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by _ea1k 1077 days ago
Exactly! TBH, I made a few bucks on F back when their PE was similarly low. Their EV strategy made sense and their current product line was in demand too. It seemed like an easy and relatively safe bet, and it worked out.

GM is a more difficult case. Their current efforts around Ultium haven't gone so well so far, and their ICE product line isn't even that much better. I think they will do well, but they have a lot of work to do.