[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @SpecSitsCapMgmt Special Sits Capital Mgmt Special Sits Capital Mgmt posts on X about $vivpa, $bolpa, discount, $race the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1059877779632766976/interactions)  - X Week XXXXXX -XX% - X Month XXXXXX +115% - X Months XXXXXXX +2.50% - X Year XXXXXXX +233% ### Mentions: XX [#](/creator/twitter::1059877779632766976/posts_active)  - X Week XX +9.40% - X Month XX -XX% - X Months XXX +8.40% - X Year XXX +60% ### Followers: XXXXX [#](/creator/twitter::1059877779632766976/followers)  - X Week XXXXX +1.40% - X Month XXXXX +6.70% - X Months XXXXX +46% - X Year XXXXX +89% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1059877779632766976/influencer_rank)  ### Social Influence [#](/creator/twitter::1059877779632766976/influence) --- **Social category influence** [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [luxury brands](/list/luxury-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [currencies](/list/currencies) XXXX% [technology brands](/list/technology-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$vivpa](/topic/$vivpa) #1, [$bolpa](/topic/$bolpa) #6, [discount](/topic/discount) 1.78%, [$race](/topic/$race) 1.18%, [$umgas](/topic/$umgas) #3, [2x](/topic/2x) #432, [$sats](/topic/$sats) 1.18%, [debt](/topic/debt) #1562, [targets](/topic/targets) 0.59%, [$cprmi](/topic/$cprmi) XXXX% **Top accounts mentioned or mentioned by** [@abroninvestor](/creator/undefined) [@reignots](/creator/undefined) [@diegobmilano](/creator/undefined) [@foxcastlehold](/creator/undefined) [@toffcap](/creator/undefined) [@ducongoretti](/creator/undefined) [@acapitallp](/creator/undefined) [@loran58082375](/creator/undefined) [@ohcapideas](/creator/undefined) [@steveninvesting](/creator/undefined) [@east72dynasty](/creator/undefined) [@luchesiphilippe](/creator/undefined) [@billackman](/creator/undefined) [@yannickbollore](/creator/undefined) [@logancroixco](/creator/undefined) [@finengnet](/creator/undefined) [@asifsuria](/creator/undefined) [@mxschumacher](/creator/undefined) [@masaniellosan](/creator/undefined) [@waystarcroixco](/creator/undefined) **Top assets mentioned** [Ferrari N.V. (RACE)](/topic/$race) [SATS (Ordinals) (SATS)](/topic/$sats) [AT&T Inc. (T)](/topic/$t) [MGM Resorts International (MGM)](/topic/$mgm) [Allegro MicroSystems, Inc. Common Stock (ALGM)](/topic/$algm) ### Top Social Posts [#](/creator/twitter::1059877779632766976/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](https://x.com/SpecSitsCapMgmt/status/1976232130905768249) [@SpecSitsCapMgmt](/creator/x/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](https://x.com/SpecSitsCapMgmt/status/1869153014793318893) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2024-12-17T22:49Z 3737 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](https://x.com/SpecSitsCapMgmt/status/1976263232185565540) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-10-09T12:27Z 3747 followers, 73.9K engagements "Thought about buying Campari $CPR.MI for a moment. 🤣🤣🤣" [X Link](https://x.com/SpecSitsCapMgmt/status/1937285004717097009) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-06-23T23:01Z 3747 followers, 2205 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](https://x.com/SpecSitsCapMgmt/status/1851108268803834133) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2024-10-29T03:46Z 3747 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](https://x.com/SpecSitsCapMgmt/status/1953242814474604678) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-08-06T23:52Z 3740 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](https://x.com/SpecSitsCapMgmt/status/1947424461902274962) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-07-21T22:32Z 3745 followers, 4285 engagements "Universal Music Group $UMG.AS Submits Draft Registration Statement for a Proposed U.S. Public Offering. UMG will not receive any proceeds from the sale of ordinary shares by the selling shareholders" [X Link](https://x.com/SpecSitsCapMgmt/status/1947417527409381847) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-07-21T22:04Z 3745 followers, 1288 engagements "@mxschumacher I like the BET MGM story. $XXX M EBITDA XX maybe $XXX M in 2026 depending on the pace of revenue growth. A valuation of 2x revenue 2025 is not at all aggressive if you consider the EBITDA ramp-up" [X Link](https://x.com/SpecSitsCapMgmt/status/1978944080752046112) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-10-16T22:00Z 3747 followers, XXX engagements "Cyrille Bollore resigns from $UMG.AS board with immediate effect" [X Link](https://x.com/SpecSitsCapMgmt/status/1949761143993754014) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-07-28T09:17Z 3745 followers, 1827 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](https://x.com/SpecSitsCapMgmt/status/1943660518180303316) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-07-11T13:15Z 3746 followers, XXX engagements "Merger talks between satellite TV broadcasters Dish Network and DirecTV could be renewed in the wake of AT&T's $T agreement to buy wireless spectrum licenses from EchoStar $SATS in a $XX billion deal" [X Link](https://x.com/SpecSitsCapMgmt/status/1961504755286749440) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-08-29T19:02Z 3739 followers, 1179 engagements "MGM International $MGM has just sold its Northfield Park racetrack/casino for $XXX M 6.6x 