Notes From The Beauty Contest

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BMW

BMW 2026: Entering the Final Straight
After eight years of flat volumes, a return to growth might finally be coming into view
Mar 18 • Crashkolnikov
The NFTBC Digest (14 December 2025)
News and links (BMW, BRKR, PTC, REGN)
Dec 14, 2025 • Crashkolnikov
The NFTBC Digest (7 December 2025)
News and links (BMW, BRKR, PTC, REGN)
Dec 7, 2025 • Crashkolnikov
BMW - Q3 2025 Update
"Optimism is an entrepreneurial duty"
Nov 5, 2025 • Crashkolnikov
BMW - Update (October 2025)
Reflections on the Q3 sales numbers and 2025 guidance
Oct 8, 2025 • Crashkolnikov
BMW - Neue Klasse Launch
In which I cover some of the important new details
Sep 8, 2025 • Crashkolnikov
BMW - Reflections on Q2 2025
"Everything we do cannot be measured in quarters, but in years or even decades"
Aug 1, 2025 • Crashkolnikov
BMW AG - A Deep Dive (Part III)
Production, Financial Profile, China & Tariffs
Jul 29, 2025 • Crashkolnikov
BMW AG - a Deep Dive (Part II)
A Moat in Development: Design, Engineering, Software & the Future
Jul 17, 2025 • Crashkolnikov
BMW AG - a Deep Dive (Part I)
Bavarian exceptionalism / why BMW is not like other car companies
Jul 1, 2025 • Crashkolnikov
Rolls-Royce Motor Cars
In which I compare the financial prospects of BMW's luxury car business with Ferrari’s.
Mar 16, 2025 • Crashkolnikov
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