Exor (ENXTAM:EXO) has quietly slipped over the past year, with shares down around 23% even as its underlying holdings like Ferrari and Stellantis keep executing. That gap is exactly what value focused ...
Exor’s FY24 performance was uninspiring, with Stellantis dragging down the very strong contribution from Ferrari. Recent actions—reducing Ferrari concentration, executing a large buyback, and ...
Exor’s long-term investment results have been undeniably strong, a fact that the market seems unwilling to recognize. The group’s portfolio has a bias toward cyclicals, but steps are being taken to ...
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