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[@ohcapideas](/creator/twitter/ohcapideas)
"Updated view of $BOL.PA. I have it at a XX% discount to NAV right now. Obviously the NAV is now mostly $UMG.AS and cash. But it's pretty striking how cheap the legacy Vivendi pieces are trading. $VIV.PA itself is at a XX% discount and is mostly $UMG.AS as well"  
[X Link](https://x.com/ohcapideas/status/1930617350111256768) [@ohcapideas](/creator/x/ohcapideas) 2025-06-05T13:27Z 6779 followers, 16.8K engagements


"$EXO.AS share price as a discount to its NAV since it started trading in 2009"  
[X Link](https://x.com/ohcapideas/status/1963277746307465371) [@ohcapideas](/creator/x/ohcapideas) 2025-09-03T16:27Z 6779 followers, 5145 engagements


"@siyul $EMN better in my view"  
[X Link](https://x.com/ohcapideas/status/1977217276521726073) [@ohcapideas](/creator/x/ohcapideas) 2025-10-12T03:38Z 6779 followers, XXX engagements


"Checking in on $EXO.AS: shares up XX% YTD in euros and XX% in USD but that looks to be about the same as NAV. Updating the listed investments estimating net divs received and the shares repurchased so far this year and the discount is still about 44%"  
[X Link](https://x.com/ohcapideas/status/1672768405047263235) [@ohcapideas](/creator/x/ohcapideas) 2023-06-25T00:47Z 6779 followers, 11.2K engagements


"Mid-year check of $EXO.AS updating listed investments. I've been surprised the last several years that the discount has stayed as high as it has. But what also stands out is that $RACE is now up to XX% of GAV. The first year it was spun-out of Fiat (2016) it was only 14%"  
[X Link](https://x.com/ohcapideas/status/1808602958252364098) [@ohcapideas](/creator/x/ohcapideas) 2024-07-03T20:45Z 6779 followers, 10.9K engagements


"$EXO.AS half-year report came out yesterday. As of 6/30 NAV is up to XXXXXX. Today's price is a XX% discount to that and with listed holdings up in aggregate since 6/30 the discount is XX% today"  
[X Link](https://x.com/ohcapideas/status/1839006010012479698) [@ohcapideas](/creator/x/ohcapideas) 2024-09-25T18:16Z 6779 followers, 4007 engagements


"It can feel like this is the wrong part of the cycle to be buying $MGM but transactions like this highlight how cheap it is. They sold a property in suburban Cleveland at a 6.6x EBITDA and 4.0x EBITDAR multiple (if you want to use MGM's methodology) compared to $MGM overall trading for 5.3x and 2.7x multiples on the same basis. This has been far from a cyclical peak in Las Vegas attendance too"  
[X Link](https://x.com/ohcapideas/status/1978857774244044850) [@ohcapideas](/creator/x/ohcapideas) 2025-10-16T16:17Z 6779 followers, 7379 engagements


"In looking at $ODET.PA yesterday appeared to me to only be trading at a X% discount using the market price of $BOL.PA. Fairly narrow historically. Now that the ex-Rivaud squeeze outs were not allowed to proceed there's probably much less risk in that happening at Odet. For awhile I favored $BOL.PA not just because of the greater liquidity but because Yacktman and Orfim own more than XX% they provide a lot of protection. These days I think it's just a matter of how large the discount is for which is more attractive for new money"  
[X Link](https://x.com/ohcapideas/status/1930618918915240289) [@ohcapideas](/creator/x/ohcapideas) 2025-06-05T13:33Z 6778 followers, 1758 engagements


"$FFH.TO getting more aggressive on share buybacks authorizing up to XX% of the float to be bought back and enters in an automated repurchase plan. Theyre also buying preferred shares (also up to XX% of outstanding)"  
[X Link](https://x.com/ohcapideas/status/1971546931332579539) [@ohcapideas](/creator/x/ohcapideas) 2025-09-26T12:06Z 6778 followers, 1819 engagements


