Swamy Kotagiri

CEO, Magna International
· tracked since Feb 2026
Calls 1 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
MGA long +6.2%
Worst Calls
No live losers yet
Most Mentioned
MGA ×2
Recent Calls
MGA long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 100%
Average Return +6.2% Long Return +6.2% Short Return -
Average Return
7d -5.1%
30d -16.7%
90d +3.4%
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Long
Feb 26
$64.15
+6.2%
Magna reported a strong Q4 and has seen margin expansion for three consecutive years despite flat auto production. Magna is "powertrain agnostic." Whether the market shifts to EVs, Hybrids, or stays ICE, Magna supplies the components (seats, mirrors, drive systems) for all. They are insulated from the specific "EV vs. Gas" brand wars. LONG. A picks-and-shovels play on the auto industry. Global auto production recession.
Magna reported a strong Q4 and has seen margin expansion for three consecutive years despite flat auto production. Magna is "powertrain agnostic." Whether the market shifts to EVs, Hybrids, or stays ICE, Magna supplies the components (seats, mirrors, drive systems) for all. They are insulated from the specific "EV vs. Gas" brand wars. LONG. A picks-and-shovels play on the auto industry. Global auto production recession.
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