Value Investing with Sven Carlin, Ph.D. 对 $RACE 的判断变化

2026-09-16看跌
《I looked at the top 12 Car Stocks! Which is the BEST BUY?》
相对于其基本面,法拉利估值偏高。

Exor的表现没那么糟,因为他们有法拉利在救他们的命,不过就这样吧。

Exor not doing that terrible as they have Ferrari that is saving their behinds but okay

我们继续,我们有法拉利、Exor,现在说法拉利,我六个月前讨论过它,那是我的股票分析,也讨论了Exor。这一点没什么可补充的。在我看来,法拉利相对于它所提供的东西定价太高了。

we continue we have Ferrari exor now Ferrari I discussed it six months ago that's my stock analysis also discuss exor Nothing to add on that. Ferrari is too highly priced for what it offers in my eyes.