Peugeot (PSA) is going through a tough transition. The company is facing an European declining market and its heavy dependence on this market has been a drag on the company profits. This way, the company decided to revamp its current management team and brought the Portuguese Carlos Tavares (ex-COO at Renault) to turnaround the company. … Read More Peugeot: The Making Of A Turnaround
In my most recent article for Seeking Alpha, I discuss the Lean production system approach adopted by Ford, the future income tax rate and the current valuation levels: Summary Ford has partially executed a successful turnaround based on lean production principles. The operating business has improved a lot and the current shareholder has an increased margin… Read More Ford: Where is the upside?