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EXOR Video: Lollapalooza

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.

EXOR: Lollapalooza

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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Disclaimer:

This article has been distributed for informational purposes only. Neither the information nor any opinions expressed constitute a recommendation to buy or sell the securities or assets mentioned, or to invest in any investment product or strategy related to such securities or assets. It is not intended to provide personal investment advice, and it does not take into account the specific investment objectives, financial situation or particular needs of any person or entity that may receive this article. Persons reading this article should seek professional financial advice regarding the appropriateness of investing in any securities or assets discussed in this article. The author’s opinions are subject to change without notice. Forecasts, estimates, and certain information contained herein are based upon proprietary research, and the information used in such process was obtained from publicly available sources. Information contained herein has been obtained from sources believed to be reliable, but such reliability is not guaranteed. Investment accounts managed by GreenWood Investors LLC and its affiliates may have a position in the securities or assets discussed in this article. GreenWood Investors LLC may re-evaluate its holdings in such positions and sell or cover certain positions without notice. No part of this article may be reproduced in any form, or referred to in any other publication, without express written permission of GreenWood Investors LLC.

Past performance is no guarantee of future results.

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