German carmakers’ business model was based on growing sales in China to subsidize overblown, union-protected structures at home. Guess what: the party is over. Good luck negotiating with the unions and works councils. They still live in a world that no longer exists. https://t.co/AtprU5QiEZ
Original source ↗  |  February 16, 2026 at 14:50 UTC  |  Twitter - @MichaelAArouet

Here are the actionable trade ideas extracted from the provided tweets:

IDEA 1 TICKER: INPST (InPost) DIRECTION: long THESIS: Aberdeen Group believes the buyout offer for InPost undervalues the company, suggesting potential for a higher offer or a market re-evaluation of its intrinsic value. SPEAKER: @business TIMEFRAME: medium-term

IDEA 2 TICKER: ZIM (Zim Integrated Shipping Services) DIRECTION: long (if current price < $35) THESIS: Hapag-Lloyd is acquiring Zim Integrated Shipping Services for $35 per share in cash. An arbitrage opportunity exists if ZIM is trading below this price, expecting the stock to converge to the acquisition price upon deal completion.

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