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@max_katzenstein Avatar @max_katzenstein Max Katzenstein

Max Katzenstein posts on X about $hlma, $hlmal, business, $lifco the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

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Mentions: X #

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Followers: XXX #

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Social Influence

Social category influence cryptocurrencies XXXXX% stocks XXXXX% finance XXXXX%

Social topic influence $hlma #2, $hlmal 26.32%, business 26.32%, $lifco #2, $lagr #1, $hei 15.79%, $jdg #2, $csuto 10.53%, $tdg 10.53%, $ame XXXXX%

Top accounts mentioned or mentioned by @berkelkip @speedwellllcs @sempiternoinv @acolner @dtmesswithtexas @sempiterno_inv

Top assets mentioned Heima (HEI) TransDigm Group, Inc. (TDG) AME Chain (AME) Novanta Inc. Common Stock (NOVT) Roko (ROKO) Team Vitality Fan Token (VIT) Danaher Corporation (DHR) Illinois Tool Works Inc. (ITW) IDEX Corporation (IEX) ENPRO INDUSTRIES (NPO) Thermo Fisher Scientific Inc. (TMO) Veralto Corporation (VLTO) Teledyne Technologies Incorporated (TDY) Amphenol Corporation (APH) Heroes of NFT (HON) Roper Technologies Inc (ROP)

Top Social Posts

Top posts by engagements in the last XX hours

"Trailing 15-yr organic growth (mean vs standard deviation) for a selection of high-quality serial acquires. CSU has noticeably slower growth. Judges has noticeably higher variance. $JDG $JDG.L $LAGR.B $LAGR $VIT.B $VIT $HLMA $HLMA.L $LIFCO $LIFCO.B $HEI $CSU $CSU.TO"
X Link 2025-04-30T14:43Z XXX followers, 6257 engagements

"EBITDA margins for serial acquirers of engineered products. Median = XX% $TDG $AME $DHR $JDG $NORBT $ITW $APH $IEX $HEI $NPO $ATCO $TMO $VLTO $TDY $HLMA $NOVT $DSCV"
X Link 2025-09-16T19:58Z XXX followers, 4489 engagements

"EBITDA margins for sector-agnostic Swedish serial acquirers of product companies. Median = XX% $LIFCO $LAGR $ROKO $KARNEL $IDUN $BERG $VOLO"
X Link 2025-09-24T14:44Z XXX followers, XXX engagements

"What Halma is looking for are businesses where they can acquire the business invest time money and expertise and have the business grow at a very rapid rate - greater than XX% per year profit growth is their stated aim. - Former Halma Opco Director $HLMA $HLMA.L"
X Link 2025-10-04T20:52Z XXX followers, XXX engagements

"We tend to do more work pre-LOI so by the time we get to LOI we put forward a number that we really feel good about. - Halma Division CEO $HLMA $HLMA.L"
X Link 2025-10-06T12:18Z XXX followers, XXX engagements

"If a company requires huge capital investment it may no longer fit within our business model. Halma VP of M&A $HLMA $HLMA.L"
X Link 2025-10-06T12:31Z XXX followers, XXX engagements

"The biggest risk around M&A is misreading the market. Not so much at the time of acquisition but more about where those markets are going. Halma VP of M&A $HLMA $HLMA.L"
X Link 2025-10-06T12:35Z XXX followers, XXX engagements

"Lifco using speed and conviction to win deals: Lifco showed they really wanted these companies that we also wanted to acquire by saying Ok what do you want in price Well fix everything in one week and now were ready to go. They simply met the sellers there. - Former Addtech Exec $LIFCO"
X Link 2025-11-04T20:26Z XXX followers, XXX engagements

"Dave Cote on what makes diversified industrial compounders work: At the end of the day its consistent application of a management operating system that works quite well. Note that its not about synergies $CMPO $RHLD $HON $ROP $LAGR $LIFCO $NOVT $HLMA $TDG $AME $HEI"
X Link 2025-11-16T16:33Z XXX followers, XXX engagements

"Key insight on Constellation Software (and spinoffs) that isnt talked about enough: Constellation is pretty confident that they can acquire just about any software company and take it to around XX% profitability regardless of the shape or size of that business. - Head of M&A in the Volaris Group of Constellation This confidence in margin expansion (from years of data and reps) gives them the ability to underwrite to higher margins (which competitors cannot) and thus pay up to win competitive processes if necessary. This is a true competitive advantage in the increasingly competitive world of"
X Link 2025-12-01T15:22Z XXX followers, 123.2K engagements

"Rko $ROKO is a nascent Swedish serial acquirer founded by the former CEO of Lifco. The interesting twist is that Rko is XXX% sector agnostic with an underwriting framework heavily driven by financial characteristics like consistent earnings growth"
X Link 2025-12-03T04:38Z XXX followers, 4498 engagements

"Thanks for sharing. Re: business quality for acquisitions I think its about where you choose to draw the line. Even very successful serial acquirers have various levels of business quality (Transdigm Halma Lifco Addtech). Fredrik would argue two things: (1) he can buy better companies because hes so diversified and (2) hes more disciplined about the financial characteristics than other acquirers but I share your skepticism on the B2C businesses"
X Link 2025-12-03T14:13Z XXX followers, XXX engagements

"@Sempiterno_Inv @BerkelKip I just think specd in engineered components/products with IP in regulated/secularly growing markets (Halma) are better businesses in general than niche distribution (Addtech)"
X Link 2025-12-03T14:20Z XXX followers, XX engagements

"This 1997 speech by the founder of Halma $HLMA David Barber is a must read for understanding the business and its core philosophy. Summarized the key points in an infographic below"
X Link 2025-12-04T03:06Z XXX followers, XXX engagements