BMW

3 statements across 1 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jun 27, 2023 by Ben Gilbert · said 32 times in 7 episodes since 2022 · across every show →

Mentions by year

brought up most by Ben Gilbert (12), David Rosenthal (11), Doug DeMuro (9)

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0041.58320222023202420252026episodesmentions per episode
2026 5 mentions in 2 episodes 3 per episode
2025 4 mentions in 1 episode
2023 22 mentions in 3 episodes 7 per episode
2022 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about BMW, oldest first

Jun 27, 2023 neutral
Assertion Supported
Gross Margins Across Automakers: BMW 17%, Porsche 29%, Ferrari 48%
“BMW, as we mentioned, 10 times more units of BMW sold than Porsches are down at 17%. In terms of gross margin, so they really aren't marking up much above their cost of goods in order to ship those cars. Mercedes a little bit better at 23%. Porsche is at 29%, …”
Ben Gilbert Jun 27, 2023 ▶ 2:51:20 Porsche (with Doug DeMuro) · Acquired
Jun 27, 2023 negative
Opinion
Audi Was an Undesirable, Second-Tier Brand Before Ferdinand Piëch's Turnaround
“At that time, Audi was a joke. Audi was not what it is now. Like, now you view Audi as a legitimate competitor to Mercedes and BMW. Back then, it was more like how, Saab would have been treated like it was a absolute second or third tier brand that no one coul…”
Doug DeMuro Jun 27, 2023 ▶ 1:19:53 Porsche (with Doug DeMuro) · Acquired
Jun 27, 2023 neutral
Prediction Not checkable as stated
Porsche Will Weather Downturns Better Than BMW but Worse Than Ferrari
“Like, I think they'll fare better than Mercedes and BMW in a downturn, and, like, way worse than Ferrari.”
Ben Gilbert Jun 27, 2023 ▶ 3:07:27 Porsche (with Doug DeMuro) · Acquired
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