u/thefrogmeister23

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%+0.4%+0.4%
3d111100%+0.4%+0.4%
1w111100%+2.6%+2.6%
1m000———
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$RACEr/ValueInvestingStock Analysisbullish
u/thefrogmeister23 · 23d agono track record yet

Value Investment: Exor (Ferrari)

Ferrari is trading 20%+ below previous highs and benefits from wealth concentration and scarce asset appreciation, despite recent EV-related headwinds. The author views it as a compelling long-term holding.

At post $388.28Now $399.81+3.0% since postedas of Oct 29, 4:01 PM ET
1d+0.4%
3d+0.4%
1w+2.6%
1m—
3m—
6m—
1y—
original post →

End of results.