[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 2x, debt, nav, $bolpa the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1059877779632766976/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +87% - X Months XXXXXXX +3.60% - X Year XXXXXXX +233% ### Mentions: X [#](/creator/twitter::1059877779632766976/posts_active)  - X Week XX -XXXX% - X Month XX -XX% - X Months XXX +12% - X Year XXX +60% ### Followers: XXXXX [#](/creator/twitter::1059877779632766976/followers)  - X Week XXXXX +0.62% - X Month XXXXX +6.80% - X Months XXXXX +46% - X Year XXXXX +90% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1059877779632766976/influencer_rank)  ### Social Influence [#](/creator/twitter::1059877779632766976/influence) --- **Social category influence** [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [luxury brands](/list/luxury-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [countries](/list/countries) XXX% [fashion brands](/list/fashion-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [2x](/topic/2x) 2.9%, [debt](/topic/debt) 2.17%, [nav](/topic/nav) 2.17%, [$bolpa](/topic/$bolpa) 2.17%, [china](/topic/china) 2.17%, [$vivpa](/topic/$vivpa) #1, [discount](/topic/discount) #970, [$mgm](/topic/$mgm) 1.45%, [ipo](/topic/ipo) 1.45%, [versace](/topic/versace) XXXX% **Top accounts mentioned or mentioned by** [@abroninvestor](/creator/undefined) [@reignots](/creator/undefined) [@foxcastlehold](/creator/undefined) [@toffcap](/creator/undefined) [@ducongoretti](/creator/undefined) [@diegobmilano](/creator/undefined) [@east72dynasty](/creator/undefined) [@luchesiphilippe](/creator/undefined) [@yannickbollore](/creator/undefined) [@billackman](/creator/undefined) [@steveninvesting](/creator/undefined) [@logancroixco](/creator/undefined) [@asifsuria](/creator/undefined) [@finengnet](/creator/undefined) [@mxschumacher](/creator/undefined) [@b1indignorance](/creator/undefined) [@muddywatersre](/creator/undefined) [@davidkatunaric](/creator/undefined) [@steigerwaldvalu](/creator/undefined) [@homerbrady](/creator/undefined) **Top assets mentioned** [MGM Resorts International (MGM)](/topic/$mgm) [Capri Holdings Limited (CPRI)](/topic/$cpri) [SATS (Ordinals) (SATS)](/topic/$sats) [Ferrari N.V. (RACE)](/topic/$race) [Allegro MicroSystems, Inc. Common Stock (ALGM)](/topic/$algm) [AT&T Inc. (T)](/topic/$t) ### Top Social Posts [#](/creator/twitter::1059877779632766976/posts) --- Top posts by engagements in the last XX hours "Sanken Electric $6707.JT (Japanese manufacturer of automotive chips) holds a XXXX% stake in Allegro MicroSystems $ALGM worth $XXXX bi at current prices. Sanken has a MCap of $XXX M other assets worth $XXX M and a net debt of $XXX M after buying back XX% of its outstanding shares in the last year. Nav discount would be XX% today. After its 14-month lock-up has ended there is pressure from activist investors to sell Allegro and renew its buyback program. I would expect news on that front soon given the discount" [X Link](https://x.com/SpecSitsCapMgmt/status/1978475954348470776) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-10-15T15:00Z 3748 followers, 1092 engagements "Revisiting Bollor $BOL.PA $BOL.FP after 1H25 results: Net cash at EUR5.5 bi is now higher than the market cap adjusted for the control loop at EUR5.3 bi. The adjusted NAV discount is now at 69%" [X Link](https://x.com/SpecSitsCapMgmt/status/1968660913751310733) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-09-18T12:58Z 3748 followers, 7166 engagements "MGM International $MGM has just sold its Northfield Park racetrack/casino for $XXX M 6.6x 12-month EBITDA for the property. The