[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 $veon, versace, $1913hk, $cpri the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1059877779632766976/interactions)  - X Week XXXXX +24% - X Month XXXXXX +784% - X Months XXXXXXX -XX% - X Year XXXXXXX +370% ### Mentions: X [#](/creator/twitter::1059877779632766976/posts_active)  - X Week XX -XX% - X Month XX -XX% - X Months XXX +63% - X Year XXX +63% ### Followers: XXXXX [#](/creator/twitter::1059877779632766976/followers)  - X Week XXXXX +0.66% - X Month XXXXX +5.30% - X Months XXXXX +38% - X Year XXXXX +97% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1059877779632766976/influencer_rank)  ### Social Influence [#](/creator/twitter::1059877779632766976/influence) --- **Social category influence** [finance](/list/finance) [luxury brands](/list/luxury-brands) [countries](/list/countries) [fashion brands](/list/fashion-brands) [cryptocurrencies](/list/cryptocurrencies) [exchanges](/list/exchanges) [automotive brands](/list/automotive-brands) [travel destinations](/list/travel-destinations) **Social topic influence** [$veon](/topic/$veon), [versace](/topic/versace), [$1913hk](/topic/$1913hk), [$cpri](/topic/$cpri), [$kyiv](/topic/$kyiv), [$ccir](/topic/$ccir), [prada](/topic/prada), [acquisition](/topic/acquisition), [listing](/topic/listing), [ipo](/topic/ipo) **Top assets mentioned** [Capri Holdings Limited (CPRI)](/topic/$cpri) [XRP (XRP)](/topic/$xrp) ### Top Social Posts [#](/creator/twitter::1059877779632766976/posts) --- Top posts by engagements in the last XX hours "Let me get this straight: the guy that more than 3xed revenues at Miu Miu $1913.HK leaves and all of a sudden becomes the creative director at Versace $CPRI the target company while giving the founder Donatella an honorable way out One day they will make a movie about it"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1900225491321164040) 2025-03-13 16:40:36 UTC 3369 followers, 1429 engagements "Amazing run on $VEON but the company seems now ahead of $CCIR $KYIV in terms of valuation. In a month Veon is up XX% whereas $CCIR is down 1%. I would expect Kyivstar to lead performance going forward with the upcoming spac merger vote on Aug 12th"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1948750979630838059) 2025-07-25 14:23:34 UTC 3373 followers, 2677 engagements "Thought about buying Campari $CPR.MI for a moment. 🤣🤣🤣"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1937285004717097009) 2025-06-23 23:01:52 UTC 3371 followers, 2108 engagements "Corriere Della Sera article praises the acquisition of Versace $CPRI by the Prada Group $1913.HK. It sounds like an announcement is just a matter of time. A style (when talking about Donatella Versace) that will now dress Prada ends the article"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1899976163549675931) 2025-03-13 00:09:51 UTC 3368 followers, 1448 engagements "At the current valuation I like $CCIR $KYIV better but the war is still an overhang that may cause the merger or Ukraine itself to fall apart. I guess you never know. But the Spac offers protection to this at least for now. If the war had ended the stock would be much higher. There may also be the fear that $VEON sell or distribute its shares for one reason or another"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1945681197990117464) 2025-07-17 03:05:21 UTC 3373 followers, XXX engagements "They can make a cash offer and an exchange offer in Bollore stock. It was tried in the case of the ex-Rivaud with a cash offer and a price in UMG shares. The question there was the valuation level I guess. My point is that bankers and lawyer will always think of clever ways to get it done. The market is giving Bollore little credit"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1947612799536140687) 2025-07-22 11:00:50 UTC 3368 followers, XXX engagements "$VEON could be allowed to bid for and merge with govt-owned Mobiuz the fourth largest mobile operator in Uzbekistan. Beeline as Veon Ltd is commercially known in the country is the largest mobile operator in that market. The govt intends to raise US$300M from the sale. Mobiuz is said to have reported EBITDA of US$41M in 2024"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1945573270230864161) 2025-07-16 19:56:29 UTC 3373 followers, 2009 