# ![@StevenInvesting Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1372243768288632834.png) @StevenInvesting Steven

Steven posts on X about $exoas, $bolpa, $acic, in the the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1372243768288632834/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1372243768288632834/c:line/m:interactions.svg)

- [--] Week [-----] +38%
- [--] Month [------] +73%
- [--] Months [------] +41%
- [--] Year [-------] +140%

### Mentions: [--] [#](/creator/twitter::1372243768288632834/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1372243768288632834/c:line/m:posts_active.svg)

- [--] Week [--] -48%
- [--] Month [--] -35%
- [--] Months [---] +8.10%
- [--] Year [---] +123%

### Followers: [---] [#](/creator/twitter::1372243768288632834/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1372243768288632834/c:line/m:followers.svg)

- [--] Week [---] +2.50%
- [--] Month [---] +4.50%
- [--] Months [---] +22%
- [--] Year [---] +65%

### CreatorRank: [---------] [#](/creator/twitter::1372243768288632834/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1372243768288632834/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  29.41% [stocks](/list/stocks)  28.43% [automotive brands](/list/automotive-brands)  13.73% [technology brands](/list/technology-brands)  12.75% [luxury brands](/list/luxury-brands)  9.8% [cryptocurrencies](/list/cryptocurrencies)  4.9% [countries](/list/countries)  3.92% [fashion brands](/list/fashion-brands)  2.94% [currencies](/list/currencies)  1.96% [champions league](/list/champions-league)  0.98%

**Social topic influence**
[$exoas](/topic/$exoas) #18, [$bolpa](/topic/$bolpa) #14, [$acic](/topic/$acic) #4, [in the](/topic/in-the) 10.78%, [$bn](/topic/$bn) #31, [philips](/topic/philips) 8.82%, [$lxu](/topic/$lxu) #1, [business](/topic/business) 8.82%, [$vivpa](/topic/$vivpa) #1, [$race](/topic/$race) 6.86%

**Top accounts mentioned or mentioned by**
[@nicoperjes](/creator/undefined) [@clarksquarecap](/creator/undefined) [@norburycapital](/creator/undefined) [@silversanta](/creator/undefined) [@chrisjuddinvest](/creator/undefined) [@sidecarcap](/creator/undefined) [@cutekelli3](/creator/undefined) [@sophoninvest](/creator/undefined) [@fyee0308](/creator/undefined) [@scroogecapital](/creator/undefined) [@metacriticcap](/creator/undefined) [@ifbpodcast](/creator/undefined) [@shanecompound24](/creator/undefined) [@adhdcapital](/creator/undefined) [@pandaquantai](/creator/undefined) [@anton826237141](/creator/undefined) [@dforcegripxy](/creator/undefined)

**Top assets mentioned**
[Brookfield Corporation (BN)](/topic/$bn) [Ferrari N.V. (RACE)](/topic/$race) [Sable Offshore Corp. (SOC)](/topic/$soc) [Transocean LTD. (RIG)](/topic/$rig) [Metadium (META)](/topic/$meta) [Validity (VAL)](/topic/$val) [Noble Corporation (NE)](/topic/$ne) [Markel, Corp. (MKL)](/topic/$mkl) [Stellantis N.V. (STLA)](/topic/$stla) [KONINKLIJKE PHILIPS  N.V. (PHG)](/topic/$phg) [Novo-Nordisk (NVO)](/topic/$nvo) [West Fraser Timber Co. Ltd (WFG)](/topic/$wfg) [Weyerhaeuser Co (WY)](/topic/$wy) [Olin Corp. (OLN)](/topic/$oln) [Westlake Chemical, Corp. (WLK)](/topic/$wlk) [Oxygen (OXY)](/topic/$oxy) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Tidewater, Inc. (TDW)](/topic/$tdw) [Arbidex (ABX)](/topic/$abx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The longer this continuous the cheaper Bollor gets. $BOL.PA $VIV.PA $UMG.AS $ALHG.PA"  
[X Link](https://x.com/StevenInvesting/status/1890359872115367993)  2025-02-14T11:18Z [---] followers, [----] engagements


"Iveco silently +74% ytd. $EXO.AS $IVG.MI"  
[X Link](https://x.com/StevenInvesting/status/1896531466127020543)  2025-03-03T12:01Z [---] followers, [----] engagements


"John Elkann from Exor on Philips. $EXO.AS $PHG"  
[X Link](https://x.com/StevenInvesting/status/1928114629433012460)  2025-05-29T15:42Z [---] followers, [----] engagements


"Portfolio as of the end of H1 [----]. $BOL.PA $ACIC $BN $SOC $TVK.TO $INVEB.ST $EXO.AS $LXU $NVO $IFP.TO"  
[X Link](https://x.com/StevenInvesting/status/1940456801021181995)  2025-07-02T17:05Z [---] followers, [----] engagements


"$ACIC American Coastal Insurance Corporation reported Q3 [----] earnings. ACIC delivered another solid quarter with both revenue and earnings exceeding expectations. Core income rose 13% YoY to $30.5M ($0.61/share) comfortably above analyst estimates of $0.39. Net income reached $32.5M ($0.65/share) supported by stronger net earned premiums (+8.5%) and lower reinsurance costs following a quota share reduction from 20% to 15%. Underwriting performance remained strong the combined ratio came in at 56.9% well below the 65% target and the underlying combined ratio (ex-cat losses and prior-year"  
[X Link](https://x.com/StevenInvesting/status/1986300469161906568)  2025-11-06T05:11Z [---] followers, [---] engagements


"$WFG $IFP.TO $WY"  
[X Link](https://x.com/StevenInvesting/status/1987139174575522151)  2025-11-08T12:44Z [---] followers, [---] engagements


