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@MichaelGielkens Avatar @MichaelGielkens Michael Gielkens

Michael Gielkens posts on X about $csuto, ai, $toiv, ceo the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Followers: XXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% technology brands XXXX% celebrities XXXX% countries XXXX% exchanges XXXX% currencies XXXX% travel destinations XXXX%

Social topic influence $csuto #8, ai 19.23%, $toiv #3, ceo #2182, acquisition #1241, $acpwa #2, strong 7.69%, constellation #210, business 7.69%, $lifcobst #12

Top accounts mentioned or mentioned by @castrobeiras @degroofpetercam @simeonresearch @robrutten6 @olensrud @tinytitanscap @hottie_baker_ @massivemoats @deeenine @aggafter1 @abroninvestor

Top assets mentioned Alphabet Inc Class A (GOOGL) EQT, Corp. (EQT) Brookfield Corporation (BN) Goldman Sachs (GS)

Top Social Posts

Top posts by engagements in the last XX hours

"Relevant take on AI versus VMS. $CSU.TO $TOI.V $ACP.WA $CHG.DE"
X Link 2025-12-03T14:56Z 5071 followers, 5654 engagements

"Big news for shareholders like Alphabet Scottish Mortgage Trust and Sofina $GOOG $GOOGL $SMT.L $SOF.BR"
X Link 2025-12-10T09:14Z 5071 followers, 3291 engagements

"$DIE.BR D'Ieteren CEO Deprez made a very solid impression at the Degroof investment company conference @degroofpetercam. Interesting to see how the further development of the group will be executed"
X Link 2023-12-11T18:12Z 5073 followers, 5488 engagements

"Excellent podcast on $EQT.ST. Undervalued and growing faster interesting setup for their largest shareholder and co-founder Investor AB as well $INVEA.ST $INVEB.ST"
X Link 2025-07-01T11:58Z 5071 followers, 2939 engagements

"Interesting. Though Lifco's Per Waldemarson literally told me they're indifferent whether management is retained after an acquisition because they buy strong companies with good positions in niches and have a deep bench of talent within the firm. Of course it's a great thing if the manager (especially the founder) remains on board to run the company under the umbrella of the serial acquirer. $LIFCOB.ST"
X Link 2025-09-13T00:34Z 5071 followers, 9354 engagements

"Big deal potentially for Prosus $PRX.AS"
X Link 2025-11-06T23:07Z 5072 followers, 1576 engagements

"$CSU.TO $TOI.V"
X Link 2025-11-22T21:12Z 5072 followers, 10.7K engagements

"Interesting exercise regarding AI impact on $CSU.TO. $TOI.V seen as more AI resistant (which I also believe personally). Not convinced by the valuation though. adjustments need to be made for minorities and I'd do the DCF very differently. But the AI piece makes it a worthwhile article to ponder although I cannot specifically verify some of the numbers like revenue % of the total per business group"
X Link 2025-11-28T14:21Z 5072 followers, 8122 engagements

"Enjoyed this piece by @olensrud. Thanks for the shoutout $ACP.WA is definitely an interesting company. Looking forward to seeing the $CSU.TO $TOI.V playbook materialize in the coming years. Most local analysts and investors for sure do not seem to get the story yet but valuation is not demanding offering an asymmetric risk-return profile"
X Link 2025-11-30T17:40Z 5072 followers, 9348 engagements

"$CSU.TO $TOI.V"
X Link 2025-12-02T13:08Z 5072 followers, 8621 engagements

"$LMN.V $CSU.TO"
X Link 2025-12-05T07:41Z 5072 followers, 2779 engagements

"@castrobeiras Dipping into this pond in addition to holding companies"
X Link 2025-12-07T13:44Z 5071 followers, XXX engagements

"@castrobeiras Thanks for sharing 👍 Latour premium not problematic for you re valuation 😉"
X Link 2025-12-07T20:22Z 5071 followers, XXX engagements

"$MBB.DE with a EUR XX million buyback due to "substantial undervaluation". Limit is EUR XXX. Looks like a good place to allocate capital 👌"
X Link 2025-12-09T08:08Z 5072 followers, 1497 engagements

"Finished the Stockholm trip with a meeting with Per Waldemarson. Candid discussion on the future of Lifco and the standards that they set. $LIFCO.ST $LIFCOB.ST If anything the significant amount of relatively new Swedish serial acquirers strengthened my view that one will do very well with just the larger established players. With so many other things happening in serial acquirer and holdco land I'll probably spread some of my XX pages of notes out over a couple of newsletters. Most will be for internal use but several tidbits offer interesting insights I'd like to share"
X Link 2025-03-19T18:50Z 5072 followers, 4044 engagements

"Here's a report of our meeting with $LIFCOB.ST CEO Per Waldemarson on our website (in English 😉):"
X Link 2025-09-13T03:09Z 5072 followers, 2937 engagements

"3i Group $III.L CEO showing some skin in the game Insider buying is a clear signal"
X Link 2025-11-14T18:47Z 5072 followers, 5844 engagements

"$CSU.TO AI & VMS"
X Link 2025-12-10T23:31Z 5071 followers, 3499 engagements