# ![@GDgiulio_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1634851305607839744.png) @GDgiulio_ Giovanni Digiulio

Giovanni Digiulio posts on X about ai, india, $ffh, $umg the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1634851305607839744/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1634851305607839744/c:line/m:interactions.svg)

- [--] Week [-----] +160%
- [--] Months [-----] +7,772%
- [--] Year [-----] +1,468%

### Mentions: [--] [#](/creator/twitter::1634851305607839744/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1634851305607839744/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::1634851305607839744/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1634851305607839744/c:line/m:followers.svg)

- [--] Week [--] +4.40%
- [--] Months [--] +37%
- [--] Year [--] +191%

### CreatorRank: [---------] [#](/creator/twitter::1634851305607839744/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1634851305607839744/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [celebrities](/list/celebrities)  [automotive brands](/list/automotive-brands)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[ai](/topic/ai), [india](/topic/india), [$ffh](/topic/$ffh) #4, [$umg](/topic/$umg), [$prm](/topic/$prm), [investment](/topic/investment), [debt](/topic/debt) #2534, [$fihu](/topic/$fihu) #1, [$fihuto](/topic/$fihuto) #1, [led](/topic/led)

**Top accounts mentioned or mentioned by**
[@tidefallcapital](/creator/undefined) [@williamgreen72](/creator/undefined) [@tsaicapital](/creator/undefined) [@investspecial](/creator/undefined) [@fortressfrs](/creator/undefined) [@sidecarcap](/creator/undefined) [@taobanker](/creator/undefined) [@evrgn11112231](/creator/undefined) [@surfingsecular](/creator/undefined) [@irbezek](/creator/undefined) [@claybon65310](/creator/undefined) [@capitalvalor](/creator/undefined) [@mikefritzell](/creator/undefined) [@compoundpapi](/creator/undefined) [@fdatobacco](/creator/undefined) [@robertkennedyjr](/creator/undefined) [@hotshotwake](/creator/undefined) [@tentanker](/creator/undefined) [@forestservice](/creator/undefined) [@elonmusk](/creator/undefined)

**Top assets mentioned**
[Perimeter Solutions, SA (PRM)](/topic/$prm) [Spotify Technology (SPOT)](/topic/$spot) [Warner Music Group Corp. (WMG)](/topic/$wmg) [Tesla, Inc. (TSLA)](/topic/tsla) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Compass Minerals International, Inc. (CMP)](/topic/$cmp) [2131KOBUSHIDE (21)](/topic/$21) [Under Armour Inc Class C (UA)](/topic/$ua)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@InvestSpecial My 2c view as a shareholder: XLM is not the best operator in the industry; I assumed CEO King was hired to set up the company for an eventual sale; US assets performance was disappointing big spike in [----] driven by NY state launch. XLM did not lose Barstool they are still one"  
[X Link](https://x.com/GDgiulio_/status/1778414348387443100)  2024-04-11T13:26Z [--] followers, [--] engagements


"@InvestSpecial of [--] affiliates that works with ESPNBet. It is true however that their biggest customers was offline from Jan to Nov [----] (Penn transitioning from Barstool to ESPNBet). You are correct in that there is so much noise in reported numbers (M&A restructuring sales minimum"  
[X Link](https://x.com/GDgiulio_/status/1778414456055181362)  2024-04-11T13:27Z [--] followers, [--] engagements


"@WilliamGreen72 @tsaicapital I guess the apple does not fall too far from the tree.lots of red flags starting with his track record.down 50% in [--] does not seem "extraordinarily thoughtful".this stuff extraordinarily dilutes the tremendous quality of your previous interviews pool"  
[X Link](https://x.com/GDgiulio_/status/1794772504474513800)  2024-05-26T16:48Z [---] followers, [---] engagements


"@WilliamGreen72 @tsaicapital Adding to TSLA in [----] makes little sense even if you believe the autonomy story or whatever. It is just cathy-wood-crazy level. He says all the right things in his letters (compounders quality ROIC patience long-term etc.) but his track record surely does not match this"  
[X Link](https://x.com/GDgiulio_/status/1795036148474994992)  2024-05-27T10:15Z [---] followers, [--] engagements


"@WilliamGreen72 @tsaicapital philosophy. Lets see what happens in [--] years I might be wrong and look foolish. Huge respect for your work. Looking forward to your next interview"  
[X Link](https://x.com/GDgiulio_/status/1795036258160234835)  2024-05-27T10:16Z [---] followers, [--] engagements


