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@SimeonResearch_ Avatar @SimeonResearch_ Simeon Research

Simeon Research posts on X about $acpwa, $csuto, $mytilat, $pmeax the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Mentions: XX #

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Followers: XXXXX #

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Social category influence countries XXXX% stocks XXXX% finance XXXX% cryptocurrencies XXXX% technology brands XXXX% currencies XXXX%

Social topic influence $acpwa #2, $csuto #30, $mytilat 1.35%, $pmeax #5, $itechst #1, $tvkto #3, poland #921, $nxsnta #1, $hei 0.68%, $evost #14

Top accounts mentioned or mentioned by @tacticzh @no_cap_cap @kairospraxis @dividendngrowth @nocapcap @michaelzero10 @jollyroger6942 @davey_juice @meeijer @dividendg_web3 @mmoney642 @realroseceline @3plantey2 @fyee0308 @pioutiful @wwillowresearch @skilled_invstr @bruss008 @amsterdamstock @frameworkwisely

Top assets mentioned Heima (HEI) NVIDIA Corp. (NVDA) Kinsale Capital Group, Inc. (KNSL) Neurobro (BRO) Danaher Corporation (DHR) Medpace Holdings, Inc. Common Stock (MEDP) Novo-Nordisk (NVO) ODDITY Tech Ltd. Class A Ordinary Shares (ODD) Amazon.com, Inc. (AMZN) Thermo Fisher Scientific Inc. (TMO) AME Chain (AME) Hims & Hers Health, Inc. (HIMS)

Top Social Posts #

Top posts by engagements in the last XX hours

"Everyone in X rn Fighting if ai is a bubble or not Fighting if quantum is a scam Meanwhile I am chilling buying weird niche stuff over here 😂"
X Link @SimeonResearch_ 2025-10-13T19:04Z 8712 followers, 8871 engagements

"My new positions this year and their performance so far 💡 $PME.AX - XX% 🔥 $NVDA - XX% ✅ $ITECH.ST - XX% ✅ $NVO - XX% (sold) ✅ $ACP.WA - Very recent position BE $HEI - XX% (sold) ✅ $MEDP - X% Loss ⛔ What did you folks buy this year Let me know in the comments 🎯"
X Link @SimeonResearch_ 2025-05-12T16:37Z 8709 followers, 3295 engagements

"Lets all wish ML to be back on his feet stronger that ever A very friendly reminder to all panicked investors $CSU.TO / $CSU runs on a decentralised system for a good reason ⚠ Full thesis revisited tomorrow"
X Link @SimeonResearch_ 2025-09-25T14:21Z 8711 followers, 8972 engagements

"Sweden is one of the most interesting places you can fish for companies the most popular name from there $EVO.ST is not even on my top XX. Tremendous variety & selection in serial acquirers and a very niche-focused businesses. After I wrap up Poland I will be presenting a lot of ideas from there I am actively buying one & already own $ITECH.ST (up XX% on it)"
X Link @SimeonResearch_ 2025-08-07T13:55Z 8712 followers, 18.8K engagements

"Very few know this about the biggest sleeper company in Greece 🤔🤔 $MYTIL.AT which is on my radar share has compounded a very cool XX% per year for the last X years (549% in total) and still trades at a X PE ratio.😱 👉 Recently they invested 500m to build X new factories in Romania & Greece. Their unique patent allows them to extract XX% of metals (overall industry range is 60-80% in general) while having X% emissions. (Moat) They will expand on way more metals and get this their new method of extraction they will reduce costs significantly and increase margins so even if there is trouble"
X Link @SimeonResearch_ 2025-05-13T19:46Z 8681 followers, 3182 engagements

"@KairosPraxis Brutal but if they continue to scale their platform I think they can sustain healthy good growth rates"
X Link @SimeonResearch_ 2025-10-13T22:05Z 8709 followers, XXX engagements

"Equity report issue #1 ✅ Here are all the companies I have taken an interest and actively looking to start a new position For me $SLYG.F $ITECH.ST $ODD $MUX.DE stand out the most 🤔 Let me know who is the best on the list in your opinion A big thank to my community for some the ideas"
X Link @SimeonResearch_ 2025-04-23T13:58Z 8712 followers, 3177 engagements

