EXOR NV (EXO) is a European Holding Company, controlled by the Agnelli family (founders of FIAT). Currently, based on a Sum of Parts analysis, common shares of EXOR trade at a 32% discount to its Net Asset Value. Read recent Exor write-ups on the Exor Compendium Page EXOR Sum of Parts Although it is not … Continue reading Exor NV | Discount to Net Asset Value (NAV)
Tag: juventus
Juventus | Investment Thesis Revalued
We have been reevaluating our investment in Juventus Football Club S.p.A. The original thesis had the following arguments: Special situation Historically, Juventus is Italy’s most successful football club, winning the Italian Serie A 27 times (excluding the 2 titles stripped in 2005 and 2006). In total, they have won 51 official competitions since 1929. In … Continue reading Juventus | Investment Thesis Revalued
Investing in European Football Clubs
You don't invest in a football club to become wealthy, you invest in a football club because you are wealthy. However, with that being said, top European football clubs have proven themselves to be excellent at generating and growing their revenues over the last two decades. International demand and popularity of European top football have … Continue reading Investing in European Football Clubs