Skip to content

General Motors Company

GM position long Edgar Wachenheim III

Thesis

Edgar Wachenheim III discussed General Motors as an example of contrarian thinking, implying he sees value in the company despite market skepticism.

Did it work?

inconclusive confidence: low

The pitch is a general contrarian-value sentiment on GM with no stated catalyst, price target, or time horizon, and neither price performance nor elapsed time is available. With no return data and no specific thesis events to confirm or invalidate, there is no basis to judge whether the value case played out.