GreenWood Investors EXOR (EXO IM): Lollapalooza

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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!

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