David Garrity
David Garrity
admittedly cases company eventually execution large
There are cases where the execution could be admittedly flawed. But, for a company as large as Ford, this is not to say that they won't eventually succeed.
auto beaten business fact federal growth interest landing looks next obviously percent raising rates recovery reserve share situation soft stocks
The fact that the Federal Reserve looks like they're out of the way, out of the business of raising interest rates for probably at least the next six-to-nine months, we look like we're going to have a soft landing in the economy, probably 4 percent GDP growth the next year. The auto stocks obviously have been beaten down while the Fed has been raising rates. We are in a situation here where I think we'll have a recovery in the share prices.
certainly information
They are certainly demonstrating a hyper-sensitivity to what information they do disclose.
business ford players truck
Historically, Ford and Navistar have been the No. 1 and No. 2 players in the medium-duty truck business. This is just a consolidation of the industry.
baton company credit gm hopefully internet move next passed rick seeing
I give Rick credit to try to move GM as an organization more at Internet speed. We're seeing the baton being passed from one person who made a significant contribution to someone on the same team, who is going to take the company hopefully to the next level.
carries existing microsoft process product recreate risk
What Microsoft has to do, arguably, is find way to recreate itself. And unfortunately this process of recreation, if you will, potentially carries the risk with it of cannibalizing Microsoft's existing product offering.
buy capital compelling investors large reason regardless shares since split
There is no compelling reason for a split since large institutional investors have the capital to buy shares regardless of the price.
arrows ask die might question true
I have to give them credit. They are pioneers but are they leaders? And one might want to ask the question that isn't it true that pioneers die with arrows in their backs?
amazon becomes business expensive investing investors order tomorrow wait
Investing in their business in order to put in place an infrastructure of the Amazon of tomorrow is becoming, increasingly, an expensive proposition. And it becomes painful, if you will, for investors to wait for that to happen.
becoming companies compliance environment operating pool volumes
In an environment where operating volumes are down and regulatory compliance is becoming more strict, it doesn't make sense for two companies to pool resources.
affect market plans sufficient
They have put in place contingency plans for the year. They have sufficient inventories to not have it affect their market share.
argue both certainly demand luxury successful utility vehicles
Certainly you can argue they have been successful on both fronts. And the demand for luxury sport utility vehicles is increasing.
cultural microsoft quite standpoint thinking
I do think from a cultural standpoint that Microsoft is not yet quite thinking in the way that they need to competitively.
argue company management path private public run similar themselves
I don't think they are going to split. Management has indicated that while they are a public company, they would like to run themselves as if they were a private company and you could argue that's a similar path as Berkshire.