Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough

1

Introduction

00:00 • 4min

2

Warren Buffett's 1932 Annual Report of General Motors

03:58 • 2min

3

The History of General Motors

06:24 • 5min

4

The Role of Ford in the Automotive Industry

10:55 • 3min

5

The Difference Between Focus and Diversification in the Used Car Industry

13:42 • 3min

6

The Death of Blackberry

16:16 • 2min

7

GM's Acquisition of Chevrolet

18:12 • 2min

8

Chevrolet's Strategy for Taking Over Ford

20:04 • 2min

9

The DuPont Company's Income Statement

21:39 • 2min

10

The Scale of the Capital Cycle in the Automobile Industry

23:15 • 4min

11

The Importance of Return Equity in the Industrials

27:01 • 3min

12

The Differences Between Electric and Streaming Cars

29:58 • 2min

13

The Rise and Fall of the Automobile Industry

31:37 • 3min

14

The Great Depression and the Stock Market Bubble

34:39 • 5min

15

The Consequences of Lack of Internal Controls and Communication

40:02 • 3min

16

The Problem With Stocking Up on Inventory

42:46 • 3min

17

The Importance of Over-Ordering

46:01 • 4min

18

The History of GM's Acquisition of Fisher Body Corporation

50:05 • 3min

19

Henry Ford's Focus on the Lowest Cost Car

53:07 • 2min

20

The Importance of Car Loans in the Great Depression

54:56 • 5min

21

The Great Depression and GM's Profitability

01:00:07 • 3min

22

GM's Adaptation to the Industrial Depression

01:02:54 • 3min

23

The History of GM

01:06:12 • 3min

24

The History of Ford and the Great Depression

01:09:24 • 2min

25

The Decline of the Stock Market

01:11:40 • 5min

26

The Difficulties of the Car Business

01:17:02 • 2min

27

The Importance of Execution in Business

01:19:25 • 4min

28

The Cost of Capital Needed Early On

01:23:17 • 2min

29

The History of the Car Industry

01:25:22 • 5min

30

The Different Types of Cars

01:29:55 • 4min

31

How Ford Overcame the Low Cost Advantage

01:33:30 • 3min