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@BerkelKip Avatar @BerkelKip Kip Johann-Berkel

Kip Johann-Berkel posts on X about constellation, $csuto, $rokobst, debt the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XXXXX% currencies XXX% stocks XXX% fashion brands XXXX% technology brands XXXX% exchanges XXXX%

Social topic influence constellation #285, $csuto #24, $rokobst #1, debt 8.7%, $midd 4.35%, if you 4.35%, cagr 4.35%, $chtr 4.35%, $cmcsa 4.35%, $cabo XXXX%

Top accounts mentioned or mentioned by @atelicinvest @mungerdisciple @maxkatzenstein @simeonresearch @max_katzenstein @investinjapan @sempiterno_inv @stockforester @jvalue171769006

Top assets mentioned Middleby Corp (MIDD) Charter Communications Inc (CHTR) Comcast Corporation (CMCSA) Cable One, Inc. (CABO) LGI Homes, Inc. (LGIH) Central Garden and Pet Co (CENT) Lululemon Athletica Inc (LULU) Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last XX hours

"I wish more acquirers would provide data/slides like this - shows how good/bad they are at improving the acquired companies. $MIDD:"
X Link 2025-10-10T17:32Z 4188 followers, 3666 engagements

"I've yet to see someone buying Constellation Software $CSU.TO at these levels make a valuation argument vs. a "it's down a lot" argument. It's still 28x FCFA2S (ttm adding back IRGA liability) If you assume +14% 5-year FCFA2S CAGR and 22x exit multiple that's a +9% IRR"
X Link 2025-10-29T23:16Z 4188 followers, 34.8K engagements

"@Munger_Disciple Fair although that reminds me of the argument of why $CHTR / $CMCSA / $CABO wont lose share to FWA 🤷♂"
X Link 2025-11-20T22:47Z 4187 followers, XXX engagements

"@max_katzenstein FWIW here were some of my comments on Roko:"
X Link 2025-12-03T06:44Z 4187 followers, XXX engagements

"Constellation Software $CSI.TO 3Q25 tidbits: 1) Core-CSI (ex TOI & LMN) organic growth was +3% in-line with the last X years; maintenance +4% a little slower though keep in mind falling inflation likely impacts (many contracts CPI-linked)"
X Link 2025-11-08T01:09Z 4190 followers, 36.5K engagements

"It still blows my mind that over a third of $LGIH homebuyers cancel their order. I would have thought buying a home would be slightly different than buying a t-shirt"
X Link 2025-12-03T18:33Z 4190 followers, 1961 engagements

"Imho Roko $ROKO-B.ST should not trade at a premium to Lifco $LIFCO-B.ST or Addtech $ADDT-B.ST yet here we are. 30.7x EV/EBITA for Roko (32.7x if including the deferred payments for acquisitions) vs. 28.3x & 29.0x. FWIW here are some of my comments on Roko:"
X Link 2025-07-17T17:41Z 4187 followers, 11.7K engagements

"Can someone please tell Atled's $3969.T management team they don't need half their market cap in cash with no debt XX% recurring revenues and XX% op margins. Does SoftCreate or Hikari Tsushin ever get involved with capital allocation nudges"
X Link 2025-07-25T03:49Z 4185 followers, 15K engagements

"When does $CENT take $JCTC out of its misery No reason JCTC should be public"
X Link 2025-11-04T03:24Z 4185 followers, 2169 engagements

"Lululemon $LULU - Google Trends (still improving) seem like a disconnect vs. the stock price (-52% YTD)"
X Link 2025-12-01T03:48Z 4190 followers, 3872 engagements

"EDU Holdings $EDU.AX with a guidance raise and buying back 18M shares (12.5% outstanding) at 55c/sh"
X Link 2025-12-01T06:17Z 4189 followers, 19.7K engagements

"One thing that's a bit of a red flag for me is when serial acquirers present their returns on a pre-tax basis. Both Roko $ROKO-B.ST and Boreo $BOREO.HE are guilty of this. 🚩🚩🚩"
X Link 2025-05-15T18:16Z 4190 followers, 5190 engagements

"Lumine's $LMN.V acq'n of Synchronoss $SNCR (+23% to LMN sales). Valuation below. SNCR is public & larger=EV/S multiple is a bit higher (1.5x) but not unreasonable. If LMN can run at similar margins = 4.5x EV/EBITA. I'm sure will finance with debt as well to boost IRR. $CSU.TO"
X Link 2025-12-04T15:45Z 4190 followers, 9745 engagements