company recently pulled its application for a large casino project in NY. Valuation-wise if you subtract the market value of its MGM China stake and the value of MGM Digital and XX% of BET MGM at 2x revenues all the Las Vegas and regional casinos are now trading at 1.3x EBITDA. With these moves MGM could be gathering firepower to resume large share buybacks in the near-future" [X Link](https://x.com/SpecSitsCapMgmt/status/1978821757390795079) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-10-16T13:54Z 3747 followers, 8680 engagements "In the context of a Vivendi $VIV.PA breakup and the need to shore up its balance sheet given recent acquisitions it is interesting to see huge value at TIM Group $TIT.MI where Vivendi owns a XX% equity stake. Maybe a spinoff of TIM Brazil $TIMS3.SA could help unlock this value" [X Link](https://x.com/SpecSitsCapMgmt/status/1831368963881889915) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2024-09-04T16:29Z 3745 followers, 2685 engagements "Funny that with so much to do at VW $VOW3.GR Porsche (Holding) SE $PAH3.GR decides to diversify away from the auto business especially as they still have a bunch of debt they took on to buy a direct stake in Porsche AG $P911.GR during IPO" [X Link](https://x.com/SpecSitsCapMgmt/status/1894933167544410307) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-02-27T02:10Z 3745 followers, 2221 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" [X Link](https://x.com/SpecSitsCapMgmt/status/1899976163549675931) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-03-13T00:09Z 3744 followers, 1482 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" [X Link](https://x.com/SpecSitsCapMgmt/status/1900162918697640437) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-03-13T12:31Z 3743 followers, 1801 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" [X Link](https://x.com/SpecSitsCapMgmt/status/1943689710058033418) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-07-11T15:11Z 3748 followers, 1334 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" [X Link](https://x.com/SpecSitsCapMgmt/status/1946203378956284045) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-07-18T13:40Z 3745 followers, 3111 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" [X Link](https://x.com/SpecSitsCapMgmt/status/1947417527409381847) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-07-21T22:04Z 3743 followers, 1290 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)" [X Link](https://x.com/SpecSitsCapMgmt/status/1947424461902274962) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-07-21T22:32Z 3743 followers, 4286 engagements "Cyrille Bollore resigns from $UMG.AS board with immediate effect" [X Link](https://x.com/SpecSitsCapMgmt/status/1949761143993754014) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-07-28T09:17Z 3743 followers, 1831 engagements "Bollore $BOL.PA has decided to appeal the decision by the AMF to require a mandatory offer for Vivendi $VIV.PA" [X Link](https://x.com/SpecSitsCapMgmt/status/1949983476654002477) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-07-29T00:01Z 3747 followers, 1770 engagements "Doing a deep-dive on $MGM. It seems cheap If you take their MCap of $XXXX bi deduct $XXX bi from their XX% stake in MGM China $2282.HK another $XXX bi for their XX% stake in BetMGM which will have $XXX bi (2x revs) in revenues this year with EBITDA of at least $150M deduct another $XXX bi for MGM Digital which has $600M in revenues (2x revs) and comprises the operations of LeoVegas in Europe and XXXX% stake in BetMGM Brazil a JV with the largest local media