@MichaelGielkens Michael Gielkens
Michael Gielkens posts on X about $exoas, $lifcobst, $lifcost, $race the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +78%
- [--] Month [-------] +37%
- [--] Months [-------] +5.30%
- [--] Year [---------] +19%
Mentions: [--] #
- [--] Month [--] -47%
- [--] Months [---] -8.30%
- [--] Year [---] +2.90%
Followers: [-----] #
- [--] Week [-----] +0.35%
- [--] Month [-----] +1.50%
- [--] Months [-----] +22%
- [--] Year [-----] +50%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 27.59% finance 24.14% automotive brands 18.97% luxury brands 16.38% cryptocurrencies 7.76% technology brands 6.03% countries 5.17% currencies 4.31% fashion brands 1.72% exchanges 0.86%
Social topic influence $exoas 30.17%, $lifcobst 17.24%, $lifcost 13.79%, $race 12.93%, $csuto #3, ceo 10.34%, $lifco 9.48%, business 8.62%, in the 6.9%, stellantis 6.03%
Top accounts mentioned or mentioned by @kairospraxis @castrobeiras @dutchinvestors @arnodecouttere @skeptical1704 @pdeneve1 @vikingvan100 @hollandpar91513 @hiddenvaluegems @fromvalue @qcompounding @layziet19 @onebeggar @abroninvestor @olensrud @gorter_sander @tobi @zeroxpectation @csunerd @vlfedbeleggers
Top assets mentioned Ferrari N.V. (RACE) Heima (HEI) HEICO CORP CL A (HEI.A) Brookfield Corporation (BN) Roper Technologies Inc (ROP) Markel, Corp. (MKL) Stellantis N.V. (STLA) KONINKLIJKE PHILIPS N.V. (PHG) Clarivate Plc (CLVT) HEICO, Corp. (HEI) Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last [--] hours
"$INVEB.ST $LIFCOB.ST $ADDTB.ST $INDT.ST We dedicated a deep dive to Swedish culture as a breeding ground for successful holding companies and serial acquirers: https://t.co/f3ESjGJjyn (BTW the dedicated English translation option is now live just press the flag to switch). We dedicated a deep dive to Swedish culture as a breeding ground for successful holding companies and serial acquirers: https://t.co/f3ESjGJjyn (BTW the dedicated English translation option is now live just press the flag to switch)"
X Link 2025-09-04T00:29Z [----] followers, [----] 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 $CSU.TO will keep"
X Link 2025-09-26T06:30Z [----] followers, 10.5K engagements
"$HEI $HEI.A Heico keeps on compounding https://www.accessnewswire.com/newsroom/en/aerospace-and-defense/heico-corporation-reports-record-net-income-up-35-on-record-operating-income-1118837 $HEI $HEI.A https://www.accessnewswire.com/newsroom/en/aerospace-and-defense/heico-corporation-reports-record-net-income-up-35-on-record-operating-income-1118837 $HEI $HEI.A"
X Link 2025-12-18T21:25Z [----] followers, [----] engagements
"Any views why $ROP has lagged behind $CSU.TO so much Too high multiples paid lack of beards Used to own both but consolidated it into $CSU.TO a couple of years ago"
X Link 2024-11-27T18:15Z [----] followers, [----] engagements
"@VikingVan100 That's of course not entirely fair. Gayner and Abel are not founders. You didn't make this post before [----] because then this would be more nuanced. All of them have most of their wealth in the companies they manage"
X Link 2026-01-09T11:32Z [----] followers, [----] engagements
"$PRX.AS $PROSY eying an IPO for PayU good development to get a better feel of how the market will value the private investments. https://www.marketscreener.com/quote/stock/PROSUS-N-V-66148584/news/Prosus-owned-PayU-targets-Feb-for-India-IPO-filing-hires-bankers-sources-45027531/ https://www.marketscreener.com/quote/stock/PROSUS-N-V-66148584/news/Prosus-owned-PayU-targets-Feb-for-India-IPO-filing-hires-bankers-sources-45027531/"
X Link 2023-10-10T11:40Z [----] followers, [----] engagements
"8/10 Regarding companies Philips $PHG $PHIA.AS was a great investment in hindsight but several relatively new investments still need to pan out as well. Clarivate $CLVT Institut Merieux $BIM.PA Christian Louboutin TagEnergy and LifeNet are also about 5% of GAV. I do have to say Im quite optimistic about especially Merieux and Louboutin which really complement the Exor portfolio. The others also seem to be co-investments with talented entrepreneurs. https://twitter.com/i/web/status/1822634473265004653 https://twitter.com/i/web/status/1822634473265004653"
X Link 2024-08-11T14:01Z [----] followers, [----] engagements
"@Hollandpar91513 @HiddenValueGems Not too shabby I'd say. $EXO.AS"
X Link 2024-09-25T19:59Z [----] followers, [---] engagements
"Significant management overhaul at Stellantis. Underperformance is not welcome at Exor. $EXO.AS https://www.stellantis.com/en/news/press-releases/2024/october/stellantis-leverages-its-management-organisation-with-changes-to-drive-performance-under-the-leadership-of-carlos-tavares https://www.stellantis.com/en/news/press-releases/2024/october/stellantis-leverages-its-management-organisation-with-changes-to-drive-performance-under-the-leadership-of-carlos-tavares"
X Link 2024-10-11T00:33Z [----] followers, [----] engagements
"$MC.PA $CDI.PA 😞 $LVMH Q1 [----] Organic revenue growth by business group (y/y): https://t.co/Gsn7bUoKyF $LVMH Q1 [----] Organic revenue growth by business group (y/y): https://t.co/Gsn7bUoKyF"
X Link 2025-04-14T19:08Z [----] followers, [----] engagements
"3i Group $III.L CEO showing some skin in the game Insider buying is a clear signal. CEO Simon Barrows letting everyone know what he thinks of the (over)reaction of yesterday. $III.L https://t.co/BNvycs1Tep CEO Simon Barrows letting everyone know what he thinks of the (over)reaction of yesterday. $III.L https://t.co/BNvycs1Tep"
X Link 2025-11-14T18:47Z [----] followers, [----] engagements
"Interesting interview Worthwhile anecdotes by Tom Gayner. Exemplary company. $MKL https://youtu.be/uR3N1jfeOewsi=b_66ut3cnUZ4YBFl Just listened to an 80-minute interview with Tom Gayner CEO of Markel Group who delivered a 13% CAGR in equities over [--] years and outperformed the S&P. After the hosts mentioned they had featured several legendary investors before Gayner replied well tonight will not be https://t.co/yj7e0ahvGL https://youtu.be/uR3N1jfeOewsi=b_66ut3cnUZ4YBFl Just listened to an 80-minute interview with Tom Gayner CEO of Markel Group who delivered a 13% CAGR in equities over 35"
X Link 2025-11-22T20:54Z [----] followers, [----] engagements
"$HEI $HEI.A $HEI Heico Corporation Q4-2025 Earning Report https://t.co/thZLe9Tk2G $HEI Heico Corporation Q4-2025 Earning Report https://t.co/thZLe9Tk2G"
X Link 2025-12-18T21:25Z [----] followers, [----] engagements
"Vertical Market Software gets our vote as a high conviction industry pick for [----]. Read our article below to learn why we're bullish on Constellation Software Topicus Chapters Group and Asseco Poland. $CSU.TO $TOI.V $CHG.DE $ACP.WA https://tresorcapitalnieuws.nl/en/deep-dive-saaie-software-is-nu-juist-goud-waard-onze-tips-voor-2026/ https://tresorcapitalnieuws.nl/en/deep-dive-saaie-software-is-nu-juist-goud-waard-onze-tips-voor-2026/"
X Link 2025-12-22T23:17Z [----] followers, [----] engagements
"A collaboration with my friends @FromValue & @QCompounding. Click on the article below to read our views and high conviction picks for [----] A special collaboration as we head into 2026🥂 After a year dominated by AI enthusiasm we take a step back and ask the more difficult question: where are the real long-term opportunities forming now Together with @MichaelGielkens @FromValue & @QCompounding we share our A special collaboration as we head into 2026🥂 After a year dominated by AI enthusiasm we take a step back and ask the more difficult question: where are the real long-term opportunities"
X Link 2025-12-23T14:19Z [----] followers, 21.7K engagements
"Interesting piece on $BN. One point: don't buy a HoldCo for the absolute level of the discount but for the growth of the NAV. Brookfield ticks both those boxes offering the best of both worlds. My latest $BN deep dive explores how a massive $80 billion nuclear partnership with the U.S. government and a potential restart on a multi-billion dollar project in South Carolina are creating a massive valuation disconnect the market is completely disregarding. While most focus https://t.co/kw2JKb0IR3 My latest $BN deep dive explores how a massive $80 billion nuclear partnership with the U.S."
