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Why is Gruppo Mutui Online so different today, Marco Pescarmona?

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Manage episode 397576910 series 2933565
Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Gruppo Mutui Online Marco Pescarmona

Two years after our first interview, it was great to have Marco Pescarmona of Gruppo Mutui Online back. The company has changed a lot since 2021.

To better understand the change, we have discussed the following:
00:00 Teaser
00:32 Intro
00:51 The biggest challenge in the last two years
01:31 Biggest challenge at the moment
04:03 Acquiring new businesses
10:05 Check out Stratosphere
12:54 How the opportunities come up
15:42 The structure of the transactions
23:00 M&A at Gruppo Mutui
27:39 Check out Plus
28:13 How does Gruppo Mutui add value?
30:47 Differences between Italy, France & Spain, and other markets
36:19 New challenges after the acquisitions
39:00 3-5 year goals
41:12 The D&A from EBITDA
44:39 The strategy with the BPO division
46:50 Debt risks
55:37 Looking back at 2012
59:50 Reading out patterns during times of crisis
01:01:49 Understanding the revenue side
01:05:35 Thoughts on the different divisions within Gruppo
01:08:39 The brokerage market
01:11:11 Capital allocation framework
01:13:40 Creativity
01:20:55 Cashflow
01:24:37 Closing thoughts
01:26:20 Disclaimer

#goodinvesting #italianstocks #gruppomutuionline

Join Good Investing Plus
➕ Apply here to Plus: https://good-investing.net/plus/

Our newsletter
📧 Subscribe to our newsletter: https://www.good-investing.net/contact/good-investing-center-newsletter-subscription/

Helpful tools for investors
📈 Stratosphere – beautiful stock analysis tool* – https://stratosphere.io/?lmref=bJ0jjw
📶 TIKR – great data tool *: https://tikr.com/goodinvesting/
💱 Wise – our recommended savings account *: https://good-investing.net/wise/

Transparency
Good Investing Talks is a video & audio production of Good Investing, a brand of Good Investing UG. The editorial responsibility of these broadcasts lies solely with Good Investing UG. In the run-up to the recording, the guests refrain from co-determination of content or editorial influence and pay a cost contribution for the organization and production of the video & audio and transcript formats.
📃 Disclaimer: https://good-investing.net/imprint/disclaimer/

Affiliate Link = *

Why is Gruppo Mutui Online so different today, Marco Pescarmona? appeared first on Good Investing.

  continue reading

85 episodes

Artwork
iconShare
 
Manage episode 397576910 series 2933565
Content provided by Good Investing - Tilman Versch and Good Investing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Good Investing - Tilman Versch and Good Investing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Gruppo Mutui Online Marco Pescarmona

Two years after our first interview, it was great to have Marco Pescarmona of Gruppo Mutui Online back. The company has changed a lot since 2021.

To better understand the change, we have discussed the following:
00:00 Teaser
00:32 Intro
00:51 The biggest challenge in the last two years
01:31 Biggest challenge at the moment
04:03 Acquiring new businesses
10:05 Check out Stratosphere
12:54 How the opportunities come up
15:42 The structure of the transactions
23:00 M&A at Gruppo Mutui
27:39 Check out Plus
28:13 How does Gruppo Mutui add value?
30:47 Differences between Italy, France & Spain, and other markets
36:19 New challenges after the acquisitions
39:00 3-5 year goals
41:12 The D&A from EBITDA
44:39 The strategy with the BPO division
46:50 Debt risks
55:37 Looking back at 2012
59:50 Reading out patterns during times of crisis
01:01:49 Understanding the revenue side
01:05:35 Thoughts on the different divisions within Gruppo
01:08:39 The brokerage market
01:11:11 Capital allocation framework
01:13:40 Creativity
01:20:55 Cashflow
01:24:37 Closing thoughts
01:26:20 Disclaimer

#goodinvesting #italianstocks #gruppomutuionline

Join Good Investing Plus
➕ Apply here to Plus: https://good-investing.net/plus/

Our newsletter
📧 Subscribe to our newsletter: https://www.good-investing.net/contact/good-investing-center-newsletter-subscription/

Helpful tools for investors
📈 Stratosphere – beautiful stock analysis tool* – https://stratosphere.io/?lmref=bJ0jjw
📶 TIKR – great data tool *: https://tikr.com/goodinvesting/
💱 Wise – our recommended savings account *: https://good-investing.net/wise/

Transparency
Good Investing Talks is a video & audio production of Good Investing, a brand of Good Investing UG. The editorial responsibility of these broadcasts lies solely with Good Investing UG. In the run-up to the recording, the guests refrain from co-determination of content or editorial influence and pay a cost contribution for the organization and production of the video & audio and transcript formats.
📃 Disclaimer: https://good-investing.net/imprint/disclaimer/

Affiliate Link = *

Why is Gruppo Mutui Online so different today, Marco Pescarmona? appeared first on Good Investing.

  continue reading

85 episodes

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