Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
13 Apr 2026 Acquired Ferrari
“I think Luca probably had zero interest in taking Ferrari public, and I think he had even less than zero interest in using proceeds from the Ferrari IPO and the other financial engineering that we're about to talk about to save Chrysler and Fiat.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 13 Apr 2026
- Publisher
- Acquired
- Episode
- Ferrari
Transcript context
…Yeah. Do you think Luca was not a public company CEO? I think Luca probably had zero interest in taking Ferrari public, and I think he had even less than zero interest in using proceeds from the Ferrari IPO and the other financial engineering that we're about to talk about to save Chrysler and Fiat. Luca did not care about any of that. Whereas on the other side, Sergio is kind of exactly the guy you would want to manage the street, to look for all the ways that the Ferrari business is quote unquote unoptimized, to realize the full value of the asset. He's like the sort of leader that investors salivate over.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.