Why is Gruppo Mutui Online so different today, 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

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Tilman is a very enthusiastic, long-term investor. Over the last years he has taught himself important investing concepts autodidactically. He tries to combine a positive climate and environmental impact with his investments.
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