Ford Motor Co Fireside Chat Hosted by Wolfe Research Transcript
Okay. Well, thanks, everybody, for joining us this morning for our meeting with Ford. The timing of this meeting, I think, is really great. Ford reported their second quarter earnings on Wednesday of last week, and we thought the numbers were quite good. And based on the stock's reaction, it's clear that many of you agreed.
Part of that performance was, of course, the industry price environment, but it was also very clear that Ford is making very good progress in addressing the challenges that they've had over the past few years in South America, Europe and China. We also saw some very good progress in warranty. And most importantly, we were encouraged by the momentum that we're starting to see in terms of electrification and digital initiatives. And these are the kinds of things we think that could set the stage for significant growth. And that last point is mostly what I'd like to focus on this morning during our fireside chat because that's really the opportunity for value creation.
So this morning, we're very fortunate
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