Ford Motor Co at Wolfe Research Global Auto, Auto Tech and Mobility Conference - Fireside Chat Transcript
Welcome to our next fireside chat at the Wolfe Auto and Auto Tech Conference. We're very pleased to be welcoming Ford Motor Company. Jim Farley, the CEO of Ford, has participated in several fireside chats with us over the past few years, and I have to say I've always appreciated his candor and clarity of views on what the company needs to do in order to achieve a sustainable turnaround.
Just 2 years ago at this conference, most of our discussion revolved around 3 key pillars. The first was consolidating around the company's core strengths. The second was cutting costs to achieve strong profitability at that base. And the third was setting up for growth off of that base. In 2020 and 2021, we saw the first 2 elements of that really come together with actions in Europe, South America, India, and now over the past year, we've seen that third part. This is the part that most companies fail to deliver, and that's the growth part of it. And the stock clearly has responded. And I'd like to focus most of our discussion here on the growth
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