P911.DE

1. September 2026 1 entry
   Sep 10, 2026

   Substack · Arquitectura de la Inversión

   Modelo de Negocio Ferrari: ¿Por qué se parece más a Hermès que a Porsche?

   Ferrari vende menos de 14.000 autos al año, pero consigue márgenes propios del sector de ultra lujo. Así funciona su modelo de negocio.

   RACERMS.PAP911.DEES10,508 words

   Since publication P911.DE −7.8% α −8.0 pp vs DAX · EUR

2. July 2026 1 entry
   Jul 22, 2026

   Blogs · r/ValueInvesting · /u/InformationOk4114

   Volkswagen - People's Car, Priced as Scrap

   You've prob seen SOTP discounts before, but this one is absurd. At €75/share, €38Bn MktCap. Volkswagen (VOW.DE, or $VWAGY) trades at a 62% discount to a conservative SOTP (€100Bn) Volkswagen's stake in Porsche (75%) and…

   VOW3.DEP911.DEshort344 words

   Since publication P911.DE −10.5% α −11.5 pp vs DAX · EUR

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Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.