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Volkswagen:Position Changes: Difference between revisions
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* Volkswagen is in a transition towards renewable energy which costs a lot of money. I am unsure when Free Cash Flows will improve again. | * Volkswagen is in a transition towards renewable energy which costs a lot of money. I am unsure when Free Cash Flows will improve again. | ||
* Revenue and operating margins in 2022 have missed targets. Likely caused by a (temporarily) weaker China. <ref>https://discord.com/channels/978370501237932092/1012303584446136380/1072614601285435412</ref> | * Revenue and operating margins in 2022 have missed targets. Likely caused by a (temporarily) weaker China. <ref>https://discord.com/channels/978370501237932092/1012303584446136380/1072614601285435412</ref> | ||
* There has been a special dividend of 19,06 EUR per share | * There has been a special dividend of 19,06 EUR per share. Taking it into account the stock is up approx. 15% from our average buy level. | ||