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Is John Elkann The Next Bernard Arnault? (Issue #78)
When it comes to capital allocation there are a lot of important names that fly under the radar of the masses. Today I want to get into John Elkann’s conglomerate Exor. The company owns Ferrari, Juventus Football Club, and much more. I’m a big fan of Bernard Arnault and what he as created with LVMH Group and there seem to be many similarities here (although there are some different industries). John Elkann and Exor Group may follow in the respective footsteps.