X Link 2026-01-05T23:22Z [----] followers, 10.8K engagements
"$III.L https://t.co/yNxPweg2bR https://t.co/yNxPweg2bR"
X Link 2026-01-07T02:51Z [----] followers, [----] engagements
"Perhaps a way for Sofina or Scottish Mortgage Investment Trust to take some chips off the table. However if the profit figure is accurate ByteDance doesn't look expensive 🤔 $SOF.BR $SMT.L https://www.marketscreener.com/news/hsg-s-continuation-fund-to-value-bytedance-at-up-to-370-billion-sources-say-ce7e59dcdc8df322 https://www.marketscreener.com/news/hsg-s-continuation-fund-to-value-bytedance-at-up-to-370-billion-sources-say-ce7e59dcdc8df322"
X Link 2026-01-07T14:35Z [----] followers, [---] engagements
"@DutchInvestors $MKL 😉"
X Link 2026-01-11T15:30Z [----] followers, [---] engagements
"Listing of Belron in the works could be quite significant for D'Ieteren. $DIE.BR https://www.marketscreener.com/news/car-glass-repair-firm-belron-in-early-talks-for-27-8-billion-ipo-ft-reports-ce7e58dfdb89ff21utm_campaign=news++email_alerte_news_lire-suite++&utm_content=+++lire-suite+&utm_source=email&utm_medium=alerte https://www.marketscreener.com/news/car-glass-repair-firm-belron-in-early-talks-for-27-8-billion-ipo-ft-reports-ce7e58dfdb89ff21utm_campaign=news++email_alerte_news_lire-suite++&utm_content=+++lire-suite+&utm_source=email&utm_medium=alerte"
X Link 2026-01-17T06:13Z [----] followers, [----] engagements
"$SOF.BR with their semi-annual update https://mailchi.mp/sofinagroup/sofina-newsletter-17 https://mailchi.mp/sofinagroup/sofina-newsletter-17"
X Link 2026-01-21T08:00Z [----] followers, [----] engagements
"$SOF.BR #Sofina $SOF [----] - NAV: [---] mld [---] p.a (excl 545m kap.verhoging: 101mld [---] p.a). Was [---] p.a op YE24. - Direct-portfolio: vlak (neg FX) - Private Funds: groei door AI semi's en datacenters. - Liquiditeit: 17mld - #Bytedance grootste #Vinted van #9 - #7 https://t.co/IyWliNFLAp #Sofina $SOF [----] - NAV: [---] mld [---] p.a (excl 545m kap.verhoging: 101mld [---] p.a). Was [---] p.a op YE24. - Direct-portfolio: vlak (neg FX) - Private Funds: groei door AI semi's en datacenters. - Liquiditeit: 17mld - #Bytedance grootste #Vinted van #9 - #7 https://t.co/IyWliNFLAp"
X Link 2026-01-21T11:18Z [----] followers, [----] engagements
"Paul Cirstean head of innovation at TSS AI subsidiary Yonder on the development of software with AI. Don't think the likes of Constellation Software or Topicus are sitting idly by they're hands-on to benefit from the advantaged position they have as incumbents. $CSU.TO $TOI.V https://tss-yonder.com/insights/software-development-in-the-age-of-ai Surprised that I haven't seen anyone share this article yet on how Topicus implements AI. $TOI.V https://t.co/tnD5cXP9IN https://tss-yonder.com/insights/software-development-in-the-age-of-ai Surprised that I haven't seen anyone share this article yet"
X Link 2026-01-27T07:37Z [----] followers, [----] engagements
"$CSU.TO No position $ROP but this could be a record year of M&A. I except $CSU to benefit from this. https://t.co/hbaLjH81wl No position $ROP but this could be a record year of M&A. I except $CSU to benefit from this. https://t.co/hbaLjH81wl"
X Link 2026-01-28T07:28Z [----] followers, [----] engagements
"$HEI $HEI.A I always enjoy reading the Ironvine letters. In the most recent edition they talk about MSFT AZN V/MA semiconductors and HEICO. I haven't seen this chart before but eyeballing it looks like HEICO's revenue per flight has grown 10% since [----]. https://t.co/QwLkMIJoRJ https://t.co/Ko4NikPOCD I always enjoy reading the Ironvine letters. In the most recent edition they talk about MSFT AZN V/MA semiconductors and HEICO. I haven't seen this chart before but eyeballing it looks like HEICO's revenue per flight has grown 10% since [----]. https://t.co/QwLkMIJoRJ https://t.co/Ko4NikPOCD"
X Link 2026-01-28T16:00Z [----] followers, [----] engagements
"Great quarter for $III.L 3i Group $III.L earnings were solid: Management already warned for lower LFL which was 4.9% for the year. A bit lower than I hoped for. Excluding France 7.2% and in the first month of [----] at 6.1% LFL. Store openings at a record number (384) up 13%. The average over the past 3i Group $III.L earnings were solid: Management already warned for lower LFL which was 4.9% for the year. A bit lower than I hoped for. Excluding France 7.2% and in the first month of [----] at 6.1% LFL. Store openings at a record number (384) up 13%. The average over the past"
X Link 2026-01-29T13:05Z [----] followers, [----] engagements
"$CSU.TO $CSU owns mission-critical VMS businesses serving narrow regulated or operational niches with high switching costs low churn and price inelasticity often embedded directly in day-to-day workflows. These companies run municipalities utilities hospitals courts schools $CSU owns mission-critical VMS businesses serving narrow regulated or operational niches with high switching costs low churn and price inelasticity often embedded directly in day-to-day workflows. These companies run municipalities utilities hospitals courts schools"
X Link 2026-01-30T13:59Z [----] followers, [----] engagements
"Selling VMS because general SaaS seats are under pressure means you do not understand the business model $CSU.TO $TOI.V $CHG.DE $ACP.WA https://t.co/C19qcZrz8p https://t.co/C19qcZrz8p"
X Link 2026-02-01T23:52Z [----] followers, 10.8K engagements
"Great sign skin in the game at 3i Group $III.L Insiders might sell their shares for any number of reasons but they buy them for only onethey think the price will rise. Second buy by Simon Borrows in this dip; just fyi his last buy before these was in [----] $III.L Insiders might sell their shares for any number of reasons but they buy them for only onethey think the price will rise. Second buy by Simon Borrows in this dip; just fyi his last buy before these was in [----] $III.L"
X Link 2026-02-02T20:56Z [----] followers, [----] engagements
"Is Huang the new Ackman but for software 🤔 $CSU.TO $CHG.DE $TOI.V $ACP.WA https://www.marketscreener.com/news/nvidia-s-huang-dismisses-fears-ai-will-replace-software-tools-as-stock-selloff-deepens-ce7e5bd3d18af02d https://www.marketscreener.com/news/nvidia-s-huang-dismisses-fears-ai-will-replace-software-tools-as-stock-selloff-deepens-ce7e5bd3d18af02d"
X Link 2026-02-04T08:00Z [----] followers, [----] engagements
"@DutchInvestors Any VMS exposure on your end TDI"
X Link 2026-02-06T19:28Z [----] followers, [----] engagements
