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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: TIVP053: Exor NV (EXO): Too Good To Be True? w/ Shawn O’Malley & Daniel Mahncke
Description: Shawn O’Malley and Daniel Mahncke break down Exor NV (ticker: EXO), a unique holding company that has acted as a vehicle for the family wealth of Fiat’s founder, but now poses a compelling arbitrage opportunity, with Exor’s stock trading at nearly a 60% discount to its net asset value.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:04:55 – How Ferrari became Exor’s largest investment
00:06:16 – Whether Exor actually offers discounted exposure to companies like Ferrari, Stellantis, and CNH
00:16:48 – What markets Exor is focusing on most now
00:19:45 – Why Exor trades at s...