"@praveenkolla @Jollyroger6942 @Investmentideen Hmm I personally put fraud at unlikely put not impossible I mostly believe they are very disorganised and not professional at all like writing names of companies you have contracts with wrong in the official document Why you believe they are cooking the books"
X Link @SimeonResearch_ 2025-10-11T08:37Z 8692 followers, XX engagements

"Spyrosoft Poland - Deep Dive 💡 Market cap - XXX million Euro 📊 Stats - EV/FCF XX Rev CAGR 3yr XX% Gross XX% XX% Insider ownership ⚙ Operations - Their main operation include IT consulting & software development The offering is rather simple clients hire them to design then build and maintain their software solutions. But there is way more to be uncovered here. 🤝 Major clients are in the UK (even in the public sector) DACH region and then Poland ofc. But let us discuss the offerings a bit more they can offer custom software both in Enterprise SE (web backend cloud etc) & Embedded Software"
X Link @SimeonResearch_ 2025-07-11T14:49Z 8706 followers, 6271 engagements

"What I decided to do with my $CSU.TO position ❓ If you just want the bottom line I increased position but not aggressively 👇 The company runs on a decentralised structure and it was made like that very early on it has multiple CEOs within its system and ML did not have any effect on day to day operations he has retired a while ago but most noticed now. They are XXX% ready to run it on their own. The reaction to the departure I dont think is a purely emotional one and disagree those who completely brush it off ML maybe not involved with day to day operations he was focused on strategy to"
X Link @SimeonResearch_ 2025-09-29T20:34Z 8712 followers, 19.7K engagements

"Secret Stock Reveal 💥💥 XXXX% FCF margin Gross XX% ROIC XX% and Rev Cagr XXXX% Trading XX times FCF and at a XX Forward PE while having XX% insider ownership. ✅ Mc - 38mil 👌 Ticker - $IFI.WA 💡 What do they do - Ifirma is the largest cloud-based accounting and invoicing system in Poland serving freelancers and small-to-medium enterprises. They have recently pivoted to online accounting with the launch of ifirma platform and today they combine a subscription-based SaaS model with complementary BPO accounting HR staffing and IT outsourcing services. 🎯 Value Proposition - Simplicity and"
X Link @SimeonResearch_ 2025-06-30T14:39Z 8677 followers, 9467 engagements

"Completely under the radar here that markets are up XXX% up in the last X Years Top performers 📊 🏦 $NBGRY - Up 1074% 🌐 $ILYDA.AT - Up XXX% 🏦 $EUROB.AT - Up XXX% ⚡ $MYTIL.ST - Up 591%"
X Link @SimeonResearch_ 2025-08-12T14:37Z 8711 followers, 7206 engagements

"Bang Bang Bang $ILYDA.AT Deep Dive 💥 My best Piece so far Enjoy Link in the Bio Dont forget to follow"
X Link @SimeonResearch_ 2025-10-06T19:49Z 8712 followers, 68.9K engagements

"@zoomyzoomm You used to be a page about $PDD and investments what happened 😂😂"
X Link @SimeonResearch_ 2025-10-04T23:31Z 8695 followers, XXX engagements

"This stock is up XXXXX% in the last X years 🎯 It closed a big contract today ✅ One of the strongest moats 🏰 $PME.AX / $PME Secured a 170M XX year contract with UCHealth in Colorado effectively continuing to expand rapidly in the states. 💡 To put the moat into perspective it is very similar to $NVDA and CUDA for clinics finding radiologists is essential and very difficult to do so some of them refuse to work on any other software available. 🤝 I bought in at the recent dip in near $XXX extremely excited on how they continue to deliver the biggest catalyst in my opinion being their potential"
X Link @SimeonResearch_ 2025-07-03T14:23Z 8712 followers, 4052 engagements

"@dividendpaydate Do I hear drones 👀🧐 Why is it not noticed/unloved"
X Link @SimeonResearch_ 2025-10-14T18:48Z 8712 followers, XX engagements

"🎯 X Under-looked companies with strong moats 👇 $PME.AX - Visage their software is the leading best-in-class for radiology so much so that some refuse to work with any other software they have never lost a client (sticky) and they are in 11/20 of the top USA hospitals. They can complete super complex implementations of the software for new clients in 1/3 of the time competitors need. AI detection in radiology is their new venture. $ITECH.ST - They own a unique patent to the world's best chemical applied in ship painting to stop barnacles from attaching to ships this is extremely helpful as"
X Link @SimeonResearch_ 2025-06-24T20:00Z 8710 followers, 11.7K engagements

