Porsche SE

(Full access for Members only)

Image: Max Earey / Shutterstock.com

Porsche SE Report

28 January 2019

What readers said about this report

I always try to get a deep understanding of each opportunity. This 72-page report is probably the most in-depth research currently available about the history, present and future of Volkswagen. It should also make for fun, interesting reading!

Lowest valuation since 2008

Relatively to its earnings, shares of Volkswagen are trading as low as they last traded during the height of the financial crisis. Remarkably, Volkswagen's earnings are very likely to increase further during the coming years, because of massive cost savings implemented at Volkswagen by BMW's former no.1 cost-slasher.

"Will electric vehicles put Volkswagen out of business?"

That's the question investors have recently been asking. As if the 'Dieselgate' scandal wasn't enough for the company to deal with, it also had to face up to other challenging changes in the automobile industry. Will Volkswagen be up to it? I've come to some surprising conclusions and explain them in detail.

Why Porsche SE equals Volkswagen (with a discount)

Porsche SE is a publicly listed holding company that controls 52.2% of Volkswagen's voting stock. Instead of buying Volkswagen shares directly at the current market price, you can (indirectly) buy Volkswagen shares for an even lower price if you purchase shares of Porsche SE. Will this holding discount persist? I doubt it, and I'll let you know why.

Another case for bottom-fishing

I have been in the market long enough to have witnessed not one or two, but three distinct, long-lasting upward cycles of Volkswagen shares. In my view, now is the time to prepare yourself for Volkswagen's next great cycle – best done by buying into Porsche SE!

Not a Member yet? Sign up for a Membership.
Already a Member? Log into your account to download the report.

History

As far back as the 1930s, Volkswagen was closely tied to the Porsche family.

Present

What if you were able to – effectively – buy the Volkswagen automobile brand for free?

Future

Volkswagen's beginning new mega-cycle is a huge opportunity for investors, which will start to become apparent during 2019.

|  What readers said about this report

Chang L. E.
October 2020

I have just finished reading your first VW and Porsche report which is fascinating.

l  Report updates

Not a Member yet? Sign up for a Membership.
Already a Member? Log into your account to download the report updates.

7 April 2021

Report Update (PDF - 0.4MB)

3 March 2021

Report Update (PDF - 0.9MB)

19 February 2021

Report Update (PDF - 0.9MB)

28 July 2020

Report Update (PDF - 0.6MB)

7 August 2019

Report Update (PDF - 0.4MB)

20 March 2019

Report Update (PDF - 0.1MB)

Most recent

Latest reports (for Members only)

A crisis investing opportunity par excellence

A crisis investing opportunity par excellence

This company is one of the smartest ways of betting on a turnaround of Argentina's fortune, if you like to take a contrarian stance.
A compounder gem for the "Experience Economy" menu

A compounder gem for the "Experience Economy"

For those seeking to benefit from the world reopening for business, this experiential travel company could be a clever investment for 2021.

THE electronic payment company from Israel

THE electronic payment company from Israel

Longer term, this debt-free, cash-rich Israeli tech company could turn into a "compounder stock", just like Visa or Mastercard.