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

Steven posts on X about $exoas, $bolpa, $acic, $bn 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 [------] +202%
- [--] Month [------] +92%
- [--] Months [-------] +51%
- [--] Year [-------] +134%

### 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 [--] +56%
- [--] Month [--] -17%
- [--] Months [---] +19%
- [--] 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 [---] +4.70%
- [--] Month [---] +6.90%
- [--] Months [---] +25%
- [--] Year [---] +61%

### 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)  30.09% [stocks](/list/stocks)  21.24% [cryptocurrencies](/list/cryptocurrencies)  7.08% [technology brands](/list/technology-brands)  6.19% [automotive brands](/list/automotive-brands)  5.31% [countries](/list/countries)  3.54% [luxury brands](/list/luxury-brands)  2.65% [fashion brands](/list/fashion-brands)  1.77% [financial services](/list/financial-services)  1.77% [champions league](/list/champions-league)  0.88%

**Social topic influence**
[$exoas](/topic/$exoas) 23.89%, [$bolpa](/topic/$bolpa) 22.12%, [$acic](/topic/$acic) 17.7%, [$bn](/topic/$bn) #32, [business](/topic/business) 7.96%, [$lxu](/topic/$lxu) 7.96%, [$tvkto](/topic/$tvkto) 7.08%, [$rig](/topic/$rig) #93, [$vivpa](/topic/$vivpa) 6.19%, [$ifpto](/topic/$ifpto) #1

**Top accounts mentioned or mentioned by**
[@norburycapital](/creator/undefined) [@nicoperjes](/creator/undefined) [@100xcompounding](/creator/undefined) [@sidecarcap](/creator/undefined) [@vebeffect](/creator/undefined) [@beegjj](/creator/undefined) [@silversanta](/creator/undefined) [@colesmead](/creator/undefined) [@filpasini](/creator/undefined) [@olensrud](/creator/undefined) [@chrisjuddinvest](/creator/undefined) [@simplifiedinv](/creator/undefined) [@sophoninvest](/creator/undefined) [@fyee0308](/creator/undefined) [@cutekelli3](/creator/undefined) [@clarksquarecap](/creator/undefined) [@jacthetiger](/creator/undefined) [@cj0pp3l](/creator/undefined) [@thijsbuitenhuis](/creator/undefined) [@ericnuttall](/creator/undefined)

**Top assets mentioned**
[Brookfield Corporation (BN)](/topic/$bn) [Transocean LTD. (RIG)](/topic/$rig) [Sable Offshore Corp. (SOC)](/topic/$soc) [Validity (VAL)](/topic/$val) [Tidewater, Inc. (TDW)](/topic/$tdw) [Metadium (META)](/topic/$meta) [Noble Corporation (NE)](/topic/$ne) [Ferrari N.V. (RACE)](/topic/$race) [BlackRock Inc (BLK)](/topic/blackrock) [KONINKLIJKE PHILIPS  N.V. (PHG)](/topic/$phg) [West Fraser Timber Co. Ltd (WFG)](/topic/$wfg) [Weyerhaeuser Co (WY)](/topic/$wy) [Olin Corp. (OLN)](/topic/$oln) [Westlake Chemical, Corp. (WLK)](/topic/$wlk) [Oxygen (OXY)](/topic/$oxy)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$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


"$IFP.TO moving +40% ytd in silence"  
[X Link](https://x.com/StevenInvesting/status/2019162674014351674)  2026-02-04T21:34Z [---] followers, [---] engagements


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


"$AGMR.V Earlier this month I wrote about the thesis for (future) copper producer $MMA.V. The purpose of this post is to shed some light on the Silver Mountain Resources thesis. Silver Mountain Resources is a Canadian silver explorer and developer focused on restarting production at its Reliquias project in Peru's Castrovirreyna district one of the most prolific silver mining belts in the world. The company controls a massive district-scale land package exceeding [-----] hectares including two past-producing underground mines Reliquias and Caudalosa along with a fully owned processing plant and"  
[X Link](https://x.com/StevenInvesting/status/2021558555170476497)  2026-02-11T12:14Z [---] 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


"Holyshit $RIG to acquire $VAL. https://investor.deepwater.com/news-releases/news-release-details/transocean-acquire-valaris https://investor.deepwater.com/news-releases/news-release-details/transocean-acquire-valaris"  
[X Link](https://x.com/StevenInvesting/status/2020852640540680339)  2026-02-09T13:29Z [---] followers, [---] engagements


