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@SimeonResearch_ Avatar @SimeonResearch_ Simeon Research

Simeon Research posts on X about $pmeax, $tvkto, $acpwa, $vhito the most. They currently have XXXXX followers and 1667 posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence finance stocks countries cryptocurrencies technology brands currencies social networks

Social topic influence $pmeax, $tvkto, $acpwa, $vhito #1, $nxsnta, $csuto, $ffhto #1, $toiv, $wtcax, hims

Top assets mentioned NVIDIA Corp. (NVDA) Hims & Hers Health, Inc. (HIMS) Neurobro (BRO) Kinsale Capital Group, Inc. (KNSL) Heima (HEI) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) TransMedics Group, Inc. Common Stock (TMDX) DLocal Limited Class A Common Shares (DLO) Arista Networks Inc (ANET) ODDITY Tech Ltd. Class A Ordinary Shares (ODD) Roko (ROKO) Danaher Corporation (DHR) Autozone Inc (AZO) Copart, Inc. (CPRT) Axon Enterprise, Inc. (AXON) KLA Corp (KLAC) Broadcom, Inc. (AVGO) Domino's Pizza Inc (DPZ) Wing Finance (WING) McDonald's Corp (MCD) Chipotle Mexican Grill, Inc. (CMG) Open Custody Protocol (OPEN) Peloton Interactive, Inc. Class A Common Stock (PTON) Novo-Nordisk (NVO)

Top Social Posts #

Top posts by engagements in the last XX hours

"Updates & Analysis of the market Added to already existing positions ✅ $TVK.TO increased position by X% $VHI.TO increased position by XX% $NVDA increased position by X% $AMZN increased position by X% Watchlist 🎯 $PME.AX $WTC.AX $PNPFF $TOI.V Cash XXXX% 💵 Commentary 🗨 As USA continues to lose prestige while the market finally caught up to fact that high rates + tariffs + inflations will be a recipe for disaster at a time which the earning reports from $COST and $WMT show us that the consumer is weakening. 💡 This is why the last few months I have mentioned I am buying mostly outside of"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-03-12 22:40:16 UTC 5380 followers, 3371 engagements

"@bigpoppastonk @no_cap_cap @KairosPraxis Oh my that's even better 🤣😭"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-22 22:49:12 UTC 5457 followers, XX engagements

"Full Portfolio View & Moves ✍ Ticker - Percentage 📊 $CSU.TO - XX% $NXSN.TA - XX% $TVK.TO - XX% $NVDA - X% $AMZN - X% $ACP.WA - X% $PME.AX - X% $VHI.TO - X% $BRO - X% $ITECH.ST - X% $HIMS - X% $KNSL - X% + X secret position bought very recently try and guess it 🤫 My moves 💡 As you can see I have done some significant moves ⛔ First of all I exited my stake at $GOOG / $GOOGL post is coming to explain my rationale and reasons I have conducted trims in $CSU $AMZN as l have been doing an active effort to increase my stakes in smaller caps which I have been killing it with stellar performance. 📈"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-06-20 13:56:13 UTC 5455 followers, 10.5K engagements

"@bigpoppastonk @no_cap_cap @KairosPraxis @grok You mfs are hilarious 🤣🤣"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-22 23:53:02 UTC 5460 followers, XX engagements

"Israeli stock are killing it Very few accounts here cover them My favorites are 👇 $NXSN / $NXSN.TA - Cameras for drones YTD - Up XX% 📈 $ELAL.TA - Airlines YTD - Up XX% 📈 $QLTU.TA - Semi-conductors YTD - Up XX% 📈 For my Israeli investors drop ideas in the comments I would love to go through them 🤝"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-02-19 17:53:51 UTC 5440 followers, 6457 engagements

"@paulcerro The other day I saw someone mentioning that OSCR is a heck of a deal because of its price-to-sales ratio Peak retail euphoria wdyt"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-22 14:10:41 UTC 5460 followers, XXX engagements

"Quality companies can be found everywhere 📈 Here are my favorite ones 👇 🏭 Semiconductors - $AVGO $NVDA $ASML $ANET $KLAC 📝 Insurance - $FFH.TO $KNSL $BRO 🌐 Software - $GOOG $CSU.TO $TOI.V $VHI.TO $PME.AX $LMN.V $CHG.DE $SGN.WA 🏥 Healthcare - $HIMS $TMDX ✈ Aerospace - $HEI 🗺 Logistics - $WTC.AX 😏 Bonus Small caps - $SLYG.F $KRI.AT $PNPFF $EXENS.PA Any great I forgot on these categories Feel free to add folks"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-04-22 14:46:21 UTC 5394 followers, 4337 engagements

"I will soon reveal the stock I have been building a position on for a while 💡 Hint - If someone guesses it correctly I will send them a private message with my full free thesis when its ready 🤝 Last time no one predicted the stock I bought from"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-17 14:31:29 UTC 5460 followers, 10.1K engagements

