Arif presented our investment thesis on $RACE at the MOI European Summit back in October... sharing this a bit late, but just in time for a pre/post Turkey fix!

https://intrinsicinvesting.com/2020/11/25/arif-karims-presentation-on-ferrari-at-the-moi-european-summit/

In the category of I thought I’d seen it all, on a day when $548B market cap Berkshire Hathaway $BRKA $BRKB hits an all-time high, it is smaller by market cap than $TSLA? The car company is reported as a $500B market cap. No it’s not... 1/

[email protected] responds to a listener question on the things that might give an investor pause when it comes to moving forward with a potential investment. We discuss some yellow and red flags that may serve as idea disqualifiers.

Full episode:
https://twiii.podbean.com/e/crowdsourcing-ideas-yellow-and-red-flags-when-analyzing-a-company/

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