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@SpecSitsCapMgmt Special Sits Capital Mgmt
Special Sits Capital Mgmt posts on X about $bolpa, $vivpa, discount, $cpri the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +2,281%
- X Month XXXXXX +907%
- X Months XXXXXX -XX%
- X Year XXXXXXX +500%
Mentions: XX #
Followers: XXXXX #
- X Week XXXXX +0.45%
- X Month XXXXX +27%
- X Months XXXXX +37%
- X Year XXXXX +98%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% luxury brands XXXX% fashion brands XXXX% countries XXXX% automotive brands XXXX% travel destinations XXXX%
Social topic influence $bolpa 10.61%, $vivpa #1, discount 6.06%, $cpri 6.06%, versace 4.55%, $1913hk 4.55%, $exoas 3.03%, ntt 3.03%, $7163t 3.03%, jimmy choo XXXX%
Top accounts mentioned or mentioned by @diegobmilano @abroninvestor @loran58082375 @foxcastlehold @ducongoretti @billackman @luchesiphilippe @yannickbollore @steveninvesting @statarbed @reignots @east72dynasty @homer_brady @logancroixco @ohcapideas @investspecial @burfordcapital @flush44 @clarksonsfarm1 @dutchinvestors
Top assets mentioned Capri Holdings Limited (CPRI)
Top Social Posts #
Top posts by engagements in the last XX hours
"Why would Bollore $BOL.PA omit the stakes in the ex-Rivaud Cos and the whole control loop As far as I know the ex-Rivaud are still listed arent they Why not publish a clear NAV as Vivendi $VIV.PA did recently Why the Co doesnt make any effort to show its undervaluation"
@SpecSitsCapMgmt on X 2025-03-18 12:15:38 UTC 3344 followers, 6547 engagements
"@diegobmilano @Loran58082375 Now they know that they have to value the shares closer to NAV (per ex-Rivaud offer). In that sense if they offer $BOL.PA for $VIV.PA they can monetize the larger discount that BOL has and have more VIV" @SpecSitsCapMgmt on X 2025-07-18 13:17:46 UTC 3350 followers, XXX engagements
"There is never a dull moment when you follow the Bollore $BOL.PA and Vivendi groups. After months of intense media speculation over the sale of its TIM Group stake $TIT.IM Vivendi has been selling down its stake in the market. A $VIV.PA buyback in sight" @SpecSitsCapMgmt on X 2025-03-22 14:28:44 UTC 3343 followers, 2986 engagements
"$VEON could be allowed to bid for and merge with govt-owned Mobiuz the fourth largest mobile operator in Uzbekistan. Beeline as Veon Ltd is commercially known in the country is the largest mobile operator in that market. The govt intends to raise US$300M from the sale. Mobiuz is said to have reported EBITDA of US$41M in 2024" @SpecSitsCapMgmt on X 2025-07-16 19:56:29 UTC 3350 followers, 1557 engagements
"In a turn of events on the same day of the AMF decision the EU Commission has informed Vivendi $VIV.PA of its preliminary view that the company jumped the gun on the Vivendi/Lagardere transaction. Vivendi now has the possibility to reply to the Commissions concerns. But the statements make it clear that the commission is in possession of evidence suggesting the wrongdoing. No fine has been set but it could reach up to XX% of global turnover" @SpecSitsCapMgmt on X 2025-07-18 16:33:53 UTC 3350 followers, XXX 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" @SpecSitsCapMgmt on X 2025-07-18 13:40:18 UTC 3350 followers, 1217 engagements
"@Loran58082375 @diegobmilano Maybe not. AMF said they dont have power to enforce the obligation of a buyout in other markets. It seems for now the offer would be extended only to VIV itself" @SpecSitsCapMgmt on X 2025-07-18 16:04:23 UTC 3351 followers, XX 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" @SpecSitsCapMgmt on X 2025-03-13 16:40:36 UTC 3344 followers, 1422 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" @SpecSitsCapMgmt on X 2025-07-11 13:15:53 UTC 3351 followers, XXX engagements
"@statarbed After the payback of the old govt loans (in the form of a buyback of preferred shares) at the end of this month yes That is why they sold their XX% stake in SBI Sumishin Net Bank and issued new shares to NTT" @SpecSitsCapMgmt on X 2025-07-18 16:07:06 UTC 3350 followers, XX engagements
"Unless it was all planned and they really tested the waters with what they could and couldnt do both in the ex-Rivaud and $VIV.PA moves. Now they know much better what they can do to unite all shareholders under the same umbrella and keep control. At a discount of XX% I am actually feeling bullish about $BOL.PA. That is where I see most meat on the bone right now. Especially with todays move in Viv" @SpecSitsCapMgmt on X 2025-07-18 13:10:07 UTC 3351 followers, XX engagements
"Interesting article on whats next for Capri Holdings $CPRI: discusses the likely sale of Jimmy Choo and the possibility that Capri/Michael Kors will be taken private in the future" @SpecSitsCapMgmt on X 2025-04-10 21:53:09 UTC 3345 followers, 1654 engagements
"Thought about buying Campari $CPR.MI for a moment. 🤣🤣🤣" @SpecSitsCapMgmt on X 2025-06-23 23:01:52 UTC 3350 followers, 2086 engagements
"Funny that with so much to do at VW $VOW3.GR Porsche (Holding) SE $PAH3.GR decides to diversify away from the auto business especially as they still have a bunch of debt they took on to buy a direct stake in Porsche AG $P911.GR during IPO" @SpecSitsCapMgmt on X 2025-02-27 02:10:47 UTC 3351 followers, 2185 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" @SpecSitsCapMgmt on X 2025-03-13 12:31:57 UTC 3343 followers, 1764 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" @SpecSitsCapMgmt on X 2025-03-13 00:09:51 UTC 3343 followers, 1441 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" @SpecSitsCapMgmt on X 2025-07-11 15:11:53 UTC 3352 followers, 1045 engagements
"Believe ir or not: the Bollor galaxy is tightening further with buyout offers and squeeze-outs for most of the remaining Ex-Rivaud companies after the on-going mergers. By YE the picture will be significantly simplified. $BOL.PA $CBDG.PA $FMONC.PA $ARTO.PA" @SpecSitsCapMgmt on X 2024-09-12 18:04:00 UTC 3343 followers, 10.8K engagements
"My updated take on Bollor $BOL.PA following the release of 1H24 results and the recently disclosed purchase of 9.2M shares of Universal Music $UMG in the market" @SpecSitsCapMgmt on X 2024-07-30 20:31:26 UTC 3343 followers, 10.7K engagements
"Given the strong interest in the SOTP of Bollor $BOL.PA I decided to update my Vivendi $VIV.PA breakup valuation. Notice that I assume a market discount for Louis Hachette (given the separate listing of Lagardere) and Vivendi (Investments)" @SpecSitsCapMgmt on X 2024-08-01 18:58:46 UTC 3343 followers, 2284 engagements