GM
General Motors Company
stock NYSE

yeah intel literally just had a weak q1 guide for the 3rd year in a row, with shit yoy growth and GM.

Yeah I said it a stupid way but like with brands like GM they’re always trying to meet demand and increase production when people want more, and then compete on price when supply exceeds demand. Ferrari has the exact opposite problem where they have absolute control over the number of cars they make, and even if demand rises, they don’t flood markets with more cars. So even if the demand for a new Ferrari goes up they basically say you gatta get to the back of the fucking line bro, instead of upping the production numbers.

Nope. No deal in agro.....atleast nothing related to GM seeds

Agriculture seems like the elephant in the room for India.
The US keeps pushing for greater access for dairy, poultry, GM crops, and processed foods
India has historically protected its farm sector due to small landholdings, low incomes, and food security concerns
Any sudden opening could impact millions of marginal farmers who can’t compete with heavily subsidized US agribusiness

This is such a bad take. It's like arguing that the only way to invest in the auto industry is by buying and holding the cars themselves instead of investing in GM or Volkswagen.
If you want to invest in gold or silver, you buy the producers. Newmont Mining, for example, is still up 160% over the past year despite the recent pullback. It trades at a PE of less than 20 and pays almost a one percent dividend with rising revenues and margins. There are not many large caps with a better performance record especially outside of the tech sector.

GM guys, bought $NVO some hours ago, basically is the $MSFT of healthcare. A dudu told me about it and I did my research and looks cool!
(I'm currently red but I call it volatility)

If tesla is valued like any ohter car company, F or GM or VW or TOyota, its value is along 12-20$. So ill leave the scenarios that will play out to your imagination.

1. Moat- smaller local markets with less growth are BETTER for moats. Think about GM and US autos in the 50s before the Japanese came in with a better product. Think about local markets in Mexico where extractive producers are allowed to exist.
2. A company with a moat can generate returns in excess of the cost of capital. Cost of capital includes inflation. So inflation rises and the company is still making a spread to inflation.
3. Good point. Acceptable P/Es should be lower with higher inflation as the cost of capital is now higher. People will still want growth investments but the P\E should be materially lower because of inflation. If sustained inflation is 6% think about the capital loss involved to a 30 P\E growth stock that misses growth targets.
4. There are four main risk/returns frameworks to investing- deflationary recession, inflationary recession, deflationary growth and inflationary growth. I’d argue Berkshire will do the worst relative to other stocks in deflationary growth. Deflationary growth was the environment from 2010 to 2021. I’d argue that it’s the least likely environment going forward and further that Berkshire did fine in that environment.
I think a lot of investors are contemplating what you raise and this is the cause of the volatility since March 2025. I also think it’s given a once in a lifetime opportunity to buy Berkshire.

perfect thanks, winning a deal with Ford anyday now for 2028 cars would do nicely for sending the share price up, Ford's are commonplace here and I spent most of my life driving Fords. I don't know much about GM vehicles but they would also be welcome as a customer! We just need one OEM to make their move and sign with MVIS and then we should be sorted, until the next one signs.