Estimated reading time: 18 minutes. Click here to read this in PDF Format. When Defense…
We were so pleased to be named a finalist to present at the Ira Sohn conference, and are happy to share our prepared presentation in its proper presented format in youtube.
Front-Running the Next Sohn
Every idea we’ve submitted to past Sohn contests has gone on to be presented later at a different conference (Fiat-Chrysler and Finmeccanica), so we suppose you can just front-run the next Ira Sohn conference and watch this presentation on EXOR.
In the video, we detail the large numbers of success factors which will create a “lollapalooza,” effect in generating very satisfactory investments returns for our largest and most favorite position, EXOR SpA (EXO IM). We think an investment in EXOR is right in every way: 1) timing, as all of its investments are poised for substantial stock appreciation, 2) strategy, as it will continue to add significant value to all of its investments (like 3G Capital) and now has a reinsurance operation to turbo-charge investments, and 3) price: the discount is near all-time wide levels, and represents a very attractive entry point.
Enjoy the video below, or click here to watch directly on youtube.
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