"@compoundpapi @FDATobacco Let's hope @RobertKennedyJr brings some common sense to this 🤡 of an agency. As Munger would would say "find out what works and do it": look at Sweden Japan and just copy This FDA proposal is an embarrassment for a country like US"  
[X Link](https://x.com/GDgiulio_/status/1879875442951512349)  2025-01-16T12:56Z [--] followers, [--] engagements


"I just listened to the latest episode of @HotshotWake (highly recommended). Towards the end you can hear John Gould (@Ten_Tanker retiring CEO) calling the @forestservice approval of @FortressFRS magnesium retardant a "GIGANTIC CLUSTERFUCK". He is "pretty disgusted". He goes on"  
[X Link](https://x.com/GDgiulio_/status/1880710207174803583)  2025-01-18T20:13Z [--] followers, [--] engagements


"@elonmusk @MarioNawfal @realDonaldTrump @Tesla Who's gonna buy them 😂"  
[X Link](https://x.com/GDgiulio_/status/1899593262840639638)  2025-03-11T22:48Z [--] followers, [--] engagements


"@sidecarcap Haitham Khouri (CEO) and Kyle Sable (CFO) at $PRM might be a great duo. Excellent board/mentorship and good industry economics. They have done great improving the business so far let's see how they reinvest cash and what returns they can generate"  
[X Link](https://x.com/GDgiulio_/status/1905409426447540400)  2025-03-27T23:59Z [--] followers, [----] engagements


"@BluthCapital $FFH is best in class at this no close second"  
[X Link](https://x.com/GdiGiulio_/status/1908134211350872510)  2025-04-04T12:27Z [--] followers, [---] engagements


"@taobanker @evrgn11112231 @SurfingSecular This was not a Chamath-style spac with special advisory shares issued. Is it fair I guess it depends on the business outcome if they achieve what they set out to do I wouldn't mind paying the fees. It's different from $brk does not mean it's theft or low quality"  
[X Link](https://x.com/GdiGiulio_/status/1908285311139938788)  2025-04-04T22:27Z [--] followers, [---] engagements


"@taobanker @evrgn11112231 @SurfingSecular $psh has generated highly satisfactory returns over the last [--] [--] [--] years notwithstanding management and performance fees. To be honest I bought most of my position below $6 all the way to $2.8 per share so paying performance fees if price reached $13 was not an issue"  
[X Link](https://x.com/GdiGiulio_/status/1908285455285530691)  2025-04-04T22:28Z [--] followers, [--] engagements


"@olvehe Very few chance of getting a contract prospect of never ending losses no certainty about profits or ROI cannot blame them. Speaks volumes about how difficult it is to compete with $prm"  
[X Link](https://x.com/GDgiulio_/status/1908285910413873341)  2025-04-04T22:29Z [--] followers, [---] engagements


"@LibertyRPF @TidefallCapital @VikingVan100 @lebeighn I may be wrong but I would add that $ffh is a globally diversified and opporunistic company. Some lines do better than others for a while then some others in a different geography "emerge". Also on a per share basis (what counts) they can buyback minorities + their own shares"  
[X Link](https://x.com/GdiGiulio_/status/1953485976149389456)  2025-08-07T15:58Z [--] followers, [---] engagements


"actually (putting corrosive salt into airplanes). It tells you a lot more about the quality of the people working at @FortressFRS and their parent company @compassminerals how unscrupulous they are (aviation resources and firefighters safety definitely took the backseat"  
[X Link](https://x.com/GdiGiulio_/status/1880710528177484124)  2025-01-18T20:15Z [--] followers, [--] engagements


"in favor of profits). There is more: Fortress publicly shamed/disparaged @PerimeterPrm product based on ammonium phosphate saying it was less effective and not environmentally friendly and guess what After hiring a former $PRM employee they are developing an ammonium"  
[X Link](https://x.com/GdiGiulio_/status/1880710802073858059)  2025-01-18T20:16Z [--] followers, [----] engagements


"@TidefallCapital $tdg"  
[X Link](https://x.com/GdiGiulio_/status/1917655711955452102)  2025-04-30T19:02Z [--] followers, [---] engagements


"@sidecarcap Might be of interest https://thecobf.com/forum/topic/21494-why-did-lots-of-investors-not-invest-in-berkshire-hathaway-in-1980s-and-1990s/#comment-641749 https://thecobf.com/forum/topic/21494-why-did-lots-of-investors-not-invest-in-berkshire-hathaway-in-1980s-and-1990s/#comment-641749"  
[X Link](https://x.com/GdiGiulio_/status/1978541040882614554)  2025-10-15T19:18Z [--] followers, [---] engagements


