BorgWarner: Auto Parts Technology Leader with Large Free Cash Flows

April 10, 2025

My faithful readers will recall that I thought Garrett Motion, maker of turbochargers and related auto parts, was an attractive investment, and indeed it was until the tariff monster was awakened. And while I was looking at it, I compared it to BorgWarner, another company in the auto parts sector, which had comparable R & […]

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Garrett Motion: Auto Parts Manufacturer with Huge Earnings Yield

September 4, 2024

Garrett Motion Inc. is a maker of turbochargers, compressors, and related technologies that offers an earnings yield of upwards of 13% that looks sustainable for the foreseeable future.

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