""The strong pro forma cash flow enables us to accelerate debt reduction resulting in an expected leverage ratio of about 1.5x within [--] months of the transaction closing." Pretty smart tbh"  
[X Link](https://x.com/StevenInvesting/status/2020853351533973653)  2026-02-09T13:32Z [---] followers, [---] engagements


"Even though the momentum has been stellar for $IFP.TO I decided to sell a part of my investment. Proceeds going into $MMA.V making the position fully sized"  
[X Link](https://x.com/StevenInvesting/status/2020937362520539156)  2026-02-09T19:06Z [---] followers, [---] engagements


"Also sold out of $TDW at [----]. Made a very solid return in a few months although I do think the momentum has been a bit overstretched"  
[X Link](https://x.com/StevenInvesting/status/2021340005889868032)  2026-02-10T21:46Z [---] followers, [---] engagements


"$TVK.TO TerraVest $TVK.TO Q1 results: fun indeed - Revenue +74% YoY - aEBITDA +39% - CAFD +34% - Organic growth 9% (a little lower in reality as this includes Wave and Aureus) - Service/PE/CG all doing well - Tarriff impact mostly felt on tank trailers - First time mentioning their TerraVest $TVK.TO Q1 results: fun indeed - Revenue +74% YoY - aEBITDA +39% - CAFD +34% - Organic growth 9% (a little lower in reality as this includes Wave and Aureus) - Service/PE/CG all doing well - Tarriff impact mostly felt on tank trailers - First time mentioning their"  
[X Link](https://x.com/StevenInvesting/status/2021607639759622418)  2026-02-11T15:29Z [---] 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


"Completely sold out of $IFP.TO ($11.10). Invested the proceeds into $AGMR.V. Silver Mountain position now completed interested to see how it plays out"  
[X Link](https://x.com/StevenInvesting/status/2022396037718249820)  2026-02-13T19:42Z [---] 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


"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


"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


"$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


"$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


"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


"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


"$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


"@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


"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


"$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


"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


"Spot on Google says it's going to spend an eye watering $175-185 billion on AI this year @Cole_Smead says it's not about whether Google will make a return it's that they are moving from capital light to capital intensive business $GOOG $GOOGL When that happens returns go down Watch https://t.co/BYSoPzVBdg Google says it's going to spend an eye watering $175-185 billion on AI this year @Cole_Smead says it's not about whether Google will make a return it's that they are moving from capital light to capital intensive business $GOOG $GOOGL When that happens returns go down Watch"  
[X Link](https://x.com/StevenInvesting/status/2019676926835900842)  2026-02-06T07:37Z [---] followers, [---] engagements


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


"@100xCompounding I like the $RIG $VAL deal a lot but man this run up has been a bit excessive. At what point do you think it has gone too far In other words when do you sell"  
[X Link](https://x.com/StevenInvesting/status/2022561223292998089)  2026-02-14T06:39Z [---] followers, [---] engagements


"All cash generation from the last couple of years has been deployed (Incl. PartnerRe proceeds)"  
[X Link](https://x.com/StevenInvesting/status/1730601373643821143)  2023-12-01T14:54Z [---] 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


"Lingotto Asset Management announces the launch of their US presence and appointment of Pam Chan. $EXO.AS https://www.prnewswire.com/news-releases/lingotto-appoints-pam-chan-to-launch-mosaic-a-new-private-market-strategy-302063438.html https://www.prnewswire.com/news-releases/lingotto-appoints-pam-chan-to-launch-mosaic-a-new-private-market-strategy-302063438.html"  
[X Link](https://x.com/StevenInvesting/status/1759671968175960227)  2024-02-19T20:11Z [---] followers, [----] engagements


""Prior to joining Lingotto Ms. Chan was the Chief Investment Officer and Head of Direct Private Opportunities at BlackRock."" "Before BlackRock Ms. Chan worked for Goldman Sachs Bridgewater and the Financial Stability Board." $EXO.AS"  
[X Link](https://x.com/StevenInvesting/status/1759671970587623897)  2024-02-19T20:11Z [---] followers, [---] engagements


""While at BlackRock she co-founded and led the firm's Alternative Solutions group which grew to over $12bn assets under management across a range of private market strategies and investment themes." $EXO.AS"  
[X Link](https://x.com/StevenInvesting/status/1759671973477499330)  2024-02-19T20:11Z [---] followers, [---] engagements


"@fil_pasini Havent decided yet where to put the money. I still think $EXO.AS $TVK.TO and $MBB.DE are very good value. Some other names that I am looking at that are possibly at a good valuation are $NOA $ITM.MI $JOE and also $LBRDA"  
[X Link](https://x.com/StevenInvesting/status/1762220980926116315)  2024-02-26T20:59Z [---] 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


