@GarpandChill Garp&Chill
Garp&Chill posts on X about $toiv, ai, $csu, $csuto the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-------] +77%
- [--] Month [---------] +185%
Mentions: [--] #
- [--] Week [--] +11%
- [--] Month [---] -19%
Followers: [-----] #
- [--] Week [-----] +1.30%
- [--] Month [-----] +15%
CreatorRank: [-------] #
Social Influence
Social category influence finance 25.47% stocks 24.53% countries 10.38% technology brands 8.49% currencies 8.49% cryptocurrencies 7.55% travel destinations 1.89% celebrities 0.94% fashion brands 0.94% exchanges 0.94%
Social topic influence $toiv #1, ai 11.32%, $csu #6, $csuto #5, growth 9.43%, business #3034, $lmnv #1, constellation #42, $iiil #101, cash flow #679
Top accounts mentioned or mentioned by @dilanyesilgoz @latticeinvestor @searching4value @psterky @hanblicheya @goldforecast @capexandchill @fromvalue @mrdeepvalue @fluentinquality @oguzerkan @spencerinvest @spike1567 @judyshel @borspicker @returnsjourney @stahlevictor @quantentangle @jomasilva88 @marksauer18
Top assets mentioned Amazon.com, Inc. (AMZN) QXO, Inc. Common Stock (QXO) Evotec SE (EVO) MercadoLibre Inc (MELI) Costco Hot Dog (COST) Roko (ROKO) Costco Wholesale Corporation (COST) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) DNP Select Income Fund Inc. (DNP) NuCypher (NU) Rollins, Inc. (ROL) Duolingo, Inc. (DUOL) Kaspi.kz Joint Stock Company (KSPI) Danaos Corporation (DAC)
Top Social Posts
Top posts by engagements in the last [--] hours
"Didnt expect to see $NTDOY below 10k ever again. 👀 Guess it is time to dust off my models"
X Link 2026-01-09T01:00Z [----] followers, 12.6K engagements
"Heres some anecdotal evidence on the AI threat to VMS. Screenshots from partly anonymous insiders. Take with a grain of salt. $TOI.V $CSU $LMN.V 1/"
X Link 2026-02-04T11:04Z [----] followers, 21.3K engagements
"$VIT.B $TOI.V $CSU Vitec is another VMS company in my portfolio. Their CEO recently discussed the risks of seat-based pricing customers wanting AI features churn rates and more in the Q4 conference call. I think this applies to all VMS like $CSU $TOI Here's some screenshots from the call: Vitec is another VMS company in my portfolio. Their CEO recently discussed the risks of seat-based pricing customers wanting AI features churn rates and more in the Q4 conference call. I think this applies to all VMS like $CSU $TOI Here's some screenshots from the call:"
X Link 2026-02-10T16:55Z [----] followers, [----] engagements
"TerraVest Q1 FY26 $TVK.TO $TVK Revenue: $408M (+74% YoY) Adj. EBITDA: $67.8M (+39%) Net income: $35.2M (+16%) Organic growth (base portfolio): 9%"
X Link 2026-02-11T13:36Z [----] followers, [----] engagements
"EU is cutting ties with US tech. Digital sovereignty is becoming policy. That shift may be underappreciated in $TOI.V: "We work with models developed and hosted within Europe. Data cannot be transferred to Big Tech. That's essential for us and our clients." $TOI $CSU Amsterdam municipality aims to be independent from U.S. tech by [----]. Alone thats symbolic. The real bear case is European corporates following. For now this is more philosophy than base case. Data workflows and AI stacks are deeply embedded in $AMZN $MSFT $GOOGL https://t.co/OQAPmtc9Mu Amsterdam municipality aims to be"
X Link 2026-02-13T20:30Z [----] followers, [----] engagements
"@mr_deepvalue @DilanYesilgoz Assets inside a corporate/holding structure are taxed under corporate tax + Box [--] upon distribution not the Box [--] unrealized-gain regime"
X Link 2026-02-15T14:47Z [----] followers, [--] engagements
"🧵 Evolution $EVO.ST Q3 [----] post-earnings thoughts [--] Shareholder since [----] (17 % of portfolio). Once a flawless compounder now a drag on performance and patience. When your biggest holding stumbles you reassess. 👇"
X Link 2025-10-25T17:38Z [----] followers, 36.2K engagements
"1 Dino Polska $DNP.WA $DNP Q3 Review Stock fell [--] % from the top. The quarter looks soft but the fundamentals dont. In this thread: key metrics to watch and some visuals showing why this founder-led supermarket chain may be worth owning. 🦕 🧵"
X Link 2025-11-07T20:55Z [----] followers, 24.5K engagements
"1/3 Baby $CSU.TO on the move. Topicus is stepping into the steep part of the compounding curve. The initiation phase is behind us. The acceleration phase is starting now. Do not sleep on this one. A bull case in three graphs. 👇 $TOI $TOI.V https://twitter.com/i/web/status/1994764181740937218 https://twitter.com/i/web/status/1994764181740937218"
X Link 2025-11-29T13:43Z [----] followers, 35.3K engagements
"12/14 Key metric to watch: Adj. EBITA Rko explicitly tells investors: Adj. EBITA approximates cash flow before tax assuming investments reflect depreciation since Rko invests in asset-light companies"
X Link 2025-12-01T11:57Z [----] followers, [---] engagements
"13/14 Valuation At [----] SEK/share Rko trades at 20x LTM Adj. EBITA. Not outrageous for a high-quality serial acquirer. Specially if compared to Lifco $LIFCO Indutrade $INDT Addtech $ADDT.B. The bigger question isnt the multiple Its whether growth can re-accelerate. To support todays price Rko needs: 👉ROCE to keep trending up 👉A new wave of solid acquisitions 👉Adj. EBITA growth to pick back up 👉Clean execution in B2C 👉Consistent capital deployment At [--] EBITA the bar is reasonable. But momentum matters. https://twitter.com/i/web/status/1995462327567528389"