"@escvel0city11 For some weird reason if it is not states no one cares I posted so many stocks like that that did amazing And yet everyone wants to listen about the same stocks all the time I feel you"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-07 17:13:09 UTC 5374 followers, XXX engagements

"Sp500 YTD -XX% 🔻 NQ YTD -XX% 🔻 These stocks have shown impressive strength 📈 $TOI.V - YTD +13% 🟢 $PNPFF - YTD +42% 🟢 $EXENS.PA - YTD +61% 🟢 $MYTIL.AT - YTD +14% 🟢 $TVK.TO - YTD +18% 🟢 $LDO.MI - YTD +61% 🟢 Any other strong performers in this crazy year 🤔"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-04-08 17:50:41 UTC 5456 followers, 3745 engagements

"@Fooahs Oh restaurants is very good bad one Very few are doing it right $MCD $WING $CMG $DPZ"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-22 00:07:40 UTC 5437 followers, XXX engagements

"@YodaStockInvest Some of them yes How is fubo gonna grow to 20b"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-13 20:32:26 UTC 5380 followers, XXX engagements

"@topsecretstocks Well some bullish arguments can be made for the others But $OPEN & $PTON come on bro The failed spac that was almost delisted mutliple times and the iPad on treadmill are solid investments I think you are the one with no serious DD not @realroseceline"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-19 22:49:10 UTC 5350 followers, XXX engagements

"Secret Stock Reveal 💥💥 XXXX% FCF margin Gross XX% ROIC XX% and Rev Cagr XXXX% Trading XX times FCF and at a XX Forward PE while having XX% insider ownership. ✅ Mc - 38mil 👌 Ticker - $IFI.WA 💡 What do they do - Ifirma is the largest cloud-based accounting and invoicing system in Poland serving freelancers and small-to-medium enterprises. They have recently pivoted to online accounting with the launch of ifirma platform and today they combine a subscription-based SaaS model with complementary BPO accounting HR staffing and IT outsourcing services. 🎯 Value Proposition - Simplicity and"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-06-30 14:39:29 UTC 5383 followers, 8965 engagements

"@TheLongInvest How did you come up with a 1000 fair value Lmao"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-22 19:47:54 UTC 5460 followers, 7286 engagements

"@SoJustFollowMe @TacticzH $FFH.TO $BRK Currently"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-21 15:05:31 UTC 5460 followers, XXX engagements

"This stock is up XXXXX% in the last X years 🎯 It closed a big contract today ✅ One of the strongest moats 🏰 $PME.AX / $PME Secured a 170M XX year contract with UCHealth in Colorado effectively continuing to expand rapidly in the states. 💡 To put the moat into perspective it is very similar to $NVDA and CUDA for clinics finding radiologists is essential and very difficult to do so some of them refuse to work on any other software available. 🤝 I bought in at the recent dip in near $XXX extremely excited on how they continue to deliver the biggest catalyst in my opinion being their potential"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-03 14:23:45 UTC 5384 followers, 3619 engagements

"🎯 X Under-looked companies with strong moats 👇 $PME.AX - Visage their software is the leading best-in-class for radiology so much so that some refuse to work with any other software they have never lost a client (sticky) and they are in 11/20 of the top USA hospitals. They can complete super complex implementations of the software for new clients in 1/3 of the time competitors need. AI detection in radiology is their new venture. $ITECH.ST - They own a unique patent to the world's best chemical applied in ship painting to stop barnacles from attaching to ships this is extremely helpful as"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-06-24 20:00:24 UTC 5458 followers, 11.3K engagements

"$ITECH.ST / $ITECH up X% on great Q1 2025 results ✅ 📈 Net sales are up XX% 🔥Operating income nearly doubled from 9119 to 17656 up XX% 🔥Gross Margin up XXXX% (from 52.7%) 🔥Operating margin also boomed to XXXX% (from 23.7%) ✅ The sales (56880) even exceed the 2024 average quarter (179451 / X = 44863) suggesting that demand is increasing 🎯 At the same time the cost control was there op expenses grew XX% biggest cost came from an other operating expense 2583 vs XXX in the previous quarter didnt manage to locate what it was. 👔 Developments - Closed a new big client in Asia (biggest market)"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-05-08 11:31:56 UTC 5332 followers, 2264 engagements

"@no_cap_cap That fact that this structured like twitch tier subs kills me 🤣🤣"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-21 22:37:47 UTC 5457 followers, XXX engagements

"Top X countries to fish for undervalued gems right now 💎 X. Poland X. Israel X. Canada X. Sweden What are your top ideas from those countries Let's share ideas"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-06-26 14:30:58 UTC 5358 followers, 12.6K engagements

