TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’Malley
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 593 Ratings
🗓️ 4 May 2025
⏱️ 77 minutes
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| 0:00.0 | Like you said, Mercedes is like probably a company with the best history that you can have |
| 0:04.5 | because I'm sure many iconic carmakers have an interesting backstory to it, but only one can say |
| 0:11.7 | that they invented the automobile. And Mercedes-Benz can. They are that one company. And that's |
| 0:17.5 | so he goes back to 1886 when Carl Benz patented what's today widely considered |
| 0:24.0 | the first gasoline powered car. |
| 0:26.7 | And it's called, and I will say it in German now, because I have to play my homebuyers |
| 0:30.0 | here, Benz Patent Motorwagen. |
| 0:33.0 | The next two names I would drop are Daimler and Maybach. |
| 0:36.2 | Both of them were German engineers, kind of at the same time as Carl Bands, but they invented |
| 0:42.7 | their own engine separately from Carl Bens. |
| 0:45.8 | And it was only about 40 years later that they merged those companies together, and then |
| 0:51.1 | what you had was the Daimler Motoren, Gesheaschast and Bens. And later on, that |
| 0:56.4 | company turned into Mercedes-Benz, which is the company we're talking about today. |
| 1:04.0 | Hey guys. Today, my co-host, Daniel Manka, is back with another company pitch for our intrinsic value portfolio, |
| 1:11.7 | which is a portfolio of stocks we're building overtime on this show each week by breaking down |
| 1:16.7 | a wide range of different companies. And recently, we discussed names like Nintendo, Nike, Uber, |
| 1:22.2 | and Montclair. Today, Daniel, you will pitch a company whose logo has become a symbol of luxury and |
| 1:28.1 | engineering excellence across the globe. And yet, many fear still that this brand will have |
| 1:32.9 | a hard time battling international competition, specifically Chinese competition. |
| 1:37.6 | About further ado, that company is Mercedes-Benz. And before recording, we talked a little bit |
| 1:41.7 | about the differences in how car companies are perceived in the U.S. and Germany and how there are some brands that are more popular here than in Germany and vice versa. |
| 1:50.0 | But of course, Mercedes-Benz is popular across the world. |
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