u/Teembeau

Reddit r/ValueInvesting
· tracked since May 2026
Calls 1 1 Posts tracked · 0.1/day
Calls
7d 0
30d 1
90d 1
Best Calls
RACE long +4.2%
Worst Calls
No live losers yet
Most Mentioned
RACE ×1
Recent Calls
RACE long 1 week ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d —
90d —
Average Return +4.2% Long Return +4.2% Short Return -
Average Return
7d +3.0%
30d —
90d —
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Thesis
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RACE Ferrari N.V. Ferrari N.V.
Long
May 27
$334.30
+4.2%
Porsche’s top sellers are SUVs (Macan/Cayenne) making up ~60% of sales, while the iconic 911 is only ~20%. Consumers buy the badge. Ferrari can replicate this “couture” model—selling ultra-luxury SUV/utility vehicles at high prices (e.g., $500K+) to the super-rich, leveraging brand cachet. The recent dip offers a buying opportunity; the market may be overreacting to the negative reception of the Ferrari Luce (SUV) reveal. Ferrari’s SUV (Luce) might fail commercially if brand purists reject it; regulatory/emission pressures on high‑emission vehicles; potential overhang from broader luxury‑auto slowdown.
Porsche’s top sellers are SUVs (Macan/Cayenne) making up ~60% of sales, while the iconic 911 is only ~20%. Consumers buy the badge. Ferrari can replicate this “couture” model—selling ultra-luxury SUV/utility vehicles at high prices (e.g., $500K+) to the super-rich, leveraging brand cachet. The recent dip offers a buying opportunity; the market may be overreacting to the negative reception of the Ferrari Luce (SUV) reveal. Ferrari’s SUV (Luce) might fail commercially if brand purists reject it; regulatory/emission pressures on high‑emission vehicles; potential overhang from broader luxury‑auto slowdown.
Consumer
REDDIT
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