TIVP035: Ferrari (RACE): High-Speed Compounder w/ Shawn O’Malley & Daniel Mahncke

In this episode of The Intrinsic Value Podcast, Sean O'Malley and Daniel Mahncke analyze Ferrari, discussing its history, brand power, and financial performance. They explore Ferrari's origins, its unique position in the luxury automotive market, and its high margins compared to competitors. The hosts delve into Ferrari's brand strategy, customer loyalty, and the impact of Formula One racing, as well as potential risks such as the shift to electric vehicles and supply chain vulnerabilities. They also discuss Ferrari's valuation, capital allocation, and potential investment opportunities, concluding that while Ferrari is an exceptional company, its current high valuation makes it unattractive for investment at this time.