group Globo. You then add back MGM LasVegas/Regionals debt of $XXX bi and see MGM LasVegas/Regionals trading at 2.2x its $XXX bi" [X Link](https://x.com/SpecSitsCapMgmt/status/1959268805433274399) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-08-23T14:57Z 3744 followers, 3818 engagements "Made a post about MGM the other day. If you take their MCap of $XXXX bi deduct $XXX bi from their XX% stake in MGM China $2282.HK another $XXX bi for their XX% stake in BetMGM which will have $XXX bi (2x revs) in revenues this year with EBITDA of at least $150M deduct another $XXX bi for MGM Digital which has $600M in revenues (2x revs) and comprises the operations of LeoVegas in Europe and XXXX% stake in BetMGM Brazil a JV with the largest local media group Globo. You then add back MGM LasVegas/Regionals debt of $XXX bi and see MGM LasVegas/Regionals trading at 2.3x its $XXX bi post-rent" [X Link](https://x.com/SpecSitsCapMgmt/status/1960854239367868912) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-08-27T23:57Z 3744 followers, 1696 engagements "Merger talks between satellite TV broadcasters Dish Network and DirecTV could be renewed in the wake of AT&T's $T agreement to buy wireless spectrum licenses from EchoStar $SATS in a $XX billion deal" [X Link](https://x.com/SpecSitsCapMgmt/status/1961504755286749440) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-08-29T19:02Z 3744 followers, 1184 engagements "Also updating my SOTP valuation for Exor $EXO.AS $EXO.NA after the 1H25. At almost XX% the discount looks extremely attractive. Note at Exor has agreed to sell Iveco in two separate transactions to Leonardo and Tata Group so pro-forma cash would be close to EUR3 bi" [X Link](https://x.com/SpecSitsCapMgmt/status/1968671447309582487) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-09-18T13:40Z 3746 followers, 2492 engagements "It seems the approval process for Echostars $SATS sale of spectrum to SpaceX will be faster than initially anticipated. And if cash is on-hand Echostar could choose to settle its $XXX bi convertible debt in cash rather than shares which would be equivalent to a large buyback at a significant discount to NAV" [X Link](https://x.com/SpecSitsCapMgmt/status/1976067084145787034) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-10-08T23:28Z 3743 followers, 3754 engagements "Ferrari $RACE CMD 2025: company 2030 targets imply numbers that the market expects for 2028. Top line growth around X% should significantly disappoint the market" [X Link](https://x.com/SpecSitsCapMgmt/status/1976232130905768249) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-10-09T10:23Z 3746 followers, 1353 engagements "Simple math: $RACE 2025-2030 EPS guidance implies XXX% CAGR in the period. Even after todays decline stock trades at 41x XX EPS and 31x XX EPS. The implied return of buying the stock getting a XX% payout on EPS (the company only assumes 40%) and exiting at 25x EPS in 2030 is zero. To get an X% IRR the stock would have to be at EUR250 and not EUR360. Only wishful thinking explains the difference" [X Link](https://x.com/SpecSitsCapMgmt/status/1976263232185565540) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-10-09T12:27Z 3747 followers, 74K engagements "@mxschumacher I like the BET MGM story. $XXX M EBITDA XX maybe $XXX M in 2026 depending on the pace of revenue growth. A valuation of 2x revenue 2025 is not at all aggressive if you consider the EBITDA ramp-up" [X Link](https://x.com/SpecSitsCapMgmt/status/1978944080752046112) [@SpecSitsCapMgmt](/creator/x/SpecSitsCapMgmt) 2025-10-16T22:00Z 3743 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.]