"@realroseceline Agreed Restaurants and pure car businesses as well (not parts)"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-22 00:11:30 UTC 5457 followers, XXX engagements

"⛔ Removed from watchlist ⛔ $ALL.WA - I presented this company as a potential undervalued gem due to the favourable economics vs valuation. This company trades at EV/FCF of X while growing rev XX% CAGR (lets X years) and has a XX% gross. I now understand why the multiples are low they plan to sale of Software Mind which historically has been one of the fastest growing segments (In 2024 it grew XX% and historically averaged double-digit quarterly growth). The op margin was XX% Reasons for selling the sale process is part of a joint-exit provision embedded in the Software Mind shareholder"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-06-18 14:45:08 UTC 5362 followers, 3933 engagements

"@eclecticinvest5 Thanks KPG is def nice i also like $wtc.ax from Australia PNP is venture not a serial acquirer what is the thesis on $WI"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-09 15:34:17 UTC 5446 followers, XXX engagements

"Some of my top calls announced publicly here 💰 💊 $HIMS +180% +140% $XX - $XX $XX - $XX 🟢 $NVDA +50% $XX - $XXX 🧪 $ITECH +28% XX SEK - XXX SEK 🪖 $NXSN.TA +82% 5800 - XXXXXX 🩻 $PME.AX +46% $XXX - $XXX 💉 $NVO +20% $XX - $XXX 🌐 $ACP.WA +12% XXX PLN - XXX And more Some of my bad calls ⛔ 🏨 $VHI.TO - I did manage to get some shares near nine but my first buys near $XX so far havent been ideal I dont worry at all about this one I am slightly down. I will talk with the CEO & CFO & M&A officer on Monday. 🏭 $AMSL - I did not nail the bottom buys and to an extent I miscalculated the effect of"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-06-06 14:23:11 UTC 5394 followers, 14.2K engagements

"$FFH.TO keeps on increasing its stake in $MYTIL.AT 🎯 But why 🤔 A Deep dive into the underlooked Greek Giant 💡 Fairfax has the option to acquire 2.750.000 treasury shares of MElten through an exchangeable bond (110mil euro) within X years at XX per share (1.92% of the share capital) This is company that recently rebranded to Melten from Mytilinaios energy to reflect their next phase in energy transition. This is a company I have covered here and it is time I go deeper. ⚡On their main operations which are metallurgy they are the only fully vertically integrated private aluminium producer"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-06-19 18:22:45 UTC 5384 followers, 6571 engagements

"Now that earnings season is upon us. My top watches for Q2 👇 - $TMDX $HIMS $APP $HEI $KNSL $BRO $MELI $DLO $NVDA - $CSU.TO $VHI.TO $TVK.TO $TOI.V $FFH.TO $ZOMD.V +1 - $NXSN.TA $CLBT +1 - $ITECH.ST $INT.ST $IDUN.ST - $ACP.WA $SGN.WA - $MYTIL.AT $ILYDA.AT - $PME.AX $WTC.AX $TEA.AX I will also be posting full analysis of most of these companies here on X so tune in 👌 Which of your holdings are you looking at mostly in Q2🤔"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-18 14:50:30 UTC 5459 followers, 6574 engagements

"Favourite Companies per Country USA - $NVDA $AMZN $GOOG $NVDA $ANET $HIMS $BRO Canada - $CSU.TO $VHI.TO $TVK.TO $TOI.V $PNP.TO $FFH.TO Sweden - $ITECH.ST $LAGER.ST $ADDT.ST $LIFCO.ST Isreal - $NXSN.TA $SHVA.TA $ODD $QLTU.TA Greece - $MYTIL.AT $KRI.AT $BELA.AT Australia - $PME.AX $WTC.AX $MAD.AX Poland - $SGN.WA $ACP.WA What would you add in these categories 🤔 Drop your best gems 💎"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-05-02 13:54:18 UTC 5384 followers, 8134 engagements

"Simeon Rant ⛔ I really do urge everyone to exercise caution the sentiment is screaming greed everyone is hunting for the next short squeeze most big accounts are pumping their bags irrational price targets are everywhere without the backing of analysis/facts and the feed is dominated by very few low-quality stocks. Fintwit should be a place where quality ideas are shared and through debate we become better investors not a pumping scheme. Let's be better 🙏"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-22 19:49:24 UTC 5460 followers, 5917 engagements

