Welcome to Wall Street Lunch, our first afternoon episode! We're discussing Ford's Capital Markets Day with David Alton Clark, who runs the Winter Warrior Investing Group on Seeking Alpha.

• (0:13) - Ford's (F) Capital Markets Day - bullishness intact
• (4:00) - Glad Ford didn't raise guidance in last earnings call
• (5:20) - Jim Farley as CEO - Why David loves him
• (7:10) - Ford competitors: Tesla, GM and BYD
• (9:30) - What would turn David bearish on Ford?

Show Notes:
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