"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


"Exor also reported FY [----] earnings. $EXO.AS https://www.exor.com/sites/default/files/press-releases/2024-04/Exor%20Press%20Release%20-%20FY2023%20Results.pdf https://www.exor.com/sites/default/files/press-releases/2024-04/Exor%20Press%20Release%20-%20FY2023%20Results.pdf"  
[X Link](https://x.com/StevenInvesting/status/1778310218805334083)  2024-04-11T06:32Z [---] 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


"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


"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 thread on $EXO.AS. Also great work from @olensrud. 1/10 Good analysis by @olensrud on $EXO.AS. Several things I would add. 1/10 Good analysis by @olensrud on $EXO.AS. Several things I would add"  
[X Link](https://x.com/StevenInvesting/status/1822642085150826927)  2024-08-11T14:31Z [---] 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


"@simplifiedinv [--] years is a long time but I think $INVEB.ST $BN $EXO.AS and $BOL.PA can be held for such a long time"  
[X Link](https://x.com/StevenInvesting/status/1830522708406210735)  2024-09-02T08:26Z [---] 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


"@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


"Sold my $CAN.L shares & opened a small starter position in $CBL. Need to do more DD but I like what I see"  
[X Link](https://x.com/StevenInvesting/status/1879175555343618319)  2025-01-14T14:35Z [---] followers, [---] engagements


"Iveco earnings. Iveco considering spinning of their defense business. Shares up 14%. $IVG.MI $EXO.AS https://www.ivecogroup.com/-/media/corporate_press_releases/2025/february/iveco_group_2024_full_year_results/20250207_PR_IVG_FY_Q4_2024.pdfrev=240b7820c3644a3db9c9687006b30ea9 https://www.ivecogroup.com/-/media/corporate_press_releases/2025/february/iveco_group_2024_full_year_results/20250207_PR_IVG_FY_Q4_2024.pdfrev=240b7820c3644a3db9c9687006b30ea9"  
[X Link](https://x.com/StevenInvesting/status/1887798104054759472)  2025-02-07T09:38Z [---] followers, [---] engagements


"Already used some half of the proceeds to increase my position in $ACIC"  
[X Link](https://x.com/StevenInvesting/status/1889712457377058952)  2025-02-12T16:25Z [---] followers, [---] 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


"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


"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


". Exor with capital for a potential new major acquisition despite the sale Exor remains Ferraris largest shareholder with 20% economic rights & 30% voting rights"  
[X Link](https://x.com/StevenInvesting/status/1905275404224540780)  2025-03-27T15:07Z [---] 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


"Exor remains a cornerstone investment in my portfolio and Ive been eager to increase my position; I plan to do so once cash becomes available. $EXO.AS"  
[X Link](https://x.com/StevenInvesting/status/1905275439158865949)  2025-03-27T15:07Z [---] 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


"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


"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


"$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


"$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


"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


"2.) Then: $BOL.PA Open to any feedback pushback or ideas. Always looking to sharpen my thinking. https://twitter.com/i/web/status/1966103563144135077 https://twitter.com/i/web/status/1966103563144135077"  
[X Link](https://x.com/StevenInvesting/status/1966103563144135077)  2025-09-11T11:36Z [---] 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


"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


"$TDW Great podcast with Tidewater CEO Quintin Kneen. https://open.spotify.com/episode/3EdOx7F0YVEdm8VcqKvxOIsi=eBbmTbd8TLegjUe095T9Wg&context=spotify%3Aplaylist%3A37i9dQZF1FgnTBfUlzkeKt https://open.spotify.com/episode/3EdOx7F0YVEdm8VcqKvxOIsi=eBbmTbd8TLegjUe095T9Wg&context=spotify%3Aplaylist%3A37i9dQZF1FgnTBfUlzkeKt"  
[X Link](https://x.com/StevenInvesting/status/1988142520057164184)  2025-11-11T07:11Z [---] 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


"@Jacthetiger Any write ups on $CFW apart from the one from Ncp"  
[X Link](https://x.com/StevenInvesting/status/1994138914525991276)  2025-11-27T20:19Z [---] 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


"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


"RT @CJ0pp3l: new TVK CFO gets the position started with a public market buy"  
[X Link](https://x.com/StevenInvesting/status/2001766052905259319)  2025-12-18T21:26Z [---] followers, [--] engagements


