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Ford Motor Company

FNYSE

13.45

USD
+0.31
(+2.36%)
Market Closed
5.78P/E
8Forward P/E
0.26P/E to S&P500
53.614BMarket CAP
3.81%Div Yield
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Q4inc.

They filed for preliminary prospectus for initial public offering of common shares in May of this year.

If you've never heard of them I encourage you to visit the investors relations page of the following companies and scroll to the very bottom. You'll see a stamp "Powered by Q4 inc." Respective links to the Investor Relations page provided below company names.

  • Amazon

https://ir.aboutamazon.com/overview/default.aspx

  • Apple

https://investor.apple.com/investor-relations/default.aspx#tabs_content--2021

  • Square

https://investors.squareup.com/overview/

  • Ford Motor Company

https://shareholder.ford.com/investors/overview/default.aspx

  • Levi Strauss & Co.

https://investors.levistrauss.com/home/default.aspx

  • Salesforce

https://investor.salesforce.com/overview/default.aspx

And for the true diamond hand apes.

  • AMC

https://investor.amctheatres.com/corporate-overview/?_ga=2.259148938.1669291733.1625008761-1844648026.1625008760

  • Virgin Galactic

https://investors.virgingalactic.com/overview/default.aspx

This list is not exhaustive. Only listed a few of their over 2,000 customers world wide.

If you'd like to read more into them, a link is provided below.

https://www.q4inc.com/company/about-us/default.aspx

Get ready friends for another interesting investment opportunity, and let me know what you think.

This is the way.

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> How??? Long term, you can only believe this if you think Tesla is going to have an absolute monopoly on the market, which is definitely not going to happen.

You don't need a monopoly. Take your favorite company. Any company not named Tesla. They launch a new product and total revenue goes up to nearly 9x. Stock literally doesn't budge at all. How would you look at that situation?

This is literally what happened to Tesla. The Model 3 made them a $25B per year company and the stock stayed at ~$200 for most of last year.

> And if the market for EV’s is so large in the future do you really believe well established, profitable companies aren’t going to put much more resources into expanding their EV’s to steal market share?

Can they? There's now a race on for car companies to electrify their lineups. But not everybody has battery supply. Not everybody has their own hardware. Read this article about a Nikkei teardown that finds Tesla custom silicon is 6 years ahead of Toyota and Volkswagen:

https://asia.nikkei.com/Business/Automobiles/Tesla-teardown-finds-electronics-6-years-ahead-of-Toyota-and-VW2

And then there's battery supply. Their Gigafactory in Nevada literally doubled the world's supply of Li-Ion batteries.

https://www.motor1.com/news/73568/tesla-gigafactory-opens-expected-to-double-global-lithium-ion-battery-production/

That is what it took to get the cost reduction needed to make the Model 3 cost competitive. Other companies are now building their own factories. But they are years in behind. In Europe, there's a literal panic that the German auto sector might not survive the transition to electric. So the EU is pumping billions in government subsidies to build these factories.

https://www.reuters.com/article/us-eu-batteries-idUSKBN1YD0WJ

But it's not like Tesla hasn't anticipated any of this. They have literally bought out every company that helped them developed their highly automated line, specialized tooling and specific capabilities.

https://www.crunchbase.com/search/acquisitions/field/organizations/num_acquisitions/tesla-motors

Several of these companies had multiple other automakers as clients. Tesla forced them to drop those clients after the acquisition.

https://electrek.co/2017/04/08/tesla-model-3-production-advanced-automation/

Competition is coming though. And I think Volkswagen and Rivian will be the ones to really give Tesla a run for its money. The question is whether we end up with an Apple situation where Tesla has a smaller marketshare but a higher profits share. I think this what most longs are hoping for. No idea if they'll be right or wrong on this.

