Calls
1
u/shivabharatam
Reddit r/ValueInvesting
Win Rate
0.0%
return
-3.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 08
$9.65
-3.0%
VW has reported total assets near €660B but a market cap around €40B. The asset base implies potential hidden value if markets ignore parts of the business. Asset-heavy value play based on a buy-the-balance-sheet thesis. Total assets include VW Financial Services with offsetting liabilities; structural China weakness, low margins, 620k employees, and German labor costs could destroy value.
VW has reported total assets near €660B but a market cap around €40B. The asset base implies potential hidden value if markets ignore parts of the business. Asset-heavy value play based on a buy-the-balance-sheet thesis. Total assets include VW Financial Services with offsetting liabilities; structural China weakness, low margins, 620k employees, and German labor costs could destroy value.
Autos & EV
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u/shivabharatam has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: VWAGY.
