Recordati, an Italian agricultural company, is mentioned as a potential acquisition target for Ferrari.
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Forget Lambo's - 50% Off Ferrari Here!
Sep 27, 2026
The creator discusses Exor, a Dutch holding company of a wealthy Italian family, highlighting its significant discount to Net Asset Value (NAV). The company's portfolio includes stakes in Ferrari, Stellantis, CNH, Philips, Juventus, and The Economist. Despite a substantial discount, the creator notes that Exor's stock has underperformed recently, with several of its holdings also declining. The discussion touches on Ferrari's recent performance and the market's reaction to its new electric vehicle, as well as positive performance from CNH and Exor's asset management arm, Lingotto.
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Leonardo is mentioned as the buyer of Iveco's defense division, as part of Exor's divestment strategy.
Shell's stock declined in the first half of the year, underperforming the global MSCI index.
Philips is a medical technology company in which Exor holds a significant stake.
CNH Industrial's stock performed positively, rising 25% in the first half of the year.
Stellantis's stock has declined significantly in the first half of the year.
Ferrari's stock has been flat recently, but has declined over the past year, with market concerns around its first electric vehicle.
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