Charging to the Future

February 18
31 mins

Episode Description

This week, Barry and Ernest break down Alimentation Couche-Tard's strategy from their Investor Day as well as an update to Ferrari's EV strategy.


0:00- Intro

2:41 - How we are reacting to the sell-off

10:34 - Incentives with AI 

14:30 - Alimentation Couche-Tard's IR Day 

23:50 - EV experience in Norway

26:08 - Ferrari's earnings 

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