$RACE (-1,63 %)
Ferrari is more than just a car manufacturer.
It is a brand, a myth - and a perfectly coordinated business model.
[1] I have just come across a really interesting article on X - I find it interesting:
Many people immediately think of fast cars, Formula 1, V12 engines when they think of Ferrari ...
But what if I told you:
Ferrari is not a car manufacturer - Ferrari is a luxury company that happens to build cars.
This is exactly what a recent article on X describes with the title:
"Ferrari isn't a Carmaker. It's a Luxury Business That Happens to Make Cars."
And honestly? There's no better way to put it.
Classic car manufacturers are all about cycles, stock levels and discounts.
Ferrari is in a completely different league.
Around 75% of all sales come from existing customers - and that's no coincidence.
If you want a new Ferrari, you can't just order one.
You have to be invited.
Yes, that's right - Ferrari chooses its buyers!
And the brilliant thing about it:
Ferrari deliberately limits production - to around 14,000 vehicles per year.
This keeps demand high, supply scarce and ensures an explosion in desirability.
This creates a highly profitable secondary market, which Ferrari strategically controls via its dealer network and service offering.
This is not car production - this is luxury brand experience at the highest level.
And the best part:
Every vehicle is now 100% customizable.
Every Ferrari is unique, which not only delights customers, but also drives margins even higher.
In short:
Ferrari doesn't sell cars - Ferrari sells exclusivity.
And that is precisely what makes this brand unique - and from an investor's point of view: so profitable.
And the article continues :
Ferrari knows exactly what it sells: Emotion.
You don't sell a 500,000 dollar super sports car on battery range.
You sell it on sound, soul and rarity.
As long as the battery technology can't deliver what really makes a Ferrari - that pure driving experience
that pure driving experience, that goosebump moment - it makes no sense to electrify at any price
Instead of blindly chasing the EV hype, Ferrari is taking a different path:
Focus on hybrid perfection now, and be patient until the moment is ripe for the first true "Ferrari Elettrica".
That is not weakness.
It is foresight.
Ferrari thinks in generations, not quarters.
I think the article actually says everything you need to know.
For me personally, the "sell-off" is somewhat exaggerated - and that is precisely what makes the share an exciting entry opportunity.
$AMZN (+4,45 %)
AMAZON
It's that time again today:
[2] Amazon publishes its third quarterly report for 2025.
And expectations are - as always - high:
What analysts expect
Most analysts expect a solid sales increase of 5.93%, i.e. sales of around USD 177.67 billion, compared to USD 167.7 billion in the same quarter of the previous year and expected EPS of USD 1.57 compared to USD 1.68 in the previous year.
Amazon Web Services (AWS) in focus
The decisive factor will be whether AWS can accelerate its revenue growth again.
The margin trend is particularly important here - it was 32.9% in the last quarter.
Are they now rising again, or will they come under further investment pressure?
This is exactly what the market will be looking for.
Investments in AI and the cloud
Investments in AI and the cloud are also in focus
Amazon's massive investments in artificial intelligence and infrastructure.
Analysts want to see whether these investments are already reflected in rising sales or better margins - and how strongly Amazon can position itself against Microsoft Azure and Google Cloud.
AWS outage issue
Not to be forgotten: the AWS outage in October.
The market expects clear statements on how Amazon intends to avoid such disruptions in the future and what cost or trust effects have resulted from this.
If this is successful - and the management provides a strong outlook - Amazon could achieve a turnaround.
Because the foundations are right - now the share price just has to follow suit.
For the full analysis, watch the video on my YouTube channel - just click on the link! https://www.youtube.com/watch?v=L1jLAK7PI-4&t=97s
[1] https://x.com/hataf_capital/status/1976293180002783515/photo/1
[2] https://www.ig.com/en-ch/news-and-trade-ideas/Amazon-Q3-2025-earnings-preview-251021