Shawn & Daniel break down Exor NV (EXO), a family-controlled holding company trading at nearly a 60% discount to NAV. What you'll learn here: 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 such a discount to its NAV 00:42:02 – Why Exor trimmed part of its Ferrari stake 00:45:01 – Why Exor is unlikely to be forced to realize its NAV by outsiders 00:51:03 – Why Exor reclassified itself from an industrial conglomerate to an investment company 01:00:11 – How to think about modeling EXO’s intrinsic value 01:09:24 – Whether Shawn and Daniel add EXO to their Intrinsic Value Portfolio Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ 🤝 Connect with dedicated, savvy investors who are committed to building wealth alongside you. https://www.theinvestorspodcast.com/intrinsic-value-community/ 📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getstartedwithstocks. Use the discount code “STOCKS15” at checkout. 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ Our Sponsors: 💰 Start building your long-term portfolio today and unlock an uncapped 1% transfer bonus. https://public.com/tivp ▶️ Related Episodes: - Chapters Group: Billionaires bet on this potential 100-Bagger: https://youtu.be/24Fr71kKeew - Intrinsic Value Portfolio Review: Performance and New Positions: https://youtu.be/VcavH2tTIp4 - Why Hasn’t Snapchat (SNAP) Become a Social Media Titan?: https://youtu.be/QKvFi-ykXqE Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #Exor #Ferrari #ValueInvesting #StockAnalysis #IntrinsicValue