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@MichaelGielkens Avatar @MichaelGielkens Michael Gielkens

Michael Gielkens posts on X about $csuto, acquisition, $orcl, $wday the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Social category influence finance XXXX% stocks XXX% technology brands XXXX% countries XXXX%

Social topic influence $csuto #10, acquisition #1083, $orcl #214, $wday #55, $crm #99, $sap #8, $csu #13, sap #226, $lifcobst 0.64%, positions XXXX%

Top accounts mentioned or mentioned by @arneulland @cj0pp3l @comptortoise @massivemoats @abroninvestor @arnodecouttere @kairospraxis @castrobeiras @olensrud @leolilja @pulsionde @marcwesteneng @lioncubsfund @east72dynasty @deeenine @qcompounding @ernestwongbwm @brownmarubozu @dutchinvestors @ohcapideas

Top assets mentioned Oracle Corporation (ORCL) Workday Inc (WDAY) Cream (CRM) SAP SE (SAP) Brookfield Corporation (BN) Markel, Corp. (MKL) Fastenal Company (FAST)

Top Social Posts #

Top posts by engagements in the last XX hours

"Brookfield responds to the hatchet job from the Financial Times $BN"
X Link @MichaelGielkens 2025-03-19T11:17Z 4494 followers, 11.2K engagements

"Food for thought on $CSU.TO"
X Link @MichaelGielkens 2025-09-30T21:08Z 4494 followers, 2552 engagements

"Here's our perspective on this weeks developments at Constellation Software $CSU.TO. A leadership transition is significant but what does it mean for the company's strategy and capital allocation We dive into the details in our latest newsletter. Subscribe to get our weekly analysis delivered directly to your inbox Special thanks to my colleague @joepify for his excellent work on the analysis and to @michel_salden for his always thought-provoking macro insights. Find our full take in this week's newsletter (Link below)👇 Key takeaways: X AI Strategy: Constellations approach to AI is pragmatic"
X Link @MichaelGielkens 2025-09-27T22:25Z 4505 followers, 15.7K engagements

"About XX years after the infamous Muddy Waters report. The discount is still high though. Graduating from deep value to a fundamental quality focus was an important step in further optimizing our returns I'll leave it at that"
X Link @MichaelGielkens 2025-09-19T21:46Z 4506 followers, 2601 engagements

"Another CSU insider buying about CAD XX million in the open market. $CSU.TO"
X Link @MichaelGielkens 2025-10-02T14:40Z 4494 followers, 18.8K engagements

"Here's a report of our meeting with $LIFCOB.ST CEO Per Waldemarson on our website (in English 😉):"
X Link @MichaelGielkens 2025-09-13T03:09Z 4505 followers, 2905 engagements

"Just found the GOAT in the zoo with a beard 😆 $CSU.TO"
X Link @MichaelGielkens 2025-10-06T11:26Z 4494 followers, 2816 engagements

"Some thoughts after the news broke that Leonard had to step back due to health reasons. First of all wishing him a full recovery of course. While he has been instrumental for Constellation Software as its founder and president he has also built a resilient organization with a lot of talented individuals. Mark Miller and Bernie Anzarouth in particular have been there since the early days so top management seems well-positioned. Importantly pushing responsibility deep down into the organization with one of the best decentralized structures the world has ever seen ensures that $CSU.TO will keep"
X Link @MichaelGielkens 2025-09-26T06:30Z 4501 followers, 10.3K engagements

"Kind of poetic that the next acquisition comes from Miller's Volaris. $CSU.TO"
X Link @MichaelGielkens 2025-09-30T21:01Z 4494 followers, 2807 engagements

"Anyone with access to the full article $MKL"
X Link @MichaelGielkens 2025-10-05T18:14Z 4495 followers, 3360 engagements

"Interesting. Though Lifco's Per Waldemarson literally told me they're indifferent whether management is retained after an acquisition because they buy strong companies with good positions in niches and have a deep bench of talent within the firm. Of course it's a great thing if the manager (especially the founder) remains on board to run the company under the umbrella of the serial acquirer. $LIFCOB.ST"
X Link @MichaelGielkens 2025-09-13T00:34Z 4505 followers, 9284 engagements

"$INVEB.ST $LIFCOB.ST $ADDTB.ST $INDT.ST"
X Link @MichaelGielkens 2025-09-04T00:29Z 4506 followers, 1577 engagements

"European vertical market software companies have a moat on top of their software being able to navigate the regulatory landscape. Seems to me that serial acquirers like Constellation Software Topicus Chapters Group and Asseco Poland are positioned well to benefit from this rollup opportunity. $CSU.TO $TOI.V $CHG.DE $ACP.WA"
X Link @MichaelGielkens 2025-09-22T06:44Z 4506 followers, 42.2K engagements

"AI Bubble And $CSU.TO And a happy birthday to Kris"
X Link @MichaelGielkens 2025-09-29T07:49Z 4495 followers, 11.1K engagements

"$CSU.TO Another one by Volaris"
X Link @MichaelGielkens 2025-10-01T18:46Z 4495 followers, 3232 engagements

"$PRX.AS with another sizeable investment"
X Link @MichaelGielkens 2025-09-26T06:01Z 4493 followers, 1925 engagements

"Excellent piece CT Free to read via @CompTortoise The example of Fastenal is a good one and highlights the point perfectly. Disclaimer: we don't own Aalberts anymore sold at around XX higher quality opportunities at more attractive valuations had arisen at the time. Ironically one of the few reasons the Akre piece mentions to sell 😉"
X Link @MichaelGielkens 2025-08-12T20:03Z 4504 followers, 4193 engagements

"3i Group getting some fanmail because of their Action stake. $III.L"
X Link @MichaelGielkens 2025-09-22T06:15Z 4506 followers, 1158 engagements

"Excellent thread. While Vista is undoubtedly talking their book they've got significant skin in the game and one of the best data sets to draw conclusions from. Relevant for $CSU.TO $TOI.V $LMN.V $ACP.WA $SGN.WA"
X Link @MichaelGielkens 2025-09-28T00:39Z 4494 followers, 8828 engagements