X Link 2025-12-01T11:57Z [----] followers, [----] engagements
"Poland is quietly becoming an economic powerhouse in Europe. GDP per capita growth since 2010: Poland: +99% EU: +6% The tailwind is real but under-appreciated. My favorite way to play it Own Polands best supermarket chain $DNP $DNP.WA. Think $COST in its early years. Store growth re-accelerated to 14% stock down 26% from the top. Hard to argue with this chart. 🦕 [--] Dino Polska $DNP.WA $DNP Q3 Review Stock fell [--] % from the top. The quarter looks soft but the fundamentals dont. In this thread: key metrics to watch and some visuals showing why this founder-led supermarket chain may be worth"
X Link 2025-12-02T14:10Z [----] followers, 21K engagements
"Constellation Software $CSU.TO $CSU Imagine buying this for 10x FCFA2S in [----]. You'd have a 3x on multiple alone. Even after last 36% drop. Now add the 22% FCFA2S CAGR. 1k turns into 87k. Unbelievable. https://twitter.com/i/web/status/1996938860723569144 https://twitter.com/i/web/status/1996938860723569144"
X Link 2025-12-05T13:45Z [----] followers, 12.1K engagements
"Setup for $QXO is interesting. Brad Jacobs is a ruthless roll up operator. Built United Waste with 55% share price CAGR from [----] to [----] United Rentals with 16% CAGR since founding in [----] and XPO with 30% CAGR since [----]. Now he is at it again. Today he announced he is stepping down from XPO and GXO to focus on QXO. His goal: consolidate the fragmented $800B building products industry via tech scale and efficiency gains targeting $50B revenue long-term. Financials are still messy: today almost all profit comes from the Beacon takeover (FY24 net income $362M). This likely understates"
X Link 2025-12-15T15:56Z [----] followers, [----] engagements
"AI may well become a real threat to Constellation Software over time. But for now its not showing up in the numbers and not in managements actions either. President Mark Miller just bought CAD 5M of $CSU in the open market. $CSU.TO $TOI.V"
X Link 2025-12-18T19:46Z [----] followers, [----] engagements
"1/4 The IRR gap 📈 Constellation: 32% Lifco: 21% Addtech: 20% Lagercrantz: 23% Judges: 22% Danaher: 20% [--] years of data says it all. Constellation is playing a different game. https://twitter.com/i/web/status/2003082138233581638 https://twitter.com/i/web/status/2003082138233581638"
X Link 2025-12-22T12:36Z [----] followers, [----] engagements
"2-year cash flow visibility Fortress balance sheet. CEO owns 52% 3.8x P/E. Danaos $DAC is not the typical company I cover but its a containership (and some bulk) lessor with unusually high cash flow visibility and long-term charters locked in. They own vessels and lease them to liner companies on multi-year time charters (often 15+ years). What stands out: 95% of container operating days contracted for FY26 71% for FY27 $4.1B of contracted cash operating revenues $1.73B market cap $165M net debt only0.23x LTM adj EBITDA) 3.7% dividend yield 3.8x P/E The market is clearly pricing in a nasty"
X Link 2025-12-30T13:08Z [----] followers, 13.8K engagements
"🧵 Action $III.L Deep Dive Part [--] of [--] Growth engine and unit economics This slide is all you need to know about Action 👇 New store economics 0.5m upfront 4.7m sales 0.7m contribution less than [--] year payback That is absurdly good. I've rarely seen unit economics this strong. https://twitter.com/i/web/status/2007067244103192723 https://twitter.com/i/web/status/2007067244103192723"
X Link 2026-01-02T12:31Z [----] followers, [----] engagements
"🧵 Action $III.L Deep Dive Part [--] of [--] Why 3i Group is the cleanest way to own Action 💼 And how to think about valuation and risks 👇 https://twitter.com/i/web/status/2007856357764911397 https://twitter.com/i/web/status/2007856357764911397"
X Link 2026-01-04T16:47Z [----] followers, [----] engagements
""For the first time ever our RNG offering is outperforming Live in terms of growth a great achievement." - Q3 earnings report Live -3.4% RNG +4.1% 🤡 $EVO.ST $EVO"
X Link 2026-01-11T13:44Z [----] followers, [----] engagements
"Can we start an inverse Shelley ETF now Analyst from UBS that downgraded $EVO. Lt mig presentera Ben Shelley (UBS) $EVO https://t.co/YTBcQTdQ9Y Lt mig presentera Ben Shelley (UBS) $EVO https://t.co/YTBcQTdQ9Y"
X Link 2026-01-14T14:10Z [----] followers, [----] engagements
"Tough day for Software. Feels like VMS is the baby thrown out with the bathwater. $CSU -5.84% $TOI.V -7.71% Slides from $4443 Sansan (Enterprise SaaS) are reassuring for VMS. AI creates the most value after primary data is captured and embedded in real business workflows. Exactly where vertical software incumbents own the moat. We'll see how this one ages. $4443 Sansan (Enterprise SaaS) Q2 missed forecast from a high bar still respectable key metrics w/ great momentum minimal churns no major cracks "GenAI only delivers substantially value when primary info ties w/ biz activities" - even more"
X Link 2026-01-14T22:16Z [----] followers, [----] engagements
"@FluentInQuality Dino Polska $DNP.WA"
X Link 2026-01-19T15:46Z [----] followers, [---] engagements
