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@SpecSitsCapMgmt Avatar @SpecSitsCapMgmt Special Sits Capital Mgmt

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

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Followers: XXXXX #

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Social Influence #

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

Social topic influence $bolpa #2, $vivpa #2, $exoas 1.8%, $race #1170, iveco 1.2%, $cbdgpa #1, $fmoncpa #1, debt #822, targets 0.6%, decent XXX%

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

Top assets mentioned Ferrari N.V. (RACE) Allegro MicroSystems, Inc. Common Stock (ALGM) SATS (Ordinals) (SATS)

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 3730 followers, 1319 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 3729 followers, 52.7K 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 3730 followers, 73.8K engagements

"A decent way to start the overhaul would be to spinoff Naspers South African assets into a separate company and merge Naspers and Prosus. Then the Newco would directly hold Tencent and the other investments and likely have better access to capital. $PRX.AS $NPSNY @fabloisi"
X Link @SpecSitsCapMgmt 2024-10-29T03:46Z 3730 followers, 1259 engagements

"@Reignots It would be great if $BOL.PA took the opportunity to merge the galaxy much like they did with the two Ex-Rivaud companies before the take-out offers. This would take little cash leaving dry-powder for Vivendi $VIV.PA once there is a final decision from the AMF"
X Link @SpecSitsCapMgmt 2025-08-06T23:52Z 3729 followers, XXX engagements

"With Vivendi $VIV.PA up XX% YTD and Bollore $BOL.PA down XX% YTD it seems the market has already priced the possibility of a mandatory offer for VIV without considering the potential implications for BOL. For instance if the offer is done at or close to NAV but is paid with Bollore shares (based on a NAV for NAV exchange ratio) the upside for BOL shareholder may be higher since the shares trade at a much higher discount than VIV. I see VIV trading at a XX% discount to SOTP whereas BOL trades at XX% (adjusted for the control-loop)"
X Link @SpecSitsCapMgmt 2025-07-21T22:32Z 3728 followers, 4282 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

"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"
X Link @SpecSitsCapMgmt 2025-03-18T12:15Z 3729 followers, 6740 engagements

"Below I am sharing my complete SOTP sheets for all the Ex-Rivaud companies. The share count is updated for the ongoing mergers. The idea was to plug in $BOL.PA offer prices and arrive at the implied $ODET.PA prices. Feel free to correct any mistakes or omissions I may have made"
X Link @SpecSitsCapMgmt 2024-09-19T19:48Z 3729 followers, 2693 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

"Previously Bollore $BOL.PA had announced two mergers among the ex-Rivaud companies deep within the galaxy. $CBDG.PA $FMONC.PA 3/3"
X Link @SpecSitsCapMgmt 2024-08-09T18:20Z 3729 followers, 1155 engagements

"Bollore $BOL.PA has decided to appeal the decision by the AMF to require a mandatory offer for Vivendi $VIV.PA"
X Link @SpecSitsCapMgmt 2025-07-29T00:01Z 3729 followers, 1766 engagements

"Revisiting Bollor $BOL.PA $BOL.FP after 1H25 results: Net cash at EUR5.5 bi is now higher than the market cap adjusted for the control loop at EUR5.3 bi. The adjusted NAV discount is now at 69%"
X Link @SpecSitsCapMgmt 2025-09-18T12:58Z 3728 followers, 7089 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 3730 followers, 1331 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"
X Link @SpecSitsCapMgmt 2024-09-12T18:04Z 3729 followers, 10.9K 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"
X Link @SpecSitsCapMgmt 2024-07-30T20:31Z 3729 followers, 10.7K engagements

"Sanken Electric $6707.JT (Japanese manufacturer of automotive chips) holds a XXXX% stake in Allegro MicroSystems $ALGM worth $XXXX bi at current prices. Sanken has a MCap of $XXX M other assets worth $XXX M and a net debt of $XXX M after buying back XX% of its outstanding shares in the last year. Nav discount would be XX% today. After its 14-month lock-up has ended there is pressure from activist investors to sell Allegro and renew its buyback program. I would expect news on that front soon given the discount"
X Link @SpecSitsCapMgmt 2025-10-15T15:00Z 3730 followers, XXX 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 3730 followers, 3694 engagements