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Porsche targeted kids, automotive optionality and $RACE
Porsche is going public soon.

Interestingly, in the 70s and 80s, Porsche targeted kids by giving them toys, with the aspiration that they would grow up to love the brand and become customers:

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It's interesting to see the optionality high-end automotive companies are expected to enjoy in the coming years thanks to emerging technologies.

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What brand is more powerful outside automotive? If I had to go with one, I'd go with $RACE

I looked in-depth into Ferrari a while back but thought that the uncertainty regarding EVs was too high to justify paying a premium.

Sound is a very important part of the driving experience of a Ferrari and EVs might erode that differentiation quite substantially.

The photos above are from an expert call I read on Alphasense.

There's a two-week free trial during which you can download all the calls you want from quite an extense database (no credit card required). You can subscribe through this link.
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