[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.]

@BerkelKip Avatar @BerkelKip Kip Johann-Berkel

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

Engagements: XXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence finance XXXX% stocks XXX% currencies XXXX% nfts XXXX% fashion brands XXXX% travel destinations XXXX%

Social topic influence $teqst #2, $csuto 1.5%, acquisition 1.5%, $rokobst #1, liquidated 0.75%, $csu 0.75%, toi 0.75%, $fds 0.75%, lack of 0.75%, $plxpa XXXX%

Top accounts mentioned or mentioned by @kairospraxis @no_cap_cap @atelicinvest @lingrenlarsen @investmentideen @arenamancapital @govro12 @nicoperjes @tsohinvesting @mikefritzell @leevalueroach @valueventurez @capitalvalor @returnsjourney @arneulland @simeonresearch_ @gezzogero @mrschmidt20 @fundasyinvestor @nocapcap

Top assets mentioned Factset Research Systems, Inc. (FDS) Brookfield Asset Management Inc (BAM) Fiserv, Inc. (FI) FirstCash Holdings, Inc. Common Stock (FCFS) BlackLine, Inc. Common Stock (BL) Workiva Inc. (WK) CBIZ, Inc. (CBZ) Victoria's Secret & Co. (VSCO) Middleby Corp (MIDD)

Top Social Posts #

Top posts by engagements in the last XX hours

"Big impairment at Teqnion $TEQ.ST as it looks like Reward Catering (RC) is being liquidated. Recall they purchased RC in Sept 2022 and spent SEK 109M on it - equates to XX% of TEQ's total M&A spend since 2021 (when Daniel came on board). Big black mark for any serial acquirer"
X Link @BerkelKip 2025-10-08T17:37Z 3791 followers, 7160 engagements

"Now it's a totally different question if Lifco or Addtech are worth their slightly-lower-than-Roko-but-still-high multiples but at least on a relative basis"
X Link @BerkelKip 2025-07-17T17:41Z 3791 followers, 1149 engagements

"Imho the main risk for Constellation $CSU.TO $CSU isn't AI but multiple contraction. Despite the current drawdown it still trades at 29x FCFA2S (backing out the value of their TOI & LMN stakes). E.g. if you assume XX% 5-yr FCF CAGR & 20x FCF multiple after X years = +6% IRR"
X Link @BerkelKip 2025-09-23T15:21Z 3789 followers, 17.8K engagements

"@LingrenLarsen Additionally I can't see this helping when $TEQ.ST wants to acquire other companies in the future. Lawsuit + liquidation may turn off other potential sellers. TBD"
X Link @BerkelKip 2025-10-15T18:30Z 3789 followers, XXX engagements

"Haven't looked at in a while (always "too expensive") but FactSet $FDS at X% FCF yield for +5% organic revenue growth (plus share repurchases) starting to look interesting. lack of op leverage (indeed declining margins) the biggest question for me"
X Link @BerkelKip 2025-09-18T16:34Z 3781 followers, 3939 engagements

"@ArenaManCapital @stonkmetal @CJ0pp3l @wusatiuk Its a competitor to Pluxee $PLX.PA and similar to them just make sure youre using the correct cash amount for any EV calc"
X Link @BerkelKip 2025-09-22T14:20Z 3782 followers, XXX engagements

"@LingrenLarsen Agree with everything you wrote (though I might be modeling higher interest/finance costs). My concern with the impairment is: it's all about incremental capital deployed * return on incremental capital. Math gets harder if they need to impair XX% of the inc. capital"
X Link @BerkelKip 2025-10-15T18:28Z 3790 followers, XXX engagements

"I always get a kick out of companies with illiquid stocks buying back their shares. Here's Vente-unique $ALVU.PA (France's Wayfair but actually profitable) buying back X shares/day over the last X days 😂 Better than nothing"
X Link @BerkelKip 2025-10-06T16:50Z 3791 followers, 2906 engagements

"I'm biased being a $CSU.TO shareholder but I have a hard time understanding the M&A math at VitalHub $VHI.TO unless it's solely multiple arbitrage. Latest acquisition at 4.1x ARR - even if they grow it XX% and boost EBITA margins from neg. to +22% the ROIC is still only 5%"
X Link @BerkelKip 2025-07-07T14:57Z 3783 followers, 9189 engagements

"It seems like a significant difference between AI buildout today and fiber buildout during dot com is fiber was built on a spec basis while almost all data center builds I know of are under contract. Thoughts"
X Link @BerkelKip 2025-09-19T13:26Z 3791 followers, 8985 engagements

"@valuehurts $FI probably in the running"
X Link @BerkelKip 2025-10-06T03:36Z 3790 followers, XXX 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 @BerkelKip 2025-05-15T18:16Z 3791 followers, 4927 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 @BerkelKip 2025-07-25T03:49Z 3791 followers, 8416 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 @BerkelKip 2025-07-17T17:41Z 3791 followers, 11.3K engagements

"Cool Buffett history nugget I hadn't heard before. Also: anyone have data/history on the State Bank of Connecticut acquisition mentioned Looking at you @turtlebay_io :)"
X Link @BerkelKip 2025-10-14T21:47Z 3791 followers, 3513 engagements

"The other crazy thing imho is it appears Reward Catering generated 2.3-2.8M (SEK 30-35M) of gross profit from Sept '23 - Aug '24 "
X Link @BerkelKip 2025-10-08T17:37Z 3791 followers, 1246 engagements

"An article by TheCurrency today suggests it is because RC "exported hundreds of vehicles to the European market without the proper design and safety certification" - yikes If anyone has access to the full article please let me know"
X Link @BerkelKip 2025-10-08T17:37Z 3791 followers, 1288 engagements

"What are some names that benefit from higher gold/silver prices but with a better biz model than mines E.g. * Pawn stores like $FCFS or $HAT.L (no thx to $EZPW) * $AMRK - wholesaler/distributor/retailer (more tied to vol than px) * - software to mines"
X Link @BerkelKip 2024-08-16T19:31Z 3791 followers, 5657 engagements

"Winners and losers if we go from quarterly to semi-annual reporting Losers: $BL $WK $DFIN $CBZ Winners:"
X Link @BerkelKip 2025-09-16T15:31Z 3791 followers, 2191 engagements

"All the $VSCO longs (and dudes everywhere) hoping Victorias Secret signs Sydney Sweeney for their next ad campaign"
X Link @BerkelKip 2025-09-04T19:38Z 3791 followers, 1745 engagements

"I wish more acquirers would provide data/slides like this - shows how good/bad they are at improving the acquired companies. $MIDD:"
X Link @BerkelKip 2025-10-10T17:32Z 3791 followers, 3198 engagements