Mazda: Lower Tariffs Than Expected Mean Inventory Push

Group 1 - Mazda Motor Corporation is facing operational challenges in the U.S. primarily due to tariffs, which have negatively impacted its latest results [2] - The company is part of a broader investment strategy that focuses on long-only value ideas, aiming for a portfolio yield of about 4% [1] - The Valkyrie Trading Society, associated with Mazda, shares high conviction investment ideas that are downside limited and likely to generate non-correlated returns in the current economic environment [2]