@SpecSitsCapMgmt Special Sits Capital Mgmt
Special Sits Capital Mgmt posts on X about 2x, debt, nav, $bolpa 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 -XX%
- X Month XXXXXX +87%
- X Months XXXXXXX +3.60%
- X Year XXXXXXX +233%
Mentions: X #
- X Week XX -XXXX%
- X Month XX -XX%
- X Months XXX +12%
- X Year XXX +60%
Followers: XXXXX #
- X Week XXXXX +0.62%
- X Month XXXXX +6.80%
- X Months XXXXX +46%
- X Year XXXXX +90%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXX% stocks XXXX% luxury brands XXXX% automotive brands XXXX% countries XXX% fashion brands XXXX% cryptocurrencies XXXX% travel destinations XXXX% currencies XXXX%
Social topic influence 2x 2.9%, debt 2.17%, nav 2.17%, $bolpa 2.17%, china 2.17%, $vivpa #1, discount #970, $mgm 1.45%, ipo 1.45%, versace XXXX%
Top accounts mentioned or mentioned by @abroninvestor @reignots @foxcastlehold @toffcap @ducongoretti @diegobmilano @east72dynasty @luchesiphilippe @yannickbollore @billackman @steveninvesting @logancroixco @asifsuria @finengnet @mxschumacher @b1indignorance @muddywatersre @davidkatunaric @steigerwaldvalu @homerbrady
Top assets mentioned MGM Resorts International (MGM) Capri Holdings Limited (CPRI) SATS (Ordinals) (SATS) Ferrari N.V. (RACE) Allegro MicroSystems, Inc. Common Stock (ALGM) AT&T Inc. (T)
Top Social Posts #
Top posts by engagements in the last XX hours
"Sanken Electric $6707.JT (Japanese manufacturer of automotive chips) holds a XXXX% stake in Allegro MicroSystems $ALGM worth $XXXX bi at current prices. Sanken has a MCap of $XXX M other assets worth $XXX M and a net debt of $XXX M after buying back XX% of its outstanding shares in the last year. Nav discount would be XX% today. After its 14-month lock-up has ended there is pressure from activist investors to sell Allegro and renew its buyback program. I would expect news on that front soon given the discount"
X Link @SpecSitsCapMgmt 2025-10-15T15:00Z 3748 followers, 1092 engagements
"Revisiting Bollor $BOL.PA $BOL.FP after 1H25 results: Net cash at EUR5.5 bi is now higher than the market cap adjusted for the control loop at EUR5.3 bi. The adjusted NAV discount is now at 69%"
X Link @SpecSitsCapMgmt 2025-09-18T12:58Z 3748 followers, 7166 engagements
"MGM International $MGM has just sold its Northfield Park racetrack/casino for $XXX M 6.6x 12-month EBITDA for the property. The company recently pulled its application for a large casino project in NY. Valuation-wise if you subtract the market value of its MGM China stake and the value of MGM Digital and XX% of BET MGM at 2x revenues all the Las Vegas and regional casinos are now trading at 1.3x EBITDA. With these moves MGM could be gathering firepower to resume large share buybacks in the near-future"
X Link @SpecSitsCapMgmt 2025-10-16T13:54Z 3747 followers, 8680 engagements
"In the context of a Vivendi $VIV.PA breakup and the need to shore up its balance sheet given recent acquisitions it is interesting to see huge value at TIM Group $TIT.MI where Vivendi owns a XX% equity stake. Maybe a spinoff of TIM Brazil $TIMS3.SA could help unlock this value"
X Link @SpecSitsCapMgmt 2024-09-04T16:29Z 3745 followers, 2685 engagements
"Funny that with so much to do at VW $VOW3.GR Porsche (Holding) SE $PAH3.GR decides to diversify away from the auto business especially as they still have a bunch of debt they took on to buy a direct stake in Porsche AG $P911.GR during IPO"
X Link @SpecSitsCapMgmt 2025-02-27T02:10Z 3745 followers, 2221 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"
X Link @SpecSitsCapMgmt 2025-03-13T00:09Z 3744 followers, 1482 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"
X Link @SpecSitsCapMgmt 2025-03-13T12:31Z 3743 followers, 1801 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"
X Link @SpecSitsCapMgmt 2025-07-11T15:11Z 3748 followers, 1334 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"
