VERSANT. Every tracked FinTwit mention of $VSNT, newest first. 19 mentions since the first on Sep 19, 2025. See the price chart.
May 2026 · 1 mention
May 15
rubicon59 — $VSNT, a melting ice cube , +33% since tweet, nasty comments notwithstanding.↗
April 2026 · 1 mention
Apr 14
Colin King — Now that it's becoming socially acceptable to own $VSNT, I'll probably start selling my position
Here's the Einhorn note on it https://t.co/aCz9NT3GB6↗
March 2026 · 2 mentions
Mar 8
Colin King — Names I like and have talked about
$ATNI 3-5yr horizon (maybe longer)
$DNOW 3yrs (maybe longer)
$LEG 2-3yrs
$ZD 9-12 months
$VSNT 6-12 months
$STRZ 3yrs
$APTV 3-12 months (depends…↗
Mar 4
Alex Morris (TSOH Investment Research) — Versant U.S. TV Channel Distribution
Updated chart from the $VSNT initiation
https://t.co/LSbuPdMVuQ https://t.co/GYWKHYDjSw↗
February 2026 · 1 mention
Feb 3
Raging Capital Ventures — $CMCSA has shown some signs of life, particularly after adding back the value of the $VSNT spin. I am peeling off some of these long-dated calls but am not touching the large comm…↗
January 2026 · 7 mentions
Jan 14
Colin King — 2) $VSNT hammered post-spin from $CMCSA... consensus view is a BK melting ice cube, but plenty of cash will get deployed before (or if) that happens
https://t.co/chnRiLOhR4↗
Jan 13
Colin King — @DOMOCAPITAL The same person(s) buying far worse positioned $AMCX at 5.2x '26 EBITDA should love $VSNT at <4x
I like it as a short-term move back to low-mid 40's but if it hangs a…↗
Jan 13
Colin King — $VSNT
Wolfe initiates w/ $52 price target (was trading at $46-47 during when-issued period)
~105/145m shares traded so far = 72% turnover in 6 trading days↗
Jan 8
Colin King — Maybe I'm the only one dumb enough to still be watching this $VSNT beatdown...
~77m shares traded so far out of 145m s/o = ~53%
From $47 to $32
December 2025 · 4 mentions
Dec 28
Colin King — $VSNT notes (spin-off from $CMCSA)
1) spin coming Jan 2026, 1 share of VSNT for every 25 CMCSA = ~145m s/o
2) linear cable networks (MSNBC, CNBC, Golf, USA Networks, etc.) -- sal…↗
Dec 10
Colin King — $VSNT cable network spin
2025E EBITDA $2.15bn (-10%)
2026E EBITDA $1.85-2bn (-7-14%)
Net debt $2.25bn
At 4-5x = $7.4-10bn EV or $5.15-7.75bn equity value
3.6bn CMCSA shares = $…↗
Alex Morris (TSOH Investment Research) — Versant $VSNT CEO Mark Lazarus: "As part of Comcast and NBCUniversal (NBCU), we had other priorities... Now, bringing these [brands] into their own company, we're going to be able…↗