An op-ed for Marketwatch on the opportunity in Volkswagen, and even more special opportunity in Porsche SE.
You might Also Like
DREW CHATS WITH JENS BALLE
On stock picking, investing, portfolio construction, and the impact of behavioral biases on our decision making.
Read more
VOLKSWAGEN AND PORSCHE SE ARE STUCK IN WALL STREET'S PITS. STOCK INVESTORS, START YOUR ENGINES!
In our view, Porsche SE, with a recent 14 billion euro market cap, is one of the most underpriced, liquid, listed assets available to investors.
Read more