[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.] [@StevenInvesting](/creator/twitter/StevenInvesting) "Great conversation with Bob Robotti. $TDW $BLDR $FPH $MT $IFP.TO $WFG" [X Link](https://x.com/StevenInvesting/status/1951713818389934446) [@StevenInvesting](/creator/x/StevenInvesting) 2025-08-02T18:36Z XXX followers, 1259 engagements "$EXO.AS H1 2025 Earnings Exor turned in a solid first-half performance in 2025 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 X 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 XX billion with NAV at XX billion. Balance Sheet The group strengthened its financial" [X Link](https://x.com/StevenInvesting/status/1968651439552565405) [@StevenInvesting](/creator/x/StevenInvesting) 2025-09-18T12:20Z XXX followers, 1042 engagements "What a wild ride it has been with $SOC. It has gotten pretty ugly. Wont be adding to my position here. Keeping an eye on the FPSO/Trump route. If that will turn out to be just as difficult then I will exit. A lot of great opportunities in the market" [X Link](https://x.com/StevenInvesting/status/1978340246430286285) [@StevenInvesting](/creator/x/StevenInvesting) 2025-10-15T06:00Z XXX followers, 1596 engagements "@Anton826237141 Honestly I don't really know at the moment. Maybe offshore drillers but I don't want a similar trap like with Sable. Will definitely take my time" [X Link](https://x.com/StevenInvesting/status/1978889296112193947) [@StevenInvesting](/creator/x/StevenInvesting) 2025-10-16T18:22Z XXX followers, XXX engagements "Ive closed my full position in Sable Offshore for a loss of 35%. Admitting mistakes is important in investing. I went into a situation I didnt fully understand particularly on the legal and structural side and got caught up in the bull case. I also let greed get in the way: I deliberately held on instead of taking profits when I was up more than XX% in a few months. Lesson learned. If Sable is forced into another equity raise the stock will likely take another leg down before it has any chance to recover. Since I first got involved in December plenty of other names have moved sharply higher." [X Link](https://x.com/StevenInvesting/status/1978887523049853271) [@StevenInvesting](/creator/x/StevenInvesting) 2025-10-16T18:15Z XXX followers, 4472 engagements "John Elkann from Exor on Philips. $EXO.AS $PHG" [X Link](https://x.com/StevenInvesting/status/1928114629433012460) [@StevenInvesting](/creator/x/StevenInvesting) 2025-05-29T15:42Z XXX followers, 1300 engagements "2.) Then: $BOL.PA Open to any feedback pushback or ideas. Always looking to sharpen my thinking" [X Link](https://x.com/StevenInvesting/status/1966103563144135077) [@StevenInvesting](/creator/x/StevenInvesting) 2025-09-11T11:36Z XXX followers, 1021 engagements "3.) Continuing with another holding company: $EXO.AS Open to any feedback pushback or ideas. Always looking to sharpen my thinking" [X Link](https://x.com/StevenInvesting/status/1966104094390583481) [@StevenInvesting](/creator/x/StevenInvesting) 2025-09-11T11:38Z XXX followers, XXX engagements "Ferrari $RACE fell about XX% yesterday erasing over 13B in market value after its 2030 targets came in softer than investors had hoped. The company now guides for 9B in revenue by 2030 (vs. 7.1B this year) and plans a more gradual shift to EVs. XX% ICE XX% hybrids and XX% 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) [@StevenInvesting](/creator/x/StevenInvesting) 2025-10-10T06:07Z XXX followers, XXX engagements "Exor $EXO.AS fell roughly X% 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) [@StevenInvesting](/creator/x/StevenInvesting) 2025-10-10T06:07Z XXX followers, XXX engagements "@Anton826237141 $RACE - I already have an indirect investment I own Exor. Will take a look at the rest of them $OXY has been on my list for a while" [X Link](https://x.com/StevenInvesting/status/1978891947562484008) [@StevenInvesting](/creator/x/StevenInvesting) 2025-10-16T18:33Z XXX followers, XXX 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.]
@StevenInvesting
"Great conversation with Bob Robotti. $TDW $BLDR $FPH $MT $IFP.TO $WFG"
X Link @StevenInvesting 2025-08-02T18:36Z XXX followers, 1259 engagements
"$EXO.AS H1 2025 Earnings Exor turned in a solid first-half performance in 2025 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 X 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 XX billion with NAV at XX billion. Balance Sheet The group strengthened its financial"
X Link @StevenInvesting 2025-09-18T12:20Z XXX followers, 1042 engagements
"What a wild ride it has been with $SOC. It has gotten pretty ugly. Wont be adding to my position here. Keeping an eye on the FPSO/Trump route. If that will turn out to be just as difficult then I will exit. A lot of great opportunities in the market"
X Link @StevenInvesting 2025-10-15T06:00Z XXX followers, 1596 engagements
"@Anton826237141 Honestly I don't really know at the moment. Maybe offshore drillers but I don't want a similar trap like with Sable. Will definitely take my time"
X Link @StevenInvesting 2025-10-16T18:22Z XXX followers, XXX engagements
"Ive closed my full position in Sable Offshore for a loss of 35%. Admitting mistakes is important in investing. I went into a situation I didnt fully understand particularly on the legal and structural side and got caught up in the bull case. I also let greed get in the way: I deliberately held on instead of taking profits when I was up more than XX% in a few months. Lesson learned. If Sable is forced into another equity raise the stock will likely take another leg down before it has any chance to recover. Since I first got involved in December plenty of other names have moved sharply higher."
X Link @StevenInvesting 2025-10-16T18:15Z XXX followers, 4472 engagements
"John Elkann from Exor on Philips. $EXO.AS $PHG"
X Link @StevenInvesting 2025-05-29T15:42Z XXX followers, 1300 engagements
"2.) Then: $BOL.PA Open to any feedback pushback or ideas. Always looking to sharpen my thinking"
X Link @StevenInvesting 2025-09-11T11:36Z XXX followers, 1021 engagements
"3.) Continuing with another holding company: $EXO.AS Open to any feedback pushback or ideas. Always looking to sharpen my thinking"
X Link @StevenInvesting 2025-09-11T11:38Z XXX followers, XXX engagements
"Ferrari $RACE fell about XX% yesterday erasing over 13B in market value after its 2030 targets came in softer than investors had hoped. The company now guides for 9B in revenue by 2030 (vs. 7.1B this year) and plans a more gradual shift to EVs. XX% ICE XX% hybrids and XX% 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 @StevenInvesting 2025-10-10T06:07Z XXX followers, XXX engagements
"Exor $EXO.AS fell roughly X% 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 @StevenInvesting 2025-10-10T06:07Z XXX followers, XXX engagements
"@Anton826237141 $RACE - I already have an indirect investment I own Exor. Will take a look at the rest of them $OXY has been on my list for a while"
X Link @StevenInvesting 2025-10-16T18:33Z XXX followers, XXX engagements
/creator/twitter::1372243768288632834/posts