X Link @SpecSitsCapMgmt 2025-07-18T13:40Z 3745 followers, 3111 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"
X Link @SpecSitsCapMgmt 2025-07-21T22:04Z 3743 followers, 1290 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)"
X Link @SpecSitsCapMgmt 2025-07-21T22:32Z 3743 followers, 4286 engagements
"Cyrille Bollore resigns from $UMG.AS board with immediate effect"
X Link @SpecSitsCapMgmt 2025-07-28T09:17Z 3743 followers, 1831 engagements
"Bollore $BOL.PA has decided to appeal the decision by the AMF to require a mandatory offer for Vivendi $VIV.PA"
X Link @SpecSitsCapMgmt 2025-07-29T00:01Z 3747 followers, 1770 engagements
"Doing a deep-dive on $MGM. It seems cheap If you take their MCap of $XXXX bi deduct $XXX bi from their XX% stake in MGM China $2282.HK another $XXX bi for their XX% stake in BetMGM which will have $XXX bi (2x revs) in revenues this year with EBITDA of at least $150M deduct another $XXX bi for MGM Digital which has $600M in revenues (2x revs) and comprises the operations of LeoVegas in Europe and XXXX% stake in BetMGM Brazil a JV with the largest local media group Globo. You then add back MGM LasVegas/Regionals debt of $XXX bi and see MGM LasVegas/Regionals trading at 2.2x its $XXX bi"
X Link @SpecSitsCapMgmt 2025-08-23T14:57Z 3744 followers, 3818 engagements
"Made a post about MGM the other day. If you take their MCap of $XXXX bi deduct $XXX bi from their XX% stake in MGM China $2282.HK another $XXX bi for their XX% stake in BetMGM which will have $XXX bi (2x revs) in revenues this year with EBITDA of at least $150M deduct another $XXX bi for MGM Digital which has $600M in revenues (2x revs) and comprises the operations of LeoVegas in Europe and XXXX% stake in BetMGM Brazil a JV with the largest local media group Globo. You then add back MGM LasVegas/Regionals debt of $XXX bi and see MGM LasVegas/Regionals trading at 2.3x its $XXX bi post-rent"
X Link @SpecSitsCapMgmt 2025-08-27T23:57Z 3744 followers, 1696 engagements
"Merger talks between satellite TV broadcasters Dish Network and DirecTV could be renewed in the wake of AT&T's $T agreement to buy wireless spectrum licenses from EchoStar $SATS in a $XX billion deal"
X Link @SpecSitsCapMgmt 2025-08-29T19:02Z 3744 followers, 1184 engagements
"Also updating my SOTP valuation for Exor $EXO.AS $EXO.NA after the 1H25. At almost XX% the discount looks extremely attractive. Note at Exor has agreed to sell Iveco in two separate transactions to Leonardo and Tata Group so pro-forma cash would be close to EUR3 bi"
X Link @SpecSitsCapMgmt 2025-09-18T13:40Z 3746 followers, 2492 engagements
"It seems the approval process for Echostars $SATS sale of spectrum to SpaceX will be faster than initially anticipated. And if cash is on-hand Echostar could choose to settle its $XXX bi convertible debt in cash rather than shares which would be equivalent to a large buyback at a significant discount to NAV"
X Link @SpecSitsCapMgmt 2025-10-08T23:28Z 3743 followers, 3754 engagements
"Ferrari $RACE CMD 2025: company 2030 targets imply numbers that the market expects for 2028. Top line growth around X% should significantly disappoint the market"
X Link @SpecSitsCapMgmt 2025-10-09T10:23Z 3746 followers, 1353 engagements
"Simple math: $RACE 2025-2030 EPS guidance implies XXX% CAGR in the period. Even after todays decline stock trades at 41x XX EPS and 31x XX EPS. The implied return of buying the stock getting a XX% payout on EPS (the company only assumes 40%) and exiting at 25x EPS in 2030 is zero. To get an X% IRR the stock would have to be at EUR250 and not EUR360. Only wishful thinking explains the difference"
X Link @SpecSitsCapMgmt 2025-10-09T12:27Z 3747 followers, 74K engagements
"@mxschumacher I like the BET MGM story. $XXX M EBITDA XX maybe $XXX M in 2026 depending on the pace of revenue growth. A valuation of 2x revenue 2025 is not at all aggressive if you consider the EBITDA ramp-up"
X Link @SpecSitsCapMgmt 2025-10-16T22:00Z 3743 followers, XXX engagements