Evidence receipt / belief
Published · transcript-backedBen Gilbert: belief
27 Jun 2023 Acquired Porsche (with Doug DeMuro)
“I think you're right that scale economies enable them to be in the SUV business, which has great margins.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 27 Jun 2023
- Publisher
- Acquired
- Episode
- Porsche (with Doug DeMuro)
Transcript context
…Yeah. They definitely, especially relative to Ferrari, have scale economies being part of the VW Group that they can be in SUVs in a way that Ferrari can't. I think you're right that scale economies enable them to be in the SUV business, which has great margins. That's a thing that you would need to have all these deep partnerships with other car brands in order to do that or be owned by one. I think that is a differentiating factor against Ferrari. But obviously, lots of other car brands are in the SUV business.…
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