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@Sempiterno_Inv "Top XX portfolio 24.09: $BN $NTDOY $DE $AMZN $EVO.ST $CBAV $MAD.AX $RMS $ATCO $SES.TO XX% invested in those names. Other holdings with X% size: $INVE.B $TOI.V $WOSG $ERF"
X Link @Sempiterno_Inv 2025-09-24T17:45Z 1819 followers, 1853 engagements

"Im very excited to see how BWS develops in the next 5yrs for $BN. One segment didnt exist before 2020 it will be the diamond of this conglomerate. Theyve acquired companies very cheap and now well see if Bruce Flatt & co can replicate their success in this space"
X Link @Sempiterno_Inv 2025-09-27T12:54Z 1819 followers, 3749 engagements

"After analyzing $SES.TO I'm checking $GFL and it's very interesting. The WM sector is highly fragmented and all relevant stakeholders are seeking to consolidate it. $GFL was a PE backed company who pursued aggressive M&A but it seems they're focused now to de-leverage BS"
X Link @Sempiterno_Inv 2025-08-21T18:39Z 1819 followers, 11.7K engagements

"Companies such as $MELI or $MKL are very high in my watchlist. They enjoy a diversify revenue streams and both companies have a strong management team. I dont pursue the latest 250x bagger potential but rather spend my time reading about companies who can last at least X decade"
X Link @Sempiterno_Inv 2025-09-27T18:46Z 1819 followers, XXX engagements

"I've bought more $LMN.V Looking forward to add more $TOI.V and $CSU.TO soon"
X Link @Sempiterno_Inv 2025-09-25T16:10Z 1819 followers, 2113 engagements