Joining us now is the man behind that auction. Dave Majors is the CEO of Mecum. And, you know, Dave, to Hannah's point, kiss me really kicked off this massive month.I think over a billion dollars in collective collector cars traded hands in the month of January alone. What do you make of the vibe shift with with the Enzo going for 18,000,000 and the GTO, going for only 38. Well, good good to see you again, Matt.Thanks for having me on this morning. Certainly, Kissimmee was quite a spectacle. I wouldn't say ...

Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025.  A copy of the letter can be downloaded here. The Fund prioritizes investments in high-quality companies that possess a lasting competitive advantage and long-term growth drivers, capable of generating attractive cash flow and sustained value for investors. The Fund returned -3.05% in Q4 2025 compared to 3.29% for the MSCI ACWI Index Net. As a patient investor, the firm maintain ...

Exor owns stakes in a group of public and private companies, notably a nearly 20% stake in Ferrari, the top luxury car maker in the world. Its shares look cheap. ...

Core Viewpoint - Ferrari N.V. is a prominent luxury sports car manufacturer with a strong market presence and competitive positioning against brands like Lamborghini and Porsche. The company has shown resilience and growth potential in the luxury automotive sector, as indicated by its recent financial performance and stock activity. Financial Performance - Ferrari's Q4 2025 earnings call revealed a stock price increase of 4.76%, translating to a rise of $17.29, with the current stock price at $380.51 [2][5] - The stock has experienced significant volatility over the past year, with a high of $519.10 and a low of $328, reflecting the growth potential in the luxury automotive market [3][5] Market Activity - Today's trading volume for Ferrari reached 1,403,051 shares, indicating active trading and strong investor engagement [4] - The stock price fluctuated between $377.21 and $384.24 during the trading day, showcasing investor interest and market dynamics [2] Analyst Ratings - Jefferies has maintained a "Hold" rating for Ferrari, with an increased price target of €310, up from €300 [1][5]

Imported beer, including Heineken, for sale at a store in New York City on April 10, 2025.Shortly after the opening bell, the pan-European Stoxx 600 was marginally lower but little changed, with no broad consensus movement among major bourses or sectors.European equities were in mixed territory at the open on Wednesday, as regional investors assessed another flurry of corporate earnings.Wednesday is another busy day for corporate earnings, with TotalEnergies, Ferrari, and Dassault Systemes among those updat ...

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 ongoing updates [1] Group 2 - The company may rate high-quality firms as 'Hold' if their growth opportunities do not meet the desired threshold or if the associated downside risks are deemed too high [1]

When it comes to Ferrari, what distinguishes Ferrari from Porsche, for example. The fact that Ferrari has been so successful while the other luxury carmaker has just been lagging behind so much. Well, certainly volumes. So, Ferrari sells 14,000 units or or slightly under that a year. Porsche, 300,000 units. So it's the scarcity value. It's the pricing power. So in the fourth quarter, the average price of the Ferrari was €470,000. The average profit per car was €220,000. So it's very unique in its pricing an ...

It has only been two months since I wrote about Ferrari N.V. ( RACE ) (check it here ), but that was enough for the stock to fall another 9.5%, mainly triggered by theEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure: I/we have no stock, option or s ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

We're very confident. We started a little bit behind our competitors. Adrian only joined us in March.We didn't get our first wind tunnel car into the wind tunnel until uh April. So, slightly behind our competitors. I believe we're in their tunnels in January.Um we have a lot of new a lot of new partner with Honda, a new power unit. We have a new gearbox we're making for the first time. We uh we we have new sustainable fuels with our fantastic partner Ramco and Valvalene for our lubes and our engine and our ...