Avenue | S06 E41

The Acquirers Podcast

CHAPTER

Navigating Investment Stability in a Shifting Economy

This chapter explores an investment strategy focused on financial stability and balance sheet robustness in a dynamic global landscape. Through reflections on past crises and the importance of mean reversion, it highlights investment opportunities in sectors like automotive and banking. Specific case studies, including Subaru's strategic position amidst currency fluctuations and the contrasting responses of Japanese and German auto companies to the evolving electric vehicle market, provide insights into emerging market trends.

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