"$ACIC $ACIC American Coastal impresses yet again - as does many of the smaller P&C / Specialty Insurers like Intl General $IGIC We track AmCo closely and have owned the stock for a long time. We can not seem to get the earnings power right. In my [----] Earnings Estimates I had https://t.co/frF36jcmEX $ACIC American Coastal impresses yet again - as does many of the smaller P&C / Specialty Insurers like Intl General $IGIC We track AmCo closely and have owned the stock for a long time. We can not seem to get the earnings power right. In my [----] Earnings Estimates I had https://t.co/frF36jcmEX"  
[X Link](https://x.com/StevenInvesting/status/1988211525509935502)  2025-11-11T11:45Z [---] followers, [---] engagements


"$OLN $WLK $OXY $BRK Chlor-alkali producers are trading at valuations that imply the market has written them off just as patient long-term capital is stepping in. Berkshire Hathaways $9.7B acquisition of OxyChem from Occidental is a strong signal that Buffett and the Berkshire team see value in this space. Chlor-alkali isnt flashy but its foundational: PVC alumina pulp & paper and water treatment all depend on it. These are steady asset-heavy businesses exactly the kind Berkshire likes to own through cycles. Meanwhile public peers look like they are going out of business. Olin trades near"  
[X Link](https://x.com/StevenInvesting/status/1988271726732476775)  2025-11-11T15:44Z [---] followers, [----] engagements


"Pabrai trimming $VAL and $NE for a new position in $RIG"  
[X Link](https://x.com/StevenInvesting/status/1988961599798055198)  2025-11-13T13:26Z [---] followers, [---] engagements


"$BOL.PA $VIV.PA https://www.reuters.com/sustainability/sustainable-finance-reporting/vivendi-falls-20-after-le-monde-reports-court-may-favour-bollore-break-up-2025-11-19/ https://www.reuters.com/sustainability/sustainable-finance-reporting/vivendi-falls-20-after-le-monde-reports-court-may-favour-bollore-break-up-2025-11-19/"  
[X Link](https://x.com/StevenInvesting/status/1991153528417464592)  2025-11-19T14:36Z [---] followers, [---] engagements


"Truly a fascinating situation. Every investor should read this. $OCI.AS $OCI With @NorburyCapital we decided to write a letter to the board of $OCI $OCI.AS OCI. We represent roughly 4.5% of the outstanding shares and believe that action is needed here. Find our letter here: https://t.co/SBD2gKhSgs https://t.co/LzITaJmqIc With @NorburyCapital we decided to write a letter to the board of $OCI $OCI.AS OCI. We represent roughly 4.5% of the outstanding shares and believe that action is needed here. Find our letter here: https://t.co/SBD2gKhSgs https://t.co/LzITaJmqIc"  
[X Link](https://x.com/StevenInvesting/status/2001358326094029202)  2025-12-17T18:26Z [---] followers, [---] engagements


"$OCI $OCI.AS Ive initiated a small (short-term) position in OCI taking a contrarian view to the controlling shareholder. The proposed transaction with Orascom Construction raises serious questions around related-party governance valuation and minority shareholder protection. With OCI now effectively a cash-rich vehicle after years of asset sales the absence of a cash alternative the lack of an acquisition premium and the forced roll into a less liquid structure doesn't strike me as aligned with minority interests. I expect regulators and other authorities to step in and protect the interest"  
[X Link](https://x.com/StevenInvesting/status/2001578794117648453)  2025-12-18T09:02Z [---] followers, [---] engagements


"Scandalous situation in the Dutch market. $OCI $OCI.AS En weer [--] miljoen stukjes naar onze vriend Sawiris. [----] mln gekocht sinds Operatie Abu Dhabi. Pakt al [--] mln Kerstbonus op deze manier. #oci #orascam https://t.co/Qt8b1QMHLH En weer [--] miljoen stukjes naar onze vriend Sawiris. [----] mln gekocht sinds Operatie Abu Dhabi. Pakt al [--] mln Kerstbonus op deze manier. #oci #orascam https://t.co/Qt8b1QMHLH"  
[X Link](https://x.com/StevenInvesting/status/2002075650581229895)  2025-12-19T17:56Z [---] followers, [---] engagements


"People hate a lot on Mohnish Pabrai. But man look at the performance in the last couple of months. $HCC $AMR $RIG"  
[X Link](https://x.com/StevenInvesting/status/2011490355363872924)  2026-01-14T17:27Z [---] followers, [----] engagements


"Christopher Tsai on Brookfield Corp. $BN"  
[X Link](https://x.com/StevenInvesting/status/2012115344966680838)  2026-01-16T10:50Z [---] followers, [----] engagements


"$MMA.V Some thoughts on Midnight Sun Mining. Midnight Sun Mining is a Canadian copper explorer in the Solwezi district in Zambia one of the richest copper provinces in the world. The company has a strategic land package of [---] km in the vicinity of major mines such as Kansanshi (from First Quantum) Lumwana (Barrick) and Kamoa-Kakula (Ivanhoe Mines). Midnight Sun has several important targets within this land package: Dumbwa is Midnight Sun Mining's top target it's the one with the most exciting potential for a major copper find. The best clue is this huge barren strip where almost nothing"  
[X Link](https://x.com/StevenInvesting/status/2018339251520172341)  2026-02-02T15:02Z [---] followers, [----] engagements


