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@castrobeiras José Manuel Castro / Cianca CapitalJosé Manuel Castro / Cianca Capital posts on X about $exoras, $mkl, $cdipa, $invebst the most. They currently have XXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.
Social category influence stocks finance
Social topic influence $exoras, $mkl, $cdipa, $invebst, $brkb, $bn, $lundbst, $prxas, $tipmi, $itmmi
Top assets mentioned Markel, Corp. (MKL) Berkshire Hathaway Inc Class B (BRK.B) Brookfield Corporation (BN)
Top posts by engagements in the last XX hours
"@MichaelGielkens In terms of valuation multiples applied to its NAV calculation is cheaper compared to Lifco Lagercranz and Addtech and the premium to NAV has reduced recently to c.5-10%"
X Link 2025-12-07T20:39Z XXX followers, XXX engagements
"Factsheet Cianca Capital (November): +7.4% YTD Increase position: $EXOR.AS $MKL $CDI.PA $INVE-B.ST $BRK.B $BN & $LUND-B.ST / Decrease position: $PRX.AS / Exit position: $TIP.MI $ITM.MI $MF.PA $GBL.BR $PAH3.DE & $LATO-B.ST"
X Link 2023-11-30T21:50Z XXX followers, 5953 engagements
"@MichaelGielkens I read The compounders and Berkshire beyond Buffett which are both focused on serial acquirers and investing on them through Lundberg (indirectly in Indutrade) and Latour (indirectly in Sweco Assa Abloy and wholly-own operations)"
X Link 2025-12-07T15:15Z XXX followers, XXX engagements
"@MichaelGielkens I am interested in Lifco Lagercranz and Addtech but implied valuations at this level are too high for me ;-)"
X Link 2025-12-07T15:17Z XXX followers, XXX engagements
"Are the current market valuations of Lifco Lagercranz and Addtech reasonable for a long term investors"
X Link 2025-12-08T07:27Z XXX followers, XXX engagements