12-month EBITDA for the property. The company recently pulled its application for a large casino project in NY. Valuation-wise if you subtract the market value of its MGM China stake and the value of MGM Digital and XX% of BET MGM at 2x revenues all the Las Vegas and regional casinos are now trading at 1.3x EBITDA. With these moves MGM could be gathering firepower to resume large share buybacks in the near-future" [X Link](https://x.com/SpecSitsCapMgmt/status/1978821757390795079) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-10-16T13:54Z 3747 followers, 8510 engagements "Bollore $BOL.PA has decided to appeal the decision by the AMF to require a mandatory offer for Vivendi $VIV.PA" [X Link](https://x.com/SpecSitsCapMgmt/status/1949983476654002477) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-07-29T00:01Z 3745 followers, 1769 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](https://x.com/SpecSitsCapMgmt/status/1968660913751310733) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-09-18T12:58Z 3737 followers, 7132 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](https://x.com/SpecSitsCapMgmt/status/1943689710058033418) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-07-11T15:11Z 3746 followers, 1333 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](https://x.com/SpecSitsCapMgmt/status/1978475954348470776) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-10-15T15:00Z 3747 followers, 1075 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](https://x.com/SpecSitsCapMgmt/status/1976067084145787034) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-10-08T23:28Z 3747 followers, 3736 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@SpecSitsCapMgmt Special Sits Capital Mgmt
Special Sits Capital Mgmt posts on X about $vivpa, $bolpa, discount, $race the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXX +115%
- X Months XXXXXXX +2.50%
- X Year XXXXXXX +233%
Mentions: XX #
- X Week XX +9.40%
- X Month XX -XX%
- X Months XXX +8.40%
- X Year XXX +60%
Followers: XXXXX #
- X Week XXXXX +1.40%
- X Month XXXXX +6.70%
- X Months XXXXX +46%
- X Year XXXXX +89%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXX% stocks XXXX% luxury brands XXXX% automotive brands XXXX% countries XXXX% cryptocurrencies XXXX% currencies XXXX% technology brands XXXX% travel destinations XXXX%
Social topic influence $vivpa #1, $bolpa #6, discount 1.78%, $race 1.18%, $umgas #3, 2x #432, $sats 1.18%, debt #1562, targets 0.59%, $cprmi XXXX%
Top accounts mentioned or mentioned by @abroninvestor @reignots @diegobmilano @foxcastlehold @toffcap @ducongoretti @acapitallp @loran58082375 @ohcapideas @steveninvesting @east72dynasty @luchesiphilippe @billackman @yannickbollore @logancroixco @finengnet @asifsuria @mxschumacher @masaniellosan @waystarcroixco
Top assets mentioned Ferrari N.V. (RACE) SATS (Ordinals) (SATS) AT&T Inc. (T) MGM Resorts International (MGM) Allegro MicroSystems, Inc. Common Stock (ALGM)
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 3737 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 3747 followers, 73.9K engagements
"Thought about buying Campari $CPR.MI for a moment. 🤣🤣🤣"
X Link @SpecSitsCapMgmt 2025-06-23T23:01Z 3747 followers, 2205 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 3747 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 3740 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 3745 followers, 4285 engagements
"Universal Music Group $UMG.AS Submits Draft Registration Statement for a Proposed U.S. Public Offering. UMG will not receive any proceeds from the sale of ordinary shares by the selling shareholders"
X Link @SpecSitsCapMgmt 2025-07-21T22:04Z 3745 followers, 1288 engagements
"@mxschumacher I like the BET MGM story. $XXX M EBITDA XX maybe $XXX M in 2026 depending on the pace of revenue growth. A valuation of 2x revenue 2025 is not at all aggressive if you consider the EBITDA ramp-up"
X Link @SpecSitsCapMgmt 2025-10-16T22:00Z 3747 followers, XXX engagements
"Cyrille Bollore resigns from $UMG.AS board with immediate effect"
X Link @SpecSitsCapMgmt 2025-07-28T09:17Z 3745 followers, 1827 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 3746 followers, XXX engagements
"Merger talks between satellite TV broadcasters Dish Network and DirecTV could be renewed in the wake of AT&T's $T agreement to buy wireless spectrum licenses from EchoStar $SATS in a $XX billion deal"
X Link @SpecSitsCapMgmt 2025-08-29T19:02Z 3739 followers, 1179 engagements
"MGM International $MGM has just sold its Northfield Park racetrack/casino for $XXX M 6.6x 12-month EBITDA for the property. The company recently pulled its application for a large casino project in NY. Valuation-wise if you subtract the market value of its MGM China stake and the value of MGM Digital and XX% of BET MGM at 2x revenues all the Las Vegas and regional casinos are now trading at 1.3x EBITDA. With these moves MGM could be gathering firepower to resume large share buybacks in the near-future"
X Link @SpecSitsCapMgmt 2025-10-16T13:54Z 3747 followers, 8510 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 3745 followers, 1769 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 3737 followers, 7132 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 3746 followers, 1333 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 3747 followers, 1075 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 3747 followers, 3736 engagements