In episode 4 of the Analyst series, we speak with Arndt Ellinghorst, whose career across equity research had him recognized as Europe’s top auto analyst. Arndt has long been an expert source on VW, Daimler and BMW. When he switched industries last year, the Financial Times published what could almost be called a eulogy, where Joe Miller described Arndt’s departure from research as leaving deadline-bound journalists bereft.
Arndt talks about the research industry, how US, European and Japanese markets differ, the role shareholder activism has played in transforming companies, and his views of the biggest risks & opportunities for European carmakers. A little something special, too - Arndt’s a bit of a race car driver and we talk about his vintage Porsches at Le Mans.
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