"Sweden has some great compounders Some of the best 💎 👇 ⚡Atlas Copco Ab - $ATCO.ST 3yr Rev CAGR - XX% ROIC - XX% WACC - XXXX% 🏗 Lifco Ab - $LIFCO.ST 3yr Rev CAGR - XX% ROIC - XX% WACC - X% 🔰 Assa Abloy ab - $ASSA.ST 3yr Rev CAGR - XXXX% ROIC - XX% WACC - XXXX% 🚬 Swedish Match ab - $SWMA.ST 3yr Rev CAGR - XX% ROIC - XX% WACC - X% ⚡Addtech Ab - $ADDT.ST 3yr Rev CAGR - XX% ROIC - XX% WACC - XX% 🔌Lagercrantz Group Ab - $LAGR.ST 3yr Rev CAGR - XX% ROIC - XX% WACC - XXX% Any Swedish company missing 🤔"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-05-13 14:22:35 UTC 5440 followers, 5801 engagements

"@hamenateah @shomikghosh21 @walnutavevalue @maxwellhouse99 @no_cap_cap @chat_SBC @bizalmanac @RahulSetty_ @LukeWolgram Very good write up my original issue with $KSI was in my view that they have successfully penetrated the majority of the TAM Seems like the cross selling is a unique opportunity i need to revisit Thank u"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-20 17:32:56 UTC 5457 followers, XXX engagements

"@no_cap_cap It's actually a great idea that I may copy"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-21 23:08:32 UTC 5457 followers, XXX engagements

"@TacticzH Imo only $dlo worth a shot from this list"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-16 00:14:22 UTC 5459 followers, 6877 engagements

"@investlikeiroh $mytil.at $ACP.WA $SGN.WA Those X by far and another one i am not willing to disclose as i am building a position"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-02 14:53:31 UTC 5377 followers, XXX engagements

"$NXSN / $NXSN.TA up XXX% Today While Mr Market dumped the company this week because of the war in Ukraine ending the company continues to execute🫡 👏Today a new XXX Million dollar order was announced bringing the total so far this year to $46.6ish. To remind you the guidance from the company for the whole year is XXX million Their guidance for 2025 👇 ✅45% revenue growth ✅61% net margin 💡Already XX% of the way and I would dare to say they seem to be ahead of schedule 📅"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-02-16 12:18:15 UTC 5414 followers, 1463 engagements

"@meeijer Maybe $DLO or $itech The rest pass for me"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-19 20:57:47 UTC 5458 followers, 2875 engagements

"$EVO.ST / $EVO 🎰 So black cube an intelligence firm based in Israel is the one that conducted the research But it's not the one that ordered the research 🤔 After looking I think I found who it is but I don't want to get sued 🙂"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-04-22 13:53:59 UTC 5371 followers, 2998 engagements

"@no_cap_cap @epsilontal is a must follow but no its not that one very good guess though"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-18 14:31:19 UTC 5457 followers, XXX engagements

"@leevalueroach This statement is correct But you forget one $FFH.TO"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-06-06 21:56:53 UTC 5376 followers, 1308 engagements

"Average current GDP expense towards military usage in Europe is currently XXX% to XXX% and it is heading towards X% + This is a huge opportunity for these stocks 👇👇 $BA.L - Defence and aerospace but also cyber intelligence $HO.PA - Big cybersecurity focus & Transportation systems (expensive valuation) $FMNB.F - Italian industrial and tech company making helicopters and defence electronics. $SAAB.ST - Military equipment and systems for aviation and civil defence (also a bit expensive) $NXSN.TA - Based on Israel and makes cameras under 2kg for drones with top notch recognition software"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-04-01 14:21:47 UTC 5368 followers, 1445 engagements

"The constellation software family ✨ Starts with $CSU owning $TOI.V and $LMN.V Then $TOI.V owning stakes in $SGN.WA and $ACP.WA And at the end we have one its own $PNP.TO run by Damien Leonard ✅ I own 2/6 which ones your guys own 🤔"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-05-27 14:18:11 UTC 5458 followers, 7981 engagements

"⚠Maybe the worst take I have seen = Stocks outside if the USA = Bad performers ⛔ 🪖 $RHM.DE - XXX% YTD 🪙 $MYTIL.AT - XX% YTD 🌲 $PNP.TO - XX% YTD 🛢 $TVK.TO - XX% YTD 🌐 $SGN.WA - XX% YTD 🌐 $ACP.WA - XX% YTD 🪖 $EXENS.PA - XXX% YTD 🌐 $TOI.V - XX% YTD 📷 $NXSN.TA - XX% YTD 🔌 $SLYG.F - XX% YTD 📢 $ZOMD.V - XX% YTD 🏭 $QLTU.TA - XX% YTD And I am sure I am missing way more strong performers"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-06-13 19:56:56 UTC 5457 followers, 8666 engagements

"Serial acquirer mega-list from all over the world 🌎 - $HLMA.L $JDG.L $SFT.L $SDI.L - $LIFCO.ST $ADDT.ST $LAGER.ST $VITB.ST $TEQ.ST - $TVK.TO $TOI.V $LMN.V $FTG.TO $VHI.TO $ATD.TO $DSG.TO $CSU.TO - $WTC.AX - $OMDA.OL - $DSY.PA - $CHG.TO - $SGN.WA $ACP.WA - $HEI $DHR $TMO $BRO $AME - $MYTIL.AT 💡 Very interesting searching for this is that many Greek companies have started to acquire companies to fuel growth What companies would you add on the list 🤔 Let me know"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-01 14:14:40 UTC 5458 followers, 12.8K engagements

