Calls
1
u/pekebooo
Reddit r/ValueInvesting
Win Rate
100.0%
return
+16.3%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 15
$355.80
+16.3%
The author argues Ferrari is an opportunity because it sells access to an exclusive club rather than transportation, making its wealthy customer base resilient and its pre-order model lock in revenue for the next two years. He points to Ferrari's ability to raise prices 10-15% without order cancellations as protection against inflation, and sees the recent share-price decline as unfounded pessimism similar to Google and Uber. The stated catalyst is Ferrari's first all-electric car launch in late 2025/early 2026, which he expects will make the current speculation fade.
Autos & EV
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u/pekebooo has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: RACE.
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