Wide-Moat Ferrari Deserving of Luxury Goods Title
We have been dismayed by some in the investment community who have categorized Ferrari, with respect to valuation, as an automotive company. In our...
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Baoxin: CGAS Partial Offer - 2015 and 2016 Arb Grids
China Grand Automotive Services Co Ltd ("CGAS" or "CGA") and #Baoxin Auto Group Ltd ("Boaxin") issued a Joint Announcement late Friday to the...
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Baoxin: CGAS Partial Offer Promises Interesting Future - And Arb Grids
Three months ago, on September 15th, China's largest publicly-traded automobile dealer China Grand Automotive Services Co Ltd (hereafter "China...
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People Dream of Owning a Ferrari
Ferrari: Initiating Coverage with a Wide Economic Moat Rating and a $50 Fair Value.Like the rich heritage of the Ferrari brand, we think...
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Distracted by the Distractions: Focus on Fiat Chrysler's attractive stock valuation
No-moat, 4-star-rated Fiat Chrysler's stock has 55% upside to our EUR 20 fair value estimate from its current trading level.Since the markets began...
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