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).

Is value investing dead? These managers don’t think so

Structured ValueFor quite some time, value has been losing out to growth, and as a result, many have been wondering whether value investing is dead. At the Morningstar Investment Conference, Chuck Bath of Diamond Hill Capital Management, Ramona Persaud of Fidelity Investments and David Wallack of T. Rowe Price offered some insights into their value investing Read More


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