"Back of the envelope valuation for $ACIC. Current multiple: [----] guidance low = 6.4x [----] profits [----] guidance high = 5.4x [----] profits [----] and beyond. - AmCo Core Business (est. growth 8% annually) $135M in profit in [----]. - AmRisc 6% of E&S book $11.15M in profit in [----]. (est. growth 8% annually) $13M in profit in [----]. - ACES (est. growth 8% annually) $8M in profit in [----]. - Skyway Underwriters ramping to $25M in profit in [----]. *AmRisc and ACES are difficult to estimate but 13M and 8M respectively seems very conservative in my view. Any surprise to the upside is a nice add-on. Which"  
[X Link](https://x.com/StevenInvesting/status/2018746031811211492)  2026-02-03T17:58Z [---] followers, [---] engagements


"If your portfolio is down today the next couple of years will be rough"  
[X Link](https://x.com/StevenInvesting/status/2019162511308689717)  2026-02-04T21:33Z [---] followers, [---] engagements


"Portfolio update. Finished consolidating my portfolio. Won't touch any of these positions for the foreseeable future. $ACIC $BOL.PA $BN $INVEB.ST $EXO.AS $TVK.TO $LXU $SOC $VIV.PA $CBL"  
[X Link](https://x.com/StevenInvesting/status/1890329914793992606)  2025-02-14T09:19Z [---] followers, [----] engagements


"$VPK.AS $VPK Coming from the Netherlands I decided to look a bit closer to home. A quick look at Vopak shows how attractively the core business is priced. With a 4.5B market cap and an Aegis Vopak India stake worth roughly 1.2B. That means 26% of Vopaks entire valuation comes from a JV that represents just 4% of its global storage capacity. Yet that 4% accounts for a quarter of the entire company's market value. The implied value of the underlying Vopak operations is just 4.5B - 1.2B = 3.3B. In [----] the company generated 917.3M in cash from operations and spent 335.7M in capital expenditures"  
[X Link](https://x.com/StevenInvesting/status/1995507219329065060)  2025-12-01T14:56Z [---] followers, [---] engagements


"Took some profits on $BN. The name is really starting to be a consensus long in the community which I think is not great. Not planning on trimming it down further still high conviction. Used to proceeds for more $ACIC shares"  
[X Link](https://x.com/StevenInvesting/status/2021233321011782141)  2026-02-10T14:42Z [---] followers, [----] engagements


"$EXO.AS H1 [----] Earnings Exor turned in a solid first-half performance in [----] navigating a backdrop of market volatility tariffs and regulatory uncertainty. Performance Net asset value (NAV) per share beat the MSCI World Index by five percentage points helped by the groups [--] billion share buyback. While results across its portfolio companies were mixed taken together they matched the MSCI Worlds performance evidence of resilience in a difficult market. By the end of June Exors gross asset value reached [--] billion with NAV at [--] billion. Balance Sheet The group strengthened its financial"  
[X Link](https://x.com/StevenInvesting/status/1968651439552565405)  2025-09-18T12:20Z [---] followers, [----] engagements


"$EXO.AS Exor performed bad this year due to bad performance of Stellantis CNH Industrial and Ferrari. Even though it wasnt a good year for the stock Exor did some great things on the business side. [--]. Trimming Ferrari and using part of the cash to buyback stock at a large discount to NAV. [--]. Iveco deal with Tata Motors and Leonardo S.p.A. [--]. Invest more in Lingotto. [--]. Tender offers and buybacks. Some of their holdings are going through some difficulties. I think management will navigate this environment successfully. One thing is for sure the Exor of [----] will look vastly different than the"  
[X Link](https://x.com/StevenInvesting/status/1995595539522736551)  2025-12-01T20:47Z [---] followers, [----] engagements


"$EXO.AS $JUVE.MI Exor N.V. announced that its Board has unanimously rejected an unsolicited proposal from Tether to acquire Exors stake in Juventus FC. Exor reiterated that it has no intention of selling any shares in the club to third parties. Juventus remains a core long-term asset for Exor and the Agnelli family who have been stable shareholders for over a century and remain fully committed to supporting the clubs new management and long-term strategy both on and off the field. https://twitter.com/i/web/status/1999869377466749384 https://twitter.com/i/web/status/1999869377466749384"  
[X Link](https://x.com/StevenInvesting/status/1999869377466749384)  2025-12-13T15:49Z [---] followers, [----] engagements


"Portfolio going into [----]. $ACIC $BN $BOL.PA $EXO.AS $TVK.TO $LXU $RIG $AGN.AS $OCI.AS $TOU.TO $TDW $IFP.TO"  
[X Link](https://x.com/StevenInvesting/status/2006310152279064762)  2025-12-31T10:23Z [---] followers, [----] engagements


"@NicoperJES Not in great detail I should tho. Like the insurance business and have heard great things about them"  
[X Link](https://x.com/StevenInvesting/status/2021495089701212370)  2026-02-11T08:02Z [---] followers, [---] engagements


"New starter position in Abacus Global Management $ABX"  
[X Link](https://x.com/StevenInvesting/status/2021598506184561127)  2026-02-11T14:53Z [---] followers, [----] engagements


"Where was Ackman when $META was at $100"  
[X Link](https://x.com/StevenInvesting/status/2021663057311826189)  2026-02-11T19:10Z [---] followers, [---] engagements


"@Silver__Santa Appreciate the repost"  
[X Link](https://x.com/StevenInvesting/status/2022324164732871077)  2026-02-13T14:57Z [---] followers, [--] engagements


"Take out offers on ex rivaud entities are non compliant. This blocks a potential squeeze-out and is also very favourable for Bollore & Odet shareholders. $BOL.PA $ODET.PA https://www.bollore.com/bollo-content/uploads/2025/04/salinger-communique-non-conformite-vgb.pdf https://www.bollore.com/bollo-content/uploads/2025/04/salinger-communique-non-conformite-vgb.pdf"  
[X Link](https://x.com/StevenInvesting/status/1912948225558098198)  2025-04-17T19:16Z [---] followers, [---] engagements


