GreenWood Investors EXOR (EXO IM): Lollapalooza
Also see their recent slides from Sohn on Exor -> Wood_EXOR
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
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!