Business Insights and Market Implications Summary

BMW M Division

• History: BMW's M division has been producing iconic sports cars since 1972 (renamed BMW M in 1993).
• Performance: One in 10 new BMWs in the UK are M Performance or full-fat M versions.
• Future: The M team has grown by 20% in the last three years, focusing on electric models like the iM3 with quad-motor technology.

Automotive Market Trends

Pre-Tariff Car Deals

• Impact of Tariffs: Donald Trump's tariffs on U.S. auto imports could add $1,000 to $20,000 to vehicle prices.
• Supply Dynamics:
  • Lowest Supply: Chevrolet Equinox, Kia K4, etc.
  • Highest Supply: RAM ProMaster, Mercedes-Benz Sprinter, etc.

Classic Cars Turning 40

• Collectible Models: BMW M5 and Ford Escort RS Turbo are highly collectible.
• Others: Alfa Romeo 75, Bentley Turbo R, Peugeot 309, Porsche 944 Turbo, Renault Espace, Saab 9000, Seat Ibiza.

Stock Market and Investment

Market Correction

• UK Market: Down 10%.
• U.S. Market: Came close to a crash (down 20%).
• Opportunity: Buy quality companies at discounted prices.

Watchlist and Investments

• Watchlist: Arm Holdings, ASML, Ferrari.
• Investments: Alphabet, Jet2.

Formula 1 Insights

Engine Regulations

• Future Engines: F1 will not return to V10 engines before 2029.
• Sustainability: 2026 regulations aim for 50% electric power and sustainable fuels.

Anti-Car Flipping Measures

• Automakers' Strategies:
  • Ford: Restricts resales of Bronco Raptor and Mustang Mach-E for a year.
  • GM: Void warranties for flipped Corvettes and Escalades.
  • Toyota: Prioritizes loyal owners for Supra and GR Corolla.
  • Tesla: Prohibits Model 3 and Model Y resales within a year.
  • Ferrari: Blacklists flippers of limited editions like LaFerrari.
  • Porsche: Requires long-term ownership for 911 GT models.

Luxury Automotive Events

Singer Porsche Showcase

• Event: Park City showcased three Singer Porsche 911s worth approximately $5 million.
• Partnership: With The Warehouse auto Club and LUX Auto Spa.

Risk and Scam Alert

Billion-Dollar Nickel Scam

• Accusation: Ng Yu Zhi is accused of a nickel-trading Ponzi scheme attracting $1.46 billion.
• Luxury Purchases: Spent $1.05M on registration "S11T".

F1 Engine Challenges

• Development: Most F1 engine manufacturers struggling to meet 2026 deadline; Mercedes rumored to be ahead.

Tariffs Impact

• Hass F1 Team: No direct impact reported, but Haas Automation is studying tariff effects.