Market valuations: Tesla: $93 billion Daimler: $58 billion BMW: $53 billion Honda: $51 billion GM: $50 billion Ford: $36 billion Ferrari $32 billion Nissan: $24 billion Fiat Chrysler: $22 billion Subaru: $19 billion Kia: $14 billion Mazda: $6 billion Aston Martin: $1 billionpic.twitter.com/D3S5MXYzex
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It really stands out among autos financially-$RACE Qtrly EBITDA chart here. ROA similar trend though ROE now "down to" 40% (vs. single digit WACC)pic.twitter.com/4vYDeLdTHf
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Brand + signalling as a moat
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why's Porsche not on that list?https://www.cnbc.com/2020/01/13/porsche-logs-record-global-sales-ahead-of-2020-tesla-showdown.html …
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Investors seem to think it should be valued as a luxury brand not an automaker
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My $0.02: similar to Hermes (luxury) in brand, high margins, operating cashflow last year increased 50%+, 40%+ EPS growth (and both top and bottom line growth), 10%+ net revenue growth, large cadre of insiders holding stock (if that counts for anything) and brand again...
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... or maybe people really like the RACE ticker.
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In addition to what everyone else said, F1 R&D and winnings. Consistently #2.
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Seems very high indeed. They had around EUR 3.7bn in revenue last year.
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Don’t insult Ferrari
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