"$GOOGL It's great to see the original thesis on $GOOG play out. In summary scale economies shared: Google's vertical integration (TPUs + own model) makes it the best choice for enterprise customers and GCP margins keep getting better and better. Addendum to thesis: Amazing https://t.co/fC9j2w9laI It's great to see the original thesis on $GOOG play out. In summary scale economies shared: Google's vertical integration (TPUs + own model) makes it the best choice for enterprise customers and GCP margins keep getting better and better. Addendum to thesis: Amazing https://t.co/fC9j2w9laI"
X Link 2026-02-09T07:52Z [----] followers, [----] engagements
"Indeed reminds me of the significant drop and persistent discount Brookfield figured because they have real estate on their balance sheet. $BN The extreme negative sentiment in software resembles the nobody will work in an office again from summer [----]. The market is acting like theres no nuance which of course exists in the real world. The extreme negative sentiment in software resembles the nobody will work in an office again from summer [----]. The market is acting like theres no nuance which of course exists in the real world"
X Link 2026-02-11T23:29Z [----] followers, [----] engagements
"@LayzieT19 Minder fan van dan AddTech en Lifco"
X Link 2026-02-03T14:53Z [----] followers, [--] engagements
"Akre on software"
X Link 2026-02-12T21:46Z [----] followers, 25.9K engagements
"Ze moeten alles in hun fondsen op de balans consolideren. Het gros van de schulden is "non-recourse" oftewel de financier kan enkel verhalen op het actief niet op Brookfield holdco. De supplemental statements geven meer details en guidance. Dan moet je die Flat echter wel vertrouwen 😉 hij bezit een paar miljard USD aan aandelen dus ik zie niet zo in waarom hij de boel zou bedonderen"
X Link 2026-02-13T22:46Z [----] followers, [--] engagements
"RT @tobi: This is the dumbest thing any government on planet earth is pursuing right now. And thats saying something"
X Link 2026-02-13T22:24Z [----] followers, [---] engagements
"$CSU.TO $LMN.V Press Release: Lumine Group Completes Acquisition of Synchronoss Technologies Read the full announcement: https://t.co/CvQ91a7IqV https://t.co/wEWq96ubCk Press Release: Lumine Group Completes Acquisition of Synchronoss Technologies Read the full announcement: https://t.co/CvQ91a7IqV https://t.co/wEWq96ubCk"
X Link 2026-02-13T22:54Z [----] followers, [----] engagements
"RT @zeroxpectation: $CSU"
X Link 2026-02-13T22:27Z [----] followers, [--] engagements
"RT @CSUnerd: "If IT and SaaS are dead why are AI firms hyping: Ask this simple question - if AI is indeed killing IT and SaaS then why ar"
X Link 2026-02-13T22:57Z [----] followers, [--] engagements
"$CSU.TO Thanks for sharing @KairosPraxis interesting 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"
X Link 2026-02-12T22:10Z [----] followers, [----] engagements
"Masterclass on potential multibaggers by @FromValue at the @VlFedBeleggers Hart voor Beleggen event"
X Link 2026-02-14T10:18Z [----] followers, [----] engagements
"And $HEI $HEI.A of course A primary metric for aerospace investors: RPMs (Revenue Passenger Miles). It measures airline traffic and demand. Calculation: Paying Passengers Distance Flown (Ex: [---] passengers [---] miles = [-----] RPMs) Historically 4-5% annual growth. $TDG $GE https://t.co/keA7WavvVD A primary metric for aerospace investors: RPMs (Revenue Passenger Miles). It measures airline traffic and demand. Calculation: Paying Passengers Distance Flown (Ex: [---] passengers [---] miles = [-----] RPMs) Historically 4-5% annual growth. $TDG $GE https://t.co/keA7WavvVD"
X Link 2026-01-08T09:12Z [----] followers, [----] engagements
"We sat down with MBB founder Christof Nesemeier and CFO Torben Teichler for an extensive look under the hood of the holding company. If you combine the holding liquidity (380m) with the market value of their stake in Friedrich Vorwerk (700m+) you are already exceeding MBBs entire market capitalization. This means investors are effectively getting the rest of the portfolio for free: DTS IT: cybersecurity growing at 20% driven by AI tailwinds. Nesemeier: "I wouldn't sell it for 200m." Hanke: a cash-generative "hidden champion" in tissue paper. Aumann: the potential wild card. While the market"
X Link 2026-01-17T12:26Z [----] followers, [----] engagements
"NAV at the end of 2021: EUR [--] billion. According to @BusinessInsider it was EUR [--] billion. A very simple mistake as they count the consolidated numbers. Exor does not own 100% of the consolidated subsidiaries quality journalism guys. $EXO.AS https://www.businessinsider.nl/exor-aex-agnelli-ferrari-fiat-juventus/ https://www.businessinsider.nl/exor-aex-agnelli-ferrari-fiat-juventus/"
X Link 2022-12-09T13:48Z [----] followers, [--] engagements
"John Elkann sharing some interesting insights on the company. Healthcare tech and greentech as well as private investments are the focus sectors. EUR [--] billion to hunt elephants in public markets to become a significant shareholder. Worthwhile to add at these levels. $EXO.AS New Letter to Shareholders $EXO.MI. https://t.co/J0S3D0BqoM New Letter to Shareholders $EXO.MI. https://t.co/J0S3D0BqoM"
X Link 2023-04-17T18:39Z [----] followers, [----] engagements
"Correction on the main TSX exchange. 😬"
X Link 2023-07-01T07:26Z [----] followers, [---] engagements
"@onebeggar @castrobeiras Have owned both in the past. But visibility is an important topic besides the fact that I don't see an investment vision with the firms. As a fan of holdcos I'd say there are more attractive opportunities available"
X Link 2023-07-20T19:14Z [----] followers, [---] engagements
"@abroninvestor @onebeggar @castrobeiras Perhaps EL deserves another look but one can only own so many holdcos. Hal really failed regarding the Coolblue IPO Dutch analysts were even mocking them for it. Pro Gamers Group I don't understand how that fits with the group. What vision is there"
X Link 2023-07-21T01:25Z [----] followers, [---] engagements
"$EXO.AS $Exor announced today its half-year results reporting a NAV of [--] billion at [--] June [----]. The BoD today approved also a new buyback program up to [--] billion to be completed in the next [--] months; [---] million will be executed via a Tender Offer. https://t.co/lyjbXNESSe $Exor announced today its half-year results reporting a NAV of [--] billion at [--] June [----]. The BoD today approved also a new buyback program up to [--] billion to be completed in the next [--] months; [---] million will be executed via a Tender Offer. https://t.co/lyjbXNESSe"
X Link 2023-09-14T06:32Z [----] followers, [----] engagements
