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TIVP035: Ferrari (RACE): High-Speed Compounder w/ Shawn O’Malley & Daniel Mahncke

The Intrinsic Value Podcast - The Investor’s Podcast Network

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Navigating EV Market Uncertainties and Future Investment Opportunities

This chapter explores the unpredictable landscape of the electric vehicle market and its implications on company valuations, particularly focusing on investment opportunities linked to Ferrari's strategic decisions. It also teases the next episode's discussion about a legacy company transitioning into cloud and AI technologies amidst fierce competition.

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