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Financial EducationPublished 2026-08-24
“This Stock will make us RICH🤑AF”
$RACEBullish
Ferrari is the preferred automaker choice due to high per-vehicle profits ($100k+) and recession-resistant demand from wealthy customers.

But, if you told me I had to go buy a an automaker, guess what, man? The only automaker I'd go buy is Ferrari. Cuz Ferrari makes like $100,000 plus on a vehicle. It's an incredible profit, right?

I'd much rather go with them, a niche player that can make $100,000 plus a profit a car, versus GM who could maybe make 2K, or maybe take a loss. A BYD or Toyota that's maybe trying to make $1,000 here and there, or Volkswagen trying to make 900 bucks, right?

Or Ford that might make profit one day and might lose money the next day, right? Or these other companies that lose huge money. So, I'm good on those. If you told me I had to go buy an automaker, I'd go buy, you know, Ferrari.

Yeah, maybe they only sell, who knows, 10,000 cars a year, or whatever number it is, but that's fine with me. I'd rather the company that is dealing with the high end. They're likely going to have be in a much stronger financial position.

Guess what? Their customers their customers are going to buy stuff regardless of the economy. Economy great, economy okay, economy bad, their customers are going to come through and spend money cuz rich people always got money, right?

The Intrinsic Value PodcastPublished 2026-08-09
“Exor NV (EXO): The Massive Discount Continues To Widen”
$RACENo side taken
Ferrari is a high-quality, resilient luxury brand with strong pricing power and intact growth assumptions; however, its current valuation (~36x P/E) is still considered expensive relative to the recent low (~30x), making it less attractive as a direct investment now than immediately after the Luce announcement.

At the beginning of 2026, we told you that you could buy a Ferrari at a 50% discount by owning it through Exer, an Italian holding company. the crown jewel asset underneath, Ferrari, has posted yet another record quarter.

And not only did it post another record quarter, but they're guiding for its best year in history.

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