"Excellent graphic Seven types of moat. $EXO.AS $RACE $CSU.TO $CDI.PA $MC.PA $DHR $RACE $AKREX $BRK.A $BRK.B Seven Powers by Hamilton Helmer is one of the most respected frameworks for competitive advantage analysis in the business and investing world. We have just created an infographic that features 50+ companies such as $COST @OpenAI and $LVMH that leverages at least one of the https://t.co/lFYT8cqacV Seven Powers by Hamilton Helmer is one of the most respected frameworks for competitive advantage analysis in the business and investing world. We have just created an infographic that"
X Link 2023-11-20T23:38Z [----] followers, [----] engagements
"$EXO.AS $Exor CMD [----] - Mediocrity is not worth the trip (S. Marchionne) https://t.co/KeUhPLOSay $Exor CMD [----] - Mediocrity is not worth the trip (S. Marchionne) https://t.co/KeUhPLOSay"
X Link 2023-11-30T23:49Z [----] followers, [---] engagements
"It is often make or break with a new generation. Exor $EXO.AS and Investor AB $INVEA.ST $INVEB.ST for instance have benefited tremendously from the current generation. Something one has to keep an eye on when investing in family businesses. It seems LVMH $MC.PA also has some bright ones among the next generation. https://twitter.com/i/web/status/1749115752408309795 https://twitter.com/i/web/status/1749115752408309795"
X Link 2024-01-21T17:04Z [----] followers, [---] engagements
"Exor has a good horse in its stable $EXO.AS Normal companies beat quarterly guidance $RACE beats [----] guidance Normal companies beat quarterly guidance $RACE beats [----] guidance"
X Link 2024-02-01T17:11Z [----] followers, [----] engagements
"What I don't like about short sellers is the mere suggestion of something nefarious drops the stock and they make money. They don't have to be right and when someone criticizes them the argument back is "they make markets more fair." When quite often it just seems to be creating a ruckus for a quick buck"
X Link 2024-02-08T21:01Z [----] followers, [----] engagements
"$LIFCO.ST $LIFCOB.ST New intraday ATH #Lifco $LIFCO How much gas is there left in the tank Deep dive on our s-stck in April 😎 Id rather prefer Lifcos steadiness over Teqnions volatility $TEQ https://t.co/FL0wm4SrBR New intraday ATH #Lifco $LIFCO How much gas is there left in the tank Deep dive on our s-stck in April 😎 Id rather prefer Lifcos steadiness over Teqnions volatility $TEQ https://t.co/FL0wm4SrBR"
X Link 2024-02-20T23:15Z [----] followers, [---] engagements
"$EXO.AS Another interesting addition to the portfolio. #Exor is making another step into Tech and Healthcare sectors taking a 10.1% stake in Clarivate US-listed company ($4.8B Mkt Cap). https://t.co/5llIKh0hz6 #Exor is making another step into Tech and Healthcare sectors taking a 10.1% stake in Clarivate US-listed company ($4.8B Mkt Cap). https://t.co/5llIKh0hz6"
X Link 2024-03-04T20:46Z [----] followers, [----] engagements
"A good piece on the Redeye Lifco presentation $LIFCO.ST $LIFCOB.ST Part I on this extremely insightful event has just been published. Talking about the serial acquirer model (valuations M&A trends) and the $LIFCO pitch. On March 6th [----] @Redeye_ hosted its annual serial acquirer event. At Redeye they provide content which is of insanely https://t.co/3C5e2RuQL6 Part I on this extremely insightful event has just been published. Talking about the serial acquirer model (valuations M&A trends) and the $LIFCO pitch. On March 6th [----] @Redeye_ hosted its annual serial acquirer event. At Redeye they"
X Link 2024-04-10T07:41Z [----] followers, [----] engagements
"A good primer on an excellent serial acquirer. $LIFCOB.ST $LIFCO.ST An introduction to $LIFCO 🧵 - Swedish industrial serial acquirer - 4% decline in Q1 EBITA (year-over-year) - Trading at 27x EV/NOPAT (FY24) - Business segments: Dental Demolition & Tools and Systems Solutions https://t.co/yZH5eKWhK3 An introduction to $LIFCO 🧵 - Swedish industrial serial acquirer - 4% decline in Q1 EBITA (year-over-year) - Trading at 27x EV/NOPAT (FY24) - Business segments: Dental Demolition & Tools and Systems Solutions https://t.co/yZH5eKWhK3"
X Link 2024-04-28T17:39Z [----] followers, [----] engagements
"Exor also getting a nice bump from the announcement of a settlement in the Philips case. $EXO.AS #Philips [---] mln euro te betalen in [----] vanuit eigen cashflow. Streep eronder en doorrrrr. Q1-cijfers zijn overigens matig maar er speelden wat andere zaken https://t.co/IOdysRuVDJ #Philips [---] mln euro te betalen in [----] vanuit eigen cashflow. Streep eronder en doorrrrr. Q1-cijfers zijn overigens matig maar er speelden wat andere zaken https://t.co/IOdysRuVDJ"
X Link 2024-04-29T09:59Z [----] followers, [----] engagements
"Topicus with some very good figures here. $TOI.V Winners keep winning :)"
X Link 2024-05-01T21:16Z [----] followers, [----] engagements
"$EXO.AS EXOR "In [----] 74% of our new cars were sold to existing clients." $RACE's CEO Benedetto Vigna The Ferrari Owners Clubs cater to a select group those who hold the keys to a Ferrari. To become a member one must verify their Ferrari ownership and submit a formal membership https://t.co/krcEuVnksG "In [----] 74% of our new cars were sold to existing clients." $RACE's CEO Benedetto Vigna The Ferrari Owners Clubs cater to a select group those who hold the keys to a Ferrari. To become a member one must verify their Ferrari ownership and submit a formal membership https://t.co/krcEuVnksG"
X Link 2024-05-09T00:48Z [----] followers, [----] engagements
"$LIFCOB.ST $LIFCO.ST is one of the best industrial serial acquirers out there. It's a sum of many great parts like Brokk. The guys at REQ keep visualizing aspects of the best serial acquirers. 👏 Impressive long-term organic growth journey (only minor add-ons) with sales CAGR of 12% or 27x for almost [--] years for one of Lifco's crown jewels - the demolition robots Brokk business. From low teens margins in [----] and [----] to well above 30% now. $LIFCO https://t.co/4kSBSTp5TE Impressive long-term organic growth journey (only minor add-ons) with sales CAGR of 12% or 27x for almost [--] years for one"
X Link 2024-06-03T22:17Z [----] followers, [----] engagements
"$LIFCO.ST $LIFCOB.ST 8.) Lifco AB $LIFCO Serial acquirer and industrial conglomerate with businesses in the dental demolition and systems solutions categories. 10-year Total Return: 1158% Market Cap: $12.2 billion 10-year EPS CAGR: 22% https://t.co/CEKmUNVTtI 8.) Lifco AB $LIFCO Serial acquirer and industrial conglomerate with businesses in the dental demolition and systems solutions categories. 10-year Total Return: 1158% Market Cap: $12.2 billion 10-year EPS CAGR: 22% https://t.co/CEKmUNVTtI"
X Link 2024-06-08T00:00Z [----] followers, [----] engagements
