Ferrari (Ticker: RACE) Not So Deep Dive

Dec 19, 2023

Discover the uniqueness of Ferrari as a luxury brand, with limited production and exclusive ownership requirements. Explore their revenue streams, collaborations, and upcoming models. Learn about the attractiveness of luxury stocks and the importance of the CEO's role in maintaining the brand image. Discuss the potential impact of increased production on the Ferrari brand and their capital allocation strategies. Understand the challenges of transitioning to electric vehicles and their preference for internal combustion engines.

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Episode notes

Introduction

00:00 • 4min

The Uniqueness of Ferrari

04:21 • 20min

Luxury Stocks, Interactive Brokers, and Apple Card Sponsor

24:18 • 2min

Ferrari's Market Share, Luxury Brand Recognition, and Competitors

26:39 • 7min

Roles of CEO and Board of Directors in a Luxury Car Company

33:56 • 5min

The Potential Impact on Ferrari's Brand

39:21 • 16min

Ferrari's Brand and Capital Allocation

55:35 • 11min