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Exor: Fiat Crisis to Ferrari Glory

·48 min·4 clips

How did John Elkann and Sergio Marchionne save Fiat from the brink of disaster with a $2 billion deal?

This episode breaks down Exor, a Dutch holding company controlled by the Agnelli family, tracing its origins from Fiat to its current portfolio including Ferrari, Stellantis, and Philips. The discussion covers Exor's history, leadership under John Elkann, capital allocation strategies, and the significant discount to net asset value at which it trades, offering insights into its transformation and future directions in healthcare, luxury, and technology.

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