"Information about the tender $EXO.AS. https://www.exor.com/sites/default/files/press-releases/2025-04/Exor%20Press%20Release%20-%20Tender%20Offer%20Result.pdf https://www.exor.com/sites/default/files/press-releases/2025-04/Exor%20Press%20Release%20-%20Tender%20Offer%20Result.pdf"  
[X Link](https://x.com/StevenInvesting/status/1915325834568548860)  2025-04-24T08:43Z [---] followers, [---] engagements


"$EXO.AS $IVG.MI Italy's Agnelli family is in talks over the possible sale of truck maker Iveco. https://www.reuters.com/world/india/agnellis-talks-over-iveco-sale-tata-motors-has-made-approach-sources-say-2025-07-18/ https://www.reuters.com/world/india/agnellis-talks-over-iveco-sale-tata-motors-has-made-approach-sources-say-2025-07-18/"  
[X Link](https://x.com/StevenInvesting/status/1947653739973874158)  2025-07-22T13:43Z [---] followers, [---] engagements


"1.) Let's start of with my largest position: $ACIC. Open to any feedback pushback or ideas. Always looking to sharpen my thinking"  
[X Link](https://x.com/StevenInvesting/status/1966101220990275850)  2025-09-11T11:27Z [---] followers, [---] engagements


"Ferrari $RACE fell about 15% yesterday erasing over 13B in market value after its [----] targets came in softer than investors had hoped. The company now guides for 9B in revenue by [----] (vs. 7.1B this year) and plans a more gradual shift to EVs. 40% ICE 40% hybrids and 20% electric. A step back from earlier ambitions. Ferrari has always traded at a hefty premium to other automakers and rightly so. Its a unique brand with unmatched margins and demand. But the multiple had stretched to levels that left little room for error. Yesterdays move is the market resetting that optimism. The selloff isnt"  
[X Link](https://x.com/StevenInvesting/status/1976530047436562638)  2025-10-10T06:07Z [---] followers, [---] engagements


"$VAL $NE $SDRL $RIG $PBR New oil discovery. https://t.co/tQjE3XQOEw $PBR New oil discovery. https://t.co/tQjE3XQOEw"  
[X Link](https://x.com/StevenInvesting/status/1990465786020765806)  2025-11-17T17:03Z [---] followers, [----] engagements


"Martz explicitly stated that $ACIC will follow a similar playbook to that of Markel $MKL. Predominantly by expanding into new verticals (Within their expertise obviously)"  
[X Link](https://x.com/StevenInvesting/status/1998455856732528652)  2025-12-09T18:13Z [---] followers, [---] engagements


"Bought a small batch of Aegon after the drop. $AGN.AS $AEG"  
[X Link](https://x.com/StevenInvesting/status/1998759283085987937)  2025-12-10T14:18Z [---] followers, [---] engagements


"It is ambitious but achievable through a combination of premium growth from modest policy/exposure increases + steady retention and selective pricing. Also there is room for some margin improvement e.g. operating leverage lower reinsurance disciplined underwriting and stable cat retention. Yeah the soft market could influence the outcome. Always open to hear about assumptions of fellow shareholders https://twitter.com/i/web/status/2018761458017075642 https://twitter.com/i/web/status/2018761458017075642"  
[X Link](https://x.com/StevenInvesting/status/2018761458017075642)  2026-02-03T19:00Z [---] followers, [--] engagements


"More information on how Exor build the 2.8B stake in Philips without triggering the usual AFM disclosures. $EXO.AS https://www.reuters.com/markets/deals/goldman-sachs-used-derivatives-help-exor-build-28-bln-philips-stake-filings-show-2023-08-17/ https://www.reuters.com/markets/deals/goldman-sachs-used-derivatives-help-exor-build-28-bln-philips-stake-filings-show-2023-08-17/"  
[X Link](https://x.com/StevenInvesting/status/1692136650703258036)  2023-08-17T11:29Z [---] followers, [---] engagements


"Exor just reported a 10.1% stake in Clarivate. Exor can increase its participation to 17.5%. Interesting $EXO.AS $CLVT https://www.exor.com/press-releases/2024-03-04/clarivate-and-exor-press-release https://www.exor.com/press-releases/2024-03-04/clarivate-and-exor-press-release"  
[X Link](https://x.com/StevenInvesting/status/1764689086948741559)  2024-03-04T16:27Z [---] followers, [---] engagements


"The hidden position of Berkshire is Chubb Ltd. $CB"  
[X Link](https://x.com/StevenInvesting/status/1791021058650206705)  2024-05-16T08:21Z [---] followers, [---] engagements


"Great piece on the current valuation of the Bollor galaxy. $ODET.PA $BOL.PA $VIV.PA East [--] Dynasty Trust June [----] Quarterly Report is out featuring $ODET.PA (brief) and extended pieces on $MMB.PA and $CAT.AX https://t.co/AgordCe4gc East [--] Dynasty Trust June [----] Quarterly Report is out featuring $ODET.PA (brief) and extended pieces on $MMB.PA and $CAT.AX https://t.co/AgordCe4gc"  
[X Link](https://x.com/StevenInvesting/status/1816433647978713310)  2024-07-25T11:21Z [---] followers, [---] engagements


"Fantastic thesis Increased my position in $BOL.PA this morning. $BOL.PA One of our largest positions in Dynasty Trust. We obviously simplified some aspects of the analysis to make it entertaining to the average viewer. @ChrisJuddInvest did a fabulous job to assist & produce $BOL.PA One of our largest positions in Dynasty Trust. We obviously simplified some aspects of the analysis to make it entertaining to the average viewer. @ChrisJuddInvest did a fabulous job to assist & produce"  
[X Link](https://x.com/StevenInvesting/status/1826252504033902728)  2024-08-21T13:38Z [---] followers, [---] engagements


