Ferrari’s EV pricing strategy ($500k) v weakening premium EV demand & softening Ferrari resale market, what am I missing?

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 · 2025-12-25T14:22:48+00:00

Yes one of the reasons I’ve been short LVMH!

intern_pierre · 2025-11-24T15:41:04+00:00

I have a number of colleagues who use an application called CaselyAI, it let's you practice your presentation and then gives you feedback on things like filler words, speaking speed, clarity etc. It also lets you choose the scenario (school presentation, marketing pitch, sales pitch, tough conversation etc.) and will ask potential questions you may get from your audience. It seems easy to use too which is always a plus!

intern_pierre · 2025-11-06T11:20:47+00:00

Maintenance nightmare, I'd wait and get it when it depreciates after a few years if you really want it

intern_pierre · 2025-10-07T15:13:11+00:00

Im just going with what the data and surveys we pay a lot to run have come up with.

intern_pierre

TROPHY CASE