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!

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