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Charging to the Future

Charging to the Future

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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- Intro

2:41 - How we are reacting to the sell-off

10:34 - Incentives with AI

14:30 - Alimentation Couche-Tard's IR Day

23:50 - EV experience in Norway

26:08 - Ferrari's earnings

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