"@irbezek @ClayBon65310 @CapitalValor @MikeFritzell What Spotify did with PFC and background playlists is pretty bad IMO. what I wonder is why do majors allow it If it has a negative impact on their catalog My guess is that labels would POLICE Spotify immediately if they were concerned about content dilution or AI i.e. removing"  
[X Link](https://x.com/GdiGiulio_/status/1990911959542165773)  2025-11-18T22:36Z [--] followers, [--] engagements


"@irbezek @ClayBon65310 @CapitalValor @MikeFritzell tracks or excluding them from royalties calculations. At the end of the day who would be willing to pay a subscription for a bunch of computer-generated background/silent-filling/ambient tracks $UMG"  
[X Link](https://x.com/GdiGiulio_/status/1990912472119750825)  2025-11-18T22:38Z [--] followers, [---] engagements


"@TidefallCapital I'm making small additions at this level hoping for [--] so I can make it a bigger position. Spotify doesn't exist without umg. I am not an Ackman level enthusiast but $UMG is a good business. Worth holding at this point to see the thesis highlighted at cmd play out"  
[X Link](https://x.com/GdiGiulio_/status/1996142321973309468)  2025-12-03T08:59Z [--] followers, [---] engagements


"@SleepwellCap @TidefallCapital @simcity31 it doesn't seem to me that majors have lost relevance. Because success i.e. long stable and profitable career still requires investments and efforts. Being able to record on your mac doesn't make someone an artist and doesn't mean anyone can be successful"  
[X Link](https://x.com/GdiGiulio_/status/1996513126687408474)  2025-12-04T09:33Z [--] followers, [--] engagements


"Similar or worse recollections were shared by doctors in Gaza when the IDF was BOMBING their hospitals. Ackman wasn't bothered because the IDF was "defending Israel" @BillAckman what's your logic exactly"  
[X Link](https://x.com/GdiGiulio_/status/2016089136453583333)  2026-01-27T10:01Z [--] followers, [--] engagements


"$CMP Compass Minerals just SHUT DOWN its fire retardant unit. In the end its "revolutionary product" was nothing special (it actually had serious flaws that a serious DD would have highlighted). $PRM can finally say goodbye to this once "formidable" and noisy competitor"  
[X Link](https://x.com/GdiGiulio_/status/1904673403002298756)  2025-03-25T23:15Z [--] followers, [----] engagements


"Fairfax India $FIH.U $FIH-U.TO is an investment HoldCo focused on Indian public and private businesses (equities and debt). Parent co is Fairfax Financial $FFH led by Prem Watsa. His son Ben Watsa is chairman of FIH. 📷"  
[X Link](https://x.com/anyuser/status/2017675122115563710)  2026-01-31T19:03Z [--] followers, [----] engagements


"$WMG CC sounded very bullish. 1) HSD growth in revenue BEFORE price increasing at DSPs kick in 2) AI delivering efficiencies in discovery - better engagement - higher catalogue consumption 3) AI related efficiencies increasing margins 4) see many opportunities for catalogue"  
[X Link](https://x.com/anyuser/status/2020888738767770095)  2026-02-09T15:53Z [--] followers, [--] engagements


"You don't see any contradiction Talking about taking deep breaths carefully weighing evidence. Horrible testimony from Iranian doctor. This was reposted by Bill Ackman. https://x.com/i/status/2015877978350117365 A Doctors Testimony from Iran Recorded One Week After the Internet Shutdown and the Issuance of Kill Orders: Video translation: Greetings to the honourable people of Iran. My name is Dr Yaser Rahmani-Rad. I am a resident in Internal Medicine. As I explained in my previous https://t.co/EEf8HUKthz https://x.com/i/status/2015877978350117365 A Doctors Testimony from Iran Recorded One Week"  
[X Link](https://x.com/GdiGiulio_/status/2016089060406657434)  2026-01-27T10:01Z [--] followers, [--] engagements


"This is their track record since inception as of q3 25: 19%+ on monetized investment and 9%+ on existing ones. BV was $21 price is $17 so we can buy FIH at a 20% discount to book. Stock price appreciation is disappointing since inception and I am not a fan of their fees"  
[X Link](https://x.com/GdiGiulio_/status/2017675124137198016)  2026-01-31T19:03Z [--] followers, [--] engagements


"structure either (low hurdle). Here is why I own it: [--]. Their CAGR on exited investments is great and on target with their goal (15-20% CAGR over LT taking into account rupee depreciation) [--]. They are honest shareholders-oriented people [--]. They are based in india which is a"  
[X Link](https://x.com/GdiGiulio_/status/2017675125986898409)  2026-01-31T19:03Z [--] followers, [--] engagements