"@sidecarcap $BOL.PA $ACIC $LXU"  
[X Link](https://x.com/StevenInvesting/status/1828016150841614405)  2024-08-26T10:26Z [---] followers, [---] engagements


"Business as usual for Exor. $EXO.AS https://exor.com/sites/default/files/press-releases/2024-09/Exor%20Press%20Release%20-%20H1%202024%20Results.pdf https://exor.com/sites/default/files/press-releases/2024-09/Exor%20Press%20Release%20-%20H1%202024%20Results.pdf"  
[X Link](https://x.com/StevenInvesting/status/1838679291145392309)  2024-09-24T20:37Z [---] followers, [---] engagements


"Portfolio as of end of Q3. $BN $ACIC $BOL.PA $META $INVEB.ST $EXO.AS $TVK.TO $MBB.DE $WBD $LXU"  
[X Link](https://x.com/StevenInvesting/status/1841102355195969783)  2024-10-01T13:06Z [---] followers, [----] engagements


"I wouldnt be shocked if $BOL.PA would increase their stake in Canal+ after the recent price action"  
[X Link](https://x.com/StevenInvesting/status/1868602640336355687)  2024-12-16T10:22Z [---] followers, [---] engagements


"I wonder what is going on at $BOL.PA HQ atm"  
[X Link](https://x.com/StevenInvesting/status/1869019552438530068)  2024-12-17T13:59Z [---] followers, [---] engagements


"I ended [----] with the following portfolio. $BN $ACIC $BOL.PA $META $INVEB.ST $EXO.AS $TVK.TO $MBB.DE $VIV.PA $SOC $CAN.L $LXU $HAVAS.AS"  
[X Link](https://x.com/StevenInvesting/status/1875531511413534792)  2025-01-04T13:15Z [---] followers, 21.6K engagements


"@Cutekelli3 Mainly $ACIC $BOL.PA $EXO.AS and $LXU"  
[X Link](https://x.com/StevenInvesting/status/1889713554137223398)  2025-02-12T16:29Z [---] followers, [---] engagements


"Used the other half of the proceeds to increase my position in $BOL.PA"  
[X Link](https://x.com/StevenInvesting/status/1890042316418949406)  2025-02-13T14:16Z [---] followers, [---] engagements


"Went from [--] positions on 01/01/2025 to [--] positions currently (Incl. a new position in $CBL). Added to $ACIC $BOL.PA $LXU and $SOC"  
[X Link](https://x.com/StevenInvesting/status/1890329917847420941)  2025-02-14T09:19Z [---] followers, [----] engagements


"This is huge Exor $EXO.AS selling down its Ferrari $RACE stake to 20%. Exor will use 3B for diversification and 1B for buybacks"  
[X Link](https://x.com/StevenInvesting/status/1894810595595296935)  2025-02-26T18:03Z [---] followers, 14.3K engagements


"Ferrari following the accelerated bookbuild offering announced by Exor on February [--] [----] intends to repurchase up to 10% of Exors total offering up to a maximum of Euro [---] million $RACE $EXO.AS"  
[X Link](https://x.com/StevenInvesting/status/1894814126914052331)  2025-02-26T18:17Z [---] followers, [---] engagements


"Added to my position in Exor. I think it is a very interesting opportunity with Iveco being sold Ferrari at ATH 50%+ discount and ongoing share buybacks. $EXO.AS"  
[X Link](https://x.com/StevenInvesting/status/1950858655261237740)  2025-07-31T09:58Z [---] followers, [----] engagements


"$ACIC Another very solid quarter from American Coastal. https://investors.amcoastal.com/news-market-data/news/news-details/2025/American-Coastal-Insurance-Corporation-Reports-Financial-Results-for-Its-Second-Quarter-Ended-June-30-2025/default.aspx https://investors.amcoastal.com/news-market-data/news/news-details/2025/American-Coastal-Insurance-Corporation-Reports-Financial-Results-for-Its-Second-Quarter-Ended-June-30-2025/default.aspx"  
[X Link](https://x.com/StevenInvesting/status/1953188960198377924)  2025-08-06T20:18Z [---] followers, [---] engagements


"Huge $ACIC $ACIC American Coastal issues a $0.75 special dividend and sets a date for investor conference to discuss the next phase of the business. https://t.co/OQMLFbnQth $ACIC American Coastal issues a $0.75 special dividend and sets a date for investor conference to discuss the next phase of the business. https://t.co/OQMLFbnQth"  
[X Link](https://x.com/StevenInvesting/status/1995605946148815001)  2025-12-01T21:28Z [---] followers, [---] engagements


"$ACIC presentation by Brad Martz (CEO) and Svetlana Castle (CFO). Link: https://www.youtube.com/watchv=kgv9iec-qc8 https://www.youtube.com/watchv=kgv9iec-qc8"  
[X Link](https://x.com/StevenInvesting/status/1998452395215651157)  2025-12-09T17:59Z [---] followers, [---] engagements


"$ACIC Apart from the softening market this is huge https://investors.amcoastal.com/events-and-presentations/event-details/2026/Executive-Fireside-Chat-with-American-Coastal-The-Next-Horizon/default.aspx https://investors.amcoastal.com/events-and-presentations/event-details/2026/Executive-Fireside-Chat-with-American-Coastal-The-Next-Horizon/default.aspx"  
[X Link](https://x.com/StevenInvesting/status/2011474264344420495)  2026-01-14T16:23Z [---] followers, [---] engagements


