Search · resolved
Which podcasts are discussing RACE?
17 ATTRIBUTED IDEAS · 6 EPISODES · 5 SHOWS
The shows
We Study Billionaires - The Investors Podcast Network
Invest Like the Best with Patrick O'Shaughnessy
Business Breakdowns
Masters in Business
Prof G Markets
Where the discussion went deepest
6 AUG6D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 02:30
Exor as a discounted Ferrari proxy
“The thesis presented was that Exor, as Ferrari's largest shareholder, trades at a massive discount to its net asset value, offering a cheaper way to gain exposure to Ferrari's high-quality business.”
TIP836: Exor NV (EXO): The Massive Discount Continues To Widen w/ Kyle Grieve & Shawn O’Malley
Core thesis · 5/5Verify in source →
6 AUG6D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 10:00
Ferrari resilient to macro auto ownership decline
“The case made was that broader trends of declining vehicle ownership among younger generations pose little risk to Ferrari due to its small, wealthy, and dedicated customer base.”
TIP836: Exor NV (EXO): The Massive Discount Continues To Widen w/ Kyle Grieve & Shawn O’Malley
In depth · 4/5Verify in source →
6 AUG6D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 25:00
Ferrari's resilient, scarce luxury model
“The case made was that Ferrari is a uniquely resilient luxury business, not a typical car manufacturer, with SaaS-like margins and recession-resistant demand driven by scarcity and waitlists.”
TIP836: Exor NV (EXO): The Massive Discount Continues To Widen w/ Kyle Grieve & Shawn O’Malley
In depth · 4/5Verify in source →
6 AUG6D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 2:00
Ferrari's growth reset justifies sell-off
“The bear case argued: Ferrari's sell-off was partially justified as the market re-rated the stock after management's five-year outlook implied a mature 5% annual revenue growth rate, far below the high growth priced in at a 60x P/E multiple.”
TIP836: Exor NV (EXO): The Massive Discount Continues To Widen w/ Kyle Grieve & Shawn O’Malley
In depth · 4/5Verify in source →
6 AUG6D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 12:00
Ferrari's pricing power drives operating leverage
“The thesis presented: Ferrari's immense pricing power allows it to drive revenue growth and operating margin expansion with minimal volume growth, creating significant operating leverage.”
TIP836: Exor NV (EXO): The Massive Discount Continues To Widen w/ Kyle Grieve & Shawn O’Malley
In depth · 4/5Verify in source →
6 AUG6D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 5:30
Luce targets new EV customer base
“The bull case made for the Ferrari Luce: it is designed to expand Ferrari's customer base by attracting a new, tech-forward cohort, potentially driving growth despite criticism from core customers.”
TIP836: Exor NV (EXO): The Massive Discount Continues To Widen w/ Kyle Grieve & Shawn O’Malley
In depth · 4/5Verify in source →
The weekly signal
Get a weekly digest of what podcasts said about your watchlist.
Pick a few tickers. Once a week we send the most-discussed ideas across finance podcasts, attributed and linked so you can verify. No noise, no advice.
Double opt-in: we’ll email you to confirm before anything else. We store your email and chosen tickers only to send this digest. Nothing else, and we never share them.