"Changes since the start of H2 [----]. I don't expect the portfolio to change in [----]. If there are going to be changes it will most likely be some switching around in the lowest (15%) of the portfolio"  
[X Link](https://x.com/StevenInvesting/status/2006310155752034676)  2025-12-31T10:23Z [---] followers, [---] engagements


"RT @Thijsbuitenhuis: the VEB @vebeffect has filed its petition with the enterprise chamber last Friday. You can read it here:"  
[X Link](https://x.com/StevenInvesting/status/2008088640526635466)  2026-01-05T08:10Z [---] followers, [--] engagements


"RT @BeegJj: #1 @ericnuttall was on BNN - was buying o&g this morning - this sell-off was based on a lot of ignorant views - the belief"  
[X Link](https://x.com/StevenInvesting/status/2008437791206584816)  2026-01-06T07:17Z [---] followers, [--] engagements


"Contract award and extension totaling $168 Million for $RIG. https://investor.deepwater.com/news-releases/news-release-details/transocean-ltd-announces-contract-award-and-extension-totaling https://investor.deepwater.com/news-releases/news-release-details/transocean-ltd-announces-contract-award-and-extension-totaling"  
[X Link](https://x.com/StevenInvesting/status/2008941131187286247)  2026-01-07T16:37Z [---] followers, [---] engagements


"$TVK.TO New acquisition for Terravest Industries"  
[X Link](https://x.com/StevenInvesting/status/2009643791150686412)  2026-01-09T15:09Z [---] followers, [---] engagements


"Yeah $XOM isn't going to invest much in Venezuela. 🚨A big oil strategy Masterclass made by #ExxonMobil CEO Darren Woods: "We have a very long history in Venezuela.We've had our assets seized there twice.We're confident that with this administration and #Trump working hand-in-hand with the Venezuelan government that https://t.co/kyfR9FK6jq 🚨A big oil strategy Masterclass made by #ExxonMobil CEO Darren Woods: "We have a very long history in Venezuela.We've had our assets seized there twice.We're confident that with this administration and #Trump working hand-in-hand with the Venezuelan"  
[X Link](https://x.com/StevenInvesting/status/2009976499710112148)  2026-01-10T13:11Z [---] followers, [---] engagements


"@sidecarcap Dustin Haw $TVK Bruce Flatt $BN"  
[X Link](https://x.com/StevenInvesting/status/2011082981788828074)  2026-01-13T14:28Z [---] 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


"RT @100xCompounding: $ACIC American Coastal insurance just did they strategic update presentation (their first ever) and WOW. They announ"  
[X Link](https://x.com/StevenInvesting/status/2011512423790837913)  2026-01-14T18:55Z [---] followers, [--] engagements


"RT @BeegJj: Insider Buying $tou $tou.to Mike Rose bought [----] shares at $58.7208 per share Now owns [-------] shares 🤩"  
[X Link](https://x.com/StevenInvesting/status/2011770406433407344)  2026-01-15T12:00Z [---] followers, [--] engagements


"What is going on at Aquamarine Capital"  
[X Link](https://x.com/StevenInvesting/status/2012054787114876951)  2026-01-16T06:50Z [---] followers, [---] engagements


"$OCI Massive win in the $OCI case. Good to see the enterprise chamber saw it for what it was; a robbery. Now lets fight for the outcome minority shareholders deserve @NorburyCapital @vebeffect https://t.co/Cs9yUlGqhY Massive win in the $OCI case. Good to see the enterprise chamber saw it for what it was; a robbery. Now lets fight for the outcome minority shareholders deserve @NorburyCapital @vebeffect https://t.co/Cs9yUlGqhY"  
[X Link](https://x.com/StevenInvesting/status/2013313128218452265)  2026-01-19T18:10Z [---] followers, [---] engagements


"Started a small starter position in $MMA.V"  
[X Link](https://x.com/anyuser/status/2015844862046711942)  2026-01-26T17:50Z [---] followers, [---] engagements


"Been moving some funds around. I want to allocate a small % of the portfolio to high risk stocks that could be multibaggers. Yesterday I bought Midnight Sun Mining $MMA.V and today I bought a starter position in Silver Mountain Resources $AGMR.V. In the coming weeks I will also further consolidate my small positions in the ones I have the most conviction in"  
[X Link](https://x.com/StevenInvesting/status/2016162579056304235)  2026-01-27T14:53Z [---] 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


"Damn what is happening with the Swedish serial acquirers Nice to finally see some multiple compression $LIFCO $TEQ $ADDT $LAGR"  
[X Link](https://x.com/StevenInvesting/status/1679788664388218881)  2023-07-14T09:43Z [---] followers, [----] engagements

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