MI154: Pricing Power & Ferrari Stock w/ Arif Karim
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Ferrari
Ferrari sold just north of 11 thousand cars in 20 21. In comparison to ford, they sold one point seven million vehicles. The revenue was down, you know, between 4 and 9%. So that was really surprising to me. And what i started digging into its when i sort of understood the power they had woth their customers. It's pubn be grossly mispriced, be so expansive. I think of them as having built this business model.
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