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@max_katzenstein Avatar @max_katzenstein Max Katzenstein

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

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Followers: XXX #

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Social category influence cryptocurrencies stocks finance

Social topic influence $hlma #1, $hlmal #4, $dhr #25, $novt #1, $itgr #1, acquisition #1396, $csu, $vit, $vitb, $hei

Top accounts mentioned or mentioned by @dtmesswithtexas @lioncubsfund @pgwahlen @restructuring @pauldutz @thedealmakerguy

Top assets mentioned Danaher Corporation (DHR) Novanta Inc. Common Stock (NOVT) Integral (ITGR) Team Vitality Fan Token (VIT) Heima (HEI) Copart, Inc. (CPRT) Waste Management, Inc. (WM) TransDigm Group, Inc. (TDG) AME Chain (AME) ENPRO INDUSTRIES (NPO) Thermo Fisher Scientific Inc. (TMO) Teledyne Technologies Incorporated (TDY) Illinois Tool Works Inc. (ITW) Veralto Corporation (VLTO) Amphenol Corporation (APH) IDEX Corporation (IEX) Roko (ROKO)

Top Social Posts #


Top posts by engagements in the last XX hours

"Building a one-stop-shop or complete solution can be a legitimate strategy for a serial acquirer. Allows for potential volume + price growth through bundling. Danaher $DHR in bioprocessing is a good example. You might also see this strategy at a market or product-specific acquirer like Novanta $NOVT or Integer $ITGR. However this kind of strategic acquisition approach has major tradeoffs. First it requires a level of centralization for coordination purposes. Second and perhaps most importantly it forces you to buy subpar businesses just to fill in your product offering gaps. Most"
X Link @max_katzenstein 2025-10-13T15:40Z 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 @max_katzenstein 2025-10-04T20:52Z 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 @max_katzenstein 2025-10-06T12:31Z XXX followers, XXX engagements

"The tradeoff of more customization is generally lower revenue quality (e.g. recurring) but also typically a stronger moat. You see this in both engineered products and vertical software. A big part of the world we are in which is super mission-critical software in Europe oftentimes with some version of a government client is that theres this layer of customization and professional services that happens around the software. - Chapters Group $CHG.F"
X Link @max_katzenstein 2025-10-13T14:24Z 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 @max_katzenstein 2025-10-06T12:18Z XXX followers, XXX engagements

"Today is the 40th anniversary of the founding of Vitec Software (which makes it XX years older than $CSU) Vitec's story began with founders Olov Sandberg and Lars Stenlund who turned their passion for hobby programming into the company's first software product. $VIT $VIT.B"
X Link @max_katzenstein 2025-05-02T11:42Z XXX followers, XXX engagements

"Stable predictable revenues are very beneficial for a serial acquirer Were a utility. Nothing can get rid of us. - Willis Johnson founder of Copart $CPRT I like repeat business. Wayne Huizenga founder of Waste Management $WM We want strong captive recurring revenues. Danaher $DHR"
X Link @max_katzenstein 2025-09-15T17:49Z XXX followers, 1130 engagements

"There are typically a lot of little things that well get wrong with a deal. But over the decades weve compiled a list of the key things weve missed. So as we go forward we get smarter and smarter. And I think it really helps. Halma Division CEO $HLMA $HLMA.L"
X Link @max_katzenstein 2025-10-06T12:33Z 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 @max_katzenstein 2025-10-06T12:35Z XXX followers, XXX 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 @max_katzenstein 2025-09-16T19:58Z XXX followers, 3637 engagements

"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 @max_katzenstein 2025-04-30T14:43Z XXX followers, 6059 engagements

"EBITDA margins for serial acquirers of contract manufacturers. Median = XX% $UFPT $ITGR $TVK.TO $FTG.TO $CICN.SW"
X Link @max_katzenstein 2025-09-17T19:45Z XXX followers, XXX engagements

"Looking at CAGRs for a single period can be dangerous. LVMHs trailing 10-yr operating profit CAGR in 2023 was almost 15%. But if you look deeper you see that 2004-2019 CAGR was under XX% and then there was huge growth post-pandemic. $LVMH $MC.PA"
X Link @max_katzenstein 2025-05-17T16:46Z XXX followers, XXX engagements

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