The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 20 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Hays: Ferrari Will Never Be Competitive in EVs
“It's basically proving that Ferrari, I don't think can ever, I don't think they'll ever be competitive in EVs.”
Ferrari 12Cilindri sales suffer as buyers reject massive immediate depreciation
“And so they're hitting this wall where they've now seen terrible sales on the cylindry, 12 cylindry car because people are like, I'm not going to spend 700 K on this car. That's going to, you know, have terrible depreciation. And you're not even giving me conf…”
Ferrari has a documented history of suing its own customers
“There's a history of Ferrari suing their own customers, which is like, Unheard of, right? All business, all traditional business advice is don't sue your customers.”
Hays: Buying Ferrari Luce will definitely influence future allocations
“The idea that it's not going to have some, whether or not you bought a Luce is going to have some weight on your future allocations to me is just insane. There's just no way that that's true because every single dealer is going to look at their client list. Th…”
Hays: Ferrari Luce hurts brand unless driving mass volume
“My view is that I don't think they should have done a car like this because I do think it hurts the brand unless it was going to drive so many sales that it could make the rest of the cars that they make better, right? Like what the Cayenne did for Porsche or …”
Coogan: Ferrari Luce was not designed as mass-market Urus competitor
“I don't see this as their Urus. I don't see this as they were trying to make a mass market daily. I think that they were trying to make a very iconic, very iconoclastic, very contrarian car that was bold and weird and different, And it happened to be daily-abl…”
Jony Ive-designed Ferrari Luce EV met its 2026 sales target
“The Ferrari EV, the Luce, designed by Johnny Ive, has already hit the twenty-twenty-six sales target.”
Hays: Non-Halo Modern Ferraris Suffer Massive Depreciation
“Modern Ferraris have had Outside of their halo cars have had, you know, pretty massive depreciation.”
Classic Ferrari prices dropped in 2024 due to softening market demand
“And the Ferrari market last year was dipping on a lot of their classic models because there's not the same level of demand.”
Ferrari reaches $90B valuation on only 13,752 annual vehicle deliveries
“Ferrari is now worth. Ninety billion dollars. That's two figures, two figs. That's two figure AI robotics companies. You take two of them. You get a Ferrari making it the most valuable car company in Europe, despite Delivering just 13,752 vehicles last year.”
Porsche stock has fallen nearly one-third since its 2022 IPO
“When Porsche launched its IPO in 2022, it leaned heavily into comparisons with Ferrari, but the stock has fallen by almost a third since its debut among, amid challenges in China and a botched electric vehicle strategy.”
Most Ferrari models depreciate massively except sub-1,000-unit flagship hypercars
“They typically are making under a thousand units of their most high profile, most desirable cars. And these are the cars that are actually investments. Every other car that they make, for the most part, depreciates massively, right?”
Luxury brands use hyper-exclusive flagship models as top-of-funnel marketing
“What people don't realize is they're using these hyper exclusive cars. As top of top of funnel marketing for every other car in their portfolio or every other watch or every other bag or every other product that they make.”
Buyers lose up to $400,000 on SF90s chasing exclusive Ferrari allocations
“People were spending all this money to get an SF. 90 immediately losing. 404 hundred grand. And then they're still not getting the call from Ferrari and Ferrari is, is picking their favorites, right?”
Ferrari instructed dealers not to tie limited allocations to Luce EV purchases
“Ferrari says they gave strict instructions to dealers not to force its traditional petrol-loving collectors to switch to electric cars.”
Coogan: Ferrari launches $640,000 Jony Ive-designed electric vehicle
“Ferrari launches a 640,000 dollars, Johnny Ive designed, glass-clad electric speedster.”
Coogan: Ferrari Luce is Ferrari's first five-seat vehicle
“The Luce is Ferrari's first ever Ferrari with five seats, an option ruled out by the axle in its traditional powertrain configuration.”
LaFerrari secondary market values have appreciated from $1.4M to $3.8M
“When the model was released in 2013, they only made 499 of them. Now they might have made a few more. That's the thing with Ferrari. You never really know. And then they do special editions and they make a couple more. But still very limited production run. An…”