"$EXO.AS very insightful interview. I like how John is a very open person keen on learning. The track record at Exor speaks for itself. A rare guest John Elkann CEO of #Exor speaks with Nicolai Tangen CEO of Norges. Not much new on Exor in there noticed Elkann got much better at answering questions without really answering like how the electric Ferrari will look like. Good to know Norges is a shareholder https://t.co/51yOoCkf4A A rare guest John Elkann CEO of #Exor speaks with Nicolai Tangen CEO of Norges. Not much new on Exor in there noticed Elkann got much better at answering questions"
X Link 2024-06-19T22:04Z [----] followers, [----] engagements
"$EXO.AS To put the discount in perspective https://t.co/oBzOAHMbHf To put the discount in perspective https://t.co/oBzOAHMbHf"
X Link 2024-06-22T18:37Z [----] followers, [----] engagements
"$EXO.AS Managing supply is crucial for preserving brand equity. $RACE has balanced this dynamic carefully throughout its 77-year history. Since its inception it has produced [------] cars. In contrast Porsche delivered [------] cars in [----] alone. Eight decades of $RACE car shipments: https://t.co/HiRxeZW39r Managing supply is crucial for preserving brand equity. $RACE has balanced this dynamic carefully throughout its 77-year history. Since its inception it has produced [------] cars. In contrast Porsche delivered [------] cars in [----] alone. Eight decades of $RACE car shipments:"
X Link 2024-07-05T22:24Z [----] followers, [----] engagements
"$EXO.AS @olensrud For cashflow from dividends these are indeed the two most important contributors. However I would note that Stellantis and CNH both have very strong balance sheets with STLA even in a strong net cash position. Both have optimized their business and become more efficient and @olensrud For cashflow from dividends these are indeed the two most important contributors. However I would note that Stellantis and CNH both have very strong balance sheets with STLA even in a strong net cash position. Both have optimized their business and become more efficient and"
X Link 2024-07-06T11:04Z [----] followers, [---] engagements
"$LIFCO.ST $LIFCOB.ST Lifco $LIFCO - stellar performance in Q2 far outpacing expectations (by an absolute 7% on the top line). Snapshot of the numbers (more to come on the s-stack (🔗in bio). - Outperformance driven by the defensive Dental and several parts of Systems Solutions. Systems Solutions https://t.co/MWPOYf0Vqa Lifco $LIFCO - stellar performance in Q2 far outpacing expectations (by an absolute 7% on the top line). Snapshot of the numbers (more to come on the s-stack (🔗in bio). - Outperformance driven by the defensive Dental and several parts of Systems Solutions. Systems Solutions"
X Link 2024-07-12T06:41Z [----] followers, [----] engagements
"$LIFCO.ST $LIFCOB.ST A friend of mine asked me about one of the best businesses I've ever seen. Here is it: Lifco $LIFCO. Going back to the essence and understanding why its success is likely to continue. Deep dive to be published later this month 🔥 #quality #investing https://t.co/zhihaLF7AU A friend of mine asked me about one of the best businesses I've ever seen. Here is it: Lifco $LIFCO. Going back to the essence and understanding why its success is likely to continue. Deep dive to be published later this month 🔥 #quality #investing https://t.co/zhihaLF7AU"
X Link 2024-07-15T19:12Z [----] followers, [----] engagements
"$LIFCO.ST $LIFCOB.ST REQ on Lifco $LIFCO B SS Thesis: Lifcos decentralized business model and strong cash flow generation position it for continued growth and high returns on capital making it a compelling long-term investment (Extract from their Q2 letter) https://t.co/PFFuObDl3u REQ on Lifco $LIFCO B SS Thesis: Lifcos decentralized business model and strong cash flow generation position it for continued growth and high returns on capital making it a compelling long-term investment (Extract from their Q2 letter) https://t.co/PFFuObDl3u"
X Link 2024-07-17T19:29Z [----] followers, [---] engagements
"$LIFCOB.ST $LIFCO.ST We've made it Were thrilled to share part I of our deep dive on Lifco. 😃 "A safe haven for your business" aka perpetual ownership and steady compounding. $LIFCO Covering the qualitative aspects of its success. Thanks for liking or RT 🙏 https://t.co/qugVcWB2wf We've made it Were thrilled to share part I of our deep dive on Lifco. 😃 "A safe haven for your business" aka perpetual ownership and steady compounding. $LIFCO Covering the qualitative aspects of its success. Thanks for liking or RT 🙏 https://t.co/qugVcWB2wf"
X Link 2024-07-19T20:50Z [----] followers, [----] engagements
"Good primer on Exor which under Elkann has a great track record on capital allocation. The current discount to NAV of 45% is quite elevated compared to history 30% would be more reasonable IMO. $EXO.AS In today's thread I will walk through the third biggest stock I hold in my portfolio. Exor N.V. ($EXO) is an Italian investment firm family-controlled with world-class capital allocation skills 🧵 https://t.co/BHpIbUuy3M In today's thread I will walk through the third biggest stock I hold in my portfolio. Exor N.V. ($EXO) is an Italian investment firm family-controlled with world-class capital"
X Link 2024-07-21T13:46Z [----] followers, [----] engagements
"Good criteria to keep in mind while assessing serial acquirers. $CSU.TO $LIFCO.ST $LIFCOB.ST $JDG.L $INDT.ST $TOI.V How to Identify the Best Serial Acquirers👇 Serial acquirers have become popular with Constellation Lifco Lagercrantz Addtech vastly outperforming the market over the past years and decade(s). What to look for in a great serial acquirer & what are the challenges A thread 🧵 https://t.co/3YNnmwdTKK How to Identify the Best Serial Acquirers👇 Serial acquirers have become popular with Constellation Lifco Lagercrantz Addtech vastly outperforming the market over the past years and"
X Link 2024-07-21T18:58Z [----] followers, [----] engagements
"Excellent clip that shows why Ferrari is so special. Those who insist on calling it a car company have definitely lost the plot. Very happy to own this as the crown jewel through the Exor portfolio. $RACE $EXO.AS "We don't sell a car we sell a dream" Here's an incredible clip of $RACE's former Chairman Luca Cordero di Montezemolo delivering a speech on the key elements of Ferrari's success. Luca started his journey within Ferrari back in [----] as the personal assistent of Enzo Ferrari https://t.co/neqXI0dUNu "We don't sell a car we sell a dream" Here's an incredible clip of $RACE's former"
X Link 2024-07-21T20:51Z [----] followers, [----] engagements
