TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←
▶ 28:43 · $LEAP-MOTORS · Stellantis invests in Leap Motors to access China's dominant EV market and technology
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
“we recently announced which is our fully electric car company in China we're working very hard 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…”
—john elkann
now playing · $LEAP-MOTORS
$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…