About this episode
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- Intro2:41 - How we are reacting to the sell-off10:34 - Incentives with AI 14:30 - Alimentation Couche-Tard's IR Day 23:50 - EV experience in Norway26:08 - Ferrari's earnings