"difficult market to have access to; they have a well established network of relationships (both businessmen and gov) that allows them to avoid fraud/unscrupulous promoters (anyone investing in India would highlight this problem even Nalandas Prasad) [--]. They are conservative in"  
[X Link](https://x.com/GdiGiulio_/status/2017675127916302445)  2026-01-31T19:03Z [--] followers, [--] engagements


"(from 40M passengers today to 100M in 2040). The value on FIH books is simply too cheap. - BIAL did $300M in EBITDA in [----] they did $170M in the first 6m [----] (from FIH reports) so they should do $350M EBITDA in [----] - I would argue a 20x multiple is fair (GMR trades at 30x)"  
[X Link](https://x.com/GdiGiulio_/status/2017675132509053150)  2026-01-31T19:03Z [--] followers, [--] engagements


"- net leverage should be 3x (I expect this to be 4x as they expand) - 350M*20 = 7B - Net debt should be 1B - this nets an equity value of 6B - Their ownership is 69% considering Anchorage so their stake should be = $4.1B"  
[X Link](https://x.com/GdiGiulio_/status/2017675135302488528)  2026-01-31T19:03Z [--] followers, [--] engagements


"revenues JVs with airport services companies BIAL hub status and real estate/hospitality projects. So today you can buy a growing $1 for 50c. Their other holdings should also do well as the India story develops. The company recently bought back shares at $16-17"  
[X Link](https://x.com/GdiGiulio_/status/2017675139094118659)  2026-01-31T19:03Z [--] followers, [--] engagements


"Since inception bought back [----] million shares at $13. They did a big tender in [----] at $14.9. BIAL is waiting to receive all the approvals to IPO. They had a commitment with their partner OMERS to IPO in [----] which is now being extended to September 2026"  
[X Link](https://x.com/GdiGiulio_/status/2017675141195387087)  2026-01-31T19:03Z [--] followers, [--] engagements


"I suspect that now that FIH has bought all the shares Siemens held (remaining shareholders are gov agencies) the IPO process can move forward more easily. Going forward they have set up Anchorage as the entity to hold BIAL and all future airports/infrastructure investments"  
[X Link](https://x.com/GdiGiulio_/status/2017675143514857541)  2026-01-31T19:03Z [--] followers, [--] engagements


"FIH is also bidding for the gov stake in IBDI bank results are expected to be announced in march [----]. This could have a big impact on FIH depending on how it is structured as it is a huge deal and will be done with partners. This is a long thread and I did not include many info"  
[X Link](https://x.com/GdiGiulio_/status/2017675145574326445)  2026-01-31T19:03Z [--] followers, [---] engagements


"but I think it describes the attractiveness of the situation well. I am attaching a couple of interesting links: 1) study on Airports of Thailand @) 2) https://www.broyhillasset.com/hubfs/Research/Broyhill%20Airport%20Thesis%202020.08.pdfhsLang=en https://jengaip.com/globaloutperformers/ https://www.broyhillasset.com/hubfs/Research/Broyhill%20Airport%20Thesis%202020.08.pdfhsLang=en https://jengaip.com/globaloutperformers/"  
[X Link](https://x.com/anyuser/status/2017675147834986512)  2026-01-31T19:03Z [--] followers, [---] engagements


"$UMG Michael Nash sat down for an interview with Billboard and talked AI. Interesting listen for those looking at the labels space: 1) On TikTok deal: "what they were proposing is that creators would have access to tools and be able to generate AI content https://youtu.be/7Qm_pk5j9Tcsi=ASzqPPDljJnhbozp https://youtu.be/7Qm_pk5j9Tcsi=ASzqPPDljJnhbozp"  
[X Link](https://x.com/anyuser/status/2019898514210259287)  2026-02-06T22:18Z [--] followers, [---] engagements


"@BrownMarubozu Nice to see they didn't slow down buybacks given $kw take private $ua purchases IDBI (possible) deal and Allied buyback. Shows their strong cash generation and bs flexibility. Thanks for posting"  
[X Link](https://x.com/GdiGiulio_/status/2020902204370989368)  2026-02-09T16:46Z [--] followers, [---] engagements


