Group 1 - The company aims to invest in firms with strong qualitative attributes, purchasing them at attractive prices based on fundamentals, and holding them indefinitely [1] - The investment strategy focuses on maintaining a concentrated portfolio to avoid underperformers while maximizing exposure to high-potential winners [1] - The company plans to publish articles on selected companies approximately three times a week, including extensive quarterly follow-ups and constant updates [1] Group 2 - The analyst has a beneficial long position in the shares of RACE, indicating a personal investment interest in the company [2] - The article reflects the analyst's own opinions and is not influenced by compensation from any external sources [2]

Core Viewpoint - The comparison between Continental AG (CTTAY) and Ferrari (RACE) indicates that CTTAY is currently the more attractive option for value investors based on various valuation metrics [1][7]. Valuation Metrics - CTTAY has a forward P/E ratio of 9.70, while RACE has a significantly higher forward P/E of 49.87 [5]. - The PEG ratio for CTTAY is 0.72, indicating it is undervalued relative to its expected earnings growth, whereas RACE has a PEG ratio of 5.61, suggesting it is overvalued [5]. - CTTAY's P/B ratio stands at 1.13, compared to RACE's P/B ratio of 30.81, further highlighting CTTAY's relative undervaluation [6]. Earnings Outlook - Both CTTAY and RACE have a Zacks Rank of 2 (Buy), indicating a positive earnings outlook due to favorable analyst estimate revisions [3]. - Despite both companies having solid earnings prospects, the valuation metrics suggest that CTTAY is the superior value option at this time [7].

2025年5月，摩纳哥大奖赛颁奖台上，一只由路易威登（LV）定制的奖杯箱成为焦点。细看这个以品牌 经典硬箱工艺打造的容器，箱体由摩纳哥国旗的红色点缀品牌经典Monogram标识,并印饰标志性V字标 识——V既代表"胜利"(Victory),也代表"路易威登"(Vuitton)｡红白两色不仅致敬摩纳哥国旗,更诠释了这个 国家丰富而充满活力的文化。这种"文化符号+赛事曝光"的组合，让路易威登在高净值人群中建立起"胜 利象征"的品牌联想。 事实上，2021年至2024年,世界一级方程式锦标赛摩纳哥™大奖赛的奖杯箱均由路易威登打造。路易威 登也在今年1月宣布成为世界一级方程式锦标赛®的官方合作伙伴,并在为期10年的合作中发挥品牌核心 作用,助力大赛开展｡在资本与文化的双重驱动下，F1正成为奢侈品牌触达高净值人群的战略支点。 作为F1现存最久的全球合作伙伴，劳力士的长期坚守堪称品牌渗透的典范，从2013年起，劳力士成为 F1的全球合作伙伴、官方时计，开启了一段长达11年的合作之旅。在这期间，劳力士不仅在赛事现场 有着醒目的品牌展示，还冠名了多个重要分站赛事。 据相关报道，劳力士每年为F1支付的赞助费高达5000万美元， ...

Core Insights - Broad Arrow Auctions, a subsidiary of Hagerty, successfully held its first European auction at the Concorso d'Eleganza Villa d'Este, achieving total sales of €31,172,625 with 78% of lots sold [2][3][11] Auction Highlights - The standout sale was a 1948 Ferrari 166 Spyder Corsa, which set a new auction record by selling for €7,543,750 [4][11] - Other notable sales included a 1989 Ferrari F40 Competizione for €2,312,500 and a 2003 Honda NSX-R for €934,375, which also set a world auction record [6][12] - The auction featured a dedicated BMW-only sale, with a 1980 BMW M1 selling for €602,500 [8][11] Sales Performance - The auction took place over two days, May 24 and 25, with over 8,000 viewers watching live on YouTube [3][11] - The auction included over 70 vehicles, showcasing a mix of classic and modern cars, attracting bidders from various countries [6][12] Future Plans - Broad Arrow Auctions plans to expand its European sale calendar throughout 2025, following the success of this inaugural event [9][12]

Research Frontiers (REFR) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Afternoon, and welcome to the Research Frontiers' Investor Conference Call to discuss the First Quarter of twenty twenty five Results of Operations and Recent Developments. The company will be answering many of the questions that were e mailed prior to the conference call, either in their presentation or as part of the Q and A session at the end. In some cases, the company has responded directly to e mail questions prior to th ...

Core Insights - The article emphasizes the importance of long-term growth and dividend growth investing, focusing on identifying undervalued stocks and high-quality companies that provide cash for reinvestment [1]. Group 1: Investment Strategy - The company prioritizes profitability as a safer driver of gains compared to low valuation, highlighting the significance of margins, free cash flow stability and growth, and returns on invested capital [1]. - The research process involves in-depth analysis of stocks within specific areas of competence, leading to continuous exploration of high-quality companies [1]. Group 2: Company Position - The article mentions a beneficial long position in the shares of Ferrari (RACE), indicating a positive outlook on the company's stock performance [2].

Ferrari (RACE) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a changing earnings pictur ...

Exhibit 99.1 Ferrari N.V. Interim Report At and for the three months ended March 31, 2025 CONTENTS | | Page | | --- | --- | | BOARD OF DIRECTORS | 1 | | INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM | 1 | | CERTAIN DEFINED TERMS | 1 | | INTRODUCTION | 2 | | FORWARD-LOOKING STATEMENTS | 3 | | MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS | | | Highlights | 5 | | Results of Operations | 8 | | Liquidity and Capital Resources | 12 | | Non-GAAP Financial Measures | 18 | | ...

Ferrari (RACE) came out with quarterly earnings of $2.42 per share, beating the Zacks Consensus Estimate of $2.36 per share. This compares to earnings of $2.12 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.54%. A quarter ago, it was expected that this luxury sports car maker would post earnings of $1.89 per share when it actually produced earnings of $2.28, delivering a surprise of 20.63%.Over the last four quarters, the c ...

Group 1 - Ferrari's revenue has been consistently growing, with a 5-year historical annual growth averaging 18.3% [1] - The company's unique moat is supported by its rich heritage and scarcity [1] - Key growth catalysts for Ferrari include the rising global popularity of its brand [1]