Ferrari: The 2025 Investment Thesis

The stock is up nearly 18% in the two weeks following the release, ahead of what I expect to be a remarkableI 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 of ...