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@ohcapideas Avatar @ohcapideas Ohio Capital Ideas

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

Engagements: XX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence #


Social category influence stocks finance luxury brands automotive brands currencies technology brands cryptocurrencies

Social topic influence $exoas #13, $race, $bolpa #7, $pep, kfc, $mgm #18, $shw, $cmcsa, warner bros, bros

Top assets mentioned Ferrari N.V. (RACE) PepsiCo, Inc. (PEP) MGM Resorts International (MGM) Sherwin-Williams Co (SHW) Comcast Corporation (CMCSA) WEN Token (WEN) Coca-Cola Co (KO) Eastman Chemical Company (EMN)

Top Social Posts #


Top posts by engagements in the last XX hours

"It's also true that the people who would buy $RACE would likely not buy $EXO.AS and vice versa. Not many people buying Exor shares today would pay 47x earnings for any company and so that XX% discount being the equivalent of paying 23x-24x for Ferrari isn't the great pitch that it should be. Too expensive for hard value people too opaque a structure for the growth/quality people"
X Link @ohcapideas 2025-09-03T16:36Z 6780 followers, 1085 engagements

"Kind of agree with a lot of the takes on $SHW. Business might be weaker than we know but if you have a business thats good enough to trade at a more than 30x multiple and were not in a recession then this is a pretty bizarre move. Theyll probably have about flat sales this year. Even if they miss estimates this is a pretty bad long term decision"
X Link @ohcapideas 2025-09-15T22:34Z 6777 followers, 3178 engagements

"Cable probably just kills too many brain cells and people may be waiting for the Versant spin but $CMCSA does seem like it trades too cheaply. EV/EBITDA Comcast 5.4x Charter 6.2x Verizon 7.0x AT&T 7.8x Warner Bros Disc 9.7x Disney 12.5x Paramount Skydance 13.0x"
X Link @ohcapideas 2025-10-08T13:24Z 6777 followers, 1882 engagements

"Checking in on $EXO.AS: shares up XX% YTD in euros and XX% in USD but that looks to be about the same as NAV. Updating the listed investments estimating net divs received and the shares repurchased so far this year and the discount is still about 44%"
X Link @ohcapideas 2023-06-25T00:47Z 6776 followers, 11.2K engagements

"$EXO.AS mid-year results. A little better than I was expecting. And the buyback announcement is great news given the discount right now is 46%"
X Link @ohcapideas 2023-09-13T19:46Z 6776 followers, 2000 engagements

"Mid-year check of $EXO.AS updating listed investments. I've been surprised the last several years that the discount has stayed as high as it has. But what also stands out is that $RACE is now up to XX% of GAV. The first year it was spun-out of Fiat (2016) it was only 14%"
X Link @ohcapideas 2024-07-03T20:45Z 6777 followers, 10.9K engagements

"Updated view of $BOL.PA. I have it at a XX% discount to NAV right now. Obviously the NAV is now mostly $UMG.AS and cash. But it's pretty striking how cheap the legacy Vivendi pieces are trading. $VIV.PA itself is at a XX% discount and is mostly $UMG.AS as well"
X Link @ohcapideas 2025-06-05T13:27Z 6776 followers, 16.8K engagements

"In looking at $ODET.PA yesterday appeared to me to only be trading at a X% discount using the market price of $BOL.PA. Fairly narrow historically. Now that the ex-Rivaud squeeze outs were not allowed to proceed there's probably much less risk in that happening at Odet. For awhile I favored $BOL.PA not just because of the greater liquidity but because Yacktman and Orfim own more than XX% they provide a lot of protection. These days I think it's just a matter of how large the discount is for which is more attractive for new money"
X Link @ohcapideas 2025-06-05T13:33Z 6776 followers, 1757 engagements

"$EXO.AS share price as a discount to its NAV since it started trading in 2009"
X Link @ohcapideas 2025-09-03T16:27Z 6777 followers, 5140 engagements

"Surprising though to see the discount return to XX% or more in recent years. I actually think a big reason why in recent years the discount hasn't come back at least to the XX% range is because of the concentration in the main investments. Ferrari is now about XX% of gross asset value and Philips CNH and Stellantis are close to another 30%"
X Link @ohcapideas 2025-09-03T16:34Z 6777 followers, XXX engagements

"$FFH.TO getting more aggressive on share buybacks authorizing up to XX% of the float to be bought back and enters in an automated repurchase plan. Theyre also buying preferred shares (also up to XX% of outstanding)"
X Link @ohcapideas 2025-09-26T12:06Z 6776 followers, 1816 engagements

