Core Insights - US Auto Trust has acquired Boardwalk Auto Group, expanding its luxury dealership portfolio to include high-end brands like Ferrari, Lamborghini, Maserati, Pagani, and Czinger [1][2] Company Overview - The acquisition adds nine luxury franchises to US Auto Trust's portfolio, which already includes two Aston Martin dealerships and Lotus of San Diego, among others [3] - The founder of US Auto Trust, Ed Glazer, emphasizes the importance of delivering an ownership experience that aligns with the legacy of the acquired brands [2] Market Trends - The luxury vehicle segment is increasingly significant, with cars priced over $70,000 making up 14.1% of retail auto purchases in the U.S. during the first half of 2025, a substantial increase from 3.9% in 2019 [4] - Wealthier households are driving the current auto market, benefiting from favorable loan rates and capital access, which supports the high-end market [5] Franchise Value - The Ferrari franchise is highlighted as a particularly valuable asset within the Boardwalk acquisition, with only about 50 Ferrari dealerships in the U.S. that change ownership infrequently [5][6] - Owning a Ferrari franchise is likened to owning a sports team, where profitability can vary, but the franchises are considered tremendously valuable [6]

Core Viewpoint - The consumer discretionary sector has several oversold stocks, presenting potential buying opportunities for undervalued companies [1]. Group 1: Oversold Stocks - Goodyear Tire & Rubber Co (NASDAQ:GT) has an RSI of 20.4, with a stock price of $6.71, down 21% over the past month and a 52-week low of $6.51 [7]. - Ferrari NV (NYSE:RACE) has an RSI of 26.4, with a stock price of $382.19, gaining 0.9% recently, despite a 22% drop over the past five days [7]. - Carmax Inc (NYSE:KMX) has an RSI of 28.6, with a stock price of $44.00, down 27% over the past month and a 52-week low of $42.75 [7].

Ferrari is going electric. Yes, that's Ferrari. The one famous for its rowing and giant.The ultimate muscul car now trading gas for batteries. Why. One of the answers is China.Lower tarries and taxes could make the Ferrari electric a strategic fit for China where the government has long favored electric vehicles over fuel thirsty imports. Electrica reaches a top speed of 190 mph with a range of about 330 m, comparable to Tesla's Model Y, but shorter than that of a Mercedes-Benz EQS. But remember, Ferrari is ...

Key Points Ferrari engineers and manufactures some of the world's most sought-after ultra-luxury vehicles. Ferrari's operating margins dwarf the traditional auto industry. AMD's deal with OpenAI set the stage for it becoming a prominent player in AI. 10 stocks we like better than Advanced Micro Devices › Everyone loves to have found a hidden gem, or the next big high-flying stock, and share the victory story next to the office coffee pot. Unfortunately, this is far easier said than done, and find ...

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Core Viewpoint - Ferrari is choosing to advance its electric vehicle (EV) strategy while other luxury brands are slowing down their electrification efforts, showcasing its commitment to delivering unique driving experiences through electric technology [1][4][36]. Group 1: Product Development - Ferrari has officially revealed details about its first all-electric model, internally codenamed "Elettrica" [2]. - Unlike expectations, "Elettrica" is not a supercar but a practical four-seat GT aimed at expanding the customer base rather than converting existing fuel vehicle owners [5][36]. - The vehicle will be designed in collaboration with Jonathan Ive's design firm, Lovefrom, known for iconic Apple products [10]. Group 2: Technical Features - "Elettrica" will feature a unique sound system that enhances the driving experience by amplifying mechanical vibrations, providing a more authentic auditory feedback compared to conventional speaker systems [13][14][16]. - The car will have a total output exceeding 986 horsepower, with a 0-100 km/h acceleration time of 2.5 seconds and a top speed of approximately 309 km/h [18][19]. - It will be equipped with a 122 kWh battery, offering a WLTC range of over 530 km and a maximum charging power of 350 kW [23]. Group 3: Performance and Dynamics - The four-motor layout allows for complete torque distribution to all four wheels, enhancing agility and stability [22]. - The vehicle's design will lower its center of gravity by 80 mm compared to the Purosangue model, optimizing weight distribution [26]. - "Elettrica" will incorporate an advanced suspension system capable of measuring dynamic parameters 200 times per second, ensuring optimal handling [28]. Group 4: Market Positioning - Ferrari aims to attract customers who typically do not consider purchasing a Ferrari, emphasizing that electric vehicles can complement the brand's driving characteristics [7][36]. - Despite initial hesitations about the market's readiness for high-performance electric vehicles, Ferrari is committed to moving forward with the project to meet customer expectations [35][36].