"$SLYG.F is one of the impressive companies in Sells IoT & Smart home devices which are connected via their unified platform 💡 In the latest preliminary I was expecting a miss (some trouble with $AMZN) but they delivered XXXX% growth on revenue 📈 Their recent new vertical is wall screens to manage all your smart devices ✅ Ecosystem building approach and constantly making new products 🔌 The devices have the philosophy of connect with everything/intergrator friendly 🌐 I would ideally like to invest an entry below 40s if it gets there I am XXX% buying I believe it can deliver very solid"
X Link @SimeonResearch_ 2025-10-13T14:26Z 8712 followers, 9336 engagements

"@SharogradskyM @rubicon59 Investment community in Greece is not developed There is still a lot of hate for securities especially after the economic crisis No one invests They think its a scam"
X Link @SimeonResearch_ 2025-10-11T20:15Z 8686 followers, XXX engagements

"@dgmarkoulis @david_katunaric I can definitely add $TVK.TO $WTC.AX and some other But there are X names I am not willing to share until I finish my dd"
X Link @SimeonResearch_ 2025-06-29T21:49Z 8712 followers, XXX engagements

"Preparing a very detailed report on $EVO / $EVO.ST 💡 I will elaborate on why the stock price doesn't reflect fundamentals 🤔 What is likely gonna happen next ✅ Been preparing this for a while 📊 Report dropping soon so make sure to follow to not miss out on it 🤝"
X Link @SimeonResearch_ 2025-01-31T18:19Z 8694 followers, 2393 engagements

"@SharogradskyM @rubicon59 So interesting you stumbled upon that 7/10 Greeks gamble including many under XX its a cultural thing Average Greek spends in gambling I think over 1100 per year which is wild if you consider most make 800-900 euro per month Opap is a monopoly here"
X Link @SimeonResearch_ 2025-10-11T20:36Z 8694 followers, XXX engagements

"The compounder no one talks about 🤔 Share price performance 5yr - XXX% ✅ One of the biggest positions of $FFH.TO Presenting - $MYTIL.AT This company is always for some reason completely written off by international investors as just a metals producer an industry not favored by the investing audience for good reason. That said examining closer this is a powerhouse run by a founder with skin in the game insiders own XX% of the company. 💡 Their operations cover a wider spectrum of energy as they do renewables energy + metals + most recently defence. Their strategy is very straightforward but"
X Link @SimeonResearch_ 2025-07-24T15:02Z 8695 followers, 7200 engagements

"I have researched more than XX stocks in 2025 but I bought only these 👇 $NXSN.TA - Drone cameras $ITECH.ST - Unique chemical $ACP.WA - Vertical Software $PME.AX - Radiology software +2 positions TBR These do not include additions to older positions What new stocks have you bought this year"
X Link @SimeonResearch_ 2025-07-25T13:47Z 8712 followers, 12.8K engagements

"@eclecticinvest5 Thanks KPG is def nice i also like $wtc.ax from Australia PNP is venture not a serial acquirer what is the thesis on $WI"
X Link @SimeonResearch_ 2025-07-09T15:34Z 8712 followers, XXX engagements

"$FFH.TO keeps on increasing its stake in $MYTIL.AT 🎯 But why 🤔 A Deep dive into the underlooked Greek Giant 💡 Fairfax has the option to acquire 2.750.000 treasury shares of MElten through an exchangeable bond (110mil euro) within X years at XX per share (1.92% of the share capital) This is company that recently rebranded to Melten from Mytilinaios energy to reflect their next phase in energy transition. This is a company I have covered here and it is time I go deeper. ⚡On their main operations which are metallurgy they are the only fully vertically integrated private aluminium producer"
X Link @SimeonResearch_ 2025-06-19T18:22Z 8683 followers, 6861 engagements