"@searching4value Yes Many of those deserve a place on this list"
X Link 2026-01-24T13:02Z [----] followers, [--] engagements
"$NU earnings will have insane fx-tailwinds. I'm now at 9% for 25Q4 and 11% for 26Q1. Then add a 40% FXN growth 🤯"
X Link 2026-01-28T20:52Z [----] followers, [----] engagements
"@oguzerkan CEOs commenting on stock prices 🚩🚩🚩"
X Link 2026-02-10T15:00Z [----] followers, [----] engagements
"@psterky Agree India is showing similar digital-sovereignty dynamics. Although many inhabitants India is similar in size as UK (comparing GDP). Any thoughts on Indias corporates from your side"
X Link 2026-02-13T13:53Z [----] followers, [---] engagements
"🔥 1/14 Ever heard of Rko AB $ROKO $ROKOF Swedens newest serial acquirer (MC 2.7B USD) compounding like a beast. Think Lifco DNA but with its own twist. Founded in [----] its already a SEK 6B+ revenue machine. But Rko is down 39% from peak. Is it a buy at todays valuation Lets dive in. 👇 https://twitter.com/i/web/status/1995462299423785081 https://twitter.com/i/web/status/1995462299423785081"
X Link 2025-12-01T11:57Z [----] followers, [----] engagements
"2/14 First the man behind it: Fredrik Karlsson. At age [--] he took over Lifco (1998). Over [--] years he built one of Europes greatest compounders: ☑18.4% EBITA CAGR ☑100 earnings growth ☑28%+ TSR since IPO 👉Radical decentralization 👉Ruthless capital discipline He left in [----] after a compensation dispute. A true capital allocator. https://twitter.com/i/web/status/1995462304352157820 https://twitter.com/i/web/status/1995462304352157820"
X Link 2025-12-01T11:57Z [----] followers, [---] engagements
"3/14 Enter Rko. In [----] Karlsson partnered with Tomas Billing (ex-Nordstjernan CEO) and raised SEK 4.5B in days. Now [--] companies across the UK Nordics Netherlands Germany & France. All built on the same proven playbook: [--]. Buy niche SMEs [--]. Asset-light + profitable [--]. Strong positions in tiny markets [--]. Zero integration [--]. Permanent ownership The Scandinavian compounder model"
X Link 2025-12-01T11:57Z [----] followers, [---] engagements
"4/14 On the surface Rko looks a lot like Lifco: ✔Extreme decentralization (HQ = [--] people) ✔Buy & hold forever ✔Founder-led subsidiaries ✔Cash-generative niches ✔Deals at [--] EV/EBITDA ✔ROCE trending up (14.5% LTM) But thats only 70% of the story. Heres the other 30%. https://twitter.com/i/web/status/1995462308164743209 https://twitter.com/i/web/status/1995462308164743209"
X Link 2025-12-01T11:57Z [----] followers, [---] engagements
"5/14 The Differences Rko Lifco [---]. Karlsson himself calls Rko 70% Lifco 30% Nordstjernan. Meaning: 👉More brand-driven B2C 👉Younger companies 👉More growth optionality 👉More volatility This is where the risk and upside lives"
X Link 2025-12-01T11:57Z [----] followers, [---] engagements
"6/14 Difference #1: B2C exposure. Lifco avoided B2C entirely. Rko embraces it. 35% of Rkos revenue comes from consumer-facing brands: 👗Les Deux (fashion) 🌳Sixty Stores (garden e-com) 💐Silk-Ka (artificial flowers) 🪞Beths Beauty ⛷Snowminds Higher margins Yes. More cyclicality Also yes. https://twitter.com/i/web/status/1995462311109173758 https://twitter.com/i/web/status/1995462311109173758"
X Link 2025-12-01T11:57Z [----] followers, [---] engagements
"7/14 Difference #2: Majority stakes not 100%. Rko buys 6085% keeps founders in the game and structures: [--]. Put/call options [--]. Trailing earnings buyouts [--]. Minority interests tied to performance Great for alignment. Trickier for cash flow modeling and ROCE (capital employed gets inflated early)"
X Link 2025-12-01T11:57Z [----] followers, [---] engagements
"8/14 Difference #3: Younger companies. Lifco buys 3050yr-old industrial champs. Rko buys earlier-stage often fast-growing brands. More upside but more dispersion in outcomes. This is why Rko gets praised for growth. And criticized for risk"
X Link 2025-12-01T11:57Z [----] followers, [---] engagements
"Even the best quality-oriented investors go through rough years. Heres a basket of names publicly discussed by Chris Mayer author of [---] Baggers. On average slightly negative YTD. His positions performed exceptionally well recent years. Process 1-year performance. $SGN.WA $HEI $LIFCO.ST $TEQ.ST $TOI.V $DNP.WA $BRO $CSU $LMN.V $CPRT"
X Link 2025-12-08T13:54Z [----] followers, 58.9K engagements
"There are rumours he bought in into Rko ab. $ROKO"
X Link 2025-12-08T14:34Z [----] followers, [----] engagements
"@hanblicheya Its a serial acquirer ran by old Lifco CEO. I have posted a deep dive thread on my page"
X Link 2025-12-10T12:47Z [----] followers, [--] engagements
"Quality Watchlist for [--] 📈 📌 Part [--] of [--] North America United States $QXO Brad Jacobs newest project after [--] years building roll-ups. $ROL The best-in-class pest control consolidator combining recurring contracts pricing power and steady tuck-in M&A in a highly fragmented market. $DUOL Education platform with strong network effects flexing operational leverage and a long runway across multiple learning verticals. $POOL The dominant distributor to the highly fragmented pool industry benefiting from scale pricing power and recurring maintenance demand. $ODFL The gold-standard LTL operator"