"Exor $EXO.AS just announced a new 2.7bn deal. Exor bought a 15% stake in Philips $PHIA.AS. https://www.exor.com/press-releases/2023-08-14/exor-becomes-long-term-investor-philips-supporting-companys-strategy https://www.exor.com/press-releases/2023-08-14/exor-becomes-long-term-investor-philips-supporting-companys-strategy"  
[X Link](https://x.com/StevenInvesting/status/1691070888341356545)  2023-08-14T12:54Z [---] followers, [---] engagements


""The U.S. Food and Drug Administration (FDA) remains unsatisfied with the status of a product recall by healthcare technology company Philips the regulator said in an update. Philips has recalled millions of sleep apnea and respiratory devices since 2021." $PHIA.AS"  
[X Link](https://x.com/StevenInvesting/status/1710202811932119045)  2023-10-06T07:58Z [---] followers, [---] engagements


""In the update published overnight the FDA said it believed Amsterdam-headquartered Philips should conduct additional testing on the risk posed to people who used recalled devices." $PHIA.AS"  
[X Link](https://x.com/StevenInvesting/status/1710202813714776454)  2023-10-06T07:58Z [---] followers, [--] engagements


"Investor Ab just reported earnings. - Adjusted NAV of [---] SEK per share. - Patricia Industries subsidiaries continued to deliver strong profit growth. - Divestment of Accelleron (3.6B SEK). - A strong gross cash position and no debt due until [----]. https://investorab.euwest01.umbraco.io/investors-media/press-releases-news/page=/v4/perma/press/2166145 https://investorab.euwest01.umbraco.io/investors-media/press-releases-news/page=/v4/perma/press/2166145"  
[X Link](https://x.com/StevenInvesting/status/1714936532321108367)  2023-10-19T09:28Z [---] followers, [----] engagements


"Incredibly interested in the Philips investment. Seems very much like a typical Exor investment. Buying a good business that is experiencing some trouble in the near term and building it into a great business. Just like they did with Fiat and PartnerRe. $EXO.AS $PHIA.AS"  
[X Link](https://x.com/StevenInvesting/status/1730602461230965208)  2023-12-01T14:59Z [---] followers, [---] engagements


"Artisan with a newly disclosed 10% stake in Philips. $PHIA.AS $EXO.AS"  
[X Link](https://x.com/StevenInvesting/status/1808425164377354703)  2024-07-03T08:58Z [---] followers, [----] engagements


"@Sophoninvest In my opinion the TIM stake will be sold for atleast 1B euro and debt levels will be reduced. After that Bollore $BOL.PA could step in and perform a takeover to consolidate their $UMG holding with the $VIV stake. Bollore could also propose for $UMG stake to be distributed"  
[X Link](https://x.com/StevenInvesting/status/1871143975609913513)  2024-12-23T10:41Z [---] followers, [---] engagements


"@fyee0308 I like all of them however $BOL.PA $VIV.PA $LXU have the lowest valuations and have the most things going on the next 1-3 years. Hm: $SOC [----] is make it or break it for Sable"  
[X Link](https://x.com/StevenInvesting/status/1875827019805872622)  2025-01-05T08:49Z [---] followers, [---] engagements


"Story hasnt changed. Patience patience patience. $BOL.PA "Le problme ne vient pas de l'oprationnel mais de l'absence d'annonce sur l'utilisation du cash (53 milliards ) Le march esprait peut-tre des rachats d'actions une OPAS ou la poursuite de la simplification de la galaxie Bollor" explique un analyste (BFM Business) "Le problme ne vient pas de l'oprationnel mais de l'absence d'annonce sur l'utilisation du cash (53 milliards ) Le march esprait peut-tre des rachats d'actions une OPAS ou la poursuite de la simplification de la galaxie Bollor" explique un analyste (BFM Business)"  
[X Link](https://x.com/StevenInvesting/status/1901970216889852240)  2025-03-18T12:13Z [---] followers, [----] engagements


"@ClarkSquareCap $BOL.PA huge discount to NAV (Around 55%). Almost 6B in cash. Quality management. Buying back stock. Long term family ownership"  
[X Link](https://x.com/StevenInvesting/status/1902297349394682318)  2025-03-19T09:53Z [---] followers, [---] engagements


"2. Investor AB & Patricia Industries Investor AB retains full ownership of private businesses alongside its public stakes ensuring stable cash flow. $INVEB.ST"  
[X Link](https://x.com/StevenInvesting/status/1902316507159269817)  2025-03-19T11:09Z [---] followers, [---] engagements


"3. Bollors Port Logistics A key privately held asset that provides consistent earnings and strategic optionality. Which recently sold for a significant gain on investment. $BOL.PA"  
[X Link](https://x.com/StevenInvesting/status/1902316510095315121)  2025-03-19T11:09Z [---] followers, [---] engagements


"3/ In [----] Exor strengthened its position in healthcare by increasing its stake in Philips investing 622M to reach 17.5%. By [----] it raised its ownership further to 18.7% signaling strong conviction in Philips turnaround. $PHIA.AS"  
[X Link](https://x.com/StevenInvesting/status/1905275405977657355)  2025-03-27T15:07Z [---] followers, [---] engagements


"Swatch Group $UHR.SW owns [--] out of the top [--] brands and [--] out of [--]. https://youtu.be/Gv5nwvldBtksi=klNdxyklQ1mKXrg7 https://youtu.be/Gv5nwvldBtksi=klNdxyklQ1mKXrg7"  
[X Link](https://x.com/StevenInvesting/status/1923752853614588266)  2025-05-17T14:49Z [---] followers, [---] engagements


