The Bear Case for Stellantis
Are the damages irreparable?
The ongoing disruption in the automotive industry, especially through fierce EV competition from China,
isn’t an issue unique to Stellantis. But the company’s problems aren’t only external: high management
turnover, recurring product recalls and quality issues, as well as a fragmented portfolio of legacy brands
further deepen its troubles.
Is the market still underestimating these risks? Or will Stellantis be the next great turnaround story?
Join us for our next event as we discuss our short thesis on Stellantis!
📍Where: Room 01-110, University of St. Gallen
🗓️ When: Wednesday, Nov 26, 2025 at 18.15
📎 Click here to view the presentation
Crazy, Stupid, Bitcoin.
The biggest bubble in human history?
At our first event, we will be talking about the hottest and most polarizing asset of our time: Bitcoin.
Is Bitcoin a revolution? Is it the future? Or will it go down as the biggest financial bubble in human history?
Whether you are bullish or bearish on Bitcoin, join us for an intense discussion of these topics!
📍Where: Room 01-113, University of St. Gallen
🗓️ When: Thursday, Oct 09, 2025 at 18.00
📎 Click here to view the presentation