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▶ 28:34 · $STLA · Elkann: Stellantis targeting EV cost parity via Leap Motors China JV and ACC battery venture with TotalEnergies/Mercedes
episode briefing
In Good Company with Nicolai Tangen

John Elkann - CEO of Exor | Podcast | In Good Company | Norges Bank Investment Management

2024-06-19 · 6 company · 5 thematic
sentiment
5 bull0 bear1 neu
speakers
john elkann

CEO of Exor, the Dutch-Italian holding company controlling Ferrari, Stellantis, Juventus, CNH Industrial, Iveco, and a major stake in Philips; joined board at 21, led group through near-bankruptcy to stability and growth.

quote
“stantis is very committed to be able to be cost competitive at scale in electric vehicles do you think you'll get there I mean is it possible to beat the Chinese in EV I think we're getting there and I think it's a very exciting Challenge…”
—john elkann
now playing · $STLA
$EXOR···bullish· high· posjohn elkann
Elkann outlines Exor philosophy: build great companies via aligned ownership, governance, leadership
Exor's model combines committed family ownership with public-market discipline, aligning ownership, governance and leadership to build enduring companies — similar to Berkshire Ha…
$RACE···bullish· high· posjohn elkann
Elkann: Ferrari is not a car company but a special passion brand expanding into lifestyle and EVs
Ferrari's unique positioning — rooted in racing, expanding into lifestyle, and launching a ground-up electric car in 2025 designed with Jony Ive's LoveFrom — creates a durable moa…
$STLA···bullish· medium· posjohn elkann
Elkann: Stellantis targeting EV cost parity via Leap Motors China JV and ACC battery venture with TotalEnergies/Mercedes
Stellantis is pursuing cost-competitive EVs at scale through controlled battery supply (ACC JV, LG/Samsung partnerships) and a strategic stake in Leap Motors to access China's EV…
$LEAP-MOTORSbullish· medium· posjohn elkann
Stellantis invests in Leap Motors to access China's dominant EV market and technology
China represents over two-thirds of global EV sales and production; Leap Motors gives Stellantis a foothold in the world's largest EV market and access to competitive electric veh…
$JUVE···neutral· low· posjohn elkann
Elkann: Juventus owned 100 years as family passion asset teaching leadership lessons for business
Juventus is a century-old family passion asset that provides leadership insights — competition, resource allocation, high-performance culture — applicable across Exor's industrial…
$PHG···bullish· high· posjohn elkann
Elkann: Exor bought large Philips stake betting on healthcare technology enablers solving rising cost crisis
Healthcare's structural cost crisis requires technology-enabled solutions; Philips' century-long history, renewed focus on health-tech, and ambitious leadership make it a core ena…