"Steven Wood's candidature for the Board of Directors was rejected by the shareholders with 792% voting against his election. $UHR.SW"  
[X Link](https://x.com/StevenInvesting/status/1925144370094690415)  2025-05-21T10:59Z [---] followers, [---] engagements


"The first newsletter will be published tomorrow after the close of the european markets. $KER.PA $CFR.SW $MC.PA $MONC.MI $UHRN.SW $EL $RACE Sneak peek at tomorrows luxury newsletter The Dive into the latest news in the world of luxury and beyond. Kering shakes up leadership. Van Cleef & Arpels expands under Richemonts watchful eye. We pay tribute to a fallen icon. Meanwhile Ferrari clinches a third Le Mans Sneak peek at tomorrows luxury newsletter The Dive into the latest news in the world of luxury and beyond. Kering shakes up leadership. Van Cleef & Arpels expands under Richemonts watchful"  
[X Link](https://x.com/StevenInvesting/status/1935646253217362007)  2025-06-19T10:30Z [---] followers, [---] engagements


"Sold out of my position in Vivendi. Still have a large % in Bollor and might add in the near future. $VIV.PA $BOL.PA"  
[X Link](https://x.com/StevenInvesting/status/1937131338798174430)  2025-06-23T12:51Z [---] followers, [---] engagements


"Bollor H1 [----] Earnings Bollor $BOL.PA reported its first-half [----] results showing a steady operational performance as the group continues to adapt following last years major restructurings including the sale of Bollor Logistics and the Vivendi spin-off. Performance Revenue came in at [-----] billion flat on a reported basis but down 3% at constant scope and exchange rates. The Industry segment weighed on the topline with revenue down 14% to [---] million while Bollor Energy saw only a modest 2% decline to [-----] billion supported by stable margins and higher volumes despite weaker oil prices."  
[X Link](https://x.com/StevenInvesting/status/1968661182559998178)  2025-09-18T12:59Z [---] followers, [----] engagements


"$TOU.TO GlobeandMail - Canadian Natural Resources $CNQ set to acquire $TOU Tourmalines natural gas business https://t.co/FijDXazfbc GlobeandMail - Canadian Natural Resources $CNQ set to acquire $TOU Tourmalines natural gas business https://t.co/FijDXazfbc"  
[X Link](https://x.com/StevenInvesting/status/2011489534555603048)  2026-01-14T17:24Z [---] followers, [---] engagements


"@scroogecapital What about a stake in Moncler $MONC.MI"  
[X Link](https://x.com/StevenInvesting/status/1593268450981462019)  2022-11-17T15:42Z [---] followers, [--] engagements


"Invested the proceeds of the Alphabet $GOOGL sale into family controlled holding company Exor N.V. $EXO.AS"  
[X Link](https://x.com/StevenInvesting/status/1654562948180762625)  2023-05-05T19:05Z [---] followers, [---] engagements


""Lingotto primarily seeks to grow its revenues by growing the underlying asset base on which it charges a management fees performance and incentive fees." $EXO.AS"  
[X Link](https://x.com/StevenInvesting/status/1676501887430819840)  2023-07-05T08:02Z [---] followers, [--] engagements


"@MetacriticCap Investor Ab $INVE Exor $EXO.AS and Brookfield Corporation $BN"  
[X Link](https://x.com/StevenInvesting/status/1681530061797695489)  2023-07-19T05:03Z [---] followers, [---] engagements


"Exor to partner with the Veyrat family to form TagHolding. TagHolding will be the largest shareholder of TagEnergy. TagEnergy is a player in the renewable energy space with 5GW of renewable assets by [----]. Long: $EXO.AS"  
[X Link](https://x.com/StevenInvesting/status/1681623054294679554)  2023-07-19T11:12Z [---] followers, [---] engagements


"Solid first half results from Exor. - Outperfomed the benchmark by a wide margin [----] p.p. - 400M to Lingotto (Big fan) - 1B share buyback program (750M through a tender offer). - Discount (% wise) remains in the mid 40s. $EXO.AS https://exor.com/sites/default/files/press-releases/2023-09/Exor%20Press%20Release%20-%20H1%202023%20Results.pdf https://exor.com/sites/default/files/press-releases/2023-09/Exor%20Press%20Release%20-%20H1%202023%20Results.pdf"  
[X Link](https://x.com/StevenInvesting/status/1702075274374861276)  2023-09-13T21:42Z [---] followers, [---] engagements


"@IFB_podcast John Elkann - $EXO.AS Bruce Flatt - $BN Rich Templeton - $TXN Jacob Wallenberg - $INVE"  
[X Link](https://x.com/StevenInvesting/status/1705640840889016523)  2023-09-23T17:50Z [---] followers, [---] engagements


""Exor has around [--] billion euros ($2.14 billion) in cash left for investments after recent deals which include the purchase of a 15% stake in Philips the CFO of Agnelli family's investment company said on Thursday." $EXO.AS"  
[X Link](https://x.com/StevenInvesting/status/1706212518274752564)  2023-09-25T07:42Z [---] followers, [---] engagements


"Elkann says that if he takes a 25-year investment view the two most important things to him are decarbonised energy at scale and cheap; and reducing the cost of healthcare. $EXO.AS https://sifted.eu/articles/agnelli-john-elkann-exor-italy-tech-investment https://sifted.eu/articles/agnelli-john-elkann-exor-italy-tech-investment"  
[X Link](https://x.com/StevenInvesting/status/1709463412210585795)  2023-10-04T07:00Z [---] followers, [---] engagements


"@ShaneCompound24 Investor Ab $INVE Markel $MKL Exor $EXO.AS"  
[X Link](https://x.com/StevenInvesting/status/1709916132805599653)  2023-10-05T12:59Z [---] followers, [---] engagements