"@ClarkSquareCap $FIH Fairfax India at 80% of reported BV probably 50% of a growing FV. https://x.com/i/status/2017675122115563710 Fairfax India $FIH.U $FIH-U.TO is an investment HoldCo focused on Indian public and private businesses (equities and debt). Parent co is Fairfax Financial $FFH led by Prem Watsa. His son Ben Watsa is chairman of FIH. 📷 https://x.com/i/status/2017675122115563710 Fairfax India $FIH.U $FIH-U.TO is an investment HoldCo focused on Indian public and private businesses (equities and debt). Parent co is Fairfax Financial $FFH led by Prem Watsa. His son Ben Watsa is"  
[X Link](https://x.com/GdiGiulio_/status/2021133801984823797)  2026-02-10T08:07Z [--] followers, [----] engagements


"@above_consensus @ACapitalLP @grok AI tracks are not monetized there is no dilution in the royalties pool. It's not in the DSPs interest to have platforms full of "songs" made by AI. Who would pay for such a service Especially if labels pull their catalog"  
[X Link](https://x.com/GdiGiulio_/status/2022458208514904249)  2026-02-13T23:49Z [--] followers, [--] engagements


"$WMG CC sounded very bullish. 1) HSD growth in revenue BEFORE price increasing at DSPs kick in 2) AI delivering efficiencies in discovery - better engagement - higher catalogue consumption 3) AI related efficiencies increasing margins 4) see many opportunities for catalogue"  
[X Link](https://x.com/anyuser/status/2020888738767770095)  2026-02-09T15:53Z [--] followers, [--] engagements


"acquisitions + M&A (increased capacity in Bain JV) 5) new meaningful revenue stream from recent AI deals (Suno Udio etc) $UMG was clear at their CMD as well: they saw huge reinvestment opportunities. No idea how to reconcile price action with executives enthusiasm 🤷"  
[X Link](https://x.com/anyuser/status/2020888741062066651)  2026-02-09T15:53Z [--] followers, [---] engagements


"$UMG Michael Nash sat down for an interview with Billboard and talked AI. Interesting listen for those looking at the labels space: 1) On TikTok deal: "what they were proposing is that creators would have access to tools and be able to generate AI content https://youtu.be/7Qm_pk5j9Tcsi=ASzqPPDljJnhbozp https://youtu.be/7Qm_pk5j9Tcsi=ASzqPPDljJnhbozp"  
[X Link](https://x.com/anyuser/status/2019898514210259287)  2026-02-06T22:18Z [--] followers, [---] engagements


"to their service 70% is pure fraud meaning fraudsters are creating push-a-button content and then they're having bot farms ping that content on the services in an effort to divert royalties" 5) If you're a music service and you are flooded with content that does not have any"  
[X Link](https://x.com/anyuser/status/2019898525811683683)  2026-02-06T22:18Z [--] followers, [--] engagements


"copyright protection ultimately all this content is everywhere and It is essentially valueless because it can't be monetized. Who's going to pay a monthly subscription charge to use your service to access that content"  
[X Link](https://x.com/anyuser/status/2019898528144011647)  2026-02-06T22:18Z [--] followers, [--] engagements


"Fairfax India $FIH.U $FIH-U.TO is an investment HoldCo focused on Indian public and private businesses (equities and debt). Parent co is Fairfax Financial $FFH led by Prem Watsa. His son Ben Watsa is chairman of FIH. 📷"  
[X Link](https://x.com/anyuser/status/2017675122115563710)  2026-01-31T19:03Z [--] followers, [----] engagements


"- at Q3 end BIAL was on the books for basically $2B so there is a $2.1B difference on 135M s/o it = $15.5. 📷 Dont forget that they will more than double the pax numbers over the next [--] years. I expect EBIDTA to possibly 3x given their favourable mix of non-regulated"  
[X Link](https://x.com/anyuser/status/2017675137139507311)  2026-01-31T19:03Z [--] followers, [---] engagements


"but I think it describes the attractiveness of the situation well. I am attaching a couple of interesting links: 1) study on Airports of Thailand @) 2) https://www.broyhillasset.com/hubfs/Research/Broyhill%20Airport%20Thesis%202020.08.pdfhsLang=en https://jengaip.com/globaloutperformers/ https://www.broyhillasset.com/hubfs/Research/Broyhill%20Airport%20Thesis%202020.08.pdfhsLang=en https://jengaip.com/globaloutperformers/"  
[X Link](https://x.com/anyuser/status/2017675147834986512)  2026-01-31T19:03Z [--] followers, [---] engagements


"If you find this interesting please share this post or RT I like to make new connections I welcome any question pushback or feedback"  
[X Link](https://x.com/anyuser/status/2017675150410273094)  2026-01-31T19:03Z [--] followers, [---] engagements

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