As for profits at the other automakers..... Look at the losses and depressed profits in a booming economy:

https://www.detroitnews.com/story/business/autos/ford/2020/02/04/ford-earnings-fourth-quarter-2019/4626722002/

https://www.reuters.com/article/us-nissan-results-idUSKBN1XM0XB https://www.cnbc.com/2020/02/05/general-motors-gm-earnings-q4-2019.html

https://www.reuters.com/article/us-honda-results-idUSKBN1XI0LX

So how do they compete with falling profits that they have to pay to shareholders just as they need to spend massive amounts of capital to transition to a whole new business model? Some of these companies won't survive the transition. Or will be very much diminished. Like Nokia, RIM, Palm and Sony-Ericsson after the iPhone and Android.

> And don’t even try to handwave criticism away with the ‘BuT tHeIr A tEcH cOmPaNy.’ Most vehicle manufacturers do more than just sell cars. By Tesla fanboys definition, virtually everyone is a tech company.

Something like half of Tesla's employees are employed in software. At a traditional automaker it's in the single digit percentages of the workforce. Make of that anecdote what you will. But I don't think the traditional automakers realized how much the game has changed till about a year or two. And now they are all in a panic to emulate the same model.

The traditional auromakers have now seem three years of declining sales. There's talk that we have hit peak car. Another year of decline would confirm that. The only segment that is growing is electrics and with the exception of Volkswagen, other automakers until recently were still thinking the transition was decades away.

Here's Toyota in 2017 saying they had until 2040-2050:

https://insideevs.com/news/336639/toyota-exec-says-internal-combustion-engine-will-be-dead-in-2050/

Here's Toyota in 2019 pledging to electrify their entire lineup by 2025:

https://www.reuters.com/article/us-toyota-electric-idUSKCN1T806X

But because Toyota never took electrification seriously, they never secured the battery supply to fully electrify. So most of their models will be plug-in hybrids. This is Toyota trying to survive the transition. There's plenty of other examples.

> Tesla fanboys need to get real.

I've already mentioned elsewhere that I don't trade TSLA because it's too volatile for me. But I try and understand both the long and short thesis on the stock.

I do look for value opportunities to invest in the coming tech disruption of transport and energy. If you haven't seen any of Tony Seba's presentations, highly recommend this one:

https://youtu.be/y916mxoio0E

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|Company|Symbol|Price|Change|Change%|Analytics| |:--|:--|:--|:--|:--|:--| |Ford Motor Company|F|11.10|-0.18|-1.55| HOVER: More Info |Vanguard Div Appreciation ETF -|VIG|93.46|-0.23|-0.25| HOVER: More Info |Apple Inc.|AAPL|153.33|+0.59|0.39| HOVER: More Info |Microsoft Corporation|MSFT|74.14|-0.05|-0.07| HOVER: More Info |SPDR S&P 500|SPY|247.49|+0.07|0.03| HOVER: More Info |Vanguard S&P 500 ETF|VOO|227.33|+0.10|0.04| HOVER: More Info |Wal-Mart Stores, Inc.|WMT|78.43|-0.09|-0.11| HOVER: More Info |Alphabet Inc.|GOOG|946.06|-4.64|-0.49| HOVER: More Info |PowerShares QQQ Trust, Series 1|QQQ|144.70|+0.30|0.21| HOVER: More Info |Nokia Corporation Sponsored Ame|NOK|6.16|+0.01|0.08| HOVER: More Info

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|Company|Symbol|Price|Change|Change%|Analytics| |:--|:--|:--|:--|:--|:--| |Ford Motor Company Common Stock|F|10.93|+0.07|0.60| HOVER: More Info |Apple Inc.|AAPL|153.61|-0.26|-0.17| HOVER: More Info

^^Quotr ^^Bot ^^v1.0 ^^by ^^spookyyz

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|Company|Symbol|Price|Change|Change%|Analytics| |:--|:--|:--|:--|:--|:--| |Facebook, Inc.|FB|133.53|-0.31|-0.23| HOVER: More Info |Walt Disney Company (The)|DIS|110.06|-0.65|-0.59| HOVER: More Info |Visa Inc.|V|87.46|+0.05|0.06| HOVER: More Info |Netflix, Inc.|NFLX|142.22|+0.21|0.15| HOVER: More Info |Ford Motor Company|F|12.58|+0.04|0.32| HOVER: More Info |Apple Inc.|AAPL|135.72|+0.38|0.28| HOVER: More Info |Alphabet Inc.|GOOG|828.07|+3.91|0.47| HOVER: More Info |Alcoa Corporation|AA|36.21|-0.25|-0.69| HOVER: More Info |American Express Company|AXP|79.71|+0.24|0.30| HOVER: More Info |Starbucks Corporation|SBUX|57.35|+0.62|1.09| HOVER: More Info