"The biggest winners operate on niches 📈 Some of my favourite niche businesses 👇 📊 $WTC.AX - Logistics Software Performance 5yr XXX% 🪄 $CSU.TO - Vertical Software Performance 5yr XXX% 🪖 $NXSN.TA - Drone Cameras under 2kg Performance 5yr XXXXX% ✈ $HEI - Parts for Aircrafts Performance 5yr XXX% 🩻 $PME.AX - Radiology software Performance 5yr XXX% 🛢 $TVK.TO - Propane tanks & H/C systems Performance 5yr XXX% 👔 $KNSL - Casualty and Property insurance Performance 5yr XXX% 🔌$SLYG.F - Electronic Part (smart home) Performance 2yr XXX% 🌐 $CDNS - Verification & Simulation software Performance"
X Link @SimeonResearch_ 2025-05-08T17:48Z 8712 followers, 5445 engagements

"Simeon how much do you like software ❓ My Portfolio 👇 $CSU.TO - Vertical Market Software $ACP.WA - Vertical Market Software $VHI.TO - EHRs Workflows and Operational visibility software $PME.AX - The best radiology software available on the market Which software companies do you own 🤔 ⚠ BTW VHI deep dive is almost finished it's massive and very detailed I am fixing some mistakes and adding some parts XXX% coming tomorrow morning I prefer to take my time and delay rather than post something of bad quality"
X Link @SimeonResearch_ 2025-07-14T14:12Z 8712 followers, 9099 engagements

"@Eyal__Weiss Thank you You got your eyes on $MYTIL.AT 🤔"
X Link @SimeonResearch_ 2025-07-02T08:57Z 8680 followers, XXX engagements

"Simeon Portfolio & Thoughts 💥 Top holdings in weight order 📊 Constellation Software - $CSU.TO Next-vision systems - $NXSN.TA Asseco Poland - $ACP.WA Sofwave medical - $SOFW.TA Intellego Tech - $INT.ST Terravest Industries - $TVK.TO I-Tech AB - $ITECH.ST New Position - TBR Vitalhub - $VHI.TO Kinsale - $KNSL There is a new position being built - TBR Positions changes - Exited $AMZN $NVDA $GOOG $HIMS $PME.AX $BRO all for very good gains bedsides Amazon that was sold near BE The secret stock I was building a position for a while was Intellego increased my positions on Sofwave Medical alongside"
X Link @SimeonResearch_ 2025-09-08T13:44Z 8709 followers, 18.1K engagements

"@Pioutiful NFA i bought recently $ACP.WA I like $MYTIL.AT"
X Link @SimeonResearch_ 2025-07-02T14:56Z 8681 followers, XXX engagements

"$EVO.ST for some reason has all the spotlight in Sweden but there are many way better niche businesses growing over XX% a year while dominating niche areas that deserve more attention. 🤔 One of my favourites being $ITECH.ST YTD - XX% and I am up XX% on my position 🎯 They have complete control of a very unique niche 👇 ❓The problem they solve is simple barnacles get attached to ships costing them speed thus time more fuel thus costs and trouble with very strict environmental laws especially in Europe. 💡Their patented chemical solution is mixed with the ship paint Already 3k ships use the"
X Link @SimeonResearch_ 2025-07-16T15:23Z 8678 followers, 9995 engagements

"So European stocks are bad performers Alrighty $ILYDA.AT - XXX% YTD $ACP.WA - XXX% YTD $SAAB.ST XXX% YTD $INT.ST - XXX% YTD $RHM.DE - XXX% YTD $LBW.WA - XXX% YTD $HAGHY - XXX% YTD $GREK was also the best performing country ETF with XX% YTD greek banks have performed fantastically over the last There is always a winner/market out there you just need to find it"
X Link @SimeonResearch_ 2025-09-15T14:30Z 8677 followers, 9650 engagements

"Why types of industries I generally avoid and why 🚫 👔 Insurance - Inherently complex and very difficult to find winners my favourite wellcapitalized diverselyunderwritten players are $BRO $KNSL and $FFH.TO 🧪 Biotech - The r:r is not in your favour full of boom and busts a single clinical trial can send a stock up X or down 95%. 🏦 Banks - The growth is not there for me Most resort to dividends as a way of returning capital to shareholders I prefer the money to be invested aggressively inside the business. 💰 Fintechs - No real moat can be developed here as their services are highly"
X Link @SimeonResearch_ 2025-07-21T20:22Z 8697 followers, 17.2K engagements

"@investlikeiroh $mytil.at $ACP.WA $SGN.WA Those X by far and another one i am not willing to disclose as i am building a position"
X Link @SimeonResearch_ 2025-07-02T14:53Z 8680 followers, XXX engagements

