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Steven posts on X about $exoas, $bolpa, $vivpa, $race the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks automotive brands luxury brands finance technology brands cryptocurrencies
Social topic influence $exoas #10, $bolpa #4, $vivpa, $race #1760, $acic #1, $invebst #1, $mbbde #1, $soc, iveco #96, targets
Top assets mentioned Ferrari N.V. (RACE) Sable Offshore Corp. (SOC) Brookfield Corporation (BN) Metadium (META) Oxygen (OXY) Tidewater, Inc. (TDW) Builders FirstSource, Inc. (BLDR) ArcelorMittal (MT) West Fraser Timber Co. Ltd (WFG) KONINKLIJKE PHILIPS N.V. (PHG)
Top posts by engagements in the last XX hours
"Exor $EXO.AS fell roughly X% alongside Ferrari. Its long been argued that Exors performance is too tied to its Ferrari stake and today reinforces that view. Ferrari is a world-class asset but its become too large a part of Exors portfolio. A partial trim would make sense over time especially if the stock rebounds toward pre-crash levels in a short time frame. That said Exors capital allocation has been solid: the Ferrari bookbuild buybacks the new Philips position and Iveco/DU divestments all point in the right direction. What would elevate it from good to great capital allocation in my view"
X Link @StevenInvesting 2025-10-10T06:07Z XXX followers, XXX engagements
"Ferrari $RACE fell about XX% yesterday erasing over 13B in market value after its 2030 targets came in softer than investors had hoped. The company now guides for 9B in revenue by 2030 (vs. 7.1B this year) and plans a more gradual shift to EVs. XX% ICE XX% hybrids and XX% electric. A step back from earlier ambitions. Ferrari has always traded at a hefty premium to other automakers and rightly so. Its a unique brand with unmatched margins and demand. But the multiple had stretched to levels that left little room for error. Yesterdays move is the market resetting that optimism. The selloff isnt"
X Link @StevenInvesting 2025-10-10T06:07Z XXX followers, XXX engagements
"I ended 2024 with the following portfolio. $BN $ACIC $BOL.PA $META $INVEB.ST $EXO.AS $TVK.TO $MBB.DE $VIV.PA $SOC $CAN.L $LXU $HAVAS.AS"
X Link @StevenInvesting 2025-01-04T13:15Z XXX followers, 21.5K engagements
"$EXO.AS H1 2025 Earnings Exor turned in a solid first-half performance in 2025 navigating a backdrop of market volatility tariffs and regulatory uncertainty. Performance Net asset value (NAV) per share beat the MSCI World Index by five percentage points helped by the groups X billion share buyback. While results across its portfolio companies were mixed taken together they matched the MSCI Worlds performance evidence of resilience in a difficult market. By the end of June Exors gross asset value reached XX billion with NAV at XX billion. Balance Sheet The group strengthened its financial"
X Link @StevenInvesting 2025-09-18T12:20Z XXX followers, 1040 engagements
"@Anton826237141 $RACE - I already have an indirect investment I own Exor. Will take a look at the rest of them $OXY has been on my list for a while"
X Link @StevenInvesting 2025-10-16T18:33Z XXX followers, XXX engagements
"Information about the tender $EXO.AS"
X Link @StevenInvesting 2025-04-24T08:43Z XXX followers, XXX engagements
"Iveco silently +74% ytd. $EXO.AS $IVG.MI"
X Link @StevenInvesting 2025-03-03T12:01Z XXX followers, 1030 engagements
"Ive closed my full position in Sable Offshore for a loss of 35%. Admitting mistakes is important in investing. I went into a situation I didnt fully understand particularly on the legal and structural side and got caught up in the bull case. I also let greed get in the way: I deliberately held on instead of taking profits when I was up more than XX% in a few months. Lesson learned. If Sable is forced into another equity raise the stock will likely take another leg down before it has any chance to recover. Since I first got involved in December plenty of other names have moved sharply higher."
X Link @StevenInvesting 2025-10-16T18:15Z XXX followers, 4445 engagements
"Sold out of my position in Vivendi. Still have a large % in Bollor and might add in the near future. $VIV.PA $BOL.PA"
X Link @StevenInvesting 2025-06-23T12:51Z XXX followers, XXX engagements
"Bollor H1 2025 Earnings Bollor $BOL.PA reported its first-half 2025 results showing a steady operational performance as the group continues to adapt following last years major restructurings including the sale of Bollor Logistics and the Vivendi spin-off. Performance Revenue came in at XXXXX billion flat on a reported basis but down X% at constant scope and exchange rates. The Industry segment weighed on the topline with revenue down XX% to XXX million while Bollor Energy saw only a modest X% decline to XXXXX billion supported by stable margins and higher volumes despite weaker oil prices."
X Link @StevenInvesting 2025-09-18T12:59Z XXX followers, XXX engagements
"Added to my position in Exor. I think it is a very interesting opportunity with Iveco being sold Ferrari at ATH 50%+ discount and ongoing share buybacks. $EXO.AS"
X Link @StevenInvesting 2025-07-31T09:58Z XXX followers, 1154 engagements
"The longer this continuous the cheaper Bollor gets. $BOL.PA $VIV.PA $UMG.AS $ALHG.PA"
X Link @StevenInvesting 2025-02-14T11:18Z XXX followers, 1190 engagements
"1.) Let's start of with my largest position: $ACIC. Open to any feedback pushback or ideas. Always looking to sharpen my thinking"
X Link @StevenInvesting 2025-09-11T11:27Z XXX followers, XXX engagements
"2.) Then: $BOL.PA Open to any feedback pushback or ideas. Always looking to sharpen my thinking"
X Link @StevenInvesting 2025-09-11T11:36Z XXX followers, 1018 engagements
"@Anton826237141 Honestly I don't really know at the moment. Maybe offshore drillers but I don't want a similar trap like with Sable. Will definitely take my time"
X Link @StevenInvesting 2025-10-16T18:22Z XXX followers, XXX engagements
"Great conversation with Bob Robotti. $TDW $BLDR $FPH $MT $IFP.TO $WFG"
X Link @StevenInvesting 2025-08-02T18:36Z XXX followers, 1244 engagements
"I completely sold out of MBB SE $MBB.DE. Still think it is a good business at a good valuation. Currently working on consolidating my portfolio. Since I already own four holding companies of higher quality I decided to sell out of MBB. $BOL.PA $EXO.AS $VIV.PA $INVEB.ST"
X Link @StevenInvesting 2025-02-12T11:08Z XXX followers, 1331 engagements
"John Elkann from Exor on Philips. $EXO.AS $PHG"
X Link @StevenInvesting 2025-05-29T15:42Z XXX followers, 1294 engagements
"3.) Continuing with another holding company: $EXO.AS Open to any feedback pushback or ideas. Always looking to sharpen my thinking"
X Link @StevenInvesting 2025-09-11T11:38Z XXX followers, XXX engagements