X Link 2025-12-12T16:36Z [----] followers, 21.1K engagements
"Quality Watchlist for [--] 📈 📌 Part [--] of [--] Europe Sweden $ROKO.ST Ex-Lifco CEOs restarted Scandinavian acquisition machine delivering predictable compounding. $ADDTB.ST High-ROIC industrial technology group executing niche acquisitions. $INDT.ST Decentralized serial acquirer with decades-long track record. $EVO.ST High-margin live casino leader trading at bottom-fishing multiples amid temporary issues. Finland $VIT.B Vertical-software compounder trading [--] percent below peak while recurring revenues keep hitting new highs. Denmark $AOJ.CO Owner-operated distributor combining high ROIC no"
X Link 2025-12-13T16:02Z [----] followers, 38.7K engagements
"@LatticeInvestor Yes I generally agree with you. There are some exceptions that combine small market caps with proven management. Think $QXO $TOI.V $LMN.V $ROKO to name a few. The insane TAMs that these companies have make it such nice companies to own"
X Link 2025-12-13T20:40Z [----] followers, [----] engagements
"Quality Tier List December Ranked by my estimates of 5y risk-weighted IRR at current valuations. Higher tiers reflect expected upside not company admiration. S+ tier $TOI.V S-tier $MELI $III.L A-tier $TEA.AX $TVK.TO $CSU.TO $LMN.V B-tier $NU $AMZN $ROKO.ST $KSPI C-tier $LIFCO.ST D-tier - Plan to update monthly. New names added gradually. NFA. DYODD. https://twitter.com/i/web/status/2001405794395525469 https://twitter.com/i/web/status/2001405794395525469"
X Link 2025-12-17T21:35Z [----] followers, 11.4K engagements
"Why the Constellation family $CSU.TO $TOI.V $LMN.V absolutely destroys every other acquirer on IRR 🚀 Most programmatic acquirers (Lifco Danaher Momentum etc.) are fantastic but Constellation has compounded at 32% CAGR since its [----] IPO while the rest sit around 1523%. The reason A playbook that is almost impossible to copy. Lets break it down. 👇 https://twitter.com/i/web/status/2003082136685847020 https://twitter.com/i/web/status/2003082136685847020"
X Link 2025-12-22T12:36Z [----] followers, 13.1K engagements
"@GoldForecast Excuse me but how do you calculate a fundamental value if there is no cashflow"
X Link 2026-02-07T21:32Z [----] followers, [----] engagements
"@Spencer_Invest @DilanYesilgoz Fully agree. There is a reason other countries do not tax paper profits. I never understand why new systems are always introduced. Why cant working systems from other countries be copied"
X Link 2026-02-15T12:15Z [----] followers, [--] engagements
"@Spike_1567 @DilanYesilgoz Yep this is really painful. I guess mainly the middle class is affected high net worth individuals are able to set up a holding. I wonder if this will affect companies like ASML Topicus as their employees may be affected"
X Link 2026-02-15T15:11Z [----] followers, [--] engagements
"🧵 Action $III.L Deep Dive Part [--] of [--] Why Action is Europes most exceptional retailer 🛒 This is not just cheap stuff in small stores. It is a compounding machine built on two structural moats 👇 https://twitter.com/i/web/status/2006422899024879823 https://twitter.com/i/web/status/2006422899024879823"
X Link 2025-12-31T17:51Z [----] followers, 20.4K engagements
"8/ Had a great discussion with a former Constellation Software ( $CSU.TO $CNSWF ) portfolio manager who now runs a VMS consolidator. His take on how AI will really impact vertical market software is not what most people expect: Had a great discussion with a former Constellation Software ( $CSU.TO $CNSWF ) portfolio manager who now runs a VMS consolidator. His take on how AI will really impact vertical market software is not what most people expect:"
X Link 2026-02-04T11:04Z [----] followers, [----] engagements
"NGL this was a terrible report and management jumbo is really disconcerting at this point. $EVO.ST "Looking at [----] as a whole from an operational perspective it might have been one of our strongest years ever" $EVO https://t.co/YVjigxDvLH "Looking at [----] as a whole from an operational perspective it might have been one of our strongest years ever" $EVO https://t.co/YVjigxDvLH"
X Link 2026-02-05T18:46Z [----] followers, [----] engagements
"If AI were truly disrupting VMS youd see it first in organic revenue growth. Vitecs rolling 12-month subscription organic growth is down to 5%. Not what you'd like to see but market does not care. Stock +15% Tells you what's priced in. Watching Topicus closely coming week. $VIT.B $TOI.V $CSU https://twitter.com/i/web/status/2019850713166229638 https://twitter.com/i/web/status/2019850713166229638"
X Link 2026-02-06T19:08Z [----] followers, [----] engagements
"This correction for Tasmea feels insane $TEA.AX. David sums it up nicely $TEA.AX 🦘 Tasmea LTD grew their EPS by 53% between FY2024 and FY2025. They are guiding for EPS growth of 30% between FY2025 and FY2026 moving to $0.30 AUD per share (not counting synergies or instant accretions from the recent WorkPac acquisition). Thats a forward P/E of $TEA.AX 🦘 Tasmea LTD grew their EPS by 53% between FY2024 and FY2025. They are guiding for EPS growth of 30% between FY2025 and FY2026 moving to $0.30 AUD per share (not counting synergies or instant accretions from the recent WorkPac acquisition)."
X Link 2026-02-06T22:28Z [----] followers, [----] engagements
"Whats happening Polymarket now assigns 4% odds that goldbug Judy Shelton (@judyshel) could become the next Fed Chair instead of the widely expected Kevin Warsh who held a 99.7% probability as recently as Jan 30"
X Link 2026-02-08T13:55Z [----] followers, [---] engagements
"Probably nothing. JUST IN: China orders banks to reduce US Treasury holdings. https://t.co/xQl3TY8brI JUST IN: China orders banks to reduce US Treasury holdings. https://t.co/xQl3TY8brI"
X Link 2026-02-09T12:52Z [----] followers, [---] engagements
"$CSU $CSU.TO If Constellation is updating its playbook to go after high-growth companies at a reasonable multiple I'm all for it. Their latest acquisition Suplos provides IT services for procurement and connects large enterprises to suppliers: - Suplos was ranked #93 in the Financial Times https://t.co/01iRKmyN1f If Constellation is updating its playbook to go after high-growth companies at a reasonable multiple I'm all for it. Their latest acquisition Suplos provides IT services for procurement and connects large enterprises to suppliers: - Suplos was ranked #93 in the Financial Times"
X Link 2026-02-12T22:40Z [----] followers, [----] engagements
"Can $BTC and gold owners just leave each other alone Somehow owning one means you have to be against the other"
X Link 2026-02-13T00:35Z [----] followers, [---] engagements
"Amsterdam municipality aims to be independent from U.S. tech by [----]. Alone thats symbolic. The real bear case is European corporates following. For now this is more philosophy than base case. Data workflows and AI stacks are deeply embedded in $AMZN $MSFT $GOOGL ecosystems. But if sovereignty turns into policy and subsidies EU cloud growth may shift meaningfully toward European providers (are there any really) pressuring hyperscaler growth and potentially long-term multiples. https://twitter.com/i/web/status/2022279845976342990 https://twitter.com/i/web/status/2022279845976342990"
X Link 2026-02-13T12:01Z [----] followers, [----] engagements
"Raia AI: Built by and for CSI family. Topicus can deploy across portfolio automate ops lift margins big tailwind. VMS is moving quicker than you think. $CSU.TO $TOI.V $CSU Look what I found $CSU.TO $CSU is in the business of building agents for software verticals. Seems to be able ot do to following: The work exclusive with CSU companies because is homegrown via the VMS Fund. The fund that was founded by Leonard and run by Topicus CEO. https://t.co/L11VHKjyuZ Look what I found $CSU.TO $CSU is in the business of building agents for software verticals. Seems to be able ot do to following: The"
X Link 2026-02-15T15:33Z [----] followers, [----] engagements
"Cash flow remains strong. Operating cash flow: $96.5M (+164% YoY) Cash available for distribution: $33.2M (+34%) Dividend: $0.20/share Payout ratio: 11%"
X Link 2026-02-11T13:36Z [----] followers, [---] engagements
"The Netherlands is heading toward a 36% tax on unrealized capital gains in Box [--] by [----]. Even the VVDthe countrys main liberal partybacked it @DilanYesilgoz. Complete and utter madness. A few misconceptions here on X though: If Jan [--] is the valuation date you know the liability. Reserve or de-risk accordingly. Staying 100% invested after a large paper gain effectively means investing with money you already owei.e. a leveraged position. Moving wealth into holding structures (Box 2) is a realistic alternative for the wealthy and exempts you from these taxation rules. Due to the costs of"
X Link 2026-02-15T11:51Z [----] followers, [----] engagements
"I do not own enough Constellation shares. $CSU $TOI.V $LMN.V $CSU has a secret $200M venture fund incubating AI companies inside its own empire. VMS Ventures. It only backs startups sponsored by Constellation's 1000+ business units. (1) raia - AI Agent Platform Deploying Across CSU - Built inside CSU. - Started in real estate (10x https://t.co/dOSpwTEJ5C $CSU has a secret $200M venture fund incubating AI companies inside its own empire. VMS Ventures. It only backs startups sponsored by Constellation's 1000+ business units. (1) raia - AI Agent Platform Deploying Across CSU - Built inside CSU."
X Link 2026-02-16T13:27Z [----] followers, [----] engagements
"7/ 📉 Organic swings weakness Base growth FY25 = Q1 [--] % Q2 +14 % Q3 [--] %. Volatile quarter to quarter but the cash engine keeps spinning"
X Link 2025-11-17T13:56Z [----] followers, [---] engagements
"8/ 🏗 Foundation phase (20132018) Before the headlines $TVK built its base with Pro-Par NWP Signature Truck Vilco Fischer & Maxfield. All acquired at [--] pre-tax FCF. Those early tuck-ins created the platform that now powers multi-hundred-million-dollar deals"
X Link 2025-11-17T13:56Z [----] followers, [---] engagements
"@borspicker America heating up. 🔥🔥 Curious whats your ballpark on pro forma Q4 vs Q3 growth in Asia based on player data $EVO.ST"
X Link 2025-11-18T17:00Z [----] followers, [---] engagements
"1/ After years studying compounding business models and delivering [----] percent per year for [--] years (3x the index) Nick Sleep returned capital to partners and told them they could simply own: Amazon $AMZN Costco $COST Berkshire Hathaway $BRK Here are my modern day equivalents. 👇"
X Link 2025-11-21T14:22Z [----] followers, [----] engagements
"2/ $COST $III.L (Action / 3i Group) Scale Economies Shared in Europe Actions economics look unreal: About 0.5m upfront cost per store After year one about 0.7m net earnings per store Dollarama $DOL.TO runs one store per [-----] people. Apply that density to Europe and the potential store count reaches [-----] versus [----] now. Why I think Action is a generational compounder: ☑ NAV keeps climbing ☑ Store count keeps accelerating ☑ LFL net stays positive ☑ Margins expand with scale ☑ TAM is enormous This is Costco spirit with European leverage. https://twitter.com/i/web/status/1991874964417286181"
X Link 2025-11-21T14:22Z [----] followers, [---] engagements
"4/ $AMZN $MELI Latin Americas Amazon Costco PayPal and Adyen in one. The ultimate Scale Economies Shared flywheel: ☑Lower prices ☑Higher volumes ☑Better unit economics ☑Flywheel spins faster ☑Savings passed on to users A world-class business with world-class execution. Yes LATAM brings volatility. But the model is elite. Is [--] percent of a portfolio too much Depends on your risk tolerance and horizon. Sleep would likely admire the structure"
X Link 2025-11-21T14:22Z [----] followers, [---] engagements
"5/ I can just plough my capital in these [--] companies and enjoy the beach. What do you think Will this modern day Sleep Portfolio beat the market over the next [--] years $III.L [----] GBX $TOI.V [------] CAD $MELI [-------] USD"
X Link 2025-11-21T14:22Z [----] followers, [---] engagements
"6/ Will this modern day Sleep Portfolio beat the market over the next [--] years 1/3 $III.L 1/3 $TOI.V 1/3 $MELI Yes easily Yes but with volatility No chance No but close Yes easily Yes but with volatility No chance No but close"
X Link 2025-11-21T14:22Z [----] followers, [---] engagements
"@CapexAndChill $UBER and $SE deserve a spot there. $ABDE is in there. -53%"
X Link 2025-11-24T15:38Z [----] followers, [---] engagements
"Every cycle has its Aerotyne. The actors actually snorted crushed B-vitamins during all the ❄ scenes. Jonah Hill ended up with bronchitis from inhaling so much of it and had to be hospitalized. But my favorite scene Leonardo DiCaprio pitching Aerotyne International. The most enthusiastic sales pitch for the most fake company in movie history. What stock in todays market feels like its being pitched like Aerotyne 👇 https://twitter.com/i/web/status/1993679886146257077 https://twitter.com/i/web/status/1993679886146257077"
X Link 2025-11-26T13:55Z [----] followers, [----] engagements
"Clear upward trend in $EVO $EVO.ST Asia game activity👀"
X Link 2025-11-28T13:49Z [----] followers, [----] engagements
"2/3 Heres the real tell: net cash used in investing activities. FY20 74m FY21 213m FY22 133m FY23 127m FY24 110m FY25 910m (incl. pro-forma Asseco tranche [--] in Q4) Topicus deployed more capital this year than the previous five years combined. With 20%+ ROIIC hurdle rates imagine what this deployment will do to FCFA2S in [------]. https://twitter.com/i/web/status/1994764188447572377 https://twitter.com/i/web/status/1994764188447572377"
X Link 2025-11-29T13:43Z [----] followers, [----] engagements
"9/14 The Numbers Rko Adj. EBITA growth: FY21: [---] MSEK FY22: [---] MSEK FY23: [----] MSEK FY24: [----] MSEK FY25 (9M): [---] MSEK Early years = explosive"
X Link 2025-12-01T11:57Z [----] followers, [---] engagements
"10/14 Deployment peaked early Acquisition spend (net of cash acquired): FY21: 1.7B SEK FY22: 2.45B SEK FY23: 338M SEK FY24: 786M SEK FY25: 667M SEK (9M) Still a serial acquirer but deployment is not as aggressive as it has been. https://twitter.com/i/web/status/1995462323029295553 https://twitter.com/i/web/status/1995462323029295553"
X Link 2025-12-01T11:57Z [----] followers, [---] engagements
"Totally agree. Thats exactly whats happening at Rko. The key is the trend. As trailing earnings kick in ROCE should naturally move higher. Lifco is a good benchmark here. Their ROCE typically runs 2025% in steady state even after decades of acquisitions. Thats why I like using Lifcos ROCE range for my financial models. https://twitter.com/i/web/status/1995529129450418350 https://twitter.com/i/web/status/1995529129450418350"
X Link 2025-12-01T16:23Z [----] followers, [---] engagements
"@ReturnsJourney @CapexAndChill The beauty is that the business model becomes stronger the larger the company becomes. In its early stages it can be deceiving. Think $ASOMY Asos plc"
X Link 2025-12-03T14:23Z [----] followers, [---] engagements
"1 Lumine Group Lumine just hit the cheapest valuation in the entire CSI ecosystem. by a mile. $LMN.V spun out from $CSU.TO in [----] now trading [--] LTM FCFA2S after getting punished hardest of all CSI offspring. $TOI.V The chart is brutal. Good reason or screaming buy👇 https://twitter.com/i/web/status/1996353006560805266 https://twitter.com/i/web/status/1996353006560805266"
X Link 2025-12-03T22:57Z [----] followers, [----] engagements
"@FromValue What is your highest conviction European stock"
X Link 2025-12-04T13:39Z [----] followers, [---] engagements
"@StahleVictor $ENVA looks interesting and made a big move recently. Have their acquisitions been successful Not a classic serial acquirer from what I can see"
X Link 2025-12-13T12:46Z [----] followers, [---] engagements
"🎯 Its more a bet on acquiring skills of management over TAM. Would recommend looking into QXO. Brad Jacobs is the founder of XPO and United Rentals has been in the acquiring business for [--] decades. More a roll-up style acquirer over programmatic acquirer. I still need to do more work but I could see this turning into a core position anytime soon given that the Jacobs premium is not too hefty. https://twitter.com/i/web/status/1999953397080895588 https://twitter.com/i/web/status/1999953397080895588"
X Link 2025-12-13T21:23Z [----] followers, [---] engagements
"@quantentangle Do you need a catalyst though"
X Link 2025-12-18T00:49Z [----] followers, [---] engagements
"The bear case for Kaspi is missed quite often imo. $KSPI has shown no growth in USD terms. You could own a Kazakhstan 10Y bond yielding 16.5% in KZT and have outgrown Kaspi over the last few quarters. Thats not exactly what I want to own here. The Turkey bet could still play out brilliantly but for now Im staying on the sidelines. The Constellation family has had a rough year. Mark stepping down is a key risk and AI fears have clearly weighed on these stocks. Lets see whether upcoming quarters can change sentiment. https://twitter.com/i/web/status/2002044809502916899"
X Link 2025-12-19T15:54Z [----] followers, [---] engagements
"Action keeps doing what it does best: open stores at a 14% clip quarter after quarter. 3100+ stores today. Sub-1-year payback. Massive white space left. Thread soon on why $III.L is still misunderstood"
X Link 2025-12-20T13:23Z [----] followers, 16.7K engagements
"@JomaSilva88 Thanks Pepe. I have not. Would you recommend it"
X Link 2025-12-24T11:56Z [----] followers, [--] engagements
"$TEA.AX Tasmeas earnings per share chart is a work of art. Management guides to [----] EPS for FY26 which I think is conservative. One of my favorite picks heading into [----]. Full thesis below https://t.co/yVRpyGNiuH https://t.co/yVRpyGNiuH"
X Link 2025-12-26T16:06Z [----] followers, 10.9K engagements
"Whats Wrong Warren The legendary article by Barron's published on Dec [--] [----]. Right before the Dotcom peak. A timeless reminder. When the bubble burst the tech-heavy Nasdaq [---] fell 77% the S&P [---] fell 49% dragged down by massively overvalued Internet stocks. Meanwhile Buffetts Berkshire gained +80% during the collapse. Why He held zero tech and was loaded with profitable boring winners like Coca-Cola $KO American Express $AXP Gillette Washington Post and Moodys $MCO. When the air came out of tech capital rotated straight into quality. Yet from [--------] during the Dotcom mania Buffett"
X Link 2025-12-28T14:20Z [----] followers, [----] engagements
"Moat [--] The treasure hunt 🏴☠ Customers do not come for a specific product They come because they trust the value offered [----] to [----] SKUs in store at any time [---] new products every week many SKUs rotate out quickly"
X Link 2025-12-31T17:51Z [----] followers, [----] engagements
"This creates powerful advantages ultra low pricing tight SKU discipline fast replenishment and high inventory turns no marketing spend 67% of products are priced under [--] That is a behavioral moat"
X Link 2025-12-31T17:51Z [----] followers, [----] engagements
"I love small caps. I do struggle however with a constant tug of war between company size and business model strength. My favorite business models have something in common: they get stronger as companies scale. If executed properly both have insane runways. Ideally I want to own these companies while they are still small caps and hold them for decades. Thats how real wealth is made. These models are: Scale Economies Shared $COST $AMZN Serial acquirers $BRK $CSU.TO Scale Economies Shared Lower costs are shared back with customers. Larger scale - lower prices - more customers - more volume -"
X Link 2026-01-03T12:46Z [----] followers, [----] engagements
"Action is private You cannot buy it directly 3i Group is the public wrapper And increasingly Action is the whole story 62.3% ownership at time of writing 3i keeps increasing its stake stake value over 23bn Action does the heavy lifting"
X Link 2026-01-04T16:47Z [----] followers, [----] engagements
"$CSU.TO $TOI.V $LMN.V Scare around AI for $CSU.TO and software has been the mentally easiest drawdown for me to weather despite representing 55% of NAV. In a past life started [--] companies worked at many of big tech. Here's a list of topics to help folks gain informed views/conviction. 1/n Scare around AI for $CSU.TO and software has been the mentally easiest drawdown for me to weather despite representing 55% of NAV. In a past life started [--] companies worked at many of big tech. Here's a list of topics to help folks gain informed views/conviction. 1/n"
