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Likes it, but prefers GM at this stage, as it's moved into the electric space faster. Performing quite well, products are improving. 16-17x earnings, with growth expected to pick up dramatically. Undervalued.
Trouble with the traditional car businesses is that they have traditional combustion business competing with EVs. Difficult to transition, and hard to be both kinds of company. Will create more volatility in the long run. He's not saying run out and buy Tesla, but at least it knows exactly what it wants to be. EVs also rely on government funding.