"@learnsomenglish @TheLongAJ very good observation i am not bullish on $IFI.WA anymore as they face fierce competition that is taking market share Thanks for the kind words I like $MYTIL.AT as well"
X Link @SimeonResearch_ 2025-07-26T19:42Z 8679 followers, XX engagements

"$EVO.ST / $EVO 🎰 So black cube an intelligence firm based in Israel is the one that conducted the research But it's not the one that ordered the research 🤔 After looking I think I found who it is but I don't want to get sued 🙂"
X Link @SimeonResearch_ 2025-04-22T13:53Z 8698 followers, 3054 engagements

"Top X positions for the Simeon Portfolio 📊 $CSU.TO - VMS $NXSN.TA - Drone Cameras $SOFW.TA - Medical Devices $ACP.WA - VMS $NVDA - Semi-conductors Full portfolio & updates will come after everyone reports Q2. Eager to learn your top X write it down 👇"
X Link @SimeonResearch_ 2025-08-19T13:17Z 8712 followers, 58.2K engagements

"Serial acquirer mega-list from all over the world 🌎 - $HLMA.L $JDG.L $SFT.L $SDI.L - $LIFCO.ST $ADDT.ST $LAGER.ST $VITB.ST $TEQ.ST - $TVK.TO $TOI.V $LMN.V $FTG.TO $VHI.TO $ATD.TO $DSG.TO $CSU.TO - $WTC.AX - $OMDA.OL - $DSY.PA - $CHG.TO - $SGN.WA $ACP.WA - $HEI $DHR $TMO $BRO $AME - $MYTIL.AT 💡 Very interesting searching for this is that many Greek companies have started to acquire companies to fuel growth What companies would you add on the list 🤔 Let me know"
X Link @SimeonResearch_ 2025-07-01T14:14Z 8701 followers, 14.1K engagements

"The Mount Rushmore of serial acquirers 👑 $CSU.TO - Since inception 27000% $HEI - Since inception XXXXXX% $DHR - Since inception 399094% $VITB.ST - Since inception 23968% The rising stars 🌟 $ACP.WA - Software $TOI.V - Software $SGN.WA - Software $TVK.TO - Propane Tanks $CHG.DE - Software Would you change anything in my list 🤔"
X Link @SimeonResearch_ 2025-07-08T14:15Z 8698 followers, 23.5K engagements

"Started a new small-cap portfolio 🎯 Just bought the first position Hints - Under a billion market cap ✅ If someone guesses correctly I will send them my full thesis 🤝 Some of you know don't spoil 😉"
X Link @SimeonResearch_ 2025-07-02T19:36Z 8711 followers, 12.2K engagements

"I feel the biggest winners in the next X years for my portfolio will be these companies 🎯 $HIMS - First Buy near $XX $PME.AX - First Buy at $XXX $NXSN.TA - First Buy at 5800 $ITECH.ST First Buy at XX SEK $TVK.TO - First buy near $XX $VHI.TO - First buy was near $XX Which of your holdings you believe are gonna be the biggest winners Let me see those quality names"
X Link @SimeonResearch_ 2025-05-15T14:07Z 8712 followers, 4752 engagements

"Stock I would buy at lower prices and why 👇 $SGN.WA - Software provider in Poland which experiences rapid growth in the need for VMS both in public and& private sector (Exposure through $ACP.WA) $SLYG.F - Electronic parts/smart home products controlled under a single API open source approach $PNP.TO - Venture Capital in software run by Mark Leonard very expensive relative to NAV and BV $AXON - It is completely integrated with the L.E ecosystem & cloud data and ai analytics (priced for perfection) $FICO - Credit scoring system domination via heavy regulation & network effects (very expensive)"
X Link @SimeonResearch_ 2025-06-09T18:24Z 8712 followers, 6583 engagements

"We need to talk about $CSU.TO ✨ After reading the whole transcript and keeping notes my bottom line is 👇 🧙♂ML approach is sceptical and rightfully so as with new advancement and technology the real effects are not visible immediately the majority of the big projections of the last X years have been dead wrong which leads me to the old saying humanity is terribly good at being terrible predicting the future. Its role within CSU so far XX% of BUs in one operating group use AI tools in R&D XX% use it in sales/marketing and XX% report using it for customer support interestingly here AI diverts"
X Link @SimeonResearch_ 2025-09-23T14:09Z 8695 followers, 18.2K engagements