"Ferrari is in a different league compared to Porsche. $RACE $EXO.AS Interesting that Porsches gross margins basically reflect where consumers generally place them vs other car brands Below Ferrari and above Mercedes-Benz (but closer to Mercedes) Interesting that Porsches gross margins basically reflect where consumers generally place them vs other car brands Below Ferrari and above Mercedes-Benz (but closer to Mercedes)"
X Link 2024-07-24T19:00Z [----] followers, [----] engagements
"$EXO.AS This is John Elkann He is the chairman of Stellantis and CEO of Exor which is a holding company with controlling stakes in companies such as Ferrari Iveco Group and Juventus FC He gave a talk Bocconi University on why family businesses out perform the market. Here are https://t.co/lcqpzWduIK This is John Elkann He is the chairman of Stellantis and CEO of Exor which is a holding company with controlling stakes in companies such as Ferrari Iveco Group and Juventus FC He gave a talk Bocconi University on why family businesses out perform the market. Here are https://t.co/lcqpzWduIK"
X Link 2024-07-29T22:12Z [----] followers, [----] engagements
"$EXO.AS $Race keeps on racing 😀 $RACE Q2 [----] We are delighted to announce excellent financial results in the second quarter of [----] which demonstrate again a strong execution and continued growth." Benedetto Vigna CEO Shipments +3% *EMEA +1% *Americas +13% *Greater China -18% *APAC +4% Revenue +16.2% https://t.co/MDxYRnwfaJ $RACE Q2 [----] We are delighted to announce excellent financial results in the second quarter of [----] which demonstrate again a strong execution and continued growth." Benedetto Vigna CEO Shipments +3% *EMEA +1% *Americas +13% *Greater China -18% *APAC +4% Revenue +16.2%"
X Link 2024-08-01T20:31Z [----] followers, [----] engagements
"1/10 Good analysis by @olensrud on $EXO.AS. Several things I would add. Some highlights from my recent writeup of $EXO.AS. 1) Exors portfolio today is quite diversified but importantly most cashflows come from their Industrial roots from the old FIAT group (Stellantis CNH & Iveco) https://t.co/vyu6vpkC4h Some highlights from my recent writeup of $EXO.AS. 1) Exors portfolio today is quite diversified but importantly most cashflows come from their Industrial roots from the old FIAT group (Stellantis CNH & Iveco) https://t.co/vyu6vpkC4h"
X Link 2024-08-11T14:01Z [----] followers, 20.7K engagements
"7/10 These account for a material 88% of the total Gross Asset Value and need time to bear fruits. I can understand that investors need some more assurance before granting the full value to these investments and Exor could definitely beef up transparency by giving us more insights and explanations about these on-balance sheet portfolios"
X Link 2024-08-11T14:01Z [----] followers, [---] engagements
"Susprising I hadn't seen this yet. $EXO.AS Exor CEO John Elkann on the need for companies to renew challenges in the automotive market $STLA impact of lower luxury demand on $RACE and more at CNBC. https://www.youtube.com/watchv=PA_Z_8MycrI https://www.youtube.com/watchv=PA_Z_8MycrI"
X Link 2024-08-11T19:18Z [----] followers, [----] engagements
"Altijd de moeite waard om Joren over holdings te horen spreken. O.a. $EXO.AS $PRX.AS $SOF.BR 📢 Nu uit: Q2-Update over Tien Bekende Holdings 📈 Over #Sofina #Hal #Tubize #Exor #Ackermans #Prosus & veel meer ✅ D podcast voor holdingbeleggers 👥 Host @NicoInberg met holdingspecialist Joren van Aken van @degroofpetercam Podcast bekijken: https://t.co/FmzuBfDNzL https://t.co/DQVLzu2EHN 📢 Nu uit: Q2-Update over Tien Bekende Holdings 📈 Over #Sofina #Hal #Tubize #Exor #Ackermans #Prosus & veel meer ✅ D podcast voor holdingbeleggers 👥 Host @NicoInberg met holdingspecialist Joren van Aken van"
X Link 2024-08-12T20:14Z [----] followers, [----] engagements
"$RACE $EXO.AS 🚗 This is the revenue and net margin of Ferrari $RACE by year The real highlight isn't just their past growth it is the expected growth Their earnings were strong demonstrating that the company still possesses significant pricing power Any shareholder here https://t.co/ZO1H3ARd8Y 🚗 This is the revenue and net margin of Ferrari $RACE by year The real highlight isn't just their past growth it is the expected growth Their earnings were strong demonstrating that the company still possesses significant pricing power Any shareholder here https://t.co/ZO1H3ARd8Y"
X Link 2024-08-18T12:56Z [----] followers, [----] engagements
"@SeekingWinners_ Quite happy with $INVEB.ST $INDT.ST and $LIFCOB.ST $LIFCO.ST 😉"
X Link 2024-08-26T20:56Z [----] followers, [---] engagements
"Very happy shareholder of both $CSU.TO and $LIFCOB.ST $LIFCO.ST. CSU has an over 2x higher allocation though. Metrics you have shared but moreover the business model and management were decisive there. NB: Both are excellent companies with great management and cornerstone shareholders with their eyes on the ball. https://twitter.com/i/web/status/1828862572910764487 https://twitter.com/i/web/status/1828862572910764487"
X Link 2024-08-28T18:29Z [----] followers, [----] engagements
"Aldin with some good points on what distinguishes family owned businesses like $EXO.AS and $INVEA.ST $INVEB.ST Why do many investors prefer family-owned businesses I've noticed a lot of buzz on X recently about companies like $EXO and $INVE.B. In this thread I will walk you through the secrets to outperforming as a family business Thread Alert🧵☕ https://t.co/3lmVUraaT1 Why do many investors prefer family-owned businesses I've noticed a lot of buzz on X recently about companies like $EXO and $INVE.B. In this thread I will walk you through the secrets to outperforming as a family business"
X Link 2024-08-29T22:46Z [----] followers, [----] engagements
"$LIFCOB.ST $LIFCO.ST $LIFCO is my largest holding at 5.65%. The stock is trading close to ATH so its great to see on @Stockopedia that there is still a significant amount of insider buying. I like it when management is happy to eat its own cooking Perhaps I should join them and top up Im https://t.co/T7A7kAHFZc $LIFCO is my largest holding at 5.65%. The stock is trading close to ATH so its great to see on @Stockopedia that there is still a significant amount of insider buying. I like it when management is happy to eat its own cooking Perhaps I should join them and top up Im"
X Link 2024-09-06T16:46Z [----] followers, [----] engagements
