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john elkann

T2 · manager / operator

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.

6 calls·6 names·83% bull·last heard 2 years ago·In Good Company with Nicolai Tangen
track recordleaderboard →
hit rate
0%
avg alpha
-21.9pp
scored
1

top calls

highest conviction · one per company
1sthigh conviction
$PHGPhilipsposition

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 enabler with strong commercial upside.

In Good Company with Nicolai Tangen2024-06episode →
2ndhigh conviction
$EXORExorposition

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 Hathaway and Investor AB.

In Good Company with Nicolai Tangen2024-06episode →
3rdhigh conviction
$RACEFerrariposition

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 moat beyond traditional auto.

In Good Company with Nicolai Tangen2024-06episode →

most discussed · click a bar to filter

  • $STLA
  • $LEAP-MOTORS
  • $PHG
  • $EXOR
  • $RACE

recurring themes

  • Family-Controlled Companies & Long-Term Ownership1
  • Healthcare Technology1
  • Chinese EV Market Dominance1
  • EV Transition & Battery Supply Chain1
  • European Competitiveness in Batteries1
6 total
$STLA
···
Stellantis
MEDjohn elkann·In Good Company with Nicolai Tangen·2 years ago·John Elkann - CEO of Exor | Podcast | In Good Company | Norges Bank Investment Management· position
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 ecosystem, where two-thirds of global EVs are sold.
"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'…"
28:34
$LEAP-MOTORS
Leap Motors
MEDjohn elkann·In Good Company with Nicolai Tangen·2 years ago·John Elkann - CEO of Exor | Podcast | In Good Company | Norges Bank Investment Management· position
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 vehicle technology.
"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 veh…"
28:43
$PHG
···
Philips
HIGHjohn elkann·In Good Company with Nicolai Tangen·2 years ago·John Elkann - CEO of Exor | Podcast | In Good Company | Norges Bank Investment Management· position
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 enabler with strong commercial upside.
"we believe Healthcare is is a critical industry and we've become much more much more aware of it after what we live through during the pandemic and how how frail we are as humans…"
37:37
$EXOR
···
Exor
HIGHjohn elkann·In Good Company with Nicolai Tangen·2 years ago·John Elkann - CEO of Exor | Podcast | In Good Company | Norges Bank Investment Management· position
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 Hathaway and Investor AB.
"exor is a company that builds great companies with great people and how do you do that we try and do that by choosing the companies by committing ourselves as owners of these comp…"
0:39
$RACE
···
Ferrari
HIGHjohn elkann·In Good Company with Nicolai Tangen·2 years ago·John Elkann - CEO of Exor | Podcast | In Good Company | Norges Bank Investment Management· position
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 moat beyond traditional auto.
"Ferrari is not a car company what is it Ferrari is a a very special company so it's beyond great it's beyond a great company it's a special company and it roots in racing a very s…"
22:56
$JUVE
···
Juventus Football Club
LOWjohn elkann·In Good Company with Nicolai Tangen·2 years ago·John Elkann - CEO of Exor | Podcast | In Good Company | Norges Bank Investment Management· position
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 portfolio.
"Juventus was uh acquired by my great-grandfather uh and he was very passionate about football very passionate about his community and and he felt it was important to uh and and he…"
32:16
8
Family-Controlled Companies & Long-Term Ownershiptailwind
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 capital vehicle.
8
Healthcare Technologytailwind
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 leadership.
7
Chinese EV Market Dominancetailwind
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 share.
7
EV Transition & Battery Supply Chaintailwind
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 market access.
6
European Competitiveness in Batteriesmixed
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 avoid strategic dependency.