"Stock I would buy at lower prices and why 👇 $SGN.WA - Software provider in Poland which experiences rapid growth in the need for VMS both in public and& private sector (Exposure through $ACP.WA) $SLYG.F - Electronic parts/smart home products controlled under a single API open source approach $PNP.TO - Venture Capital in software run by Mark Leonard very expensive relative to NAV and BV $AXON - It is completely integrated with the L.E ecosystem & cloud data and ai analytics (priced for perfection) $FICO - Credit scoring system domination via heavy regulation & network effects (very expensive)"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-06-09 18:24:33 UTC 5458 followers, 6307 engagements

"@fiscorainvest I was about to include but remember parts $CPRT $AZO etc But yes pure car companies are straight garbage"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-22 00:08:55 UTC 5460 followers, XXX engagements

"@no_cap_cap If I have the honor of becoming the second page you follow here I may share 😉🤣"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-21 21:17:44 UTC 5457 followers, XXX engagements

"@TacticzH Finally some.more conservative price targets in here"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-21 20:37:52 UTC 5459 followers, 1370 engagements

"The secret of constellation software from an ex employee 🧙♂ If you own Shares you need to read this. $CSU / $CSU.TO X. Disciplined Valuation and Downside Protection 📊 The company rigorously evaluates risks such as customer concentration legal liabilities and outdated technology to avoid potential pitfalls. Many sellers prioritize personal factors such as retirement over securing the highest price allowing Constellation to acquire companies at reasonable valuations. This focus on mitigating downside risk ensures that even if a deal does not turn out perfectly the company still generates"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-03-26 14:53:57 UTC 5341 followers, 4295 engagements

"Very few know this about the biggest sleeper company in Greece 🤔🤔 $MYTIL.AT which is on my radar share has compounded a very cool XX% per year for the last X years (549% in total) and still trades at a X PE ratio.😱 👉 Recently they invested 500m to build X new factories in Romania & Greece. Their unique patent allows them to extract XX% of metals (overall industry range is 60-80% in general) while having X% emissions. (Moat) They will expand on way more metals and get this their new method of extraction they will reduce costs significantly and increase margins so even if there is trouble"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-05-13 19:46:09 UTC 5355 followers, 3117 engagements

"Here is every company I am watching for a new position and why 👇 ⚡ $AXON - An absolute monopoly in CEDs execution and moat are phenomenal valuation unfortunately is not. Will buy in 400s if we get to that point. 🩻 $PME.AX - One of the biggest SaaS for hospitals that allows high resolution depictions of medical data. Richly valued but it has started to get to an interesting point. Looking at $XXX to enter. 🏛 $FFH.TO - Has managed to grow book XX% annually their book value and the Prem Watsa is a phenomenal investor who prioritizes long term growth vs short term gains no real negatives but I"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-03-31 16:40:46 UTC 5382 followers, 9097 engagements

"Equity report issue #1 ✅ Here are all the companies I have taken an interest and actively looking to start a new position For me $SLYG.F $ITECH.ST $ODD $MUX.DE stand out the most 🤔 Let me know who is the best on the list in your opinion A big thank to my community for some the ideas"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-04-23 13:58:21 UTC 5452 followers, 2983 engagements

"@RichardWedekin1 $KNSL is one of the best insurance names available currently"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-18 22:07:31 UTC 5459 followers, XXX engagements

"@mycreditjourney If you like insurance take a look at $BRO $KNSL $FFH.TO (best rn imo)"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-16 15:42:47 UTC 5447 followers, XXX engagements

"@no_cap_cap @bigpoppastonk @KairosPraxis @grok That's exactly how I look irl"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-23 00:14:28 UTC 5457 followers, XX engagements

"@TacticzH XX positions wow that's a lot of work to manage Congrats for the solid performance"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-19 20:54:25 UTC 5447 followers, XXX engagements

"ITS OUT 💥💥💥 Free $VHI.TO Deep dive ✅ 23+ pages 🫡 Management qna ⛔ Don't miss it out You know where to find it 😏"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-15 17:00:30 UTC 5460 followers, 30.8K engagements

"Canada has a heck of super interesting businesses 👇👇 🛡 $FFH.TO - One of the best insurance names on the global market 🍃 $HASH.V - A very unique approach to Cannabis 💰 $BN - A misunderstood asset management business 🏢 $MEQ.TO - Very disciplined R.E company with excellent performance ✈ $FTG.TO - Fully integrated Aerospace & Defence products with the ability to customize them in house. 🛢 $CMG.TO - Top notch reservoir software & acquisitions 🌲 $PNP.TO - Vertical market software disguised as venture capital with the csu playbook 🏥 $VHI.TO - Hollistic VMS approach in Healthcare 🌐 $LMN.V -"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-05-22 14:27:19 UTC 5459 followers, 6453 engagements

