General Motors

3 statements across 3 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Oct 30, 2023 by Charlie Munger · said 37 times in 18 episodes since 2021 · across every show →

Mentions by year

brought up most by David Rosenthal (22), Ben Gilbert (7), David Senra (3), Charlie Munger (2), Michael Mauboussin (1), Doug DeMuro (1), Brad Gerstner (1)

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2026 8 mentions in 3 episodes 3 per episode

Ferrari: What happens when you staple a luxury brand to a sports team? (Audio) · Acquired Apr 14, 2026 · 4 mentions · from 2:24:11
Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired Mar 5, 2026 · 3 mentions · from 3:35:07
Vanguard: The communist capitalist who saved investors a trillion dollars (Audio) · Acquired May 18, 2026 · 1 mention · from 1:30
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2025 3 mentions in 3 episodes 1 per episode

10 Years of Acquired (with Michael Lewis) · Acquired Dec 15, 2025 · 1 mention · from 2:20:48
Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired Oct 27, 2025 · 1 mention · from 3:13:26
TSMC · Acquired Jan 21, 2025 · 1 mention · from 2:03:59
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2024 5 mentions in 3 episodes 2 per episode

Mars Inc. - The Chocolate Story (Audio) · Acquired Dec 16, 2024 · 2 mentions · from 56:10
Meta (Audio) · Acquired Oct 28, 2024 · 2 mentions · from 3:40:44
Renaissance Technologies (Audio) · Acquired Mar 18, 2024 · 1 mention · from 2:26:19
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2023 10 mentions in 4 episodes 3 per episode

Lockheed Martin (Audio) · Acquired May 30, 2023 · 4 mentions · from 7:07
Sessions: David Senra (Founders Podcast) · Acquired Mar 29, 2023 · 3 mentions · from 1:03:48
Charlie Munger (Audio) · Acquired Oct 30, 2023 · 2 mentions · from 1:01:41
Doug Demuro on Analyzing the Car Industry, Creator-Led Businesses, and Porsche Follow Up (Raw Video) · Acquired Sep 20, 2023 · 1 mention · from 1:09:33
every mention in 2023, scene by scene →

2022 10 mentions in 4 episodes 3 per episode

Benchmark Part I · Acquired Sep 28, 2022 · 6 mentions · from 23:46
Altimeter (with Brad Gerstner) · Acquired Mar 15, 2022 · 2 mentions · from 6:57
Enron · Acquired Nov 29, 2022 · 1 mention · from 2:29:37
Nvidia: The GPU Company (1993-2006) · Acquired Mar 28, 2022 · 1 mention · from 1:42:30
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2021 1 mention in 1 episode

Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More · Acquired Oct 5, 2021 · 1 mention · from 1:29:59
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every mention, scene by scene, with the transcript →

Everything said about General Motors, oldest first

Oct 30, 2023 bearish

Opinion

Munger says General Motors went to hell one contract at a time

“In its heyday, General Motors was a great company. It just gradually went to hell one contract at a time.”

Charlie Munger Oct 30, 2023 ▶ 1:01:41 Charlie Munger (Audio) · Acquired

Oct 28, 2024 neutral

Assertion Supported

Rosenthal: Facebook IPO raised $16B at $104B cap, ranking third all-time

“They raise sixteen billion dollars at a one hundred and four billion dollar market cap, making it, I think, the third largest IPO of all time at that point behind Visa and, ironically, General Motors coming out of the bankruptcy during 2008.”

David Rosenthal Oct 28, 2024 ▶ 3:41:25 Meta (Audio) · Acquired

Apr 14, 2026 positive

Assertion Supported

Marchionne negotiated GM paying $2 billion to terminate Fiat partnership

“Sergio gets them Out of the partnership and engineers GM paying two billion dollars to Fiat in order to end the partnership.”

David Rosenthal Apr 14, 2026 ▶ 2:24:17 Ferrari: What happens when you staple a luxury brand to a sports team? (Audio) · Acquired

General Motors

Mentions by year

Everything said about General Motors, oldest first

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