20min chapter

The Acquirers Podcast cover image

Value After Hours S05 E 45: Forensic analysis with Stephen Clapham on $BABA, $TSLA, LVMH and $RACE

The Acquirers Podcast

CHAPTER

Analysis of Luxury Products and Market Positioning

They discuss their recent interest in luxury products, comparing Ferrari with LVMH. They also examine the financial concerns surrounding Aston Martin's stock market debut and Tesla's use of customer deposits. They express their preference for LVMH and discuss the impact of electric cars on Ferrari's market positioning.

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