"Most of these aren't true luxury though. missing Ferrari and Hermes. $RACE $RMS.PA I only own Ferrari through $EXO.AS and $CDI.PA (which is $MC.PA). "Luxury companies are considered recession-proof." YTD returns: Burberry Group -57% Salvatore Ferragamo -50% Kering -43% Hugo Boss -43% Este Lauder -42% Ermenegildo Zegna -25% Capri Holdings Limited -24% PVH Corp. -20% LVMH -18% L'Oral -17% Ulta Beauty https://t.co/YrZMDGpf9g "Luxury companies are considered recession-proof." YTD returns: Burberry Group -57% Salvatore Ferragamo -50% Kering -43% Hugo Boss -43% Este Lauder -42% Ermenegildo Zegna"
X Link 2024-09-21T10:18Z [----] followers, [----] engagements
"I disagree that this should result in a high discount on the holdco level. If these were private companies sure. But since $RACE and $STLA are both listed investors should not apply a double discount. I wrote about it in a thread a while back 🙂 $EXO.AS @MichaelGielkens It's fair to give them this discount until there is clarity on how their auto makers transition to EV. Both Stellantis and Ferrari are working on that but first one faces lower cost competition from China second needs to redesign what it sells as a luxury under the same brand. @MichaelGielkens It's fair to give them this"
X Link 2024-09-25T10:57Z [----] followers, [----] engagements
"@Hollandpar91513 @HiddenValueGems In half a year. Annualize it. Or look at their NAV growth over the last 10/15 years. Not many are able to replicate this"
X Link 2024-09-25T19:56Z [----] followers, [---] engagements
"Good talk on $RACE. Own it through $EXO.AS @BarrySchwartzBW @ErnestWongBWM https://youtu.be/HqCeL5lojgMt=915&si=fOQWpC_ZNyIVLPrk https://youtu.be/HqCeL5lojgMt=915&si=fOQWpC_ZNyIVLPrk"
X Link 2024-10-05T16:53Z [----] followers, [----] engagements
"@JohnElkann in conversation with @sama on AI innovation startups and an interesting connection with Ferrari. $RACE $EXO.AS https://youtu.be/b4rcIcuTeRAsi=0qigcilgsbXFaCcS https://youtu.be/b4rcIcuTeRAsi=0qigcilgsbXFaCcS"
X Link 2024-10-06T16:57Z [----] followers, [---] engagements
"Regarding $BOL.PA $ODET.PA @FRValue @abroninvestor @LuchesiPhilippe There are more than enough family owned businesses where they have the governance and common sense to not essentially (attempt to) expropriate minority investors. Bollor is not the posterchild for the typical family owned company. Those who studied his past tactics shouldn't @FRValue @abroninvestor @LuchesiPhilippe There are more than enough family owned businesses where they have the governance and common sense to not essentially (attempt to) expropriate minority investors. Bollor is not the posterchild for the typical"
X Link 2024-10-19T03:04Z [----] followers, [----] engagements
"The warrants of Partners Value Investments Inc. (Holdco above Brookfield where the partners hold a big chunk of their $BN stake) keep performing quite nicely 😀"
X Link 2024-10-19T14:13Z [----] followers, 11.5K engagements
"Looking forward to seeing it. If successful it would put the bear case of a lot of people to rest. $EXO.AS Ferrari CEO says the latest version of its fully electric vehicle due out in Q4 [----] is unbelievable. $RACE Ferrari CEO says the latest version of its fully electric vehicle due out in Q4 [----] is unbelievable. $RACE"
X Link 2024-10-20T21:07Z [----] followers, [----] engagements
"$EXO.AS @beursbaas_ Stellantis en China voor Philips zijn op zich niet zo verrassend. Blijkbaar had men van Philips meer verwacht het blijft een bedrijf dat aan een ommekeer bezig is. Ik vind de portefeuille van Exor nog steeds interessant Elkann heeft het vertrouwen verdiend en de nieuwe @beursbaas_ Stellantis en China voor Philips zijn op zich niet zo verrassend. Blijkbaar had men van Philips meer verwacht het blijft een bedrijf dat aan een ommekeer bezig is. Ik vind de portefeuille van Exor nog steeds interessant Elkann heeft het vertrouwen verdiend en de nieuwe"
X Link 2024-10-28T18:17Z [----] followers, [----] engagements
"$EXO.AS $RACE $RACE Q3 [----] "The third quarter once again shows growing results for Ferrari driven by a strong product mix and increased personalizations." Benedetto Vigna CEO Shipments -2% *EMEA +2% *Americas -2% *Greater China -29% *APAC +6% Revenue +7% EBIT +10% *marg 28.4% (27.4) https://t.co/SLUB42cF4K $RACE Q3 [----] "The third quarter once again shows growing results for Ferrari driven by a strong product mix and increased personalizations." Benedetto Vigna CEO Shipments -2% *EMEA +2% *Americas -2% *Greater China -29% *APAC +6% Revenue +7% EBIT +10% *marg 28.4% (27.4)"
X Link 2024-11-05T14:08Z [----] followers, [----] engagements
"$EXO.AS Some reasons for Tavares resignation by @FT Tavares was focusing on the short term rather than the groups longer term and managed to anger everybody in the process. There was a sense that Carlos was moving too fast to retrieve his reputation at the risk of creating https://t.co/byZBtyHtaz Some reasons for Tavares resignation by @FT Tavares was focusing on the short term rather than the groups longer term and managed to anger everybody in the process. There was a sense that Carlos was moving too fast to retrieve his reputation at the risk of creating https://t.co/byZBtyHtaz"
X Link 2024-12-02T14:27Z [----] followers, [----] engagements
"Exor CEO John Elkann on running a family holding company. $EXO.AS John Elkann runs one of the largest family businesses in the world: Exor. They control companies such as Ferrari Stellantis CNH Industrial and The Economist. Lessons from Elkann on building businesses for generations ahead 🧵 https://t.co/Zc0S3jAThO John Elkann runs one of the largest family businesses in the world: Exor. They control companies such as Ferrari Stellantis CNH Industrial and The Economist. Lessons from Elkann on building businesses for generations ahead 🧵 https://t.co/Zc0S3jAThO"
X Link 2024-12-04T12:03Z [----] followers, [----] engagements
"$alb.mc taken private by the March family. Always seemed like a value trap to me but simultaneously sad to see a storied family company leave the stock market. https://www.corporacionalba.es/wp-content/uploads/2024/12/D_IP_EN.pdf https://www.corporacionalba.es/wp-content/uploads/2024/12/D_IP_EN.pdf"
X Link 2024-12-14T03:18Z [----] followers, [---] engagements
"Finished the Stockholm trip with a meeting with Per Waldemarson. Candid discussion on the future of Lifco and the standards that they set. $LIFCO.ST $LIFCOB.ST If anything the significant amount of relatively new Swedish serial acquirers strengthened my view that one will do very well with just the larger established players. With so many other things happening in serial acquirer and holdco land I'll probably spread some of my [--] pages of notes out over a couple of newsletters. Most will be for internal use but several tidbits offer interesting insights I'd like to share."
