# ![@PozziValentinoG Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1940764932402040835.png) @PozziValentinoG Valentino Pozzi

Valentino Pozzi posts on X about $exoas, italia, nav, $race the most. They currently have [--] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1940764932402040835/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1940764932402040835/c:line/m:interactions.svg)

- [--] Week [--] +4,500%
- [--] Month [--] +38%
- [--] Months [-----] +847%

### Mentions: [--] [#](/creator/twitter::1940764932402040835/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1940764932402040835/c:line/m:posts_active.svg)

- [--] Month [--] -50%
- [--] Months [--] +1,100%

### Followers: [--] [#](/creator/twitter::1940764932402040835/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1940764932402040835/c:line/m:followers.svg)

- [--] Month [--] -3.10%
- [--] Months [--] +19%

### CreatorRank: undefined [#](/creator/twitter::1940764932402040835/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1940764932402040835/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[luxury brands](/list/luxury-brands)  [fashion brands](/list/fashion-brands)  [stocks](/list/stocks)  [automotive brands](/list/automotive-brands)  [finance](/list/finance)  [technology brands](/list/technology-brands) 

**Social topic influence**
[$exoas](/topic/$exoas) #33, [italia](/topic/italia), [nav](/topic/nav), [$race](/topic/$race), [$cnh](/topic/$cnh), [$stlam](/topic/$stlam), [philips](/topic/philips), [$ovsmi](/topic/$ovsmi), [$ipmi](/topic/$ipmi), [$mkl](/topic/$mkl)

**Top accounts mentioned or mentioned by**
[@specsitscapmgmt](/creator/undefined)

**Top assets mentioned**
[Ferrari N.V. (RACE)](/topic/$race) [CNH INDUSTRIAL N.V. (CNH)](/topic/$cnh) [Markel, Corp. (MKL)](/topic/$mkl) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Blackstone, Inc. (BX)](/topic/$bx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$MKL Tom Gayner: Identifying Great Capital Allocators Here is a transcript of Tom Gayners [----] Value Investor Conference presentation https://t.co/gNYALEVVYx Tom Gayner: Identifying Great Capital Allocators Here is a transcript of Tom Gayners [----] Value Investor Conference presentation https://t.co/gNYALEVVYx"  
[X Link](https://x.com/PozziValentinoG/status/1949873713718940147)  2025-07-28T16:44Z [--] followers, [---] engagements


"Q2 [----] $MKL"  
[X Link](https://x.com/PozziValentinoG/status/1958829840917758154)  2025-08-22T09:53Z [--] followers, [--] engagements


"Q2 [----] $KKR"  
[X Link](https://x.com/PozziValentinoG/status/1958831056435429544)  2025-08-22T09:58Z [--] followers, [--] engagements


"Q2 [----] $APO"  
[X Link](https://x.com/PozziValentinoG/status/1958831460183310636)  2025-08-22T09:59Z [--] followers, [--] engagements


"Q2 [----] $BX"  
[X Link](https://x.com/PozziValentinoG/status/1958832707292549548)  2025-08-22T10:04Z [--] followers, [--] engagements


"Interesting insight thread about Exor $EXO.AS share price as a discount to its NAV since it started trading in [----]. https://t.co/TpUdud63qz $EXO.AS share price as a discount to its NAV since it started trading in [----]. https://t.co/TpUdud63qz"  
[X Link](https://x.com/PozziValentinoG/status/1963549747702116651)  2025-09-04T10:28Z [--] followers, [--] engagements


"@SpecSitsCapMgmt It doesn't change much the result but % ownership Ferrari is probably [----] (Exor website)"  
[X Link](https://x.com/PozziValentinoG/status/1968956266740384080)  2025-09-19T08:32Z [--] followers, [--] engagements


"@SpecSitsCapMgmt Where did you find the number of shares owned by Exor"  
[X Link](https://x.com/PozziValentinoG/status/1968990007508566322)  2025-09-19T10:46Z [--] followers, [--] engagements


"Arrivato il momento di un thread su Exor $EXO.AS. La cassaforte della Famiglia Agnelli. Ormai non solo pi automotive e Italia anzi"  
[X Link](https://x.com/PozziValentinoG/status/1960615243823899070)  2025-08-27T08:07Z [--] followers, [---] engagements


"Update NAV Exor $EXO.AS 31/12/2024 09/10/2025 NAV: [-----]  [-----] (-5%) Discount (09/10/2025): 53.5%"  
[X Link](https://x.com/PozziValentinoG/status/1976375519060131918)  2025-10-09T19:53Z [--] followers, [---] engagements


"Aggiornamento del thread su Exor $EXO.AS. La cassaforte della Famiglia Agnelli. Ormai non solo pi automotive e Italia anzi"  
[X Link](https://x.com/PozziValentinoG/status/1982007243638722862)  2025-10-25T08:52Z [--] followers, [---] engagements


