Luca di Montezemolo
๐ค SpeakerAppearances Over Time
Podcast Appearances
And as always, the sources, books, and everything that we did for research are linked in the show notes.
For me, to Arvind Navaratnam at Worldly Partners for his great, great write-up on Ferrari linked in the show notes.
Worldly Partners, for those who don't know, is a highly concentrated long-term investment firm focused on multi-decade compounding businesses, very in line with Acquired's ethos.
You can learn more at worldlypartners.com, and he's got the Ferrari write-up there.
To my good friend, Matt Shobe, Ferrari enthusiast and former Ferrari owner.
To Brian Lum at Bailey Gifford, really, really thoughtful investor who helped me think through all of Ferrari and really woke me up to the idea of the pyramid of infrastructure.
To Neil Konzin, one of the OG folks at Microsoft here in Seattle, who then would have a second career actually working for Ferrari.
Moving to Maranello, experiencing it from the inside, working on the F1 side of the house.
on their technology, which was really fun to get his perspective on how the company evolved over the decades.
To Mike Miller, good friend of the show, former editor at Wall Street Journal, who really helped us research and construct this episode.
Thanks to Benedetto for taking some last minute time yesterday to run through some final questions I had before recording.
To Eddie Q, who is actually a Ferrari board member and a good friend of the show.
Much, much easier than digging through SEC filings.