$RACE · Ferrari's moats: brand, Goldilocks scale, network economies (Tifosi), cornered heritage resource

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Ferrari: What happens when you staple a luxury brand to a sports team? (Audio)

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Ferrari's moats: brand, Goldilocks scale, network economies (Tifosi), cornered heritage resource

2026-04-14 · 6 company · 4 thematic

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5 bull0 bear1 neu

speakers

david rosenthal

Co-host of Acquired, focusing on company histories and strategic analysis. Former investment banker with media/tech coverage. Co-leads Acquired's research on NFL, NBA, IPL and sports betting dynamics.

ben gilbert

Co-host of Acquired, a podcast analyzing great companies' histories and playbooks. Leads research on sports business models, media rights, and technology investing. Involved in Acquired's LP program and early-stage investments.

quote

“Ferrari absolutely has network economies 100%. With the tifosi and the community... Ferrari has this really interesting sweet spot of scale economies... They have power because of their scale economies and because they're like Goldilocks..…”

—ben gilbert

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