Charging to the Future

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