General Motors
also referred to as: gm
9 statements across 9 episodes · 0 bullish · 4 bearish · 9 people on the record · first statement Mar 19, 2018 by Wayne Wicker · said 43 times in 27 episodes since 2018 · across every show →
Mentions by year
brought up most by Richard Tedlow (7), Jonathan Lewinsohn (6), Rick Selvala (3), Josh Wolfe (3), Jeremy Grantham (2), Wayne Wicker (1), Tony Davis (1), Tim Sullivan (1)
tap a year for its mentions
2026 4 mentions in 3 episodes 1 per episode
2025 1 mention in 1 episode
2024 5 mentions in 5 episodes 1 per episode
- Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417)
- Scott Bessent - Macro Maven (EP.415)
- Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
- Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
- every mention in 2024, scene by scene →
2022 2 mentions in 2 episodes 1 per episode
2021 16 mentions in 5 episodes 3 per episode
- Richard Tedlow - Charismatic Business Leadership (Capital Allocators, EP.222)
- Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
- Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195)
- Collette Chilton – Humility and Loyalty at Williams College (Capital Allocators, EP.174)
- every mention in 2021, scene by scene →
2020 4 mentions in 4 episodes 1 per episode
- Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
- Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22)
- Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
- Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
- every mention in 2020, scene by scene →
2019 2 mentions in 2 episodes 1 per episode
2018 9 mentions in 5 episodes 2 per episode
- Rick Selvala - Harvesting Volatility (Capital Allocators, EP.41)
- Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
- Charley Ellis - Indexing and Its Alternatives (EP.62)
- Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- Wayne Wicker - Managing for Millions who Matter (Capital Allocators, EP.44)
- every mention in 2018, scene by scene →
Everything said about General Motors, oldest first
Mar 19, 2018
Aug 20, 2018 negative
Lux Capital passed on Cruise at $80M pre before GM's $1B acquisition
“The story which I tell publicly is about cruise automation. We offered them a twenty million dollar financing at a forty million pre, and they wanted eighty million pre money, and we thought that was absurd and too high. In the course of diligence, we introduc…”
Jun 29, 2020 neutral
Aug 5, 2021 neutral
Lewinsohn: Corporate CEOs have inherent long bias that limits forecasting objectivity
“If I want to know maybe about auto technology, obviously she's the one to talk to, but she's long. That's the only way. And that creates a bias because if you own a company, if you manage a company, you think it's going to do well.”
Oct 4, 2021 negative
Feb 19, 2024 neutral
Mauboussin: GM and GE remain top 20 lifetime wealth creators
“For example, you think about the leaderboard, the top 20 greatest wealth creators of all times, and it would include some suspects you would guess, which would be Apple and Microsoft and Amazon and Alphabet and so forth, but it also includes things you might n…”
Jul 14, 2025 negative
Sullivan: Parachuting former Fortune 500 CEOs into small buyout boards fails
“I think one thing we learned pretty quickly was not straightforward to bring in a guy who'd been a successful CEO at a big Fortune 500 company and have him parachute into an LBO situation as a board member or operating partner. You had to find people with the …”
Mar 2, 2026 negative
Baker: Long growth and short value pairs create levered factor risk
“You can't be long a stock like GM and be short Tesla. From a quantitative perspective, that makes no sense. If you're long growth and short value, that's equally painful. If you're long value and short growth, that means you're just levered value. If you're lo…”