$RACE

3 theses
bullish 100%neutral 0%bearish 0%
Avg return (3m)
+16.6%
Win rate (3m)
100% (2 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 29, 4:01 PM ET
$RACEr/ValueInvestingStock Analysisbullish
u/thefrogmeister23 · 23d agono track record yet

Value Investment: Exor (Ferrari)

Ferrari is trading 20%+ below previous highs and benefits from wealth concentration and scarce asset appreciation, despite recent EV-related headwinds. The author views it as a compelling long-term holding.

At post $388.28Now $399.81+3.0% since postedas of Oct 29, 4:01 PM ET
1d+0.4%
3d+0.4%
1w+2.6%
1m—
3m—
6m—
1y—
original post →
$RACEr/wallstreetbetsYOLObullish
u/MeloniousV2 · 169d ago2 prior · 50% at 3mo
“buying shares with intentions on getting atm LEAPS as well”

I like fast cars. Ferrari makes fast cars

Ferrari shares are oversold with declining seller volume. Author is buying shares and LEAPS, expecting a recovery in a couple weeks when the new electric vehicle is announced.

At post $332.21Now $399.81+20.4% since postedas of Oct 29, 4:01 PM ET
1d-3.3%
3d-3.3%
1w+5.2%
1m+6.8%
3m+22.6%
6m—
1y—
original post →
$RACEr/ValueInvestingDiscussionbullish
u/TheRaul5677070 · 284d ago4 prior · 80% at 3mo

My 2026 Picks: Stocks that I feel are Undervalued

Ferrari trades like a luxury brand (Hermès) rather than an auto manufacturer, with a fully sold-out order book through 2026 and pricing power immune to macro conditions. Lewis Hamilton's second season and the imminent EV launch are expected to drive momentum.

At post $332.94Now $399.81+20.1% since postedas of Oct 29, 4:01 PM ET
1d—
3d+0.2%
1w+1.1%
1m+8.8%
3m+10.7%
6m+13.2%
1y—
original post →

End of results.