"@Th34ccountant @david_katunaric There are actually more than X The ones I am willing to share All the constellation family $tvk.to $pme.ax $nxsn.ta $MYTIL.AT $zomd.v $wtc.ax $QLTU.TA $itech.st $lifco.st $addt.st And some others Hope you find interesting names here"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-06-30 08:04:42 UTC 5433 followers, XXX engagements

"@AGNombela Thesis on $DPLM $VHI would have gotten that spot if it wasn't for so much dilution (I own)"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-08 17:54:40 UTC 5333 followers, XXX engagements

"@BenMartin661251 Agreed $KNSL is a much better insurance play imo That said what I trust above all is management execution trackrecord very questionable in this instance"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-12 18:48:42 UTC 5440 followers, XXX engagements

"New serial acquirer star on the rise 🤔 One of the most interesting and lesser known companies within the constellation software universe is $ACP.WA - Asseco The business model is simple and straightforward especially if you are familiar with $CSU it is a federation of IT companies that uses the Merger and acquisition business model for software businesses in Central and astern Europe. It provides solutions for finance industrials banking trade and public services. Majority of their revenue come from mainly finance XX% and the playbook is simple mission critical software. May I add the niches"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-04-30 18:21:15 UTC 5374 followers, 6111 engagements

"$TVK.TO / $TVK Moving BIG with X key acquisitions 🔥 ⚡ Simplex - The company manufactures electrical test systems (load banks) and fuel supply systems for the standby power generation industry. Was acquired for XX million CAD. A family owed business that was founded in 1934. ⛽ Tankcon - A manufucturer of fiber-reinforce polymer tank trailers and lessor of such trailers company was acquired for XXXX million CAD Headquartered in Blainville Qubec Tankcon is serving the North American transportation industry. 💡My take - We have seen Terravest recently expand more and more its position in North"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-05-01 15:10:41 UTC 5384 followers, 4627 engagements

"I told everyone I am buying this stock Now it's up XX% since ✅ $NXSN.TA $NXSN is one of the fastest growing companies I own🎯 Today they announced a XXXX mil order from an existing client Sales so far this year from orders are around XXXX M so far More to come 🦅"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-02-04 13:50:57 UTC 5417 followers, 1668 engagements

"@dgmarkoulis @david_katunaric I can definitely add $TVK.TO $WTC.AX and some other But there are X names I am not willing to share until I finish my dd"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-06-29 21:49:19 UTC 5446 followers, XXX engagements

"High PE Low PE at XX% of the cases ⚠ My highest PE ratio stocks are always my best performers $HIMS $PME.AX $TVK.TO $NVDA etc Buy the winners not the losers ✅ Took me a while to understand this concept 😉 Thoughts 🤔"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-05-26 18:56:30 UTC 5382 followers, 5462 engagements

"My Canadian stock watchlist & why I am interested 🎯 🏦 $FFH.TO - One of the best insurance businesses Prem has a 40yr track record of very solid capital allocation 📈 $ZOMD.V - Stellar q1 2025 with XXX% YoY Rev growth and a XX% gross actively digging here. 🏥 $WELL.TO - Enjoys network effects via the clinics but has problems in scaling it is gonna IPO their software business that is very similar to vitalhub 🤔 $KSI.TO - XX% gross and XX% rev cagr for the last X years on this software name 🌐 $LMN.V - Remains the most under-appreciated of the constellation software family ⚡ $MCB.TO - Very"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-06-11 13:47:44 UTC 5457 followers, 11K engagements

"@no_cap_cap @KairosPraxis Lmao I am gonna became a meme now"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-22 22:25:13 UTC 5460 followers, XXX engagements

"@CompTortoise Can't miss $TVK.TO and $LIFCO"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-05-07 21:16:33 UTC 5349 followers, XXX engagements

"The biggest winners operate on niches 📈 Some of my favourite niche businesses 👇 📊 $WTC.AX - Logistics Software Performance 5yr XXX% 🪄 $CSU.TO - Vertical Software Performance 5yr XXX% 🪖 $NXSN.TA - Drone Cameras under 2kg Performance 5yr XXXXX% ✈ $HEI - Parts for Aircrafts Performance 5yr XXX% 🩻 $PME.AX - Radiology software Performance 5yr XXX% 🛢 $TVK.TO - Propane tanks & H/C systems Performance 5yr XXX% 👔 $KNSL - Casualty and Property insurance Performance 5yr XXX% 🔌$SLYG.F - Electronic Part (smart home) Performance 2yr XXX% 🌐 $CDNS - Verification & Simulation software Performance"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-05-08 17:48:06 UTC 5433 followers, 5357 engagements

"Simeon how much do you like software ❓ My Portfolio 👇 $CSU.TO - Vertical Market Software $ACP.WA - Vertical Market Software $VHI.TO - EHRs Workflows and Operational visibility software $PME.AX - The best radiology software available on the market Which software companies do you own 🤔 ⚠ BTW VHI deep dive is almost finished it's massive and very detailed I am fixing some mistakes and adding some parts XXX% coming tomorrow morning I prefer to take my time and delay rather than post something of bad quality"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-14 14:12:08 UTC 5458 followers, 8357 engagements

"Hims has a very bad shareholder base after the pop to XX I have made very good money on it and kept some of the original position because I can see some characteristics I like that said I am debating heavily to keep it or not purely on a valuation standpoint But I don't know if pton and hims are that comparable I do believe for the consumer the hims value proposition is much better and sticky"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-19 23:00:13 UTC 5350 followers, XXX engagements

"Canadian companies are definitely getting more recognition (as they should) 🍁 Here are some that still aren't getting enough attention yet 💡 $LMN.V - Vertical software 💻 $WELL.TO - Digital healthcare software and equipment 🩸 $KSI.TO - Software for data and document management 🌐 $VHI.TO - Vertical software for hospital's 🏥 $FFH.TO - Property and casualty insurance and reinsurance 👔 $HASH.V - Concentrated Cannabis🪴 $CLS.TO - Supply Chain Solutions & Cloud ☁ What other Canadian companies aren't getting enough recognition but they deserves it Lmk in the comments 👇"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-02-18 18:56:51 UTC 5452 followers, 3364 engagements

"@Pioutiful NFA i bought recently $ACP.WA I like $MYTIL.AT"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-02 14:56:49 UTC 5377 followers, XXX engagements

"@Stijn22846075 @MichaelGielkens Teqnion is not a good serial acquirer at least yet Lifco is very very good but has lots of room before it is considered one of the goats it is close though $ROKO is interesting"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-09 15:36:02 UTC 5333 followers, XXX engagements

"@meeijer That will be reserved for a substack deep dive Glad you like itech"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-12 14:41:41 UTC 5325 followers, XXX engagements

"@HanFarStockUp I almost had larg in the goat list Tremendous company And great choices man"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-08 15:50:36 UTC 5349 followers, XXX engagements

"$EVO.ST for some reason has all the spotlight in Sweden but there are many way better niche businesses growing over XX% a year while dominating niche areas that deserve more attention. 🤔 One of my favourites being $ITECH.ST YTD - XX% and I am up XX% on my position 🎯 They have complete control of a very unique niche 👇 ❓The problem they solve is simple barnacles get attached to ships costing them speed thus time more fuel thus costs and trouble with very strict environmental laws especially in Europe. 💡Their patented chemical solution is mixed with the ship paint Already 3k ships use the"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-16 15:23:29 UTC 5460 followers, 8410 engagements

"Current positions by country 🌍 USA - $AMZN $GOOG $HIMS $NVDA $BRO $KNSL Canada - $CSU.TO $VHI.TO $TVK.TO Poland - $ACP.WA Israel - $NXSN.TA Australia - $PME.AX Sweden - $ITECH.ST Any great idea for more stocks to research on those countries Name em 👇"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-05-19 17:32:10 UTC 5452 followers, 6737 engagements

"@AInvestorBrief True true Although companies like $AZO $CPRT can do it right (to an extend $APR.WA) I think I have an index with them"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-22 00:09:59 UTC 5459 followers, XXX engagements

"Why types of industries I generally avoid and why 🚫 👔 Insurance - Inherently complex and very difficult to find winners my favourite wellcapitalized diverselyunderwritten players are $BRO $KNSL and $FFH.TO 🧪 Biotech - The r:r is not in your favour full of boom and busts a single clinical trial can send a stock up X or down 95%. 🏦 Banks - The growth is not there for me Most resort to dividends as a way of returning capital to shareholders I prefer the money to be invested aggressively inside the business. 💰 Fintechs - No real moat can be developed here as their services are highly"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-21 20:22:38 UTC 5460 followers, 13.2K engagements

"Short but sweet introduction I am Alex I am XX years old living in the UK. From XX years old my passion was the stock market I love and breathe it the numbers game is fascinating to me. I worked super hard to make money as a teen just to invest in my first stock which was $BYND I was thrilled when I made a XX% profit oh good times. After some very lucky hits in the beginning I was overconfident and lost majority of my portfolio I was devastated. I almost gave up but I couldn't give up on my dream I studied relentlessly and went and got my Masters in Business and Finance. Haven't looked back"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2024-11-25 17:15:34 UTC 5458 followers, 54.2K engagements

