TIP836: Exor NV (EXO): The Massive Discount Continues To Widen w/ Kyle Grieve & Shawn O’Malley
1h 24m
This week, We Study Billionaires examined contrasting approaches to capital allocation and risk management. The first episode unpacked Exor NV's persistent valuation discount and what it reveals about market inefficiency, while the second explored how legendary investors navigate existential risks and rebuild after setbacks. Together, the episodes highlight a central tension: whether deep value opportunities emerge from structural market failures or from the ability to survive and adapt through cycles others cannot.
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