^^Quotr ^^Bot ^^v1.0 ^^by ^^spookyyz

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|Company|Symbol|Price|Change|Change%|Analytics| |:--|:--|:--|:--|:--|:--| |Apple Inc.|AAPL|110.10|-1.02|-0.92| HOVER: More Info |Ford Motor Company Common Stock|F|12.77|-0.03|-0.27| HOVER: More Info

^^Quotr ^^Bot ^^v1.0 ^^by ^^spookyyz

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|Company|Symbol|Price|Change|Change%|Analytics| |:--|:--|:--|:--|:--|:--| |Apple Inc.|AAPL|111.12|+1.13|1.03| HOVER: More Info |Ford Motor Company Common Stock|F|12.80|-0.31|-2.33| HOVER: More Info |Tesla Motors, Inc.|TSLA|246.99|+9.40|3.96| HOVER: More Info |Alphabet Inc.|GOOG|745.29|-4.62|-0.62| HOVER: More Info

^^Quotr ^^Bot ^^v1.0 ^^by ^^spookyyz

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| AAPL | GOOGL | TSLA | MSFT | F | | ---|---|---|---|--- | | [Apple Inc.](http://finance.yahoo.com/q?s=AAPL, GOOGL, TSLA, MSFT, F) | [Alphabet Inc.](http://finance.yahoo.com/q?s=AAPL, GOOGL, TSLA, MSFT, F) | [Tesla Motors, Inc.](http://finance.yahoo.com/q?s=AAPL, GOOGL, TSLA, MSFT, F) | [Microsoft Corporation](http://finance.yahoo.com/q?s=AAPL, GOOGL, TSLA, MSFT, F) | [Ford Motor Company Common Stock](http://finance.yahoo.com/q?s=AAPL, GOOGL, TSLA, MSFT, F) | | $110.03 ^-1.31 ^(-1.18%) | $775.21 ^-1.38 ^(-0.18%) | $233.58 ^-0.93 ^(-0.40%) | $55.71 ^-0.42 ^(-0.75%) | $14.00 ^-0.36 ^(-2.51%) | | ^^as ^^of ^^Dec ^^17, ^^12:13PM ^^EST | ^^as ^^of ^^Dec ^^17, ^^12:13PM ^^EST | ^^as ^^of ^^Dec ^^17, ^^12:13PM ^^EST | ^^as ^^of ^^Dec ^^17, ^^12:13PM ^^EST | ^^as ^^of ^^Dec ^^17, ^^12:13PM ^^EST |

^(Quotr Bot v0.2 created by /u/spookyyz ) ^|| ^(Feel free to message me with any ideas or problems)

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| AAPL | GOOGL | TSLA | MSFT | F | | ---|---|---|---|--- | | [Apple Inc.](http://finance.yahoo.com/q?s=AAPL, GOOGL, TSLA, MSFT, F) | [Alphabet Inc.](http://finance.yahoo.com/q?s=AAPL, GOOGL, TSLA, MSFT, F) | [Tesla Motors, Inc.](http://finance.yahoo.com/q?s=AAPL, GOOGL, TSLA, MSFT, F) | [Microsoft Corporation](http://finance.yahoo.com/q?s=AAPL, GOOGL, TSLA, MSFT, F) | [Ford Motor Company Common Stock](http://finance.yahoo.com/q?s=AAPL, GOOGL, TSLA, MSFT, F) | | $110.05 ^-1.29 ^(-1.16%) | $775.66 ^-0.93 ^(-0.12%) | $233.73 ^-0.78 ^(-0.33%) | $55.69 ^-0.44 ^(-0.77%) | $14.03 ^-0.33 ^(-2.30%) | | ^^as ^^of ^^Dec ^^17, ^^12:12PM ^^EST | ^^as ^^of ^^Dec ^^17, ^^12:12PM ^^EST | ^^as ^^of ^^Dec ^^17, ^^12:12PM ^^EST | ^^as ^^of ^^Dec ^^17, ^^12:12PM ^^EST | ^^as ^^of ^^Dec ^^17, ^^12:11PM ^^EST |

