IN THIS EPISODE, YOU’LL LEARN:

• Revisiting the Exor and Ferrari thesis
• Ferrari’s capital allocation, working capital, and margin trends
• Risks facing Ferrari from changing driving habits and tariffs
• Expanding on Lingotto, Exor’s growing asset management business
• Evaluating Lingotto’s performance, fees, and top holdings
• And so much more!

For the full show notes, go to this page.

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