Core Viewpoint - Ferrari's stock experienced a significant drop of nearly 16% following the unveiling of its first full-electric model, raising questions about whether this presents a buying opportunity for investors [1][10]. Group 1: Electric Vehicle Strategy - Ferrari is set to invest 4.7 billion euros between 2026 and 2030 to electrify its lineup, with expectations that battery-electric vehicles (BEVs) will account for 20% of sales by the end of the decade [5]. - The company is already partially electrified, with approximately 50% of its vehicle shipments being hybrids [5]. - Competitors like Lamborghini and Porsche are delaying or scaling back their electric vehicle plans due to weak demand, positioning Ferrari uniquely in the market [4]. Group 2: Financial Projections - Ferrari's long-term financial guidance for 2030 fell short of analyst expectations, projecting earnings of 11.50 euros per share on revenue of 9 billion euros, compared to the 9.9 billion euros analysts anticipated [8]. - The company slightly raised its outlook for 2025, expecting a profit of 8.80 euros per share on revenue of 7.1 billion euros [8]. Group 3: Market Position and Brand Strength - Ferrari maintains a strong competitive advantage with high margins and a unique brand image that is difficult for competitors to replicate [10]. - The performance of the Elettrica, Ferrari's first full EV, will be crucial in determining the future success of its electric lineup and its ability to resonate with core enthusiasts [9].

Core Insights - The automotive industry presents challenges due to its capital intensity, low growth, and cyclical demand, but opportunities exist for investment [1] - Ferrari distinguishes itself as a luxury brand with strong brand equity, prioritizing quality and maintaining supply below demand to enhance pricing power [2] Financial Performance - From 2014 to 2024, Ferrari's revenue and net income increased by 142% and 476%, respectively, with a trailing-10-year average operating margin of 24% [3] Valuation - Ferrari's stock has appreciated by 771% since its IPO in October 2015, leading to a price-to-earnings ratio of 49.4, which reflects its strong sales, profit growth, and brand strength, justifying a premium valuation [4]

I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizing exposure to big winners. This means that often I'll rate great companies at a 'Hold' because their growth opportunity is below my threshold, or their d ...

Core Viewpoint - Ferrari has unveiled its first all-electric vehicle, tentatively named "Elettrica," with an expected price of at least €500,000 (approximately $580,400) [3][4]. Group 1: Vehicle Details - The Elettrica was showcased as a production chassis integrating a battery pack and drive motor, without the wheels and body shell [4]. - The complete exterior design will be revealed in spring 2024, with the first deliveries expected in 2026 [5][6]. - Elettrica aims to set a new benchmark for electric sports cars in terms of aesthetics, sound, and driving experience, marking the culmination of Ferrari's long journey in electric technology [8]. Group 2: Technological Innovations - The development of Elettrica is backed by over $100 million in investment and a dedicated team led by CEO Benedetto Vigna and designer Jony Ive [8]. - Elettrica will feature over 60 proprietary technology patents, a chassis made of 75% recycled aluminum, and a reduction of CO2 emissions by 6.7 tons per vehicle [10]. - The vehicle will be equipped with four electric motors, producing over 1,000 horsepower, and will include advanced features like four-wheel steering and an active suspension system [11]. Group 3: Market Positioning and Challenges - Ferrari's transition to electric vehicles began with a strategic upgrade in 2021, aiming to attract new customers while maintaining its traditional clientele [19][21]. - The company faces the challenge of convincing traditional supercar enthusiasts to embrace a fully electric model, as many competitors simulate engine sounds in their electric vehicles [16][18]. - Despite the anticipated performance of Elettrica, it may not surpass the acceleration of Ferrari's internal combustion engine models due to weight constraints [21][22]. Group 4: Future Outlook - Ferrari plans to launch an average of four new models annually from 2026 to 2030, with a current active customer base of 90,000, reflecting a 20% increase from 2022 [24]. - Analysts express confidence in Ferrari's ability to execute its long-term plans, supported by strong demand exceeding supply [24].