Michael Dean

Bloomberg Intelligence
· tracked since Feb 2026
Calls
1
Win Rate
100.0%
return
+10.1%
Calls 1 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 0%
Average Return +10.1% Long Return +10.1% Short Return -
Average Return
7d +1.5%
30d -9.4%
90d -10.9%
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Result
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Side
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Thesis
Theme
Source
Long
Feb 10
$369.37
+10.1%
Ferrari targets reassure; scarcity supports pricing power.
Ferrari's new 2026 targets were a much-needed reassurance after the shares fell over 40%, with the prior Capital Markets Day having underwhelmed because management focused too much on the upcoming electric BEV and not enough on the V12s, limited editions, and specials that drive earnings. Fourth-quarter results were driven by those high-margin cars, and Ferrari's roughly 14,000 annual units, scarcity value, pricing power, and unique per-car economics—about €470,000 average price and €220,000 average profit per car in Q4—distinguish it from higher-volume Porsche and support its growth and margin outlook.
Autos & EV
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Michael Dean has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: RACE.

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