^(Quotr Bot v0.2 created by /u/spookyyz ) ^|| ^(Feel free to message me with any ideas or problems)

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Recent Tweets
CNBS continue to go to commercial with tease about how much $TSLA is down today and commenting about demand issues. Meanwhile $F and $GM are still both down more than 5% and no mention. While TSLA is now down only 1.5%. 🤡🤡🤡🤡 Congrats @CNBC on your continued clowning! https://t.co/qVNWxofaUq
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Buying a Car? Elon's Got a Deal for You. Buying a Stock? Well, Read On @TheStreet $TSLA $RIVN $GM $F https://t.co/oCvaaqEJL8
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Biased, much, @YahooNews ? $gm down 4%, $f down 6%, but $TSLA down 2% “sinks.” https://t.co/kmdCzFWybc
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$TSLA reducing prices is very BAD news for the incumbent automakers. $F, $GM, and others were already losing money hand-over-fist in their EV segment. $TSLA just accelerated their demise. Long @Tesla #StockMarket
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The $F Ford guys do know that 5% dividend is going away right? Bookmark it. https://t.co/AgA46Ee8IA
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Tesla is profitable at a time when key U.S. rivals are losing money on each EV they sell. $TSLA $F $GM $RIVN https://t.co/98x0GLyvHF via @WSJ
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$F $GM $TSLA While a few anal ysts may reduce their Tesla #s it’s all the other automakers that will be doing the bleeding. I wouldn’t be surprised to see TSLA turn green like it did after the drop from when China cut prices. https://t.co/xNFt3J5da7
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Why are $gm and $f down so much today? 🤫🤫🤫🤫 $tsla
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This Morning: $GM -5.7% $F -6.48% $TSLA -5.9%
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Other auto stocks down 3-4% pre-mkt. $TSLA -5-6%. But who wins in scenario with $TSLA cutting EV prices by 6-20%? - EVs become cheaper, accelerating EV adoption - Brings IRA certainty to $7,500 EV credit on TSLA 3/Y trims - As in China, price cut brings in huge TSLA orders $GM $F
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$f~WCO5 about the blackd dog adnd hisw owner, #射屏 #聊骚 https://t.co/SbUEg4mLXF
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Jim Farley & $F seeing the news about #Tesla’s HUGE price cuts on all models. $TSLA #ModelY LR: $52,990 from $65,990 ⬇️19.7% #ModelY Perf: $56,990 from $69,990 ⬇️18.6% This eats a big chunk of #MachE & massive #s of ICE sales Plus tax incentive for LR! Pricing power 💪💪💪 https://t.co/KE8o7wzCwX
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#ShortFord $F we now have 3 Factors that are signaling go #short Ford 😁
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SCOOP: @Ford to partner with LG Energy Solution on a new battery plant in Turkey, dropping a deal with SK On, in a move to diversify its battery suppliers. $F @eckldorna @joshgallu @ElisBehrmann https://t.co/7AUPjQCZOn via @business
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PLUGGED-IN🔌: @Ford’s electric vehicle sales more than doubled last year in the US, fortifying its standing as No. 2 in the EV race behind @Tesla. Hot sellers included the #F150Lightning & the #MustangMachE💡 $F @RickClough @decodethefirm https://t.co/8LfUn4xIwz via @technology
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Ford’s total market share for the year gains 0.7 percentage points over the 2021 calendar year with the rollout of new electric vehicles and SUVs. $F #Ford https://t.co/ofGJZk4i5X https://t.co/MXj9tqCKkl
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