"Exor will cancel more than [--] million shares or approximately [---] percent of the outstanding share capital. $EXO.AS"  
[X Link](https://x.com/StevenInvesting/status/1727790062585180305)  2023-11-23T20:43Z [---] followers, [---] engagements


"Exor $EXO.AS held their Investor Day yesterday. Webcast: Presentation: I remain very confident in managements ability to generate outsized returns in the medium- to long term. https://exor.com/sites/default/files/presentations-documents/2023/Exor%20Investor%20Day%20301123.pdf https://edge.media-server.com/mmc/p/jvns9udg/ https://exor.com/sites/default/files/presentations-documents/2023/Exor%20Investor%20Day%20301123.pdf https://edge.media-server.com/mmc/p/jvns9udg/"  
[X Link](https://x.com/StevenInvesting/status/1730600779898134688)  2023-12-01T14:52Z [---] followers, [---] engagements


"I wouldnt be shocked if Moncler $MONC.MI would take over Canada Goose $GOOS sometime in the future"  
[X Link](https://x.com/StevenInvesting/status/1751364124636827895)  2024-01-27T21:58Z [---] followers, [---] engagements


"Ferrari reported FY [----] earnings. - Revenues up 17.2% - Net profit up 34% - Share repurchases of [---] million - [---] million of dividends distribution. $RACE $EXO.AS https://www.ferrari.com/en-EN/corporate/articles/2023-full-year-and-fourth-quarter-financial-results https://www.ferrari.com/en-EN/corporate/articles/2023-full-year-and-fourth-quarter-financial-results"  
[X Link](https://x.com/StevenInvesting/status/1753065711994642831)  2024-02-01T14:40Z [---] followers, [---] engagements


"NUO an investment vehicle indirectly owned by Italy's Agnelli family and by a Hong Kong family office has bought 30% of Subdued a womenswear clothing chain popular with teenagers. The investment is worth around 70M. $EXO.AS #Exor"  
[X Link](https://x.com/StevenInvesting/status/1770787637147664696)  2024-03-21T12:20Z [---] followers, [----] engagements


"@ADHD_Capital Exor $EXO.AS Investor Ab $INVEB.ST Brookfield $BN Roper Technologies $ROP Danaher $DHR"  
[X Link](https://x.com/StevenInvesting/status/1781935559138849044)  2024-04-21T06:38Z [---] followers, [---] engagements


"A rare interview with John Elkann (CEO of Exor). $EXO.AS $RACE $STLA https://open.spotify.com/episode/7ywqemReiCXsVL4ZMUNYh6si=iYaPZVIAQ4a_oGZPK4MCvA https://open.spotify.com/episode/7ywqemReiCXsVL4ZMUNYh6si=iYaPZVIAQ4a_oGZPK4MCvA"  
[X Link](https://x.com/StevenInvesting/status/1803374117480992849)  2024-06-19T10:27Z [---] followers, [----] engagements


"@ClarkSquareCap $EXO.AS big discount to NAV (compared to other family controlled holding companies). Exceptional management. Buying back stock. Actively managing their portfolio (they recently trimmed their stake in $RACE)"  
[X Link](https://x.com/StevenInvesting/status/1902299809874059700)  2025-03-19T10:03Z [---] followers, [---] engagements


"1/ Exor $EXO.AS remains one of the best-managed holding companies in the world. I have strong confidence in the Agnelli family's ability to create long-term value but I do miss one key aspect of its past structure: wholly owned businesses"  
[X Link](https://x.com/StevenInvesting/status/1902316492315644241)  2025-03-19T11:09Z [---] followers, [---] engagements


"1/ Exor N.v. just reported Full Year [----] results lets take a look at what happened in [----] and in the first months of [----]. $EXO.AS"  
[X Link](https://x.com/StevenInvesting/status/1905275399019307213)  2025-03-27T15:07Z [---] followers, [---] engagements


"While challenges like Stellantis' [----] performance are evident Im confident theyll be resolved effectively. The buyback program is also a very positive sign. Additionally Exors asset management branch Lingotto continues to show promise as a key growth driver. $STLA"  
[X Link](https://x.com/StevenInvesting/status/1905275437162307809)  2025-03-27T15:07Z [---] followers, [---] engagements


"3.) Continuing with another holding company: $EXO.AS Open to any feedback pushback or ideas. Always looking to sharpen my thinking. https://twitter.com/i/web/status/1966104094390583481 https://twitter.com/i/web/status/1966104094390583481"  
[X Link](https://x.com/StevenInvesting/status/1966104094390583481)  2025-09-11T11:38Z [---] followers, [---] engagements


"Exor $EXO.AS fell roughly 8% alongside Ferrari. Its long been argued that Exors performance is too tied to its Ferrari stake and today reinforces that view. Ferrari is a world-class asset but its become too large a part of Exors portfolio. A partial trim would make sense over time especially if the stock rebounds toward pre-crash levels in a short time frame. That said Exors capital allocation has been solid: the Ferrari bookbuild buybacks the new Philips position and Iveco/DU divestments all point in the right direction. What would elevate it from good to great capital allocation in my view"  
[X Link](https://x.com/StevenInvesting/status/1976530057263722657)  2025-10-10T06:07Z [---] followers, [---] engagements


"$EXO.AS Exor N.V. priced a 600M bond due Nov [----] with a 3.75%. Proceeds will be used for general corporate purposes including debt refinancing. Rated A (stable) by S&P the notes will list on the Luxembourg Stock Exchange and settle Nov [--] 2025"  
[X Link](https://x.com/StevenInvesting/status/1983624273291047005)  2025-10-29T19:57Z [---] followers, [---] engagements

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