▶ 1:00 · Family-Controlled Companies & Long-Term Ownership · Elkann: Family control plus public markets creates optimal stability and long-term thinking
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Elkann: Family control plus public markets creates optimal stability and long-term thinking
Committed family ownership provides stability and multi-decade horizons while public listing adds market discipline; Exor models itself on Berkshire Hathaway and Investor AB as a permanent…
China produces and sells over two-thirds of global EVs — Western OEMs must partner or lose
China's EV ecosystem dominance (2/3 of sales and production) forces Western automakers like Stellantis to form partnerships (Leap Motors) to access technology, cost structure, and market sh…
Stellantis pursues EV cost parity via controlled battery supply (ACC JV) and Chinese tech partnership
Winning in EVs requires owning battery supply — Stellantis built ACC with TotalEnergies/Mercedes in Europe and partnered with LG/Samsung in North America, while Leap Motors gives China mark…
Elkann: Europe must compete in battery chemistry and assembly to secure EV supply chain
Batteries are the most expensive EV component; Europe needs cost-competitive domestic cell production (ACC in Germany/France/Italy) plus partnerships with Asian leaders (LG, Samsung) to avo…
Exor bets on Philips as healthcare technology enabler solving structural cost crisis
Post-pandemic awareness of healthcare fragility and rising costs drives Exor to invest in enablers like Philips, which combines deep history with renewed health-tech focus and ambitious lea…