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"Simeon Portfolio & Thoughts 💥 Top holdings in weight order 📊 Constellation Software - $CSU.TO Next-vision systems - $NXSN.TA Asseco Poland - $ACP.WA Sofwave medical - $SOFW.TA Intellego Tech - $INT.ST Terravest Industries - $TVK.TO I-Tech AB - $ITECH.ST New Position - TBR Vitalhub - $VHI.TO Kinsale - $KNSL There is a new position being built - TBR Positions changes - Exited $AMZN $NVDA $GOOG $HIMS $PME.AX $BRO all for very good gains bedsides Amazon that was sold near BE The secret stock I was building a position for a while was Intellego increased my positions on Sofwave Medical alongside"
X Link @SimeonResearch_ 2025-09-08T13:44Z 8715 followers, 18.1K 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"
X Link @SimeonResearch_ 2025-07-14T14:12Z 8712 followers, 9099 engagements
"I'm biased being a $CSU.TO shareholder but I have a hard time understanding the M&A math at VitalHub $VHI.TO unless it's solely multiple arbitrage. Latest acquisition at 4.1x ARR - even if they grow it XX% and boost EBITA margins from neg. to +22% the ROIC is still only 5%"
X Link @BerkelKip 2025-07-07T14:57Z 3783 followers, 9189 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"
X Link @SimeonResearch_ 2025-07-01T14:14Z 8729 followers, 14.1K engagements