Wall Street Breakfast
Ford's Capital Markets Day With David Alton Clark - Bullishness Intact
Mon, 22 May 2023
Welcome to Wall Street Lunch, our first afternoon episode! We're discussing Ford's Capital Markets Day with David Alton Clark, who runs the Winter Warrior Investing Group on Seeking Alpha.(0:13) - Ford's (F) Capital Markets Day - bullishness intact (4:00) - Glad Ford didn't raise guidance in last earnings call(5:20) - Jim Farley as CEO - Why David loves him(7:10) - Ford competitors: Tesla, GM and BYD (9:30) - What would turn David bearish on Ford?Show Notes:Subscribe to David Alton Clark's The Winter Warrior InvestorFollow David Alton Clark on Seeking AlphaInvesting Expert episodes with transcripts
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