Motley Fool Money Amazon’s Entertaining Buy, Tesla’s Ford-Tough Competition
May 28, 2021
Paul Lienert, a veteran automotive journalist for Thomson Reuters, shares insights on the future of the auto industry and Ford’s exciting electric F-150. He discusses Ford's ambitious $30 billion investment in electric vehicles and the competitive challenge posed by Tesla. Lienert also touches on potential innovations like self-driving technology and even Apple’s foray into the automotive sector. The conversation navigates through the shifting landscape of electric vehicles and the dynamic strategies shaping the industry.
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Amazon & MGM
- Amazon acquired MGM for content, despite a perceived overpayment.
- They need content to compete with companies like Disney, owning a vast IP library.
Costco's Flat Performance
- Costco's Q3 results were positive but not outstanding, which is why the stock price stayed flat.
- Investors have high expectations at the current valuation.
Salesforce's Strength
- Salesforce.com is a dominant player in CRM, making it hard to pinpoint their exact function.
- Their broad set of tools and acquisitions contributes to their success.