Tesla, Stellantis Jeep & Carvana 3-20-25
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What is the main topic of this episode?
This is Scott Becker with the Becker Private Equity and Business Podcast. Today's discussion is Tesla, Stellantis, Jeep, and Carvana. So we find following these three companies, the auto companies, about as interesting as is out there.
Why has Tesla's stock dropped significantly?
We'll also note that Porsche recently reported a little bit slower results, notwithstanding the fact that I bought a new Porsche Macan, or at least the used one from the dealer that was in their demo category. But Porsche has been struggling. As we say about Porsche, there is no substitute. Let me get back to Tesla, down 41% year-to-date.
What leadership changes are happening at Stellantis?
There are more and more calls from the investor community that they'd like to see Elon spending a little more time on Tesla and a little bit less time on Doge. I think there's a great mix of views out there on where he should spend his time. Second, Stellantis cheap, down another 4% today. It's down 58% in the last 52 weeks. It has a change of leadership going on.
What are the challenges faced by Carvana?
Let's hope that moves it in the right direction. I'm a Jeep fan or was a Jeep fan. I've been disappointed the last few years. I'm not a big fan of that Jeep Wrangler thing that all the cool kids have. I'm not one of those. And I find it to be a very uncomfortable ride. But I do love... traditional jeep cherokee i haven't spent a lot of time driving the jeep grand cherokee but i love the jeep cherokee and of course jeep got rid of it uh it was their second best-selling car ever just moronic leadership it's like the old coke guy that wanted to do the new coke and the new diet coke and it was one of their best-selling things you know just moronic and i know there's this great concept of you have to blow it up while it's going good but i don't really buy into that i'd spend time 80 of your time
continue to double down on the things that are going good, and then you could separately deal with this concept of that you're gonna develop other products, new lines, new service lines without blowing up the good stuff. Third, Carvana, it was down 10% the other day. It's recovering about nine, 10% today. It's now trying to get into the new car business too. CarMax did that years ago. That went very poorly. We'll see how it goes for Carvana. Just fascinating. They were down Tuesday a great deal, back up today. They're up 122% over the last 52 weeks. So that's what we've got going on. We've got Tesla, Carvana, Stellantis Jeep. Fascinating to watch what's going on with these big car companies and the market caps and just the business and all those things.
Thank you for listening to the Becker Private Equity and Business Podcast. Thank you very, very much.
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