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 www.gwinvestors.com for more information and important disclaimers.
Special thanks to Kygo for fueling the background music and our workdays!
