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Ferrari's pole position
Season 1
Episode 62
Published 1 year, 3 months ago
Description
0:00 Introduction 1:05 Brookfield’s $50 Billion Canada Fund 4:35 Adobe: a great business 8:56 Why are Adobe’s stock so volatile? 12:15 Future Drivers of Growth for Adobe 16:01 Ferrari: Car company or luxury company? 25:34 Ferrari’s EV Strategy 30:27 What is Ferrari’s opportunity? 36:08 Valuation thoughts 41:25 Bell’s Sale of MLSE to Rogers This week, Barry and Ernest react to Adobe's earnings and future growth prospects, then discuss their investment thesis on Italian luxury good manufacturer Ferrari.