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@BramVGenechten "S&P Global gets interesting slowly here. Another 5-10% down would be nice to buy some more. $SPGI"
X Link @BramVGenechten 2025-10-04T07:03Z XXX followers, 1056 engagements

"Wolters Kluwer still business as usual. - guidance reiterated - buybacks accelerated Should be fun tomorrow. $WKL $WKL.AS"
X Link @BramVGenechten 2025-09-17T18:48Z XXX followers, 1865 engagements

"Good enough. $WKL $WKL.AS"
X Link @BramVGenechten 2025-09-18T14:30Z XXX followers, XXX engagements

"$ASML's EUV machines aren't just machines. They own one of the most complex supply chains in human history: +100000 parts +5000 suppliers +200 critical suppliers XX% of its components are $ASML's (good luck getting them China)"
X Link @BramVGenechten 2025-10-22T11:28Z XXX followers, XXX engagements

"Lindsell Train on the recent drawdown of $LSEG.L $LSEG Best part about an AI-powered app that hasn't been released yet: "The company told us it could release flashy demos of such products tomorrow but that the products would still be short of the accuracy LSEG believes is required in the financial services industry and are therefore not ready." Quality companies only want quality products"
X Link @BramVGenechten 2025-08-15T12:45Z XXX followers, 1513 engagements

"Constellation Software is now trading near its XX year P/FCF average"
X Link @BramVGenechten 2025-08-17T12:20Z XXX followers, 27.4K engagements

"London Stock Exchange Group had record results and is now trading at its lowest valuation in XX years. $LSEG $LSEG.L"
X Link @BramVGenechten 2025-09-01T07:26Z XXX followers, 4557 engagements

"Wolters Kluwer is now at its lowest valuation in XX years and well below its 10Y average. $WKL $WKL.AS"
X Link @BramVGenechten 2025-09-01T12:45Z XXX followers, 1168 engagements

"Wolters Kluwer keeps buying back shares. $WKL $WKL.AS"
X Link @BramVGenechten 2025-09-03T07:20Z XXX followers, 1043 engagements

"Finally. Long time no see. Watchlist: $BKNG $UBER $SPGI $MA $V"
X Link @BramVGenechten 2025-10-16T19:43Z XXX followers, XXX engagements

"Booking Holdings will buy back XX% of its market cap. FCF/share will keep compounding. Valuation is not demanding. Earnings in X days. $BKNG"
X Link @BramVGenechten 2025-10-19T09:41Z XXX followers, XXX engagements

"It's never too late in investing. Always new opportunies. Example: Booking Holdings $BKNG stock is at same level as Nov '24 Feb '25 and May '25. And it's cheaper now. Patience is key"
X Link @BramVGenechten 2025-10-19T18:41Z XXX followers, 4410 engagements

"Search for companies that reward shareholders. Example: Booking Holdings. $BKNG"
X Link @BramVGenechten 2025-10-20T09:24Z XXX followers, XXX engagements

"That escalated quickly. Long $ASML"
X Link @BramVGenechten 2025-10-20T13:07Z XXX followers, XXX engagements

"$ASML's Net Bookings are going in the right direction. With lead times of 12-18 months: 2027 will be beautiful"
X Link @BramVGenechten 2025-10-21T13:18Z XXX followers, XXX engagements

"@BeuvingJordy Looks quite OK. What are your thoughts"
X Link @BramVGenechten 2025-10-23T05:15Z XXX followers, XXX engagements