[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@SpecSitsCapMgmt Avatar @SpecSitsCapMgmt Special Sits Capital Mgmt

Special Sits Capital Mgmt posts on X about $1913hk, $cpri, versace, $exoas the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

Mentions: X #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence #

Social category influence finance XXXX% luxury brands XXXX% stocks XXXX% automotive brands XXXX% fashion brands XXX% cryptocurrencies XXX% currencies XXX% countries XXX% travel destinations XXX%

Social topic influence $1913hk 1.81%, $cpri 1.81%, versace 1.81%, $exoas #13, $race 1.2%, $vivpa #2, prada 1.2%, acquisition 1.2%, iveco #89, $sats XXX%

Top accounts mentioned or mentioned by @abroninvestor @reignots @diegobmilano @foxcastlehold @acapitallp @ducongoretti @toffcap @loran58082375 @ohcapideas @steveninvesting @east72dynasty @luchesiphilippe @billackman @yannickbollore @logancroixco @finengnet @asifsuria @masaniellosan @waystarcroixco @statarbed

Top assets mentioned Capri Holdings Limited (CPRI) Ferrari N.V. (RACE) SATS (Ordinals) (SATS) AT&T Inc. (T)

Top Social Posts #

Top posts by engagements in the last XX hours

"Ferrari $RACE CMD 2025: company 2030 targets imply numbers that the market expects for 2028. Top line growth around X% should significantly disappoint the market"
X Link @SpecSitsCapMgmt 2025-10-09T10:23Z 3726 followers, 1279 engagements

"The Vivendi RemainCo $VIV.PA also looks cheap when you take into account the fact that the company has over XXX Bi in potential tax loss carryforwards (mostly unrealized due to the price paid for the Telecom Italia stake)"
X Link @SpecSitsCapMgmt 2024-12-17T22:49Z 3726 followers, 52.7K engagements

"Let me get this straight: the guy that more than 3xed revenues at Miu Miu $1913.HK leaves and all of a sudden becomes the creative director at Versace $CPRI the target company while giving the founder Donatella an honorable way out One day they will make a movie about it"
X Link @SpecSitsCapMgmt 2025-03-13T16:40Z 3728 followers, 1453 engagements

"Simple math: $RACE 2025-2030 EPS guidance implies XXX% CAGR in the period. Even after todays decline stock trades at 41x XX EPS and 31x XX EPS. The implied return of buying the stock getting a XX% payout on EPS (the company only assumes 40%) and exiting at 25x EPS in 2030 is zero. To get an X% IRR the stock would have to be at EUR250 and not EUR360. Only wishful thinking explains the difference"
X Link @SpecSitsCapMgmt 2025-10-09T12:27Z 3729 followers, 73.6K engagements

"Corriere Della Sera article praises the acquisition of Versace $CPRI by the Prada Group $1913.HK. It sounds like an announcement is just a matter of time. A style (when talking about Donatella Versace) that will now dress Prada ends the article"
X Link @SpecSitsCapMgmt 2025-03-13T00:09Z 3726 followers, 1481 engagements

"In the context of a Vivendi $VIV.PA breakup and the need to shore up its balance sheet given recent acquisitions it is interesting to see huge value at TIM Group $TIT.MI where Vivendi owns a XX% equity stake. Maybe a spinoff of TIM Brazil $TIMS3.SA could help unlock this value"
X Link @SpecSitsCapMgmt 2024-09-04T16:29Z 3729 followers, 2684 engagements

"Also updating my SOTP valuation for Exor $EXO.AS $EXO.NA after the 1H25. At almost XX% the discount looks extremely attractive. Note at Exor has agreed to sell Iveco in two separate transactions to Leonardo and Tata Group so pro-forma cash would be close to EUR3 bi"
X Link @SpecSitsCapMgmt 2025-09-18T13:40Z 3729 followers, 2463 engagements

"Once again there is movement in Exor $EXO.AS the holdco of the Agnelli family. The family is said to be mulling the sale of Iveco to Tata Motors. The company is already in the process of carving out its defense business for sale or spinoff. Exor currently trades at a discount of XX% to its NAV"
X Link @SpecSitsCapMgmt 2025-07-18T13:40Z 3729 followers, 3107 engagements

"@DutchInvestors I dont know exactly what financials you are looking at but I get very different numbers for $PHIA.AS. Quickly browsing through my BBG terminal I see Revenues of EUR18 Bi and EBIT of EUR2 Bi in 2024. Exor $EXO.AS invested in the company last year"
X Link @SpecSitsCapMgmt 2025-07-11T13:15Z 3729 followers, XXX engagements

"Merger talks between satellite TV broadcasters Dish Network and DirecTV could be renewed in the wake of AT&T's $T agreement to buy wireless spectrum licenses from EchoStar $SATS in a $XX billion deal"
X Link @SpecSitsCapMgmt 2025-08-29T19:02Z 3729 followers, 1173 engagements

"Another day another article about Prada $1913.HK and Versace $CPRI in the Italian press. This time Corriere della Sera adds Jimmy Choo to the acquisition of Versace and places the price at X bi for the two companies"
X Link @SpecSitsCapMgmt 2025-03-13T12:31Z 3726 followers, 1800 engagements

"SBI Holdings $8473.JT $SBHGF consolidated subsidiary SBI Shinsei Bank has filed a listing application with the Tokyo Exchange in preparation for its upcoming IPO. SBI Shinsei Bank had Y84 bi in net income last year and the IPO could fetch a valuation of some Y1.5 tri according to Reuters. Thats an implied P/E lower than that of SBI Sumishin Net Bank which was recently sold to NTT DoCoMo and would represent a MCap similar to the total Mcap of SBI Holdings currently"
X Link @SpecSitsCapMgmt 2025-07-11T15:11Z 3729 followers, 1331 engagements

"It seems the approval process for Echostars $SATS sale of spectrum to SpaceX will be faster than initially anticipated. And if cash is on-hand Echostar could choose to settle its $XXX bi convertible debt in cash rather than shares which would be equivalent to a large buyback at a significant discount to NAV"
X Link @SpecSitsCapMgmt 2025-10-08T23:28Z 3729 followers, 3649 engagements