"Australia has some very unique companies that are relative unknown 💡 Here are some you should know 👇 🩻 $PME.AX (fav) MC - XX B P/FCF - XXX ROIC - XX% FCF margin - XX% 🌐 $WTC.AX MC - XXXX B P/FCF - XX ROIC - XXXX% FCF margin - XX% 🏗 $MAD.AX MC - XXXX B P/FCF - XX ROIC - XX% FCF margin - XXX% 📊 $XRO.XA MC - XX B P/FCF - XX ROIC - XX% FCF margin - XX% To all investors that invest there what stock is worth looking there under X billion market cap"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-03-26 14:02:40 UTC 5380 followers, 1697 engagements

"5 businesses I would love to own but I dont ⛔ ⚡ $AXON - Im aware their platform capabilities and cloud expension could be a very lucrative opportunity and there are multiple growth levers to pull but I personally wouldnt pay XXX times EV/FCF for these prospects. 🪖 $RHM.DE - In my humble opinion it is (was) one of the best picks to capture the EU defense trade that is still very strong given recent developments in the NATO summit. While being of extreme quality if you check previous years growth was meh and it is currently on the expensive side of valuation there are better more"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-06-27 15:53:05 UTC 5453 followers, 4904 engagements

"Revisiting $PNP.TO $PNPFF thesis 🌲 Pinetree Capital remains in my opinion one of the most intriguing companies in the Constellation software universe. 💡 🎯 I published my deep dive on S. when it was just $XXXX per share and it reached $XXXX and now trades at $17ish. I thought it was a good time to revisit the thesis/valuation What they do different vs the family ( $CSU $TOI.V $LMN.V $SGN.WA $ACP.WA ) is that instead of buying software companies directly they take non-control stakes often working with existing management teams to accelerate growth instead of assuming full operational control"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-09 15:20:05 UTC 5458 followers, 5746 engagements

"Brutally rating the X most popular fintwit stocks 🎯 🫁 $TMDX - They are doing a great job controlling the logistics network which arguably is the most important aspect of their business as they can reduce time and expand their TAM by a large mile. They are threatened only by NPRs and new tech replacing the efficiency of OCS (although difficult) 📊 Rating - 7/10 💊 $HIMS - The platform capabilities are massive scaling & launch of key verticals like home testing/peptides/menopause/TRT still keep this in my portfolio although I am not very happy with how they are handling GLP-1ns I still"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-11 20:19:22 UTC 5459 followers, 11.2K engagements

"The Mount Rushmore of serial acquirers 👑 $CSU.TO - Since inception 27000% $HEI - Since inception XXXXXX% $DHR - Since inception 399094% $VITB.ST - Since inception 23968% The rising stars 🌟 $ACP.WA - Software $TOI.V - Software $SGN.WA - Software $TVK.TO - Propane Tanks $CHG.DE - Software Would you change anything in my list 🤔"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-08 14:15:39 UTC 5457 followers, 22.2K engagements

"Started a new small-cap portfolio 🎯 Just bought the first position Hints - Under a billion market cap ✅ If someone guesses correctly I will send them my full thesis 🤝 Some of you know don't spoil 😉"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-02 19:36:12 UTC 5442 followers, 11.9K engagements

"@AGNombela I will certainly take a look Thank you very much for the suggestions"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-05-14 13:52:57 UTC 5334 followers, XX engagements

"I feel the biggest winners in the next X years for my portfolio will be these companies 🎯 $HIMS - First Buy near $XX $PME.AX - First Buy at $XXX $NXSN.TA - First Buy at 5800 $ITECH.ST First Buy at XX SEK $TVK.TO - First buy near $XX $VHI.TO - First buy was near $XX Which of your holdings you believe are gonna be the biggest winners Let me see those quality names"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-05-15 14:07:21 UTC 5420 followers, 4513 engagements

"@mvcinvesting Someone told me yeah bro value $LMND by doing a DFC 🤣🤣🤣"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-12 14:34:12 UTC 5384 followers, 11.1K engagements

"💡Examining and ranking the recent acquisitions $VHI.TO & $SGN.WA VHI up X% Acquired Novari for 43.6mil (35.8mil cash issued XXXXXXX shares to Novari shareholders total 7.8mil) but the real maximum total is 48.6mil max as there is a separate 5mil earn-out bonus. Annual ARR was 12mil with XX employees and was approaching adjusted EBITDA profitability as my friend @BerkelKip (you should follow him) correctly noted that they are buying at an expensive valuation 4x ARR and the ROIC here is not positive gross margin around 65-70%. I do agree with him but I also look at the potential synergies"
@SimeonResearch_ Avatar @SimeonResearch_ on X 2025-07-07 18:08:31 UTC 5457 followers, 4927 engagements