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 ...

撰文 / 杜 咏 芳 编辑 / 黄 大 路 设计 / 慕 衍 10月9日，法拉利在其位于马拉内罗的总部，以一场戒备森严的仪式，缓缓揭开了品牌首款纯电动车的面纱——新车暂定名为"Elettrica"，预计售价不低 于50万欧元（约合58.04万美元）。 红色幕布在聚光灯下徐徐拉开，展现在众人眼前的，是这款电动车的量产底盘：一个集成了电池组与驱动电机的平台结构，尚未装配轮毂与车身外壳。 这场 "半成品" 亮相，瞬间点燃了全球媒体的想象力。多家外媒依据此前在意大利街头捕捉到的伪装测试车影像，纷纷展开猜测：Elettrica 可能将以猎装 车、旅行车，抑或紧凑型跨界车的形态问世。 法拉利官方的回复吊足了人的胃口。关于新车完整外观的谜底，仍需等到明年春季才能揭晓。而真正能握住方向盘的时刻，则要等到 2026 年更晚些时 候。 但对全球 "跃马" 的拥趸而言，没人会抱怨等待的漫长，因为他们都甘愿为法拉利留出打磨细节的空间。 这件事，法拉利是认真的 虽 然我们还不知道这款新车真正驾驶起来怎么样，但有一件事可以确定，法拉利对这事儿是认真的 。 作为一个历时数年、耗资数亿美元的项目，法拉利旨在为电动跑车在外观、声浪和驾驶感受上 ...

When you look at, you know, how Ferrari has traded relative to its peers, particularly over here in Europe, it's just incredible. I mean, the rise that you've seen since the listing in early 2016, the stock listed a little bit earlier in the US, but this is a name that just has been sort of reliably up, up and up over the years. And, you know, I think going into this Capital Markets Day, you saw analysts as bullish as they had been in half a decade.A lot of optimism that surely they were going to have posit ...

Company Overview - Ferrari's stock has shown consistent growth since its listing in early 2016, outperforming peers in Europe, with analysts expressing strong bullish sentiment ahead of the Capital Markets Day [1][2] - The company is expected to unveil its electric vehicle (EV) model next year, generating optimism among analysts and investors [2][3] Earnings and Growth Projections - Analysts noted a conservative outlook from Ferrari regarding its earnings growth compared to previous projections made during the last Capital Markets Day, which did not meet market expectations [3] - The company is producing a limited number of vehicles annually (around 10,000 to 12,000), raising questions about its compliance with future regulations on combustion engines [6][7] Electric Vehicle Market Dynamics - The growth of EV sales in Europe has not reached anticipated levels, leading to skepticism about the EU's goal to phase out combustion cars by 2035 [5] - There is a growing belief that lower-volume manufacturers like Ferrari may receive leniency regarding combustion engine regulations, allowing them to adjust their product plans accordingly [7] Competitive Landscape - The German automaker Porsche is facing challenges in the Chinese market due to aggressive pricing strategies from domestic manufacturers, impacting its profitability [9][10] - The transition from combustion to electric vehicles is leading to a commodification of performance, which could undermine the premium pricing that German companies have traditionally enjoyed [10][11]

Analyst’s Disclosure:I/we have a beneficial long position in the shares of RACE, TSLA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether ...

Analyst’s Disclosure:I/we have a beneficial long position in the shares of RACE, TSLA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether ...

Ferrari's brand is built on roaring, gas-fueled engines. Are its fans ready for an electric supercar? Read more: https://t.co/kgLeakP4Uc📷: Ferrari NV https://t.co/9hiskVxpkT ...

作者 | 第一财经 肖逸思 在业绩增长承压的背景下，选择撤回野心勃勃的电动化转型计划的不只是法拉利一家。今年9月下旬，保时捷宣布电动汽车战略发生重大转变，推迟了几 款新型电动车型的推出，并将内燃机和混合动力汽车的生产寿命延长至未来十年。保时捷即将推出的定位高于卡宴的全新SUV系列将仅提供内燃机和插混 动力车型，该系列原本计划以纯电动阵容亮相。 除超豪华品牌外，传统豪华车品牌也纷纷宣布暂停全面电动化的计划。最先放弃的是沃尔沃，这家公司于2024年9月撤回"2030年全面电动化"承诺，转而 设定"90%~100%销量为电动或插电混动"的弹性目标。 越来越多国际车企放缓电动化转型计划。 近日，法拉利宣布，将调整其电动化转型目标，到2030年，法拉利车型阵容中纯电动汽车的占比约为20%，而此前法拉利在2022年提出来的该数值目标为 40%，降低的20%销量比重将被燃油车取代。法拉利计划将其2030年阵容中纯燃油车的比例提高一倍至40%，而混合动力车型的比例则仍维持在40%。 在暂缓电动化转型计划的同时，法拉利公布的2030年业绩指引也未达华尔街预期。受此消息影响，当地时间10月9日，法拉利（RACE.US）美股大跌 ...

2025.10. 10 在奥迪宣布电动化计划转变后不久，梅赛德斯-奔驰也调整了电动化转型计划，将延长内燃机车型生产周期。该公司 CEO康林松向媒体表示，需对原定2030年全面电动化目标进行"计划修正"，主要原因是市场对电动车的接受度低于 预期。 国际化车企近期纷纷下调电动汽车销售目标，主要的原因除了上述的市场因素外，还有在全球环境的不确定下，这些 车企盈利能力和电动化转型巨额研发投入之间的矛盾激化。 本文字数：1088，阅读时长大约2分钟 作者 | 第一财经 肖逸思 越来越多国际车企放缓电动化转型计划。 近日，法拉利宣布，将调整其电动化转型目标，到2030年，法拉利车型阵容中纯电动汽车的占比约为20%，而此前 法拉利在2022年提出来的该数值目标为40%，降低的20%销量比重将被燃油车取代。法拉利计划将其2030年阵容中 纯燃油车的比例提高一倍至40%，而混合动力车型的比例则仍维持在40%。 在暂缓电动化转型计划的同时，法拉利公布的2030年业绩指引也未达华尔街预期。受此消息影响，当地时间10月9 日，法拉利（RACE.US）美股大跌14.99%至407.38美元，这也是其上市以来的最大单日跌幅。 在业绩增长 ...

Ferrari (RACE) has been on a downward spiral lately with significant selling pressure. After declining 15% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator ...