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
