tags: [potential/long, thesis/luxury, thesis/ev-transition, analyst/ben-graham, date/2023-04-14] ...

This is interesting. It says that MB is focussing on its luxury brands and winding down its more mid-market segment. It also argues that MB has done a great job in developing its EV offering, and has cracked many of the technical and engineering problems of producing a Tesla-killer

https://arcadianow.substack.com/p/acorn-ben-grahams-electric-car