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Opinions Dan Rohinton
Subaru CorpFUJHY-5WEAK BUYNov 03, 2025
Dan RohintonUnknown
N/A
Stock price when the opinion was issued
Automotive
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COMMENT
He has exited the auto sector. They are in the midst of a huge technological change. It is not just electric cars, it is the way we are going to transport people. The biggest companies in the world are working on these driverless cars. If we go that way, these car companies are going to have headwinds for a long time. The only car company he owns is Tata Motors (TTM-N) in India.
Automotive
Tariff ambiguity is going to be there for the foreseeable future. Tariffs will bring more assembly infrastructure into the US. Automakers as a whole are not attractive businesses, but Toyota is arguably the best of the bunch.
Subaru is actually far cheaper than Toyota, and tapped into the Toyota supply chain. (Toyota owns 10% of Subaru.)