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What the podcasts are saying about
RACE
Substantive discussion
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Mentions · 7d
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Mentions · 30d
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Mentions · 90d
4
Episodes
Latest attributed ideas · most recent first
23 JUL4D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 01:48
Discounted access to Ferrari via Exor
“Exor presents a value proposition by allowing investors to hold a stake in Ferrari at a significant discount relative to buying RACE shares directly.”
Notable comment · 2/5Verify in source →
9 JUL3W AGOMASTERS IN BUSINESS · 57:01
Over-digitized supercars boost demand for analog models
“Screen-heavy and overly complex technology in modern performance cars may fail to retain long-term value, indirectly sustaining demand for pure analog models.”
Substantive discussion · 3/5Verify in source →
16 APR16 APRWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Exor as a discounted Ferrari holding company proxy
“Exor offers a way to buy high-quality assets like Ferrari at an extreme net asset value discount while management uses share buybacks to narrow the gap.”
In depth · 4/5Verify in source →
13 FEB13 FEBALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 1:07:37
Autonomous driving shifts personal auto market dynamics
“Full self-driving (FSD) and autonomous mobility networks will disrupt traditional auto ownership and drastically compress the addressable market for human-driven luxury cars.”
Substantive discussion · 3/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION