# ![@BramVGenechten Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1546460286110121984.png) @BramVGenechten Bram Van Genechten

Bram Van Genechten posts on X about $googl, $ma, $lsegl, $amzn the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1546460286110121984/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1546460286110121984/c:line/m:interactions.svg)

- [--] Week [------] -49%
- [--] Month [-------] +180%
- [--] Months [-------] +417%
- [--] Year [---------] +277%

### Mentions: [--] [#](/creator/twitter::1546460286110121984/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1546460286110121984/c:line/m:posts_active.svg)

- [--] Week [---] -13%
- [--] Month [---] +105%
- [--] Months [---] +298%
- [--] Year [---] +104%

### Followers: [---] [#](/creator/twitter::1546460286110121984/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1546460286110121984/c:line/m:followers.svg)

- [--] Week [---] +3.90%
- [--] Month [---] +31%
- [--] Months [---] +116%
- [--] Year [---] +202%

### CreatorRank: [-------] [#](/creator/twitter::1546460286110121984/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1546460286110121984/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  51.49% [technology brands](/list/technology-brands)  31.34% [finance](/list/finance)  13.43% [travel destinations](/list/travel-destinations)  2.99% [exchanges](/list/exchanges)  2.99% [countries](/list/countries)  2.99% [currencies](/list/currencies)  2.24% [social networks](/list/social-networks)  1.49% [cryptocurrencies](/list/cryptocurrencies)  0.75%

**Social topic influence**
[$googl](/topic/$googl) 11.19%, [$ma](/topic/$ma) #132, [$lsegl](/topic/$lsegl) 9.7%, [$amzn](/topic/$amzn) #413, [$lseg](/topic/$lseg) 8.21%, [business](/topic/business) 8.21%, [$wklas](/topic/$wklas) #14, [$asml](/topic/$asml) #25, [asml](/topic/asml) #53, [$tsm](/topic/$tsm) #65

**Top accounts mentioned or mentioned by**
[@dimitrynakhla](/creator/undefined) [@tomtomkrus](/creator/undefined) [@sashinvesting](/creator/undefined) [@midnightcaptl](/creator/undefined) [@capexandchill](/creator/undefined) [@willbiddy](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@simonseverino](/creator/undefined) [@qualityinvest5](/creator/undefined) [@vanazadian](/creator/undefined) [@financejack44](/creator/undefined) [@bastiatresearch](/creator/undefined) [@cryptobriefing](/creator/undefined) [@dnystedt](/creator/undefined) [@fcompounders](/creator/undefined) [@invesquotes](/creator/undefined) [@beuvingjordy](/creator/undefined) [@oguzerkan](/creator/undefined) [@pythiar](/creator/undefined) [@evrgn11112231](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Mastercard, Inc. (MA)](/topic/$ma) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Metadium (META)](/topic/$meta) [S&P Global Inc (SPGI)](/topic/$spgi) [MercadoLibre Inc (MELI)](/topic/$meli) [Microsoft Corp. (MSFT)](/topic/$msft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Linde PLC (LIN)](/topic/linde-plc) [Netflix Inc (NFLX)](/topic/$nflx) [Arista Networks Inc (ANET)](/topic/$anet) [Copart, Inc. (CPRT)](/topic/$cprt) [Moody's Corporation (MCO)](/topic/$mco) [SAP SE (SAP)](/topic/$sap) [Cipher (CPR)](/topic/$cpr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Great HY results Wolters Kluwer $WKL.AS - recurring revenue is now 84% () - ROIC up to 185% - adjusted operating profit margin 284% (up from 265%) Long"  
[X Link](https://x.com/BramVGenechten/status/1950541296797446437)  2025-07-30T12:57Z [---] followers, [---] engagements


"$LSEG.L is on a one year low without a good reason. Bought more. Assumption (2027): 285mia FCF x [--] / [---] million shares = +/- [-----] GBp Gives 46% upside from current stock price (9300 GBp) or CAGR 165%. (end of 2027) No investment advice"  
[X Link](https://x.com/BramVGenechten/status/1952086949419782270)  2025-08-03T19:19Z [---] followers, [----] engagements


"Lindsell Train on the recent drawdown of $LSEG.L $LSEG Best part about an AI-powered app that hasn't been released yet: "The company told us it could release flashy demos of such products tomorrow but that the products would still be short of the accuracy LSEG believes is required in the financial services industry and are therefore not ready." Quality companies only want quality products. https://twitter.com/i/web/status/1956336320789569755 https://twitter.com/i/web/status/1956336320789569755"  
[X Link](https://x.com/BramVGenechten/status/1956336320789569755)  2025-08-15T12:45Z [---] followers, [----] engagements


"Good to see that the CEO and CFO agree with you. $LSEG.L $LSEG h/t @BastiatResearch https://x.com/BramVGenechten/status/1952086949419782270 $LSEG.L is on a one year low without a good reason. Bought more. Assumption (2027): 285mia FCF x [--] / [---] million shares = +/- [-----] GBp Gives 46% upside from current stock price (9300 GBp) or CAGR 165%. (end of 2027) No investment advice. https://t.co/VUGAUUAYsc https://x.com/BramVGenechten/status/1952086949419782270 $LSEG.L is on a one year low without a good reason. Bought more. Assumption (2027): 285mia FCF x [--] / [---] million shares = +/- [-----] GBp"  
[X Link](https://x.com/BramVGenechten/status/1958251719999279418)  2025-08-20T19:36Z [---] followers, [----] engagements


"London Stock Exchange Group had record results and is now trading at its lowest valuation in [--] years. $LSEG $LSEG.L"  
[X Link](https://x.com/BramVGenechten/status/1962416635446518192)  2025-09-01T07:26Z [---] followers, [----] engagements


"$LSEG $LSEG.L Getting better and better. Mr. Market always overreacts in both ways. https://x.com/BramVGenechten/status/1962416635446518192 https://x.com/BramVGenechten/status/1962416635446518192 London Stock Exchange Group had record results and is now trading at its lowest valuation in [--] years. $LSEG $LSEG.L https://t.co/REQqvxd489 https://x.com/BramVGenechten/status/1962416635446518192 https://x.com/BramVGenechten/status/1962416635446518192 London Stock Exchange Group had record results and is now trading at its lowest valuation in [--] years. $LSEG $LSEG.L https://t.co/REQqvxd489"  
[X Link](https://x.com/BramVGenechten/status/1969296908087636070)  2025-09-20T07:05Z [---] followers, [----] engagements


"+14% in a month. $LSEG $LSEG.L https://x.com/BramVGenechten/status/1969296908087636070 $LSEG $LSEG.L Getting better and better. Mr. Market always overreacts in both ways. https://t.co/dPGxjXajAJ https://t.co/EXty4qYDmU https://x.com/BramVGenechten/status/1969296908087636070 $LSEG $LSEG.L Getting better and better. Mr. Market always overreacts in both ways. https://t.co/dPGxjXajAJ https://t.co/EXty4qYDmU"  
[X Link](https://x.com/BramVGenechten/status/1981375615837360443)  2025-10-23T15:02Z [---] followers, [----] engagements


"Wrong about that. Make it +18% $LSEG $LSEG.L https://x.com/BramVGenechten/status/1981375615837360443 https://x.com/BramVGenechten/status/1981375615837360443 +14% in a month. $LSEG $LSEG.L https://t.co/xL30xhYSvq https://t.co/USKuaDlrXf https://x.com/BramVGenechten/status/1981375615837360443 https://x.com/BramVGenechten/status/1981375615837360443 +14% in a month. $LSEG $LSEG.L https://t.co/xL30xhYSvq https://t.co/USKuaDlrXf"  
[X Link](https://x.com/BramVGenechten/status/1981974369023701397)  2025-10-25T06:41Z [---] followers, [----] engagements


"Real capital allocation. Increase buybacks when stock's undervalued. $LSEG $LSEG.L"  
[X Link](https://x.com/BramVGenechten/status/1982720421175656707)  2025-10-27T08:06Z [---] followers, [----] engagements


"Market always gives new opportunities: $LSEG $LSEG.L https://x.com/BramVGenechten/status/1981974369023701397s=20 https://x.com/BramVGenechten/status/1981974369023701397s=20 Wrong about that. Make it +18% $LSEG $LSEG.L https://t.co/H74yGYI8NM https://t.co/yl81thqye9 https://x.com/BramVGenechten/status/1981974369023701397s=20 https://x.com/BramVGenechten/status/1981974369023701397s=20 Wrong about that. Make it +18% $LSEG $LSEG.L https://t.co/H74yGYI8NM https://t.co/yl81thqye9"  
[X Link](https://x.com/BramVGenechten/status/1992184922757292363)  2025-11-22T10:54Z [---] followers, [---] engagements


"You can still buy lower than the CEO & CFO: $LSEG $LSEG.L"  
[X Link](https://x.com/BramVGenechten/status/1993391234526683495)  2025-11-25T18:48Z [---] followers, [---] engagements


"Booking Holdings' Airline Tickets are accelerating. $BKNG"  
[X Link](https://x.com/BramVGenechten/status/1996493173280137389)  2025-12-04T08:14Z [---] followers, [----] engagements


"London Stock Exchange Group had record results and is still trading near its lowest valuation in [--] years. $LSEG $LSEG.L"  
[X Link](https://x.com/BramVGenechten/status/1998457365771989490)  2025-12-09T18:19Z [---] followers, [---] engagements


"You can still buy London Stock Exchange Group lower than CEO & CFO did. They only buy for one reason. $LSEG.L $LSEG"  
[X Link](https://x.com/BramVGenechten/status/2008509871541678410)  2026-01-06T12:04Z [---] followers, [---] engagements


"@Crypto_Briefing $LSEG.L isn't done yet. Just beginning. Thanks for sharing"  
[X Link](https://x.com/BramVGenechten/status/2011885339770831145)  2026-01-15T19:36Z [---] followers, [--] engagements


"@dnystedt $BESI will be very fine"  
[X Link](https://x.com/BramVGenechten/status/2012450956412133725)  2026-01-17T09:04Z [---] followers, [----] engagements


"Buy high quality compounders when they reach a normal valuation. $V $MA $SPGI $ASML $AMZN $GOOGL"  
[X Link](https://x.com/BramVGenechten/status/2012812223018934444)  2026-01-18T09:00Z [---] followers, [----] engagements


"Taiwan Semiconductor Manufacturing is not only buidling fabs. Also building cash"  
[X Link](https://x.com/BramVGenechten/status/2013272247394517149)  2026-01-19T15:28Z [---] followers, [---] engagements


"Arista Networks is building up cash fast. $ANET"  
[X Link](https://x.com/BramVGenechten/status/2014771879735951594)  2026-01-23T18:47Z [---] followers, [----] engagements


"@F_Compounders Good point. Buybacks are being commoditized nowadays. Companies just buy back stock every year. $CPRT is an exception"  
[X Link](https://x.com/BramVGenechten/status/2015155231521157237)  2026-01-24T20:10Z [---] followers, [---] engagements


"$BKNG's valuation isn't demanding again. Always new opportunities"  
[X Link](https://x.com/BramVGenechten/status/2015342134698906058)  2026-01-25T08:33Z [---] followers, [----] engagements


"Despite recent run up $SPGI still trades below its 3Y median"  
[X Link](https://x.com/BramVGenechten/status/2015447332876341720)  2026-01-25T15:31Z [---] followers, [----] engagements


"@Invesquotes Looking forward. Has to be $MELI"  
[X Link](https://x.com/BramVGenechten/status/2015656160628482541)  2026-01-26T05:20Z [---] followers, [---] engagements


"$ASML's capex is shrinking. 2024: 2B (7.4%) 2030: 2.5B ( 5%) + pricing power. FCF will explode"  
[X Link](https://x.com/BramVGenechten/status/2015695463517925727)  2026-01-26T07:57Z [---] followers, 10.9K engagements


"Warren Buffett is supporting cloud businesses $AMZN $GOOG and $MSFT. In his [----] shareholder letter he said: the best business to own is one that over an extended period can employ large amounts of incremental capital at very high rates of return. [--]. large amounts of capital is obvious. Theyre all increasing capex big. $AMZN is going to $130B in [----]. [--]. rates of return. $AMZNs AWS for example is having operating margins of +35% (and rising) Buffett would like those rates of return. $AMZNs CEO said this in the recent earnings call: The vast majority of that capex spend is on AI for AWS. It's"  
[X Link](https://x.com/BramVGenechten/status/2015764679998758973)  2026-01-26T12:32Z [---] followers, [----] engagements


"How deep can Constellation Software go $CSU"  
[X Link](https://x.com/BramVGenechten/status/2015816512670753055)  2026-01-26T15:58Z [---] followers, [----] engagements


"Don't read $TSM's earnings transcript. Listen to the call. That tone is confidence. $TSM will crush [----] guidance"  
[X Link](https://x.com/BramVGenechten/status/2015870114764358108)  2026-01-26T19:31Z [---] followers, [----] engagements


"$GOOGL's Youtube Ads is silently becoming a $40B business"  
[X Link](https://x.com/BramVGenechten/status/2016058872210014495)  2026-01-27T08:01Z [---] followers, 22.4K engagements


"Visa has bought back 20% of all its shares in the last 10Y. Consistency. $V"  
[X Link](https://x.com/BramVGenechten/status/2016482403431444957)  2026-01-28T12:04Z [---] followers, [---] engagements


"Don't forget $AMZN had a $200B backlog for AWS"  
[X Link](https://x.com/BramVGenechten/status/2016583566919176673)  2026-01-28T18:46Z [---] followers, [----] engagements


"$SPGI is more than indices alone. Their [--] divisions al generate $1B in revenue"  
[X Link](https://x.com/BramVGenechten/status/2016844283698172273)  2026-01-29T12:02Z [---] followers, [----] engagements


"Everything you need to know about $MA. FCF/share. Up 23% YoY"  
[X Link](https://x.com/BramVGenechten/status/2016916514319008216)  2026-01-29T16:49Z [---] followers, [----] engagements


"@DimitryNakhla Solid numbers but $MA was better. $MA is closing the gap"  
[X Link](https://x.com/BramVGenechten/status/2017115745230983562)  2026-01-30T06:00Z [---] followers, [---] engagements


"Unique active buyers growing fast $MELI [--] million. Huge TAM ahead"  
[X Link](https://x.com/BramVGenechten/status/2017146777506632147)  2026-01-30T08:04Z [---] followers, [---] engagements


"$AMZN will have [--] +$50B businesses to end [----]. Yes [--]. They know how to do business"  
[X Link](https://x.com/BramVGenechten/status/2017206927546339591)  2026-01-30T12:03Z [---] followers, 27.1K engagements


"FCF/share is the only metric you need to track. $V $MA"  
[X Link](https://x.com/BramVGenechten/status/2017260029657952349)  2026-01-30T15:34Z [---] followers, [----] engagements


"Mastercard's Value Added Services clearly reaccelerating. Almost half the business now. $MA"  
[X Link](https://x.com/BramVGenechten/status/2017525061826330770)  2026-01-31T09:07Z [---] followers, [----] engagements


"$ASML's stacking up cash even after buybacks & dividends"  
[X Link](https://x.com/BramVGenechten/status/2017669974807163135)  2026-01-31T18:43Z [---] followers, [----] engagements


"@WillBiddy_ At this point $MA no doubt. But both will be fine"  
[X Link](https://x.com/BramVGenechten/status/2017862314364412091)  2026-02-01T07:27Z [---] followers, [---] engagements


"Alphabet's outstanding shares declined by 12% in 10Y. $GOOG $GOOGL"  
[X Link](https://x.com/BramVGenechten/status/2017885659185512827)  2026-02-01T09:00Z [---] followers, 29.8K engagements


"Change your thinking if you still associate $AMZN with books"  
[X Link](https://x.com/BramVGenechten/status/2017929935843938743)  2026-02-01T11:56Z [---] followers, [----] engagements


"$LIN's CEO know how to make quick money. +16% in [--] months. https://x.com/BramVGenechten/status/1999030643477414161s=20 Linde PLC $LIN CEO Lamba Sanjiv bought $1 million worth of shares. History learns he's a good trader. Insiders only buy for one reason. https://t.co/Hdmwi09gy6 https://x.com/BramVGenechten/status/1999030643477414161s=20 Linde PLC $LIN CEO Lamba Sanjiv bought $1 million worth of shares. History learns he's a good trader. Insiders only buy for one reason. https://t.co/Hdmwi09gy6"  
[X Link](https://x.com/BramVGenechten/status/2018040667512136100)  2026-02-01T19:16Z [---] followers, [---] engagements


"@TomTomKrus Same feeling here. WKL is not a typical SaaS company. Once the market understands this things will go up again. However I doubt if we ever see the high valuation we had last years"  
[X Link](https://x.com/BramVGenechten/status/2018052392286028071)  2026-02-01T20:02Z [---] followers, [--] engagements


"@BeuvingJordy Crazy numbers. Same for SK Hynix"  
[X Link](https://x.com/BramVGenechten/status/2018364470439915702)  2026-02-02T16:42Z [---] followers, [---] engagements


"Amazon's OCF/share almost 10X'd in 10Y"  
[X Link](https://x.com/BramVGenechten/status/2018395258695172453)  2026-02-02T18:45Z [---] followers, [----] engagements


"@oguzerkan $AMZN has its own ecosystem. $GOOGL as well. $MSFT has not"  
[X Link](https://x.com/BramVGenechten/status/2018558311444934922)  2026-02-03T05:32Z [---] followers, [---] engagements


"@PythiaR No $SPGI Market is crazy indeed"  
[X Link](https://x.com/BramVGenechten/status/2018711874829787500)  2026-02-03T15:43Z [---] followers, [----] engagements


"Where do I say that I take this for granted for the future Those numbers just proof that they know how to grow their business consistently over an immense long period. But nobody knows what will happens in the future. What I do believe is that companies like $MCO & $SPGI have a better chance to better than the market as an oligopoly. https://twitter.com/i/web/status/2018716839581261876 https://twitter.com/i/web/status/2018716839581261876"  
[X Link](https://x.com/BramVGenechten/status/2018716839581261876)  2026-02-03T16:02Z [---] followers, [---] engagements


"Update: If $META raises capex it's great. If $MSFT raises capex it's bad. https://x.com/BramVGenechten/status/2012231134265085977s=20 If $TSM raises capex it's good. If $META raises capex it's bad. https://x.com/BramVGenechten/status/2012231134265085977s=20 If $TSM raises capex it's good. If $META raises capex it's bad"  
[X Link](https://x.com/BramVGenechten/status/2018758648261202325)  2026-02-03T18:49Z [---] followers, [---] engagements


"Can $AMZN increase its operating mechanism further Earnings tomorrow"  
[X Link](https://x.com/BramVGenechten/status/2018956955424096259)  2026-02-04T07:57Z [---] followers, [----] engagements


"Operational excellence at $ASML"  
[X Link](https://x.com/BramVGenechten/status/2019017104071303311)  2026-02-04T11:56Z [---] followers, [---] engagements


"@SashInvesting Proven once again: $V $MA are the backbone of the payment industry"  
[X Link](https://x.com/BramVGenechten/status/2019042595629109567)  2026-02-04T13:37Z [---] followers, [--] engagements


"@TomTomKrus Not so easy in Europe indeed. $ASML $SAP $RMS"  
[X Link](https://x.com/BramVGenechten/status/2019121734180573270)  2026-02-04T18:51Z [---] followers, [---] engagements


"$GOOGL DOUBLING its capex for '26. Demand must be massive. Insane"  
[X Link](https://x.com/BramVGenechten/status/2019156350715248809)  2026-02-04T21:09Z [---] followers, [----] engagements


"@evrgn11112231 @WaterworldCapi1 This. We need more $ASML and $TSM"  
[X Link](https://x.com/BramVGenechten/status/2019285098731041257)  2026-02-05T05:40Z [---] followers, [--] engagements


"@Midnight_Captl Just buy $ASML $TSM & $NVDA"  
[X Link](https://x.com/BramVGenechten/status/2019289450610864373)  2026-02-05T05:58Z [---] followers, [---] engagements


"@marc_slans Prepare yourself"  
[X Link](https://x.com/BramVGenechten/status/2019443700300980519)  2026-02-05T16:11Z [---] followers, [--] engagements


"@Midnight_Captl Reminder that post. Good observation. I'll have to buy $NVDA now"  
[X Link](https://x.com/BramVGenechten/status/2019462488157216858)  2026-02-05T17:25Z [---] followers, [---] engagements


"@LiebermanAustin $AMZN will announce +$200B capex"  
[X Link](https://x.com/BramVGenechten/status/2019483572386586821)  2026-02-05T18:49Z [---] followers, [---] engagements


"@TheTranscript_ Youtube printing but $NFLX growing faster"  
[X Link](https://x.com/BramVGenechten/status/2019499885918089336)  2026-02-05T19:54Z [---] followers, [--] engagements


"You're absoluty right but how was the market not prepared for these capex raises Especially after $GOOGL capex raise you could predict that $AMZN would top that. Nothing has changed. Hyperscalers invest more (and more) because they see huge demand. ROIC's haven't changed last week https://x.com/BramVGenechten/status/2019470582421623282s=20 https://x.com/BramVGenechten/status/2019470582421623282s=20"  
[X Link](https://x.com/BramVGenechten/status/2019672098176696629)  2026-02-06T07:18Z [---] followers, [---] engagements


"@JerryCap $TSM will help America"  
[X Link](https://x.com/BramVGenechten/status/2019744960199774523)  2026-02-06T12:08Z [---] followers, [--] engagements


"@CapexAndChill Haha true Market thinks short term"  
[X Link](https://x.com/BramVGenechten/status/2019823445891301440)  2026-02-06T17:20Z [---] followers, [--] engagements


"@StockMKTNewz Why Mark Mahaney why"  
[X Link](https://x.com/BramVGenechten/status/2019883078207021237)  2026-02-06T21:17Z [---] followers, [----] engagements


"Alphabet's expected to keep boosting its Operational Cash Flow. $GOOG $GOOGL"  
[X Link](https://x.com/BramVGenechten/status/2020105778015924254)  2026-02-07T12:02Z [---] followers, [---] engagements


"@DimitryNakhla Some quality names. Don't forget $ASML: https://x.com/BramVGenechten/status/1995506924822122869s=20 $ASML bought back 10% of its shares in the last decade. While it grew 5X. https://t.co/qxmxxce9SK https://x.com/BramVGenechten/status/1995506924822122869s=20 $ASML bought back 10% of its shares in the last decade. While it grew 5X. https://t.co/qxmxxce9SK"  
[X Link](https://x.com/BramVGenechten/status/2020488893485785277)  2026-02-08T13:24Z [---] followers, [---] engagements


"@Mindset4Money_X That jump from $GOOGL is utterly impressive. Gemini really made an impact"  
[X Link](https://x.com/BramVGenechten/status/2020591486245749220)  2026-02-08T20:12Z [---] followers, [---] engagements


"@fiscal_ai They know how to do business. $GOOGL"  
[X Link](https://x.com/BramVGenechten/status/2020591977226772787)  2026-02-08T20:14Z [---] followers, [---] engagements


"@simonseverino Yes sir. You own $MA as well"  
[X Link](https://x.com/BramVGenechten/status/2020735636169261379)  2026-02-09T05:44Z [---] followers, [--] engagements


"@DimitryNakhla Valuation looks OK but about their growth FCF/Share doesn't look that impressive"  
[X Link](https://x.com/BramVGenechten/status/2020955401261547895)  2026-02-09T20:18Z [---] followers, [---] engagements


"@StockMarketNerd Not all software but some software will be dead. And my position in $GOOGL has doubled. Still shareholder"  
[X Link](https://x.com/BramVGenechten/status/2020955794393661932)  2026-02-09T20:19Z [---] followers, [---] engagements


"@QualityInvest5 They want us to buy more $META"  
[X Link](https://x.com/BramVGenechten/status/2021307429447692556)  2026-02-10T19:36Z [---] followers, [---] engagements


"$TSM's expected to double in 3Y. Do you own enough"  
[X Link](https://x.com/BramVGenechten/status/2018346686280868010)  2026-02-02T15:32Z [---] followers, [----] engagements


"$ASML's FCF/share grew 5X in 10Y. Again going to 2035"  
[X Link](https://x.com/BramVGenechten/status/2020059215860212209)  2026-02-07T08:57Z [---] followers, [----] engagements


"Wolters Kluwer $WKL $WKL.AS keeps buying. Positive note about recent drawdown: They can buy back more shares. Source: company's website (yesterday)"  
[X Link](https://x.com/BramVGenechten/status/1956251259700437037)  2025-08-15T07:07Z [---] followers, [---] engagements


"Wolters Kluwer still business as usual. - guidance reiterated - buybacks accelerated Should be fun tomorrow. $WKL $WKL.AS Wolters Kluwer $WKL $WKL.AS is getting down. For no good reason. Earnings 1H25 were good. Business as usual: REV +6% CC (organic +5%) ROIC up to 185% margin up [---] basis points 84% recurring revenue [----] share buyback on track to reach [--] billion Lowest https://t.co/7jAaGZ7X41 Wolters Kluwer $WKL $WKL.AS is getting down. For no good reason. Earnings 1H25 were good. Business as usual: REV +6% CC (organic +5%) ROIC up to 185% margin up [---] basis points 84% recurring revenue"  
[X Link](https://x.com/BramVGenechten/status/1968386621927219519)  2025-09-17T18:48Z [---] followers, [----] engagements


"Copart $CPR keeps stacking up cash. Valuation keeps coming down. When SBB"  
[X Link](https://x.com/BramVGenechten/status/1994408184942141808)  2025-11-28T14:09Z [---] followers, [---] engagements


"Wolters Kluwer is ramping up share buybacks. $WKL $WKL.AS"  
[X Link](https://x.com/BramVGenechten/status/1998733183630848286)  2025-12-10T12:35Z [---] followers, [----] engagements


"Wolters Kluwer ramped up share buybacks big in december. 100M EUR done. 100M EUR to go until 23/02. Management does what's promised. $WKL $WKL.AS"  
[X Link](https://x.com/BramVGenechten/status/2006998932728250720)  2026-01-02T08:00Z [---] followers, [----] engagements


"@CapexAndChill $MELI's logistics moat is getting really impressive"  
[X Link](https://x.com/BramVGenechten/status/2020493843033149453)  2026-02-08T13:44Z [---] followers, [---] engagements


"@Mindset4Money_X Looking forward the difference is even bigger. Since $META will grow faster than $GOOGL"  
[X Link](https://x.com/BramVGenechten/status/2021309469775249549)  2026-02-10T19:45Z [---] followers, [---] engagements


"@naiivememe This has to be peak performance. Where's the espresso"  
[X Link](https://x.com/BramVGenechten/status/2021317079673033048)  2026-02-10T20:15Z [---] followers, [--] engagements


"@RealJGBanks Quietly CEO never posted more on X than last year"  
[X Link](https://x.com/BramVGenechten/status/2021317394925236244)  2026-02-10T20:16Z [---] followers, [---] engagements


"@vanazadian Yes sir. Still early for $META"  
[X Link](https://x.com/BramVGenechten/status/2021094867766518102)  2026-02-10T05:32Z [---] followers, [--] engagements


"Linde PLC $LIN CEO Lamba Sanjiv bought $1 million worth of shares. History learns he's a good trader. Insiders only buy for one reason"  
[X Link](https://x.com/BramVGenechten/status/1999030643477414161)  2025-12-11T08:17Z [---] followers, [----] engagements


"@SashInvesting Impressive. But isn't growth slowing down hard (looking at the graph) Don't follow the company"  
[X Link](https://x.com/BramVGenechten/status/2009508836542238851)  2026-01-09T06:13Z [---] followers, [---] engagements


"@DimitryNakhla Give me $AMZN $MA & $META"  
[X Link](https://x.com/BramVGenechten/status/2019885627009847659)  2026-02-06T21:27Z [---] followers, [---] engagements


"@Midnight_Captl Don't have enough money to buy all the $TSM that I want"  
[X Link](https://x.com/BramVGenechten/status/2021095866497470883)  2026-02-10T05:36Z [---] followers, [---] engagements


"@WillBiddy_ $GOOGL & $MA"  
[X Link](https://x.com/BramVGenechten/status/2021464032440615297)  2026-02-11T05:59Z [---] followers, [--] engagements


"Wolters Kluwer $WKL $WKL.AS is getting down. For no good reason. Earnings 1H25 were good. Business as usual: REV +6% CC (organic +5%) ROIC up to 185% margin up [---] basis points 84% recurring revenue [----] share buyback on track to reach [--] billion Lowest valuation in [--] years. https://twitter.com/i/web/status/1953174640932671752 https://twitter.com/i/web/status/1953174640932671752"  
[X Link](https://x.com/BramVGenechten/status/1953174640932671752)  2025-08-06T19:21Z [---] followers, [----] engagements


"Wolters Kluwer is now at its lowest valuation in [--] years and well below its 10Y average. $WKL $WKL.AS"  
[X Link](https://x.com/BramVGenechten/status/1962496913976316284)  2025-09-01T12:45Z [---] followers, [----] engagements


"Analysts still think better days are coming for Wolters Kluwer. Lowest valuation in +5Y. $WKL $WKL.AS"  
[X Link](https://x.com/BramVGenechten/status/2014060877163758033)  2026-01-21T19:41Z [---] followers, [----] engagements


"Wolters Kluwer: lowest valuation in 10Y. The end or big opportunity $WKL $WKL.AS"  
[X Link](https://x.com/BramVGenechten/status/2018233444854370436)  2026-02-02T08:02Z [---] followers, 13.4K engagements


"Consensus is $AMD's Operating Profit will 10X in 3Y. Realistic"  
[X Link](https://x.com/anyuser/status/2020829542815084925)  2026-02-09T11:58Z [---] followers, [----] engagements


"@QualityInvest5 Will be fine. AWS + Ads will keep growing +20% for a while. Operating income will flourish"  
[X Link](https://x.com/BramVGenechten/status/2021310416945557982)  2026-02-10T19:48Z [---] followers, [---] engagements


"Good enough. $WKL $WKL.AS Wolters Kluwer still business as usual. - guidance reiterated - buybacks accelerated Should be fun tomorrow. $WKL $WKL.AS https://t.co/7rbYdYGsok Wolters Kluwer still business as usual. - guidance reiterated - buybacks accelerated Should be fun tomorrow. $WKL $WKL.AS https://t.co/7rbYdYGsok"  
[X Link](https://x.com/BramVGenechten/status/1968683987842302258)  2025-09-18T14:30Z [---] followers, [---] engagements


"If you're afraid that China will replicate $ASML's EUV technology read this:"  
[X Link](https://x.com/BramVGenechten/status/1997289420467392728)  2025-12-06T12:58Z [---] followers, 414.1K engagements


"Alphabet has [--] businesses that generate at least $30B. $GOOG $GOOGL"  
[X Link](https://x.com/BramVGenechten/status/2018709582768693270)  2026-02-03T15:34Z [---] followers, 14K engagements


"Extreme growth is not durable. High ROIC's are. Lesson: Focus on companies with high ROIC and normal growth that is sustainable. Examples: $V $MA $BKNG"  
[X Link](https://x.com/BramVGenechten/status/2019071723740741952)  2026-02-04T15:33Z [---] followers, [----] engagements


"Mastercard is way more than a payment processor. Value Added Services now +40% of total business. $MA"  
[X Link](https://x.com/BramVGenechten/status/2019795487835197541)  2026-02-06T15:29Z [---] followers, [----] engagements


"Visa's Operating Profit will grow significantly in the next years. $V"  
[X Link](https://x.com/BramVGenechten/status/2020438213249384730)  2026-02-08T10:03Z [---] followers, [----] engagements


"Being "ready" is not a feeling. It's a decision"  
[X Link](https://x.com/BramVGenechten/status/2020466647434444861)  2026-02-08T11:56Z [---] followers, [---] engagements


"Google Cloud's Operating Profit went +100% in 1Y. Real operating leverage. $GOOG $GOOGL"  
[X Link](https://x.com/BramVGenechten/status/2020520257333727537)  2026-02-08T15:29Z [---] followers, [----] engagements


"$TSM's still +20% undervalued according to Morningstar. (current stock price $349)"  
[X Link](https://x.com/BramVGenechten/status/2020769401096802361)  2026-02-09T07:59Z [---] followers, [----] engagements


"Track the Value of companies not the Price. Price follows Value"  
[X Link](https://x.com/BramVGenechten/status/2020883902865518945)  2026-02-09T15:34Z [---] followers, [---] engagements


"$AMZN Operating Margin comes & goes up in cycles. Again with all the capex"  
[X Link](https://x.com/BramVGenechten/status/2020930962830524919)  2026-02-09T18:41Z [---] followers, [---] engagements


"Can $NVDA double it's Operating Profit again in 2Y Gigantic growth"  
[X Link](https://x.com/BramVGenechten/status/2021131556598026299)  2026-02-10T07:58Z [---] followers, [---] engagements


"$ASML bought back 10% of its shares in the last decade. While it grew 5X"  
[X Link](https://x.com/BramVGenechten/status/2021244277322547410)  2026-02-10T15:26Z [---] followers, [---] engagements


"After reading Peter Lynch I looked in my smartphone for companies I use frequently. Started investigating $BKNG and became a shareholder shortly after. Investing doesn't have to be complicated"  
[X Link](https://x.com/BramVGenechten/status/2021494673584603593)  2026-02-11T08:01Z [---] followers, [---] engagements


"$TSM's revenue grew +37% YoY in January. Still early"  
[X Link](https://x.com/BramVGenechten/status/2021606665943232777)  2026-02-11T15:26Z [---] followers, [---] engagements


"The gym is a hidden place for mental therapy"  
[X Link](https://x.com/BramVGenechten/status/2021657242156913152)  2026-02-11T18:47Z [---] followers, [---] engagements


"RT @BramVGenechten: First time in 10Y $META's net cash position is gone"  
[X Link](https://x.com/anyuser/status/2021738877002953195)  2026-02-12T00:11Z [---] followers, [--] engagements


"RT @BramVGenechten: $TSM's revenue grew +37% YoY in January. Still early"  
[X Link](https://x.com/anyuser/status/2021788948994175414)  2026-02-12T03:30Z [---] followers, [--] engagements


"RT @BramVGenechten: The gym is a hidden place for mental therapy"  
[X Link](https://x.com/anyuser/status/2021794027620978700)  2026-02-12T03:50Z [---] followers, [--] engagements


"@HedgeyeComm We we're laughing than. Narrative always changes"  
[X Link](https://x.com/BramVGenechten/status/2021821186842272113)  2026-02-12T05:38Z [---] followers, [--] engagements


"Don't forget Booking Holdings still has 23.9B share repurchase authorization. 14% of current market cap. History has shown they're not afraid to use it. $BKNG"  
[X Link](https://x.com/BramVGenechten/status/2008923095399379152)  2026-01-07T15:26Z [---] followers, [---] engagements


"Total Mastercards in the world keep growing +200 million/year. $MA"  
[X Link](https://x.com/BramVGenechten/status/2018594567445242072)  2026-02-03T07:57Z [---] followers, [----] engagements


"As legendary investor Peter Lynch said: "Buy what you know". Would add: and what you use in your daily life. Examples for me: $V $MA $META $UBER $BKNG $AMZN $GOOGL Great investments are right in front of you"  
[X Link](https://x.com/BramVGenechten/status/2018655217718530328)  2026-02-03T11:58Z [---] followers, [----] engagements


"@DimitryNakhla $BKNG & $MELI look nice here"  
[X Link](https://x.com/BramVGenechten/status/2019040187054272862)  2026-02-04T13:27Z [---] followers, [---] engagements


"Booking Holdings trading near the lower end of its valuation. Earnings 18/02. $BKNG"  
[X Link](https://x.com/BramVGenechten/status/2019319342408823280)  2026-02-05T07:57Z [---] followers, [----] engagements


"Everybody knows $ASML but do you know $BESI Besi is a leading global manufacturer of semiconductor assembly equipment providing the critical high-precision machinerymost notably advanced hybrid bonding technologyrequired to package and interconnect the complex chips driving the AI and high-performance computing revolution. They expect to grow 3X by [----]. https://twitter.com/i/web/status/2019379490485596251 https://twitter.com/i/web/status/2019379490485596251"  
[X Link](https://x.com/BramVGenechten/status/2019379490485596251)  2026-02-05T11:56Z [---] followers, [----] engagements


""The miracle isn't that EUV lithography works but that is does so reliably enough to produce chips cost-effectively." Good luck China. EUV = 100% $ASML"  
[X Link](https://x.com/BramVGenechten/status/2019682988272021540)  2026-02-06T08:02Z [---] followers, [----] engagements


"Room nights keep growing QoQ at Booking Holdings. Earnings 18/02. $BKNG"  
[X Link](https://x.com/BramVGenechten/status/2020157114543690073)  2026-02-07T15:26Z [---] followers, [----] engagements


"Consensus is $META's EPS will double in 3Y"  
[X Link](https://x.com/BramVGenechten/status/2020570333372449067)  2026-02-08T18:48Z [---] followers, [----] engagements


"Bigger Google Cloud = higher operating margin. $GOOG $GOOGL"  
[X Link](https://x.com/BramVGenechten/status/2021191429222170895)  2026-02-10T11:56Z [---] followers, [----] engagements


"$TSM's operating profit expected to explode"  
[X Link](https://x.com/BramVGenechten/status/2021294606307164666)  2026-02-10T18:46Z [---] followers, [----] engagements


"First time in 10Y $META's net cash position is gone"  
[X Link](https://x.com/BramVGenechten/status/2021555583187554799)  2026-02-11T12:03Z [---] followers, [----] engagements


"Wouldn't say capital destruction. They don't choose when they generate cash. Cash comes 'Problem' is it's not a capital intensive business and $ASML frequently operates with negative net working capital due to upfront payments from customers. Putting it in cash isn't a great investment either. They already have a net cash position. They can use the shares for SBC or hold them in treasury. In 5-10Y we'll be happy they bought them now. https://twitter.com/i/web/status/2021601372659920973 https://twitter.com/i/web/status/2021601372659920973"  
[X Link](https://x.com/BramVGenechten/status/2021601372659920973)  2026-02-11T15:05Z [---] followers, [---] engagements


"@FinanceJack44 $TSM $400"  
[X Link](https://x.com/BramVGenechten/status/2021602470678376918)  2026-02-11T15:09Z [---] followers, [---] engagements


"@danielisdizzy $META + $TSM are the most interesting buys rn"  
[X Link](https://x.com/BramVGenechten/status/2021605108459376879)  2026-02-11T15:19Z [---] followers, [---] engagements


"@Midnight_Captl $TSM's current valuation is high but that will vanish with that growth"  
[X Link](https://x.com/BramVGenechten/status/2021677625882689630)  2026-02-11T20:08Z [---] followers, [---] engagements


"@TradexWhisperer Amen. After their last earnings call this shouldn't be a surprise anymore"  
[X Link](https://x.com/BramVGenechten/status/2021819035634348264)  2026-02-12T05:29Z [---] followers, [---] engagements


"@QualCompounders $META + $AMZN yes. Would add $TSM 400"  
[X Link](https://x.com/BramVGenechten/status/2021819257273626883)  2026-02-12T05:30Z [---] followers, [--] engagements


"$NFLX Operating Margin going in the right direction. Can it continue"  
[X Link](https://x.com/BramVGenechten/status/2021855804786446750)  2026-02-12T07:56Z [---] followers, [---] engagements

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