General Motors Company - Investment Thesis
General Motors reported a mediocre result as the company continued to face strong headwinds from the global chips shortage. General Motors did...
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Global Emerging Markets Weekly: 15 October 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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LG-GM Battery Recall: A Lot of Confusion & Clarifications Based on the Latest WSJ Report
There is a lot of confusion about LG and GM's recall cost-sharing. This post summarizes what LG disclosed today caused confusion and clarifies...
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LG Energy Solution - The Biggest IPO in 2021 in Korea?
In this insight, we provide an update on the LG Energy Solution IPO. There are increasing signs that the IPO of LG Energy Solution could get...
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Tesla Reports Record Q3 Deliveries; Blow Out Quarter Secured
Q3 deliveries topped 241,000, trouncing market consensus & my best case estimate. It was an easy comp vs weak results last yr on new model & market...
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