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@BerkelKip Avatar @BerkelKip Kip Johann-Berkel

Kip Johann-Berkel posts on X about $rokobst, constellation, $csuto, acquisition the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XX% currencies XX% stocks XX% countries X% fashion brands X% technology brands X% exchanges X%

Social topic influence $rokobst #1, constellation #232, $csuto #14, acquisition #880, $lifcobst 5%, $addtbst 5%, if you 5%, $eduax 5%, $lgih 5%, tshirt X%

Top accounts mentioned or mentioned by @atelicinvest @wlep @mungerdisciple @maxkatzenstein @investinjapan @sempiterno_inv @max_katzenstein @stockforester

Top assets mentioned LGI Homes, Inc. (LGIH) Charter Communications Inc (CHTR) Comcast Corporation (CMCSA) Cable One, Inc. (CABO) Lululemon Athletica Inc (LULU) Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last XX hours

"Imho Roko $ROKO-B.ST should not trade at a premium to Lifco $LIFCO-B.ST or Addtech $ADDT-B.ST yet here we are. 30.7x EV/EBITA for Roko (32.7x if including the deferred payments for acquisitions) vs. 28.3x & 29.0x. FWIW here are some of my comments on Roko:"
X Link 2025-07-17T17:41Z 4187 followers, 11.7K engagements

"I've yet to see someone buying Constellation Software $CSU.TO at these levels make a valuation argument vs. a "it's down a lot" argument. It's still 28x FCFA2S (ttm adding back IRGA liability) If you assume +14% 5-year FCFA2S CAGR and 22x exit multiple that's a +9% IRR"
X Link 2025-10-29T23:16Z 4187 followers, 34.8K engagements

"EDU Holdings $EDU.AX with a guidance raise and buying back 18M shares (12.5% outstanding) at 55c/sh"
X Link 2025-12-01T06:17Z 4188 followers, 19.7K engagements

"It still blows my mind that over a third of $LGIH homebuyers cancel their order. I would have thought buying a home would be slightly different than buying a t-shirt"
X Link 2025-12-03T18:33Z 4187 followers, 1980 engagements

"Curious if $ATNI is on Malone's / CGI Liberty's $GLIBK / $GLIBA shopping list post rights offering. Owns XX% of Alaska Communications. Trades 4.2x EV/EBITDA"
X Link 2025-12-04T01:15Z 4187 followers, 2102 engagements

"Sygnity $SGN / $SGN.WA reported 2Q25 results today so we have data on another one of their acquisitions - UAB DocLogix. Acquired for 1.745M vs. 2024 sales of 2.247M so 0.78x P/Sales multiple (don't have cash/debt amount yet but likely slightly cheaper on EV basis) h/t @wlep"
X Link 2025-09-04T18:55Z 4190 followers, 10.8K engagements

"As much as I like Hikari Tsushin $9435.T and think they do a great job investing in cheap Japanese stocks it's a really tax inefficient investment vehicle. Any gains are taxed as corporate income in Japan (30%) then individual investors also taxed on any gain on sale of Hikari"
X Link 2025-02-22T04:56Z 4190 followers, 11.3K engagements

"One thing that's a bit of a red flag for me is when serial acquirers present their returns on a pre-tax basis. Both Roko $ROKO-B.ST and Boreo $BOREO.HE are guilty of this. 🚩🚩🚩"
X Link 2025-05-15T18:16Z 4191 followers, 5197 engagements

"@Munger_Disciple Fair although that reminds me of the argument of why $CHTR / $CMCSA / $CABO wont lose share to FWA 🤷♂"
X Link 2025-11-20T22:47Z 4190 followers, XXX engagements

"Lululemon $LULU - Google Trends (still improving) seem like a disconnect vs. the stock price (-52% YTD)"
X Link 2025-12-01T03:48Z 4190 followers, 3981 engagements

"@max_katzenstein FWIW here were some of my comments on Roko:"
X Link 2025-12-03T06:44Z 4191 followers, XXX engagements

"Constellation Software $CSI.TO 3Q25 tidbits: 1) Core-CSI (ex TOI & LMN) organic growth was +3% in-line with the last X years; maintenance +4% a little slower though keep in mind falling inflation likely impacts (many contracts CPI-linked)"
X Link 2025-11-08T01:09Z 4188 followers, 36.5K engagements

"Lumine's $LMN.V acq'n of Synchronoss $SNCR (+23% to LMN sales). Valuation below. SNCR is public & larger=EV/S multiple is a bit higher (1.5x) but not unreasonable. If LMN can run at similar margins = 4.5x EV/EBITA. I'm sure will finance with debt as well to boost IRR. $CSU.TO"
X Link 2025-12-04T15:45Z 4189 followers, 9801 engagements