Interview with Martin Daum, CEO of Daimler Truck

In this episode, Alison Savas is joined by Martin Daum, the CEO of Daimler Truck Holding AG.

The German-listed company is the world’s largest manufacturer of commercial vehicles. It builds trucks, buses, and other commercial vehicles under brands including Mercedes Benz, Freightliner, Western Star, Mitsubishi Fuso, Bharat Benz, Rizon, and Setra. 

Along with discussing Daimler’s business model, Martin shares intriguing insights into the future of the industry, decarbonisation, and the cyclical nature of the truck manufacturing business.

Key times:

  • How Diamler Truck became a pure-play commercial vehicle manufacturer: 1:00
  • Barriers to entry in commercial vehicle manufacturing: 3:30
  • Opportunities for Daimler to grow market share: 5:00 
  • The links between building trucks and the global economy: 10:30
  • Decarbonising the trucking industry: 14:30
  • How Daimler is managing capital allocation: 30:50

*Stock commentary in this episode is illustrative only and should not be viewed as a recommendation to buy, hold, or sell any security. 

 

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27 March 2024