X Link 2025-03-19T18:50Z [----] followers, [----] engagements
"$LIFCO.ST $LIFCOB.ST From our last years report on serial acquirers: the quantitative and qualitative aspects that have made Lifco successful. Plus why it takes time to grow ROIC $LIFCO https://t.co/UMQhgqesX3 From our last years report on serial acquirers: the quantitative and qualitative aspects that have made Lifco successful. Plus why it takes time to grow ROIC $LIFCO https://t.co/UMQhgqesX3"
X Link 2025-05-25T19:20Z [----] followers, [----] engagements
"This is so counterintuitive to how many businesses are used to operate. Put the client first and you'll have a customer for life. $HEI.A $HEI "We HEICO frankly gives away money every day to our customers. We are incredibly customer friendly. And we are very very protective of our long-term and loyal customers. We have explained to them that we've got to push through and pass through our price increases you know our "We HEICO frankly gives away money every day to our customers. We are incredibly customer friendly. And we are very very protective of our long-term and loyal customers. We have"
X Link 2025-05-29T00:24Z [----] followers, [----] engagements
"@arnodecouttere Investor AB Lifco en AddTech"
X Link 2025-06-19T07:08Z [----] followers, [---] engagements
"@arnodecouttere Gebaseerd op mijn eigen onderzoek en gesprekken met directies van de grote [--] (Lifco Addtech IndutradeLagercrantz en Rko) staan ze niet in mijn top [--]. Ze hebben diverse missers gehad en kopen bedrijven zonder duidelijke moat. Dat laatste is met name problematisch voor mij"
X Link 2025-06-19T13:27Z [----] followers, [---] engagements
"@PulsionDe @arnodecouttere I like both but Lagercrantz seems to have a bit more key man risk. AddTech has a more decentralized organization which seems to be ready to scale more. Might be a wrong observation but I see both doing quite well"
X Link 2025-06-19T14:37Z [----] followers, [---] engagements
"For many companies this is just a marketing slide made up by paid consultants. At Chapters you feel the people live and breathe this. The hunger to build one of the best VMS serial acquirers in the world is palpable. Jan Mohr Mathias Saggau Marc Maurer and Marlene Carl and many others are building something special. Long Chapters Group $CHG.DE"
X Link 2025-07-09T13:20Z [----] followers, [----] engagements
"$LIFCOB.ST @MichaelGielkens But interesting ofc that insiders are buying here @MichaelGielkens But interesting ofc that insiders are buying here"
X Link 2025-07-14T10:33Z [----] followers, [----] engagements
"Price drops on earnings and the CEO is buying. $LIFCOB.ST https://www.marketscreener.com/quote/stock/LIFCO-AB-20957320/news/Lifco-CEO-buys-40-000-shares-in-company-50499747/__esi=non_logge-mobile https://www.marketscreener.com/quote/stock/LIFCO-AB-20957320/news/Lifco-CEO-buys-40-000-shares-in-company-50499747/__esi=non_logge-mobile"
X Link 2025-07-15T01:06Z [----] followers, [---] engagements
"Here's a report of our meeting with $LIFCOB.ST CEO Per Waldemarson on our website (in English 😉): https://tresorcapital.nl/en/a-conversation-with-lifcos-ceo-the-essence-of-a-best-in-class-serial-acquirer/ 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 https://tresorcapital.nl/en/a-conversation-with-lifcos-ceo-the-essence-of-a-best-in-class-serial-acquirer/"
X Link 2025-09-13T03:09Z [----] followers, [----] engagements
"I've got conviction the beard and board will figure this out. Long $CSU.TO As a long-term and heavy $CSU.TO owner after listening to the AI call Why I am excited ✅ Theyve got 1000+ companies across hundreds of verticals since [----]. Thats not just data its decades of workflow knowledge edge cases and what actually works as Mark alluded to. Some As a long-term and heavy $CSU.TO owner after listening to the AI call Why I am excited ✅ Theyve got 1000+ companies across hundreds of verticals since [----]. Thats not just data its decades of workflow knowledge edge cases and what actually works as Mark"
X Link 2025-09-24T09:06Z [----] followers, 17.1K engagements
"Anyone in posession of the latest investor presentation for Heico Corp It was on their website but for some reason I cannot find it anymore. $HEI $HEI.A"
X Link 2025-12-18T12:51Z [----] followers, [----] engagements
"@Skeptical1704 @KairosPraxis Where did/do you see 50x multiples and no growth then"
X Link 2025-12-26T13:14Z [----] followers, [---] engagements
"@Skeptical1704 @KairosPraxis The premise was [--] and no growth which isn't applicable to most. Ntm Lifco was 31x at the start of the year Topicus 34-35x"
X Link 2025-12-26T15:11Z [----] followers, [---] engagements
"$LIFCOB.ST $LIFCO.ST This week's post is on Lifco AB the Swedish serial acquirer. Here's one of my favorite charts. The share count is exactly flat since its [----] IPO. $LIFCOB https://t.co/C9rfgmJK8N This week's post is on Lifco AB the Swedish serial acquirer. Here's one of my favorite charts. The share count is exactly flat since its [----] IPO. $LIFCOB https://t.co/C9rfgmJK8N"
X Link 2026-01-20T22:32Z [----] followers, [----] engagements
"We are pleased to share that we have launched a dedicated website for all our articles and updates. We have moved away from our previous layout to a platform that allows us to structure our content more effectively. The new environment is designed to make it easier for you to find exactly what you are looking for. You will see that we have split our writing into two distinct categories on the site. Joep Dikken @joepify and I focus on Deep Dives and Family Holdings where we analyze specific companies and serial acquirers. Michel Salden writes the Economy and Markets section to provide context"
X Link 2025-11-21T20:25Z [----] followers, 25K engagements
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