auto OEMs

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 6, 2026 by Pat Dorsey · across every show →

Everything said about auto OEMs, oldest first

Jul 6, 2026 bearish
Opinion
Dorsey: Utilities, Energy, Life Insurance, and Auto Parts Are Structurally Bad Businesses
“Utilities and oil and gas and life insurance and auto parts and auto OEMs, which are all not good businesses.”
Pat Dorsey Jul 6, 2026 ▶ 42:25 Moat Investing Nuances – Pat Dorsey (EP.509)
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