An Upsetting Experience with Editors re: BorgWarner

April 22, 2025

I had a surprisingly bad experience at a certain investing website that accepts user submissions and I thought I would speak of it. Last week I spoke highly of BorgWarner and thought a wider audience might benefit from my views, so I submitted my last post to them. I proposed that the equity was worth […]

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BorgWarner: Auto Parts Technology Leader with Large Free Cash Flows

April 10, 2025

My faithful readers will recall that I thought Garrett Motion, maker of turbochargers and related auto parts, was an attractive investment, and indeed it was until the tariff monster was awakened. And while I was looking at it, I compared it to BorgWarner, another company in the auto parts sector, which had comparable R & […]

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