"If Michael Scott were Canadian: there are four types of businesses - banks oil companies Constellation Software Fairfax Financial"
X Link @ohcapideas 2025-09-26T19:17Z 6776 followers, 2305 engagements

"I think $PEP decision in late 70s to invest in Taco Bell Pizza Hut and KFC was a brilliant move. If theyre looking to revive the company Im not sure why they dont start a venture style fund to incubate new chain restaurants that agree to serve Pepsi"
X Link @ohcapideas 2025-10-11T15:35Z 6776 followers, 7056 engagements

"It can feel like this is the wrong part of the cycle to be buying $MGM but transactions like this highlight how cheap it is. They sold a property in suburban Cleveland at a 6.6x EBITDA and 4.0x EBITDAR multiple (if you want to use MGM's methodology) compared to $MGM overall trading for 5.3x and 2.7x multiples on the same basis. This has been far from a cyclical peak in Las Vegas attendance too"
X Link @ohcapideas 2025-10-16T16:17Z 6776 followers, 7366 engagements

"They also just updated full year guidance for Bet MGM which they own XX% of to $2.75B in revenue and $200M in EBITDA. Could easily be worth $5B - of which $MGM share is $2.5B"
X Link @ohcapideas 2025-10-16T16:22Z 6777 followers, XXX engagements

"@mxschumacher @kejca I agree - its a great industry - would be amazing if they bought $RTO - maybe they are planning to do a roll up. I remember when they bought Van Tuyl and thinking theyd roll up dealerships but never did"
X Link @ohcapideas 2025-08-11T16:58Z 6780 followers, XXX engagements

"Swatchs corporate governance is terrible"
X Link @ohcapideas 2025-10-11T12:35Z 6780 followers, 1563 engagements

"Or another idea that would be more risky. Buy $WEN which has a market cap now of less than $1.7B. I dont know when their contracts with $KO expire but if you could figure out a way to roll out Pepsi products while maintaining sales and giving some incentives to franchisees to make them happy - the math works really well"
X Link @ohcapideas 2025-10-11T15:41Z 6780 followers, XXX engagements

"Sales across Wendys system is maybe $12B I bet they could generate an extra $XXX million after tax from being there beverage supplier on top of the maybe $XXX million that Wendys is generating in profits now"
X Link @ohcapideas 2025-10-11T15:52Z 6780 followers, 1098 engagements

"They just scored a big win with Subway and I believe they also do Panera and Dunkin (both of which probably have much less soft drink sales than typical for fast food) but otherwise the only companies among the XX largest restaurant chains in the US they serve today are still Taco Bell Pizza Hut and KFC"
X Link @ohcapideas 2025-10-11T16:00Z 6780 followers, XXX engagements

"@siyul $EMN better in my view"
X Link @ohcapideas 2025-10-12T03:38Z 6780 followers, XXX engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "tiktok::7509870025967207447",
      "creator_name": "yeti.solana",
      "creator_avatar": "https://p16-sign-va.tiktokcdn.com/tos-maliva-avt-0068/93e1598920b075388436ef3aa00fb2b9~tplv-tiktokx-cropcenter:100:100.webp?dr=14579&refresh_token=7404bb29&x-expires=1760720400&x-signature=zGB30r6Ns86%2FC7fxbCIOGusQlnA%3D&t=4d5b0474&ps=13740610&shp=d05b14bd&shcp=34ff8df6&idc=sg1",
      "creator_followers": 353382,
      "creator_rank": 1,
      "interactions_24h": 3074146
    }
  ]
}

Schema:


Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::79293791",
      "creator_name": "rihanna",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1960786225423659008/GhLekHuP_200x200.jpg",
      "creator_followers": 106933122,
      "creator_rank": 1,
      "interactions_24h": 21430912
    }
  ]
}

Schema:


Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "FoxNews",
      "creator_display_name": "Fox News",
      "creator_id": "1367531",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1956414642370015232/GEq5Z9jN_200x200.png",
      "creator_followers": 208065784,
      "creator_posts": 2299,
      "creator_rank": 1,
      "interactions_24h": 334657566
    }
  ]
}

Schema:


Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/1936002956333080576/kqqe2iWO_200x200.jpg",
    "creator_followers": 227854844,
    "creator_rank": 4,
    "interactions_24h": 120031096,
    "topic_influence": [
      {
        "topic": "elon musk",
        "count": 189,
        "percent": 1.71,
        "rank": X
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": XXX
      }
    ]
  }
}

Schema: