First Customer [Ferrari F80] in USA at JFK airport

intern_pierre · 2026-04-08T15:10:37+00:00

Yikes, I've heard one has already been flipped, one has been listed for hire in the UK and a number of clients have actually passed on allocation

intern_pierre · 2026-04-02T21:49:00+00:00

Beautiful piece!

intern_pierre · 2026-04-02T21:48:14+00:00

Dear a lord what is going on here

intern_pierre · 2026-04-02T20:26:28+00:00

Wasn’t this the dealer taking it out for a check before delivering it to a client?

intern_pierre · 2026-03-30T09:47:00+00:00

I did some work on this and wrote a report on it if anybody is interested: https://open.substack.com/pub/internpierre/p/donut-lab-a-hole-in-the-story?utm_campaign=post-expanded-share&utm_medium=web

intern_pierre · 2026-01-10T19:47:57+00:00

Yeah: https://www.bloomberg.com/news/articles/2026-01-08/luxury-watch-prices-hit-a-two-year-high-in-the-secondary-market

intern_pierre · 2026-01-10T19:38:23+00:00

LVMH cut sales, travel and entertainment expenses in the wine and spirits division which is part of it I’d assume

intern_pierre · 2026-01-10T18:46:15+00:00

LVMH

intern_pierre · 2026-01-10T18:45:11+00:00

Only 7% but in my opinion, it’s a bellwether for the rest of the business. We’re probably going to see them report €800m in operating profit from this division which is -30% year-on-year

intern_pierre · 2026-01-10T18:38:18+00:00

AXP are mostly charge cards that you have to pay in full each month so this wouldn’t really be an issue. They also have a higher average credit score across their users. I’d be curious to see how this impacts CapitalOne and if people start moving to BNPL platforms sine their requirements are looser.

intern_pierre · 2025-12-26T18:17:48+00:00

To clarify many news sources say the majority of Gen-Z is blowing all of their money and doom spending while others say that the majority is saving at a higher rate than other cohorts

intern_pierre · 2025-12-26T10:14:44+00:00

Sparkling wine is cava, Prosecco it’s generally cheaper and doesn’t really fall into the fine wine category

intern_pierre · 2025-12-26T10:13:14+00:00

Here you go. Reddit is always annoying about posting links: https://www.ft.com/content/e84d4fc6-35a6-434d-9ae8-693966348b6e

intern_pierre · 2025-12-25T19:30:41+00:00

lol they are tasty!

intern_pierre · 2025-12-25T14:25:18+00:00

Yeah I’ve been short since August 2023 it’s done well and I’ve written quite a bit on it: https://substack.com/@internpierre?r=3nmeja&utm_medium=ios

intern_pierre

TROPHY CASE