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Ferrari

RACEBullish

Designs, manufactures, and sells luxury high-performance sports cars and racing vehicles under the Ferrari brand.Yahoo Finance ↗ferrari.com ↗

1 take · first discussed Feb 13, 2026

Stock since first call
-4.3%
$379.08 → $362.70
Current call
Bullish-4.3%
since Feb 13, 2026✗ wrong so far· stance 117d old
anchored Feb 13, 2026 · as of Jun 11, 2026

The tape vs. the takes

Every call, plotted at the price the day they made it.

$379.08$314.63CChamath — bull — Feb 13, 2026Feb 13, 2026Jun 11, 2026
letter = host · click for the quote

Where they stand now

ChamathChamath
Bullish

Chamath is broadly positive on Ferrari's long-term positioning as a luxury experience brand, arguing that as autonomous driving erodes mass car culture, Ferrari and ultra-high-end marques will retain a premium audience willing to pay for the experience, insurance, and exclusivity.

E261 · Feb 13, 20261 take ↓

The discussion

The hosts' collective view on Ferrari is modestly bullish, though only Chamath has weighed in with a medium-conviction position. He argues that Ferrari's value lies in its identity as a luxury experience brand rather than a transportation utility, and that the rise of autonomous driving will actually reinforce this positioning — as self-driving becomes the norm for mass-market consumers, the cost and cultural cachet of manually driving a high-end car like Ferrari will concentrate demand among a wealthy, experience-seeking audience. No other hosts have provided a thesis, so there is no disagreement or corroboration on record from the group.

How they got there

ChamathChamath1 take since Feb 13, 2026
BullishE261Feb 13, 2026⚑

Chamath is broadly positive on Ferrari's long-term positioning as a luxury experience brand, arguing that as autonomous driving erodes mass car culture, Ferrari and ultra-high-end marques will retain a premium audience willing to pay for the experience, insurance, and exclusivity.

I think in places like the United States, it's going to become so expensive to pay for the insurance if you are driving yourself... probably is that there's going to be a bunch of high-end cars like Ferrari where you pay for the”1:09:06
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.