"$EXO.AS mid-year results. A little better than I was expecting. And the buyback announcement is great news given the discount right now is 46%"  
[X Link](https://x.com/ohcapideas/status/1702046230384128098) [@ohcapideas](/creator/x/ohcapideas) 2023-09-13T19:46Z 6778 followers, 2001 engagements


"It's also true that the people who would buy $RACE would likely not buy $EXO.AS and vice versa. Not many people buying Exor shares today would pay 47x earnings for any company and so that XX% discount being the equivalent of paying 23x-24x for Ferrari isn't the great pitch that it should be. Too expensive for hard value people too opaque a structure for the growth/quality people"  
[X Link](https://x.com/ohcapideas/status/1963279968130957696) [@ohcapideas](/creator/x/ohcapideas) 2025-09-03T16:36Z 6778 followers, 1085 engagements


"If Michael Scott were Canadian: there are four types of businesses - banks oil companies Constellation Software Fairfax Financial"  
[X Link](https://x.com/ohcapideas/status/1971655273153810931) [@ohcapideas](/creator/x/ohcapideas) 2025-09-26T19:17Z 6778 followers, 2323 engagements


"They also just updated full year guidance for Bet MGM which they own XX% of to $2.75B in revenue and $200M in EBITDA. Could easily be worth $5B - of which $MGM share is $2.5B"  
[X Link](https://x.com/ohcapideas/status/1978859185665184247) [@ohcapideas](/creator/x/ohcapideas) 2025-10-16T16:22Z 6778 followers, XXX engagements


"Kind of agree with a lot of the takes on $SHW. Business might be weaker than we know but if you have a business thats good enough to trade at a more than 30x multiple and were not in a recession then this is a pretty bizarre move. Theyll probably have about flat sales this year. Even if they miss estimates this is a pretty bad long term decision"  
[X Link](https://x.com/ohcapideas/status/1967718790684135449) [@ohcapideas](/creator/x/ohcapideas) 2025-09-15T22:34Z 6777 followers, 3178 engagements


"Cable probably just kills too many brain cells and people may be waiting for the Versant spin but $CMCSA does seem like it trades too cheaply. EV/EBITDA Comcast 5.4x Charter 6.2x Verizon 7.0x AT&T 7.8x Warner Bros Disc 9.7x Disney 12.5x Paramount Skydance 13.0x"  
[X Link](https://x.com/ohcapideas/status/1975915309904347536) [@ohcapideas](/creator/x/ohcapideas) 2025-10-08T13:24Z 6777 followers, 1882 engagements


"I think $PEP decision in late 70s to invest in Taco Bell Pizza Hut and KFC was a brilliant move. If theyre looking to revive the company Im not sure why they dont start a venture style fund to incubate new chain restaurants that agree to serve Pepsi"  
[X Link](https://x.com/ohcapideas/status/1977035376704512463) [@ohcapideas](/creator/x/ohcapideas) 2025-10-11T15:35Z 6776 followers, 7056 engagements


"Sales across Wendys system is maybe $12B I bet they could generate an extra $XXX million after tax from being there beverage supplier on top of the maybe $XXX million that Wendys is generating in profits now"  
[X Link](https://x.com/ohcapideas/status/1977039575358079281) [@ohcapideas](/creator/x/ohcapideas) 2025-10-11T15:52Z 6780 followers, 1098 engagements


"They just scored a big win with Subway and I believe they also do Panera and Dunkin (both of which probably have much less soft drink sales than typical for fast food) but otherwise the only companies among the XX largest restaurant chains in the US they serve today are still Taco Bell Pizza Hut and KFC"  
[X Link](https://x.com/ohcapideas/status/1977041711135101114) [@ohcapideas](/creator/x/ohcapideas) 2025-10-11T16:00Z 6780 followers, XXX engagements