The Intrinsic Value Podcast - The Investor’s Podcast Network

TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’Malley

May 4, 2025
Dive into the fascinating history of Mercedes-Benz, from Carl Benz's invention of the first gasoline car to its rise as a luxury automotive giant. Explore how the brand is adapting to the electric vehicle revolution and facing rising competition from Chinese manufacturers. Discover insights into their unique operating system, MBOS, and plans for future innovations. The discussion also covers the financial landscape and whether Mercedes is currently undervalued in the market, revealing some hidden investment gems.
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ANECDOTE

Mercedes-Benz Automobile Origin

  • Mercedes-Benz invented the automobile in 1886 with Carl Benz's patented gasoline-powered car.
  • Their iconic three-pointed star symbolizes mobility on land, water, and air, tracing back to their diverse engineering roots.
INSIGHT

Mercedes EQ EV Strategy Shift

  • Mercedes' first EQ EV lineup failed due to losing its brand DNA and not matching global customer demands.
  • They are shifting to dedicated EV platforms with fast charging to better compete in the EV market.
INSIGHT

Chinese EV Dominance Impact

  • Chinese auto production and EVs dominate globally, drastically reshaping competition.
  • Mercedes remains the second most successful brand in China by revenue, holding strong pricing power.
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