engagements "I have finished a deep-dive into SBI Holdings $8473.JT $SBHGF a Japanese financial services firm. Besides exquisite execution over the last few years the company presents bright prospects and huge optionalities via its X% stake in Crypto-firm Ripple Labs Inc backer of the $XRP coin which is said to IPO at a huge valuation as it resolves its legal pendencies with the SEC. Ripple aside $8473.JT trades at 1x book and a P/E XX of 7x pretty undemanding if you consider that guidance calls for 15%+ EPS growth through 2028. Addtly the company is currently raising capital from NTT to payoff SBI"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1942934982726467616) 2025-07-09 13:12:52 UTC 3368 followers, 1270 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)"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1947424461902274962) 2025-07-21 22:32:27 UTC 3373 followers, 3488 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"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1947417527409381847) 2025-07-21 22:04:54 UTC 3373 followers, 1125 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"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1946203378956284045) 2025-07-18 13:40:18 UTC 3370 followers, 2750 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"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1943660518180303316) 2025-07-11 13:15:53 UTC 3369 followers, XXX engagements "Another day another article about Prada $1913.HK and Versace $CPRI in the Italian press. This time Corriere della Sera adds Jimmy Choo to the acquisition of Versace and places the price at X bi for the two companies"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1900162918697640437) 2025-03-13 12:31:57 UTC 3368 followers, 1771 engagements "Market today focused on the Telecom Italia $TIT.IM (not) sale and its impact on $VIV.PA. But impact of good news on Lagardere is two-fold: 1) payback of XXX M loans to $MMB.PA and 2) reduction in the potential liability related to the put option held by $MMB.PA shareholders"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1890372192191250858) 2025-02-14 12:07:06 UTC 3368 followers, 1039 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"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1943689710058033418) 2025-07-11 15:11:53 UTC 3373 followers, 1162 engagements "@ACapitalLP @OrdainedInfidel Until the merger is effectively executed you have downside protection in the SPAC"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1948031541126353069) 2025-07-23 14:44:46 UTC 3364 followers, XXX engagements "I heard an interesting pitch the other day. I dont know much about crypto but supposedly SBI Holdings $8473.JP has another MCap in $XRP coin through its X% stake in Ripple Labs. GAM Investment Mgmt wrote about it. Comments appreciated"  [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) on [X](/post/tweet/1879998605559492699) 2025-01-16 21:06:10 UTC 3369 followers, 2111 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 $veon, versace, $1913hk, $cpri the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +24%
- X Month XXXXXX +784%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +370%
Mentions: X #
- X Week XX -XX%
- X Month XX -XX%
- X Months XXX +63%
- X Year XXX +63%
Followers: XXXXX #
- X Week XXXXX +0.66%
- X Month XXXXX +5.30%
- X Months XXXXX +38%
- X Year XXXXX +97%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance luxury brands countries fashion brands cryptocurrencies exchanges automotive brands travel destinations
Social topic influence $veon, versace, $1913hk, $cpri, $kyiv, $ccir, prada, acquisition, listing, ipo
Top assets mentioned Capri Holdings Limited (CPRI) XRP (XRP)
Top Social Posts #
Top posts by engagements in the last XX hours
"Let me get this straight: the guy that more than 3xed revenues at Miu Miu $1913.HK leaves and all of a sudden becomes the creative director at Versace $CPRI the target company while giving the founder Donatella an honorable way out One day they will make a movie about it"
@SpecSitsCapMgmt on X 2025-03-13 16:40:36 UTC 3369 followers, 1429 engagements
"Amazing run on $VEON but the company seems now ahead of $CCIR $KYIV in terms of valuation. In a month Veon is up XX% whereas $CCIR is down 1%. I would expect Kyivstar to lead performance going forward with the upcoming spac merger vote on Aug 12th" @SpecSitsCapMgmt on X 2025-07-25 14:23:34 UTC 3373 followers, 2677 engagements
