Palantir Posted April 14, 2014 Share Posted April 14, 2014 To be fair, Porsche has steadily been moving downmarket over the past 20 years. Soon they are expected to release a sub $40k Macan. I am curious though where Alfa Romeo will fit in, given that Maserati is projected to become the pre-eminent luxury brand in their stable. Link to comment Share on other sites More sharing options...
vinod1 Posted April 15, 2014 Share Posted April 15, 2014 I am curious though where Alfa Romeo will fit in, given that Maserati is projected to become the pre-eminent luxury brand in their stable. I think Alfa Romeo would be sold, despite Marchionne's denials. There is too much overlap with Maserati and they are not exactly pouring money into this at the moment. Seems more like a holding pattern to get a good price from VW. Vinod Link to comment Share on other sites More sharing options...
phil_Buffett Posted April 15, 2014 Share Posted April 15, 2014 I am curious though where Alfa Romeo will fit in, given that Maserati is projected to become the pre-eminent luxury brand in their stable. I think Alfa Romeo would be sold, despite Marchionne's denials. There is too much overlap with Maserati and they are not exactly pouring money into this at the moment. Seems more like a holding pattern to get a good price from VW. Vinod i dont think they will sell alfa. they created the alfa 4c and in may fiat will reveal their next Business plan for the next years. so there we will see what happens with the Group and alfa Link to comment Share on other sites More sharing options...
wbr Posted April 16, 2014 Share Posted April 16, 2014 Maserati Profit Seen Offsetting Fiat Losses http://www.bloomberg.com/news/2014-04-15/maserati-profit-seen-offsetting-fiat-s-european-losses.html?cmpid=yhoo Link to comment Share on other sites More sharing options...
phil_Buffett Posted April 16, 2014 Share Posted April 16, 2014 Maserati Profit Seen Offsetting Fiat Losses http://www.bloomberg.com/news/2014-04-15/maserati-profit-seen-offsetting-fiat-s-european-losses.html?cmpid=yhoo great! thanks :) Link to comment Share on other sites More sharing options...
phil_Buffett Posted April 16, 2014 Share Posted April 16, 2014 http://www.bloomberg.com/video/maserati-getting-3-500-orders-per-month-ceo-says-27djV7V1Qyqedm_R7MINsA.html Link to comment Share on other sites More sharing options...
fareastwarriors Posted April 16, 2014 Share Posted April 16, 2014 http://www.bloomberg.com/video/maserati-getting-3-500-orders-per-month-ceo-says-27djV7V1Qyqedm_R7MINsA.html Maserati Said to Weigh New Sports Car After Orders Triple http://www.bloomberg.com/news/2014-04-15/maserati-profit-seen-offsetting-fiat-s-european-losses.html Link to comment Share on other sites More sharing options...
Grenville Posted April 16, 2014 Share Posted April 16, 2014 http://www.bloomberg.com/video/maserati-getting-3-500-orders-per-month-ceo-says-27djV7V1Qyqedm_R7MINsA.html nice interview, nice color. I like his comment about how it's not about volume. Link to comment Share on other sites More sharing options...
phil_Buffett Posted April 19, 2014 Share Posted April 19, 2014 http://www.reuters.com/article/2014/04/19/us-fiat-spa-jeep-china-idUSBREA3I08720140419 Link to comment Share on other sites More sharing options...
Chalk bag Posted April 19, 2014 Share Posted April 19, 2014 http://www.reuters.com/article/2014/04/19/us-fiat-spa-jeep-china-idUSBREA3I08720140419 Finally! Took them long enough...Dislike the fact that it doesn't start ramping until late 2015. Link to comment Share on other sites More sharing options...
fareastwarriors Posted April 23, 2014 Share Posted April 23, 2014 How the Dodge Charger Gets Cops to Fall in Love With a Car http://www.businessweek.com/articles/2014-04-23/how-the-dodge-charger-gets-cops-to-fall-in-love-with-a-car#r=most popular Link to comment Share on other sites More sharing options...
fareastwarriors Posted April 30, 2014 Share Posted April 30, 2014 Chrysler Seen Extending 48-Month Sales Gain With New 200 http://www.bloomberg.com/news/2014-04-30/chrysler-seen-extending-48-month-sales-gain-with-new-200.html Link to comment Share on other sites More sharing options...
fareastwarriors Posted May 5, 2014 Share Posted May 5, 2014 Alfa Romeo Looks for Love in the U.S. Fiat Chrysler to Challenge Audi, BMW With Relaunched Car Line http://online.wsj.com/news/articles/SB10001424052702303948104579533740506882568?mg=reno64-wsj Link to comment Share on other sites More sharing options...
peter1234 Posted May 5, 2014 Share Posted May 5, 2014 Here is the FT's (skeptical) take: Fiat Chrysler plans Alfa Romeo drive http://www.ft.com/intl/cms/s/0/53161660-d443-11e3-bf4e-00144feabdc0.html Link to comment Share on other sites More sharing options...
fwallstreet Posted May 5, 2014 Share Posted May 5, 2014 I'm at Ira Sohn and Fiat won the stock idea contest. Was a good presentation, no new info or analysis but a great overview of all the arguments discussed here in the past. Link to comment Share on other sites More sharing options...
argonaut Posted May 5, 2014 Share Posted May 5, 2014 Thanks! Is there a link to the Pptx we can look at? What fair value did they arrive at and over what timeframe? Link to comment Share on other sites More sharing options...
Phaceliacapital Posted May 5, 2014 Share Posted May 5, 2014 Presented by Greenwood or someone else? Never mind, should've just googled it. Link to comment Share on other sites More sharing options...
karthikpm Posted May 6, 2014 Share Posted May 6, 2014 One of the columbia students presented it .. usually these appear in the Graham and Doddsville newsletter released quarterly Link to comment Share on other sites More sharing options...
PLynchJr Posted May 6, 2014 Share Posted May 6, 2014 I can't find the presentation. Could someone please post it here or link to it? Thanks. Link to comment Share on other sites More sharing options...
wbr Posted May 6, 2014 Share Posted May 6, 2014 I've only found the key points of the thesis: http://www.marketfolly.com/2014/05/sohn-investment-contest-winner-michael.html Link to comment Share on other sites More sharing options...
Avyalake Posted May 6, 2014 Share Posted May 6, 2014 Does anyone have link to the investor day live audio / video? Thanks Link to comment Share on other sites More sharing options...
phil_Buffett Posted May 6, 2014 Share Posted May 6, 2014 here is a link with pdf presentations from fiat. http://www.fcagroup.com/investorday/Pages/Home.aspx Link to comment Share on other sites More sharing options...
phil_Buffett Posted May 6, 2014 Share Posted May 6, 2014 here is a link with pdf presentations from fiat. http://www.fcagroup.com/investorday/Pages/Home.aspx there you can watch all presentations. ferrari was for me great ;D (their page about valuation). 8) conclusion: maserati, Jeep, chrysler, ram, ferrari. what a Group of assets. still big undervalued. Link to comment Share on other sites More sharing options...
Phaceliacapital Posted May 6, 2014 Share Posted May 6, 2014 Alfa presentation, wow. Link to comment Share on other sites More sharing options...
phil_Buffett Posted May 6, 2014 Share Posted May 6, 2014 http://www.fiatspa.com/en-US/media_center/FiatDocuments/2014/Maggio/FIAT_S_P_A_BOARD_OF_DIRECTORS_MEETING_2014_FIRST_QUARTER_RESULTS.pdf Link to comment Share on other sites More sharing options...
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