Ferrari has had great revenue growth over the last several quarters extremely profitable. Return on equity Ricky 39% can you guess what for to return on equity is? You're setting up for a big one I'm not gonna look it up but this is where that pricing power comes in. This is an aspirational brand people are willing not just to pay up but to wait with Ferrari.
The New York Times leaves its sports desk behind as it puts its might behind The Athletic.
(00:21) Jim Mueller and Deidre Woollard discuss: - Why the New York Times announced it is shutting down its sports department. - The future of sports coverage and sports entertainment. - The Barbie movie and the potential value of Mattel’s intellectual property.
(15:53) Ricky Mulvey and Asit Sharma look at some ultra-luxury businesses... and why they’re beating the market.
Companies discussed: NYT, DIS, RACE, RH, LVMUY, PPRUY, HESAY, MAT
Host: Deidre Woollard Guests: Jim Mueller, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd
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