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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: TIVP035: Ferrari (RACE): High-Speed Compounder w/ Shawn O’Malley & Daniel Mahncke
Description: Shawn O’Malley and Daniel Mahncke break down Ferrari (ticker: RACE), a company whose stock is arguably just as impressive as its high-performance and ultra-luxury vehicles. By global automotive standards, Ferrari hardly has any sales volumes, selling about 14,000 cars a year, yet these vehicles come with such premium price tags that the company can reasonably command a $90 billion market valuation still.
IN THIS EPISODE, YOU’LL LEARN
00:00 – Intro
09:27 - Why Ferrari obsesses over keeping supply below demand.
11:45 - Why Ferrari is more like Hérmes than Porsche.
16:27 - Ferrari’s response to the hybrid and EV moveme...