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Two Fascinating Investment Stories Worth Your Attention

Today we're taking a deep dive into two compelling investment narratives that have caught our attention. First, we explore Ferrari's journey as both a luxury car maker and a potential investment gem, with its stock soaring nearly 700% over the past decade despite trading at a steep 50 times earnings.
Meanwhile, Philip Morris International presents an equally intriguing transformation story, pivoting aggressively toward smoke-free products like IQOS heated tobacco and ZYN nicotine pouches while hitting all-time stock highs in what many consider a declining industry.
Both companies command impressive profit margins in their respective industries, but the question remains: do their current valuations justify the premium prices investors must pay? Join us as we unpack these fascinating investment cases and discover whether these iconic brands deserve a place in your portfolio.
Ferrari: Luxury Car Maker or Exquisite Investment?
The iconic prancing horse emblem of Ferrari isn't just a symbol of automotive excellence—it's also been a powerful wealth creator, with the stock price soaring nearly 700% over the past decade. But recent developments have raised eyebrows among investors.
In our latest video, we investigate why Ferrari commands the highest profit margins in the automotive industry, and whether that justifies trading at 50 times earnings. The plot thickens when you consider that while super investor Guy Spier has Ferrari making up 8.6% of his portfolio, the Agnelli family recently sold shares worth a staggering $3.1 billion.
Is Ferrari overpriced luxury or a premium worth paying for? We apply our 7-step analysis process to examine the company's financial health, growth trajectory, and future prospects. With Lewis Hamilton joining their Formula 1 team and six new sports car models planned for 2025, Ferrari's brand is gaining even more attention—but is it enough to justify the current valuation?
Before you decide whether this luxury stock belongs in your portfolio, watch our full analysis to discover what makes Ferrari such a unique investment opportunity. Sometimes the most valuable investments aren't obvious at first glance.
Is Philip Morris International's Smoke-Free Transformation Worth the Premium Price?
In our latest analysis video, we dive deep into Philip Morris International's remarkable transformation that has pushed the stock to all-time highs despite operating in what many consider a declining industry.
The tobacco giant is aggressively pivoting toward smoke-free products like IQOS heated tobacco and ZYN nicotine pouches, with an ambitious goal of having these alternatives constitute 67% of total revenue by 2030, up from 39% today.
While PMI boasts impressive profit margins and an exceptional 31.8% return on invested capital, our valuation analysis suggests the stock might be trading at a premium. Additionally, investors should consider the implications of the company's substantial Canadian tobacco settlement and significant debt load.
Is this smoke-free transformation enough to justify PMI's current valuation? Watch our complete 7-step analysis to find out if this tobacco giant deserves a place in your portfolio.
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