General Motors: Thesis Played Out; Risk/Reward Now Balanced

Core Insights - The article highlights the author's extensive experience in investment banking, particularly in equity analysis across various sectors, emphasizing the importance of understanding the underlying stories behind financial statements [1]. Group 1: Author's Background - The author has over six years of experience in the investment world, starting as an equity analyst at European banks [1]. - The author has worked across multiple sectors, including telecom and industry, focusing on identifying value in the markets [1]. - The educational background includes a bachelor's degree in Antwerp, a master's at KU Leuven, and an MBA in Finance from Vlerick, providing a blend of theoretical knowledge and practical skills [1]. Group 2: Current Focus - The author is currently building an investment project centered on the CIS region, aiming to apply Western analytical tools to discover hidden value in emerging markets [1]. - There is a strong emphasis on conducting deep, fundamentals-driven research to uncover insights about companies [1].