Unlock our high-conviction October stock pick!

Every time the market panics, Wall Street makes the same mistake—it sells off enduring value with the fleeting fear, creating a once-in-a-cycle opportunity.

While most investors are paralyzed by the headline volatility, a select few are identifying a vanishing breed of Buffett-style “wonderful businesses” trading at genuinely wonderful prices.

We’ve just uncovered one such company, a market leader with an untouchable moat, but there’s a critical shift its competitors—and the broader market—are completely missing. Unlock this full analysis to see the name of the stock before its window of value slams shut.

Last Month’s Performance Recap: Bank of America (BAC)

Our September pick, Bank of America (BAC), delivered exactly what we look for in a classic value play. The stock saw a meaningful jump in September, rising approximately +3.5% for the month, hitting a near 18-year high by month-end.

This performance was driven by renewed optimism around net interest margins and a flight to quality within the financial sector. This is a crucial lesson for all investors: sometimes, the best investment strategy is simply holding a high-quality, well-run business—like BAC—and letting time work its magic.

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The October 2025 High-Conviction Pick

Our focus for October is on a market leader with an entrenched position and a forward-looking strategy that is being overlooked by the street:

General Motors Company (GM) Ticker: GM (NYSE)

The Concise Investment Thesis: Why GM Now?

General Motors is a deeply undervalued industrial giant trading at a massive discount to its long-term potential. The market is pricing GM as a declining legacy automaker, but the reality is that the company is a market leader executing one of the most aggressive, well-funded transitions to Electric Vehicles (EV) and high-margin software services in the industry.

Short-term concerns around EV margin compression and union negotiations have temporarily created a “wonderful price” for a “wonderful company.” We see this as a classic value opportunity with a clear path to multiple expansion as the market prices in the long-term success of its EV strategy.

Key Financial & Strategic Metrics

Deep Value on Earnings: GM is currently trading at a forward P/E ratio of roughly 6X, which is less than half the domestic automotive industry average of ∼13X. This screams “undervalued.”
Intrinsic Value Discount: A discounted cash flow (DCF) analysis suggests an intrinsic value significantly higher than its current share price (recently estimated around $91/share), implying a 30%−plus discount at recent trading levels around $55-$60.
EV Dominance: GM is rapidly gaining ground in the electric space, recently becoming the No. 2 EV seller in the U.S., with Q3 2025 EV sales more than doubling year-over-year. They are rapidly establishing the “moat” that will protect future profitability.

The Buffett Insight

The case for GM is perfectly captured by one of the Oracle of Omaha’s most famous quotes on business and price:

“Price is what you pay. Value is what you get. It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”

In GM’s case, we believe we are getting a wonderful company—one that is a domestic sales leader with a massive capital advantage—at a truly wonderful price. The low P/E multiple is the market’s fear; the long-term EV and software growth is the value we are getting.

Your Path to Intelligent Investing

At BuffettPick.com, our goal is to cut through the daily headlines and apply time-tested value investing principles to find you exceptional opportunities like GM. We don’t promise market timing; we promise sound, fundamentals-based analysis.

If you found this analysis compelling, imagine what you could gain from our full, in-depth research reports. To access the full General Motors GM deep-dive—including a complete DCF analysis, risk factors, and our precise target price—be sure to subscribe to our premium content today. Don’t just follow the market’s emotion—invest with conviction.