BorgWarner: Goldilocks EV Positioning With Nearly 47% Upside (NYSE:BWA)

Group 1 - The long-term trend of electric vehicle adoption remains intact, but the landscape is fragmented [1] - Norway has reached the late majority stage in electric vehicle adoption, with over 98% of new cars being electric [1] Group 2 - The focus is on small and midcap companies with asymmetric upsides in the investment landscape [1] - The analyst has diverse experience, having worked in the Industrials and chemicals sector and in finance and technology at a charity [1]