X Link 2026-01-15T17:49Z [----] followers, [----] engagements
"I highly doubt any AI impact on VMS is visible in the numbers especially when Mark Miller deployed CAD 5M of his own capital into $CSU.TO just one month ago. I added to $TOI.V today at [------]. Topicus looks attractive given its 25% stake in Asseco Poland and the record level of cash deployment in FY25. $CSU.TO - one shouldn't forget that Mark Miller bought [----] shares at [----] a share in December [----]. I can't imagine he would do this if he was seeing that business was in the gutter. Investing $5 million beans is a pretty significant bet. https://t.co/jRtan826Mo $CSU.TO - one shouldn't forget"
X Link 2026-01-15T21:55Z [----] followers, 10.9K engagements
"@MarkSauer18 Meta had multiple quarters of significant capex spending which fueled the bear thesis. With CSU I'd expect earnings to be fine which should change the narrative. If earnings are bad: oh boy we are coming for that 76% decline"
X Link 2026-01-16T23:12Z [----] followers, [---] engagements
"Whats the most severely punished SaaS name right now"
X Link 2026-01-18T16:35Z [----] followers, [----] engagements
"@LatticeInvestor Condensed matter is cool too Fair take. Sentiment might do more damage than fundamentals in the short term. Im nibbling selectively but agree DCA makes sense here. Any favorites currently"
X Link 2026-01-18T19:27Z [----] followers, [--] engagements
"I have difficulty investing in companies whose products I dislike. Some that come to mind: McDonalds $MCD Starbucks $SBUX Duolingo $DUOL Monster $MNST Degiro $FTK.DE Celsius $CELH PayPal $PYPL Crocs $CROX Klarna $KLAR"
X Link 2026-01-23T23:21Z [----] followers, [----] engagements
"Bought a small basket of junior gold miners last week. Always feels scary staring at the gold chart but the USD is flashing some uncomfortable signals: Treasury selling Yen carry unwinding Huge deficits Lower-rate backdrop as the cherry on top Im not betting the farm. 90% stays in quality compounders. Up to 10% in juniors as a hedge for a potential fiscal reset. Key: stay conservative. Im not doing $20k gold DCF fantasies. Id rather assume $4k gold in [----] A 25% drop and some names still trade 2x FY26 FCF. Larger names have rerated. For juniors the rerate still needs to come. Basket approach:"
X Link 2026-01-24T14:43Z [----] followers, [----] engagements
"@MitchM_Invest Hahah I see what you mean. But oh boy do I love a good coffee"
X Link 2026-01-24T14:44Z [----] followers, [--] engagements
"Some gold juniors I like that haven't 10x-ed yet: $LFLR.CN LaFleur Minerals LaFleur is a C$50m Abitibi junior transitioning to production in early [----] where a fully permitted low-capex mill targeting [----] koz/year implies a 1-2 forward EV/CF at 4k gold yet it's still priced like a pure explorer. This one really hasn't run yet like others have. $SOMA.V Soma Gold Cash-flowing Colombian producer with 60% insider ownership trading at 2x fwd CF at $4k gold while organically scaling production from [--] koz to [--] koz within two years with minimal capex. Disclosure: I hold 'library'-card (small 0.5%)"
X Link 2026-01-26T14:29Z [----] followers, [----] engagements
"There are still attractive gold miners trading at 1-2 cashflow. $WGR.AX Western Gold Resources Australian junior gold developer with full mining approvals for four open pits at its Gold Duke Project a binding toll-milling agreement a board-approved Decision to Mine and a management-stated Stage [--] production target of [---] kt at [---] g/t for [----] koz of gold. WGR is fully funded through to first gold with no project debt and trading at a valuation implying a fwd EV/CF [--] at 4k gold depending on the production ramp. Has still significant upside imo. Discl: Hold a small position Some gold juniors I"
X Link 2026-01-28T13:29Z [----] followers, [----] engagements
"@M1nvest I guess at this stage these numbers would already cause the stock to fly"
X Link 2026-01-30T19:41Z [----] followers, [----] engagements
"Good to see a sane view on this topic. Agree that the investment case should not be mania. I do see specific juniors that are trading at under [--] times cashflow at 4k gold. I would argue that these should see a larger upside than the mentioned 50-100%. Anything above 5k gold is a bonus. https://twitter.com/i/web/status/2018069905313050962 https://twitter.com/i/web/status/2018069905313050962"
X Link 2026-02-01T21:12Z [----] followers, [---] engagements
"Great Cedric thanks for the detailed response. Very helpful. At this stage most things do seem to line up; the short report was really the main thing holding me back. The combination of an ex-Lehman CEO and a complex financial business naturally feels sketchy optically even if thats not evidence. Just to sanity-check: we havent seen anything like a group-level auditor or senior finance departure or similar hard red flags right"
X Link 2026-01-05T21:25Z [----] followers, [--] engagements
"Tonies $TNIE is gaining real traction in North America. A screen-free childrens audio platform with 71% gross margins. A classic razor-and-blade model. Is the stock worth a closer look Free write-up below 👇 https://t.co/TLIEf11dHF https://t.co/TLIEf11dHF"
X Link 2025-12-23T12:23Z [----] followers, [----] engagements
"Action does not just sell cheap products It runs an unique system competitors cannot economically follow. The longer this story goes on the stronger it gets. ➡ Part [--] Growth and unit economics 📄Full article coming soon"
X Link 2025-12-31T17:51Z [----] followers, [----] engagements
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