Fiat Chrysler
Discussed in 3 interviews, pitched by students once.
Student pitches
-
Spring 2015
Long Fiat Chrysler
By Brandon Cohen, Christopher Crawford and Tyler Boone
Fiat Chrysler earns nothing from Fiat or Chrysler. Ferrari, Jeep, Ram and Maserati alone are worth more than the market cap.
Interviews
-
Fall 2018
Scott Miller
Greenhaven Road Capital
Scott ran businesses before starting Greenhaven Road in 2011. He talks about autonomous vehicles, sizing, and Etsy, TripAdvisor, Fiat Chrysler and Scheid Vineyards, a family wine company whose land is worth twice the share price.
Small capsSpecial situationsPortfolio construction -
Spring 2016
Adam Wyden
ADW Capital
A fund started in 2011 by a 2010 CBS grad. Adam covers IDT and Howard Jonas, Ferrari, and why he found Fiat even more interesting.
Special situationsInternationalSmall caps -
Fall 2013
Guy Spier
Aquamarine Capital
Guy on going from Oxford and investment banking to managing money for friends and family, using checklists, cloning Mohnish Pabrai, his lunch with Buffett, and his position in Fiat.
Career advicePortfolio construction