Another Take Volkswagen

u/shivabharatam · Reddit — r/ValueInvesting · September 08, 2026 at 10:13 · ⬆ 16 pts · 💬 54 comments  | View on Reddit ↗
AI Summary

Summary

  • Author highlights VW’s large balance sheet total (€660B) vs. low market cap (~€40B) and concludes the business is massively undervalued.
  • Thesis is based purely on asset scale, not on profitability, liabilities, or competitive position; author says he bought more shares.
  • Quality assessment: Noise / low-effort speculation, not well-researched DD.
Score 16
Comments 54
Upvote % 64%
Ideas
u/shivabharatam Reddit r/ValueInvesting
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.
VWAGY LOW
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This Reddit post, published September 08, 2026, features u/shivabharatam discussing VWAGY. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/shivabharatam  · Tickers: VWAGY