On this Company episode of The Synopsis we cover Porsche AG. Porsche is a brand that has tried to become "luxury at scale" with over 300k units produced annually versus undisputed luxury car brands who produce closer to ~10k. While their strategy might have diluted their brand, they still enjoy superior positioning compared to most premium car manufacturs like BMW and Mercedes-Benz.

Listen to this episiode to learn not just about Porsche's history and business model, but also about the car industry and different car manufacturer's strategies.

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Memos Referenced in the Episode: Value Capture Index Introduction

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Show Notes

(0:00) Intro

(1:17) Why Research Porsche?

(3:22) Porsche History

(15:14) Crises in Porsche's History

(18:23) Corporate Structure

(24:32) - The Automotive Industry

(29:39) - Industry Production Figures and Company Financial Profiles

(32:21) Value Capture Index and Competitior Business Models

(45:08) ROIC and Earnings Improvements

(51:02) Risks and Closing Comments

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of recording no contributor had a position in Porsche AG. Furthermore, accounts contributors advise on also did not currently have a position in Porsche AG. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Company. Porsche AG: Driving Between Luxury and Premium

The Synopsis