Ferrari's pole position
Sep 25, 2024•46 min•Season 1Ep. 62
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Episode description
0:00 Introduction
1:05 Brookfield’s $50 Billion Canada Fund
4:35 Adobe: a great business
8:56 Why are Adobe’s stock so volatile?
12:15 Future Drivers of Growth for Adobe
16:01 Ferrari: Car company or luxury company?
25:34 Ferrari’s EV Strategy
30:27 What is Ferrari’s opportunity?
36:08 Valuation thoughts
41:25 Bell’s Sale of MLSE to Rogers
This week, Barry and Ernest react to Adobe's earnings and future growth prospects, then discuss their investment thesis on Italian luxury good manufacturer Ferrari.
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