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Investment Strategies / Non-US Stocks
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Author: hummingbird   😊 😞
Number: of 201 
Subject: Race - ferrari
Date: 03/27/2025 10:27 AM
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No. of Recommendations: 2
owned for a long while, took a dip yesterday on tarriff announcement..up again today.. if any luxury good/car company has a moat, its this one.

recently combined ops for efficiency, full order book 2 years out, custom packs average 50k per cutomer...tight shareholding, and small divvy. whats not to like ?

thoughts anyone ?
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