Who mentions $VSNT most on Surfaced?

@rubicon59 (rubicon59) mentions $VSNT most — 14 mentions in the past 12 months.

When was $VSNT first mentioned on Surfaced?

The earliest tracked mention of $VSNT in the Surfaced archive was on Sep 19, 2025.

How many voices track $VSNT?

4 FinTwit voices have mentioned $VSNT 33 times in the past 12 months.

What kind of voices mention $VSNT most?

$VSNT is mentioned most by Long Research voices on Surfaced.

$VSNT — FinTwit mentions on Surfaced

Recent mentions

33 mentions

@valuedontlieJun 22, 2026 · 1:28 PM

EBITDA estimates for next 3 years... $STRZ $VSNT $AMCX https://t.co/3QNAq1LFQV

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@rubicon59May 15, 2026 · 12:33 AM

$VSNT, a melting ice cube , +33% since tweet, nasty comments notwithstanding.

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@valuedontlieApr 14, 2026 · 11:16 PM

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

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@rubicon59Apr 13, 2026 · 9:09 PM

The melting ice cube that ia $VSNT keeps melting upward. But I am out of it now.

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@rubicon59Apr 11, 2026 · 12:30 AM

Even a melting ice cube like $VSNT can beat Nasdaq shorter-term if purchased at a compelling-enough valuation. 🤷‍♂️

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@rubicon59Mar 14, 2026 · 2:47 AM

$AMCX at 3.6x is even cheaper than $VSNT as far as melting ice cubes go.

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@rubicon59Mar 13, 2026 · 11:43 PM

Three insiders buy $VSNT at near $37/share. One, the COB, buys $5.4m-worth.

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@valuedontlieMar 8, 2026 · 5:59 PM

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 on spin valuation)

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@rubicon59Mar 5, 2026 · 12:36 AM

For a melting ice cube, $VSNT ain't doing too badly. But, frankly, hard to get too excited :-((

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@tsoh_investingMar 4, 2026 · 12:50 PM

Versant U.S. TV Channel Distribution Updated chart from the $VSNT initiation https://t.co/LSbuPdMVuQ https://t.co/GYWKHYDjSw

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@ragingventuresFeb 3, 2026 · 9:06 PM

$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 common stock position I accumulated in H2 '25. I also recently purchased $CHTR.

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@valuedontlieJan 14, 2026 · 12:21 PM

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

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@rubicon59Jan 13, 2026 · 6:42 PM

$VSNT business seems to be improving daily according to Mr. Market?

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@valuedontlieJan 13, 2026 · 5:01 PM

@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 around 33-34, then I'll stick around to see what management does for a few quarters One thing they have which other media cos lack is a good balance sheet... to some extent, they can create their own catalysts

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@valuedontlieJan 13, 2026 · 1:51 PM

$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

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@rubicon59Jan 10, 2026 · 2:18 AM

$VSNT is by far the cheapest media company out there, and by no means the worst. A solid business in secular decline, priced as if Ch11.

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@rubicon59Jan 9, 2026 · 5:20 PM

$VSNT up two days in a row. 👀👀 A melting-ice-cube world record?

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@rubicon59Jan 8, 2026 · 6:26 PM

$VSNT shorts covering now?

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@rubicon59Jan 8, 2026 · 5:22 PM

First time since the spin, $VSNT is up for the day even in a down market. A promising sign?

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@valuedontlieJan 8, 2026 · 3:30 PM

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

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@rubicon59Jan 8, 2026 · 1:05 AM

As usual, the price decline brings out the dunkers. Who knows, they maybe right. As for me, I like the ~40% fcf yield I get for the $$. $VSNT

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@rubicon59Jan 7, 2026 · 11:14 PM

@valuedontlie $VSNT is a lot cheaper.

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@valuedontlieJan 7, 2026 · 10:58 PM

Should do a comparison of $ZD and $VSNT Both perceived melting ice cubes and LSD multiples with low leverage

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@rubicon59Jan 7, 2026 · 9:00 PM

$VSNT, a 2-day old Comcast spinoff, looks very promising here, even as melting ice cube.

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@tsoh_investingJan 6, 2026 · 6:49 PM

At ~$38 per share, $VSNT market cap of ~$5.5b and an EV of ~$7.8b https://t.co/Rq1xWkoOGE

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@tsoh_investingJan 5, 2026 · 3:24 PM

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 to invest into them." https://t.co/YtVIfJSvYt

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@valuedontlieDec 28, 2025 · 3:30 PM

$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.) -- sales declining 5% annually from 2016-2026E 3) initial 2026 guide = $6.275bn sales (3-7% decline) & $1.925bn EBITDA (7-14% decline) -- high chance of "melting ice cube" status 4) management targeting 50% revs from non-pay-TV sources by 2030 (vs. 17% today) -- via acquisitions + organic product launches 5) cash generation -- minimal capex/WC, targeting $1-1.2bn FCF in 2026 ($7.60/sh) 6) clean balance sheet -- $2.25bn net debt = <1.2x leverage (tons of capacity for M&A) 7) starting valuation -- initial share price $47 = $6.8bn market cap ($9bn EV) = 4.7x EBITDA / 6.2x FCF (low end of comp range) 8) my FV est. = $36-60/sh based on 4-5x EBITDA (assumptions in my write-up) Sort of interesting here but not a slam dunk. Management mum on M&A plans, but not interested in horizontal deals (i.e. buying more linear networks). Optionality for mega-deal / merger still on the table here. (As a reference, $STRZ ($12) trades at 4x EBITDA with ~70% of revenue from non-linear sources)

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@valuedontlieDec 10, 2025 · 2:18 PM

$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 = $1.40-2.15 per share $CMCSA at $27 so this is a ~15x spin ratio of a rapidly declining biz Hmm...

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@tsoh_investingDec 4, 2025 · 11:35 PM

Versant Annual Revenues $VSNT https://t.co/ehdO9DgA7s

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@tsoh_investingDec 4, 2025 · 7:46 PM

Updated estimate from Versant's Investor Day $VSNT Weaker FY25e revenues and sustained margin pressure https://t.co/iDVZ12Gwq6

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@tsoh_investingSep 22, 2025 · 1:15 PM

Today's TSOH Investment Research “We Like The Hand We Have” ($VSNT initiation) https://t.co/CIhdSezjyX

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@tsoh_investingSep 21, 2025 · 3:27 PM

$VSNT initiation tomorrow morning at TSOH Investment Research https://t.co/crKW0iSL6r

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@tsoh_investingSep 19, 2025 · 8:11 PM

Versant TV Channel Distribution (millions of U.S. households) $VSNT https://t.co/LDNJg98fj9

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