We Study Billionaires - The Investor’s Podcast Network cover image

TIP711: Netflix, Ferrari, & Managing Market Volatility w/ Arif Karim

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Future of Performance: EVs and Luxury Valuation

This chapter explores the transition of Ferrari from traditional internal combustion engines to electric vehicles, examining the implications for driving experience and customer preferences. It also analyzes Ferrari's robust financial growth and the challenges of maintaining premium valuations amidst market uncertainties. Additionally, the discussion highlights Netflix's content investment strategy and its impact on valuation, drawing comparisons with Ferrari's approach to balancing innovation and brand equity.

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