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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…

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What if the Market is Right?

In a Nutshell: In a matter of one month, traders in shares of Fiat-Chrysler and Ferrari have fully baked-in a full-fledged financial crisis into the stock valuations. EXOR’s discount to NAV has gone from under 20% to over 40% in…

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Fourth Quarter 2015 Letter

Please click here to read our short quarterly letter reviewing our year, and how we’re thinking about the beginning of 2016 - which has of course been full of fireworks! Summary: Prior to the year, we already trimmed or eliminated some illiquid and…

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Ferrari Video

We're starting to get excited about owning shares of Ferrari (RACE) in a few short weeks. Ahead of the anticipated spin-off of shares from Fiat-Chrysler (FCAU) we talked with Yahoo! Finance's Nicole Sinclair about the incredibly unique dynamics of Ferrari's business.…

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Third Quarter 2015 Letter

Our third quarter letter reviews our process and its increasing ability to predict future returns. Every time our portfolio's risk-adjusted return has hit high levels, subsequent performance has been strong. It remains above 20x, and above the previous record-high from…

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