Value Investing, Videos

GreenWood Investors EXOR (EXO IM): Lollapalooza

GreenWood Investors EXOR (EXO IM): Lollapalooza

Also see their recent slides from Sohn on Exor -> Wood_EXOR

SPublished on May 12, 2016

A comprehensive overview of our largest and favorite position in the Spring of 2016 – the Agnelli family holding company of EXOR SpA. It’s right in every way: price (discount near widest levels), timing (all investments poised for substantial growth), and strategy (3G Capital style investor + lower cost of capital).

See our website at for more information and important disclaimers.

Special thanks to Kygo for fueling the background music and our workdays!


Get our newsletter and our in-depth investor case studies all for free!