How Value Investing with Sven Carlin, Ph.D.’s view on $MBGYY changed

2026-09-16Bearish
“I looked at the top 12 Car Stocks! Which is the BEST BUY?”
Mercedes lacks a moat due to excessive capex on new tech; current 7% yield is risky and likely to be cut in a downturn.

Similarly, Mercedes,

Now, are European better with 7% dividend yields? Let me first say that I agree with Trump on this. This is the bonds overview from Mercedes. Look at the coupon prices that they have issued that over time.

On average, what would that be? 1%. And there are many older bonds at 01. So, this is crazy. European subsidies where then you have the financing arms that take money from the ECB at practically zero charge 4% and sell their cars like that which is crazy.