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@Investmentideen "Anyone got some Tegus Transcripts on $EVO.ST Drop me a DM"
X Link @Investmentideen 2025-06-16T14:25Z 18.8K followers, 4269 engagements

"Now that $CSU.TO / $TOI.V has acquired a stake in $ACP.WA with shares now trading above XXX PLN and Topicus publicly stating theyre not a passive shareholder the key question is: what does this mean for Asseco Constellation Softwares strategy centers on cash returns not share price appreciation. Their focus isnt on multiple expansion but on the cash the business can sustainably generate. The initial purchase at XX PLN wasnt based on current free cash flows but on what CSU calls look-through earnings. Internally CSUs valuation models are based on discounted cash flows and post-optimization"
X Link @Investmentideen 2025-10-06T12:59Z 18.8K followers, 26.3K engagements

"Is there any evidence that $EVO.ST s largest shareholder is a forced seller because of ESG"
X Link @Investmentideen 2025-05-10T20:20Z 18.7K followers, 22.8K engagements

"$ACP.WA extraordinary meeting on the 4th of November. $CSU.TO $SGN.WA $LMN.V $TOI.V"
X Link @Investmentideen 2025-10-08T15:17Z 18.8K followers, 7998 engagements

"I don't get it. Why is $EVO.ST trading where it's trading Revenue growing EBITDA growing margins expanding but valuation declining for the last X years. Does the market expects more scrutiny from regulators or anything different"
X Link @Investmentideen 2025-06-17T16:10Z 18.8K followers, 34.9K engagements

"I'm sitting on a pile of cash. Ready to be fully deployed. Any recommendations XXX wired to your bank account If I buy the stock. Criteria: road to be a 2x in X years (FCF Yield + EPS growth + multiple expansion) no large caps no commodities. Exit P/E multiple no higher than 15x"
X Link @Investmentideen 2024-05-21T13:14Z 18.8K followers, 353K engagements

"The $ACP.WA pullback makes no sense to me. If I would have cash I would be a buyer here"
X Link @Investmentideen 2025-10-10T09:22Z 18.7K followers, 19.6K engagements

"TSS open Letter to Shareholders of Asseco Poland $CSU.TO $ACP.WA"
X Link @Investmentideen 2025-10-02T20:34Z 18.8K followers, 22.7K engagements

"@Gowzican1 Valuation is the most important reason why I prefer ACP over SGN"
X Link @Investmentideen 2025-10-12T19:49Z 18.8K followers, XXX engagements