Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
27 Jun 2023 Acquired Porsche (with Doug DeMuro)
“I think that is a differentiating factor against Ferrari. But obviously, lots of other car brands are in the SUV business.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 27 Jun 2023
- Publisher
- Acquired
- Episode
- Porsche (with Doug DeMuro)
Transcript context
…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. The heritage is obviously an enormous factor.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.