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Zelikovic Investments's investment thesis on EXOR ($EXO.MI) — Q2 2026 | Buyside Digest

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$EXO.MINASDAQEXOR

NEUTRAL

Zelikovic Investments—EXO.MI

Fund Letter

Q2 2026

Published August 3, 2026

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Price pending

—

—Pitched

Pending market quote

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

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From the Fund Letter

Zelikovic adheres to classic value investing principles, focusing on financially robust compounders trading at substantial discounts while actively avoiding the Magnificent Ten AI giants despite their market dominance. The portfolio returned...

— Yoav Zelikovic

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