"Thought about buying Campari $CPR.MI for a moment. 🤣🤣🤣" @SpecSitsCapMgmt on X 2025-06-23 23:01:52 UTC 3371 followers, 2108 engagements
"Corriere Della Sera article praises the acquisition of Versace $CPRI by the Prada Group $1913.HK. It sounds like an announcement is just a matter of time. A style (when talking about Donatella Versace) that will now dress Prada ends the article" @SpecSitsCapMgmt on X 2025-03-13 00:09:51 UTC 3368 followers, 1448 engagements
"At the current valuation I like $CCIR $KYIV better but the war is still an overhang that may cause the merger or Ukraine itself to fall apart. I guess you never know. But the Spac offers protection to this at least for now. If the war had ended the stock would be much higher. There may also be the fear that $VEON sell or distribute its shares for one reason or another" @SpecSitsCapMgmt on X 2025-07-17 03:05:21 UTC 3373 followers, XXX engagements
"They can make a cash offer and an exchange offer in Bollore stock. It was tried in the case of the ex-Rivaud with a cash offer and a price in UMG shares. The question there was the valuation level I guess. My point is that bankers and lawyer will always think of clever ways to get it done. The market is giving Bollore little credit" @SpecSitsCapMgmt on X 2025-07-22 11:00:50 UTC 3368 followers, XXX engagements
"$VEON could be allowed to bid for and merge with govt-owned Mobiuz the fourth largest mobile operator in Uzbekistan. Beeline as Veon Ltd is commercially known in the country is the largest mobile operator in that market. The govt intends to raise US$300M from the sale. Mobiuz is said to have reported EBITDA of US$41M in 2024" @SpecSitsCapMgmt on X 2025-07-16 19:56:29 UTC 3373 followers, 2009 engagements
"I have finished a deep-dive into SBI Holdings $8473.JT $SBHGF a Japanese financial services firm. Besides exquisite execution over the last few years the company presents bright prospects and huge optionalities via its X% stake in Crypto-firm Ripple Labs Inc backer of the $XRP coin which is said to IPO at a huge valuation as it resolves its legal pendencies with the SEC. Ripple aside $8473.JT trades at 1x book and a P/E XX of 7x pretty undemanding if you consider that guidance calls for 15%+ EPS growth through 2028. Addtly the company is currently raising capital from NTT to payoff SBI" @SpecSitsCapMgmt on X 2025-07-09 13:12:52 UTC 3368 followers, 1270 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)" @SpecSitsCapMgmt on X 2025-07-21 22:32:27 UTC 3373 followers, 3488 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" @SpecSitsCapMgmt on X 2025-07-21 22:04:54 UTC 3373 followers, 1125 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" @SpecSitsCapMgmt on X 2025-07-18 13:40:18 UTC 3370 followers, 2750 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" @SpecSitsCapMgmt on X 2025-07-11 13:15:53 UTC 3369 followers, XXX engagements
"Another day another article about Prada $1913.HK and Versace $CPRI in the Italian press. This time Corriere della Sera adds Jimmy Choo to the acquisition of Versace and places the price at X bi for the two companies" @SpecSitsCapMgmt on X 2025-03-13 12:31:57 UTC 3368 followers, 1771 engagements
"Market today focused on the Telecom Italia $TIT.IM (not) sale and its impact on $VIV.PA. But impact of good news on Lagardere is two-fold: 1) payback of XXX M loans to $MMB.PA and 2) reduction in the potential liability related to the put option held by $MMB.PA shareholders" @SpecSitsCapMgmt on X 2025-02-14 12:07:06 UTC 3368 followers, 1039 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" @SpecSitsCapMgmt on X 2025-07-11 15:11:53 UTC 3373 followers, 1162 engagements
"@ACapitalLP @OrdainedInfidel Until the merger is effectively executed you have downside protection in the SPAC" @SpecSitsCapMgmt on X 2025-07-23 14:44:46 UTC 3364 followers, XXX engagements
"I heard an interesting pitch the other day. I dont know much about crypto but supposedly SBI Holdings $8473.JP has another MCap in $XRP coin through its X% stake in Ripple Labs. GAM Investment Mgmt wrote about it. Comments appreciated" @SpecSitsCapMgmt on X 2025-01-16 21:06:10 UTC 3369 followers, 2111 engagements