$EXR — All updates

Ale's World of StocksPublished 2026-09-12

“Every Stock I'm Buying in September 2026 (Huge Opportunities)”

$EXRBullish

Willing to add to existing large position in EXR due to current negative performance; views it as a fantastic self-storage REIT.

EXR, another great read.

Um, EXR, we have a very large position in them. It's what was it? It was our fifth largest, I believe. So, don't necessarily want to make EXR too big in the account, but the fact that it is still negative, I would be willing to buy more of it.

It's a um self- storage rate and I think it's a fantastic one, too.

Watch the source21:10

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The Intrinsic Value PodcastPublished 2026-08-09

“Exor NV (EXO): The Massive Discount Continues To Widen”

$EXRBullish

Exor's massive discount to NAV presents an asymmetric investment opportunity with potential for returns via Ferrari compounding and eventual NAV normalization.

Xer is definitely continuing to trade at this massive discount to its net asset value. But as long as Exo doesn't drastically close the price and value gap, and as long as things are going well for Ferrari, we don't really see much of a reason to sell this business.

And even if it stays at a massive discount, well, Exor stock will increase as its NAV increases. The downside being that the discount widens even more. But I think it would be really unprecedented for the discount to get much wider for this type of situation where there are real valuable assets on the balance sheet that cannot be entirely written off.

What they said to watch for

control of the company by John Elkann

capital allocation decisions such as buybacks versus acquisitions

Watch the source1:16:23

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