PERSON DIRECTORY
Krishna Mohanraj
Krishna Mohanraj appears in 1 indexed conversation across Business Breakdowns. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Exor: Fiat Crisis to Ferrari Glory - [Business Breakdowns, EP.229]
Exor trades at a 50–60% discount to NAV, roughly €100 a share versus €180, with 70% of gross assets in four listed names.Ferrari drove essentially all recent NAV/share growth, prompting a February sale of about $3bn for buybacks and additional investments.The thesis is NAV/share compounding, not discount narrowing, with ex-Ferrari turnarounds and Ferrari’s EV transition as risks.