Exor Trading Discount Commentary
2 months ago
"Exor stock offers a very interesting situation. The market cap is 15 billion but the gross asset value is 40 billion. When we deduct the debt of 4 billion that's 36 billion compared to the market cap of 15 billion for a huge holding discount."
The speaker highlights that Exor is trading at a substantial discount relative to its net asset value, suggesting potential value due to the disparity between its market cap and the underlying asset base.
Scores
Alpha Potential
7.0/10
Novelty
6.0/10
Credibility
7.0/10
Timeliness
6.0/10
Overall
7.0/10
Sentiment
Bullish
Conviction
Medium
Tier
Company Commentary
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Episode Information
Episode:
EXOR, RACE, CNH, STLA, PHIA Stocks!
Source:
Value Investing with Sven Carlin, Ph.D.
Published:
November 12, 2025
Idea Type:
Company Opinion