Ferrari: The 2025 Investment Thesis

Group 1 - The stock has increased nearly 18% in the two weeks following its release, indicating strong market performance [1] - The investment strategy focuses on companies with excellent qualitative attributes, aiming to buy at attractive prices based on fundamentals and hold long-term [1] - The portfolio management approach is concentrated, aimed at avoiding underperformers while maximizing exposure to high-potential winners [1] Group 2 - The analyst has a beneficial long position in the shares of RACE, indicating confidence in the company's future performance [2] - The article reflects the analyst's personal opinions and is not influenced by external compensation, ensuring an independent perspective [2]