I own some ford stock, and hope your analysis is spot on. all of the old-school car companies have a lot of internal combustion engine baggage, and a deep-rooted resistance to the change needed to change transportation.
Every time I see Ford do something really positive, the market does not react well, because their past has not been so innovative (since the pony car of the 60's). A mustang convertible on a Tesla-like chassis? I would love to own it...
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