"Come anticipato Exor si sta evolvendo non solo Italia e automotive. Le principali partecipazioni: Ferrari $RACE Stellantins $STLAM CNH $CNH Philips $PHIA"  
[X Link](https://x.com/PozziValentinoG/status/1960615640244404677)  2025-08-27T08:09Z [--] followers, [---] engagements


"Come anticipato Exor si sta evolvendo non solo Italia e automotive. Le principali partecipazioni: Ferrari $RACE Stellantins $STLAM CNH $CNH Philips $PHIA"  
[X Link](https://x.com/PozziValentinoG/status/1982007696090874307)  2025-10-25T08:53Z [--] followers, [--] engagements


"$PRY.MI $TRN.MI Prysmian wins $446 million contract with Italian power grid operator Terna https://t.co/1DRixytaz8 https://t.co/1DRixytaz8 Prysmian wins $446 million contract with Italian power grid operator Terna https://t.co/1DRixytaz8 https://t.co/1DRixytaz8"  
[X Link](https://x.com/PozziValentinoG/status/1950115394972226008)  2025-07-29T08:45Z [--] followers, [--] engagements


"Arriver un thread su Exor $EXO.AS come per $TIP.MI con aggiornamento NAV"  
[X Link](https://x.com/PozziValentinoG/status/1960239475759444479)  2025-08-26T07:14Z [--] followers, [---] engagements


"Come sempre il prezzo quello che paghi il valore ci che ottieni. Ci sono [--] societ interessanti che stanno vivendo il loro peggior max drawdown. Il mercato sta sbagliando oppure ha solo impartito una severa lezione Magari arriver un thread dedicato $CPR.MI $DIA.MI $ZV.MI"  
[X Link](https://x.com/PozziValentinoG/status/1974806083194462615)  2025-10-05T11:57Z [--] followers, [---] engagements


"TIP si concentra su aziende a piccola e media capitalizzazione in Italia e in Europa. Qui di seguito un overview del portafoglio attuale:"  
[X Link](https://x.com/PozziValentinoG/status/1960233495109742939)  2025-08-26T06:50Z [--] followers, [--] engagements


"Vediamo quindi le partecipazioni delle aziende quotate in base alla dimensione rispetto al NAV di TIP OVS $OVS.MI (17%) Interpump $IP.MI (14%) SESA $SES.MI (6%) Roche Bobois (6%) Amplifon $AMP.MI (6%) Moncler $MONC.MI (5%)"  
[X Link](https://x.com/PozziValentinoG/status/1960233715457495196)  2025-08-26T06:51Z [--] followers, [---] engagements


"TIP si concentra su aziende a piccola e media capitalizzazione in Italia e in Europa. Qui di seguito un overview del portafoglio attuale:"  
[X Link](https://x.com/PozziValentinoG/status/1981991316490752283)  2025-10-25T07:48Z [--] followers, [--] engagements


"Tra le partecipazioni quotate in base alla dimensione rispetto al NAV di TIP OVS $OVS.MI (16%) Interpump $IP.MI (14%) SESA $SES.MI (7%) Roche Bobois (6%) Amplifon $AMP.MI (6%) Moncler $MONC.MI (5%). Tra quelle private troviamo Alpitour e StartTIP"  
[X Link](https://x.com/PozziValentinoG/status/1981991917781987377)  2025-10-25T07:51Z [--] followers, [--] engagements


"Come di consueto le aziende di questo genere vengono scambiate a sconto rispetto al loro NAV. Per TIP il range di sconto (a parte casi estremi) tra lo 0% e il 30%. Oggi qual la situazione Siamo a uno sconto intorno al 26%"  
[X Link](https://x.com/PozziValentinoG/status/1981992745775288820)  2025-10-25T07:54Z [--] followers, [--] engagements


"Societ molto interessante per filosofia e che merita di essere osservata. Radar su aziende di piccole-medie dimensioni europee. In questo aggiornamento si nota un incremento delle posizioni in OVS $OVS.MI e Interpump $IP.MI A breve verr pubblicato laggiornamento del NAV"  
[X Link](https://x.com/PozziValentinoG/status/1981993098105290926)  2025-10-25T07:55Z [--] followers, [--] engagements


"H1 result Exor $EXO.AS 31/12/2024 30/06/2025 NAV: [-----]  [-----] (+092%) N. Shares: 213.742.45900 201.505.06600 (-573%) Discount (19/09/2025): 53% YTD (19/09/2025): -55%"  
[X Link](https://x.com/PozziValentinoG/status/1968946198733042038)  2025-09-19T07:52Z [--] followers, [---] engagements


"Update Exor $EXO.AS 31/12/2024 25/10/2025 NAV: [-----]  [-----] (-4%) Price: [----]  [----] (-13%) Discount (25/10/2025): 55% Ferrari $RACE (39%) Philips $PHIA.AS (13%) Stellantis $STLAM (12%) CNH $CNH (10%)"  
[X Link](https://x.com/PozziValentinoG/status/1982011539881181344)  2025-10-25T09:09Z [--] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing