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[@kavieiira_](/creator/twitter/kavieiira_)
"the Vivendi split has taken place but adding the trading prices of the spun-out vehicles Canal+ Louis Hachette Group and Havas to Vivendi gives a value of XXXX against XXXXX a year ago a diminution of about 420million (0.38 per Bollor share6)"  
[X Link](https://x.com/kavieiira_/status/1975497763057229909) [@kavieiira_](/creator/x/kavieiira_) 2025-10-07T09:45Z XXX followers, XX engagements


"was duly consummated on X March 2009 under a new holding company: Exor SpA the third iteration of the Exor name which became Exor NV on the move to Netherlands in 2022"  
[X Link](https://x.com/kavieiira_/status/1975499859240382874) [@kavieiira_](/creator/x/kavieiira_) 2025-10-07T09:54Z XXX followers, XX engagements


"Seperate Exors see-through share of Institut Mrieux holdings of bioMrieux remove Forvia (formerly Faurecia) to this category; allocate the Exor holding of Lingotto public equity funds to this area;"  
[X Link](https://x.com/kavieiira_/status/1975502240594182469) [@kavieiira_](/creator/x/kavieiira_) 2025-10-07T10:03Z XXX followers, XX engagements


"This correction has been especially pronounced recently in names that were overvalued relative to NAV such as Main Street Capital (MAIN) Ares Capital Corporation (ARCC) and Blackstone Secured Lending (BXSL)"  
[X Link](https://x.com/kavieiira_/status/1978133890796576806) [@kavieiira_](/creator/x/kavieiira_) 2025-10-14T16:20Z XXX followers, XX engagements


"Ares Capital (ARCC): XXX% non-accrual rate at fair portfolio value. Crescent Capital (CCAP): XXX% non-accrual rate at fair portfolio value. Trinity Capital (TRIN): XXX% non-accrual rate at fair portfolio value. FS KKR Capital (FSK): X% non-accrual rate at fair portfolio value"  
[X Link](https://x.com/kavieiira_/status/1978140526084796657) [@kavieiira_](/creator/x/kavieiira_) 2025-10-14T16:47Z XXX followers, XX engagements


"recategorise Iveco to cash based on a likely two stage take-out of 5.75/share special dividend from the sale of defence and the subsequent takeover by Tata Motor at XXXXX per share yielding 1.45billion to Exor;"  
[X Link](https://x.com/kavieiira_/status/1975502281937486098) [@kavieiira_](/creator/x/kavieiira_) 2025-10-07T10:03Z XXX followers, XX engagements


"Swatch Group is the worlds second largest watch manufacturer by revenue only behind the privately owned Rolex. It owns sixteen separate watch brands ranging from the highest end Breguet Blancpain Harry Winston and Glashtte Original through the largest three brands Omega"  
[X Link](https://x.com/kavieiira_/status/1975509226114920449) [@kavieiira_](/creator/x/kavieiira_) 2025-10-07T10:31Z XXX followers, XX engagements


"🔥 $DNA just blasted past $XX with serious momentum building That clean W-reversal is flashing strength and the breakout looks legit. 🚀 A push above $XX could open the door to $20+ fast. 📈 Biotechs heating up and $DNA might be one of the top runners this month"  
[X Link](https://x.com/kavieiira_/status/1978827232723325389) [@kavieiira_](/creator/x/kavieiira_) 2025-10-16T14:15Z XXX followers, XXX engagements