Emily Flippen

Their investor day last year, they tweaked their long-term EV guidance down from around 40% of its lineup to, quote, only 20%, which I still think is a lot.

But do you think the market's overreacting to the near-term pressure on EVs?

Or is that actually a threat to Ferrari's long-term brand power if they don't manage to make that transition successfully?

You know someone who knows someone who works at Ferrari who's able to get you in if you could afford the price tag.

That's how they keep their brand power.

It's worked out well for them in the past.

No reason to think it's different today.

And this is a management team that understands and knows its customer well.

And I would actually say that's true for Datadog and Spotify as well.

These are management teams that really fundamentally understand their business and they meet their customer, whether that be the people who use their platform or the people who advertise on it.

They meet their customer

where they're at.

And I think that's part of the reason why each of the fourth quarters that we saw posted today from these world breaker companies were as great as they were in an otherwise really challenging environment.

Either way, it's been incredible to actually have some good news to talk about on the Motley Fool Money podcast today.

Otherwise, I will say, I guess we're all back to our scheduled depression, doom, and gloom as we seek the other challenges in the market.

But it's a great reminder that there are some silver linings and great opportunities still out there in an otherwise challenging environment.

Jason and Toby, thank you both so much for joining and

sharing your insight with us today.

As always, people on the program may have interest in the stocks they talked about and The Motley Fool may have formal recommendations for or against, so don't buy or sell stocks based solely on what you hear.

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