#  @LionCubsFund Lion-Cubs | Small-Cap Stocks Lion-Cubs | Small-Cap Stocks posts on X about $lagr, $addt, $mmgr, $lifco the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1495494215924596738/interactions)  - [--] Week [-----] -56% - [--] Month [------] +21% - [--] Months [-------] -37% - [--] Year [-------] -17% ### Mentions: [--] [#](/creator/twitter::1495494215924596738/posts_active)  - [--] Week [--] -16% - [--] Month [---] -22% - [--] Months [---] -9.10% - [--] Year [---] +8.40% ### Followers: [------] [#](/creator/twitter::1495494215924596738/followers)  - [--] Week [-----] no change - [--] Month [-----] +0.78% - [--] Months [-----] +4.50% - [--] Year [-----] +17% ### CreatorRank: [---------] [#](/creator/twitter::1495494215924596738/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 45.54% [cryptocurrencies](/list/cryptocurrencies) 9.82% [stocks](/list/stocks) 8.93% [countries](/list/countries) 7.59% [fashion brands](/list/fashion-brands) 5.8% [technology brands](/list/technology-brands) 4.02% [luxury brands](/list/luxury-brands) 3.13% [exchanges](/list/exchanges) 2.68% [automotive brands](/list/automotive-brands) 2.23% [travel destinations](/list/travel-destinations) 1.79% **Social topic influence** [$lagr](/topic/$lagr) #1, [$addt](/topic/$addt) #1, [$mmgr](/topic/$mmgr) #1, [$lifco](/topic/$lifco) #1, [$toi](/topic/$toi) #6, [momentum](/topic/momentum) #846, [$teq](/topic/$teq) #3, [$lmn](/topic/$lmn) #1, [$jdg](/topic/$jdg) #1, [$tvk](/topic/$tvk) #4 **Top accounts mentioned or mentioned by** [@ziayusufuk](/creator/undefined) [@benjaminderebel](/creator/undefined) [@stockopedia](/creator/undefined) [@ringogrumio](/creator/undefined) [@kemibadenoch](/creator/undefined) [@profbriancox](/creator/undefined) [@skynews](/creator/undefined) [@afneil](/creator/undefined) [@njtimothy](/creator/undefined) [@donmcgowan](/creator/undefined) [@dailymail](/creator/undefined) [@owenjonesjourno](/creator/undefined) [@bbcnewsnight](/creator/undefined) [@alisona70131826](/creator/undefined) [@dtmesswithtexas](/creator/undefined) [@thecriticaldri1](/creator/undefined) [@youtube](/creator/undefined) [@realmaalouf](/creator/undefined) [@meljstride](/creator/undefined) [@matthewstadlen](/creator/undefined) **Top assets mentioned** [Camtek Ltd (CAMT)](/topic/$camt) [Nova Ltd. Ordinary Shares (NVMI)](/topic/$nvmi) [RELX PLC (RELX)](/topic/$relx) [Unilever plc (UL)](/topic/$ul) [Reality Metaverse (RMV)](/topic/$rmv) [Escoin (ELG)](/topic/$elg) [KardiaChain (KAI)](/topic/$kai) [Strong Global Entertainment, Inc. (SGE)](/topic/$sge) [Exponent Inc (EXPO)](/topic/$expo) ### Top Social Posts Top posts by engagements in the last [--] hours "Was trying to come up with some wanky Ark-Invest style themes for my portfolio. 1.Atomic Quality Control $NVMI $CAMT - 25% 2.Invisible Industrial Galaxy $TVK $MMGR $TEQ $LIFCO $LAGR $ADDT - 49% 3.Lab-to-Life $JDG $MCAP - 16% 4.The Undisruptables $LMN $TOI - 10% What do you think https://twitter.com/i/web/status/2020054600615657889 https://twitter.com/i/web/status/2020054600615657889" [X Link](https://x.com/LionCubsFund/status/2020054600615657889) 2026-02-07T08:38Z [----] followers, [----] engagements "Looking for high ROCE stocks to put in your Great British ISA - Howden Joinery $HWDN.L 21.3% - Rightmove $RMV.L 342.6% - Auto-Trader $AUTO.L 51.4% - Dominos Pizza $DOM.L 45.6% - Greggs $GRG.L 20.6% - Experian $EXPN.L 19.2% - Relx $REL.L 27.7% What else" [X Link](https://x.com/LionCubsFund/status/1766414631357010343) 2024-03-09T10:44Z [----] followers, [----] engagements "Here are my top [--] holdings as of today: - Judges Scientific $JDG - 10.11% - Nova $NVMI - 9.52% - Momentum Group $MMGR - 9.40% - Camtek $CAMT - 9.04% - Topicus $TOI - 8.17% - MedCap $MCAP - 8.08% - Lagercrantz $LAGR - 7.71% - Lifco $LIFCO - 7.57% - Addtech $ADDT - 7.25% - Lumine Group $LMN - 6.57% Rollercoaster month https://twitter.com/i/web/status/1994360281594536301 https://twitter.com/i/web/status/1994360281594536301" [X Link](https://x.com/LionCubsFund/status/1994360281594536301) 2025-11-28T10:58Z [----] followers, 12.4K engagements "The [--] Lion Cubs as of today: - Judges Scientific $JDG - 10.43% - Teqnion $TEQ - 10.22% - Nova $NVMI - 9.83% - Topicus $TOI - 9.25% - Momentum Group $MMGR - 8.89% - Camtek $CAMT - 8.77% - MedCap $MCAP - 7.97% - Lifco $LIFCO - 7.61% - Lagercrantz $LAGR - 7.52% - Addtech $ADDT - 7.25% - TerraVest $TVK - 6.66% - Lumine Group $LMN - 5.60% Which of these stocks do you hold https://twitter.com/i/web/status/2003425517630881863 https://twitter.com/i/web/status/2003425517630881863" [X Link](https://x.com/LionCubsFund/status/2003425517630881863) 2025-12-23T11:20Z [----] followers, 10.5K engagements "Blimey $RELX $LSEG $EXPN all down big despite holding their own proprietary data as a result of Anthropic AIs new legal AI tool. If this sentiment continues there will be a lot of stocks in the $PYPL bucket of being profitable businesses having to buy back their cheap stock due to unrelenting disruption fears. Disclosure - I hold and shall continue to hold $LMN and $TOI. https://twitter.com/i/web/status/2018734656615518572 https://twitter.com/i/web/status/2018734656615518572" [X Link](https://x.com/LionCubsFund/status/2018734656615518572) 2026-02-03T17:13Z [----] followers, [----] engagements "Teqnion $TEQ Full [----] earnings are out Looks like the business has turned a corner. https://www.teqnion.se/en/investor-relations/news/slug=year-end-report-2025-teqnion-ab-01474 https://www.teqnion.se/en/investor-relations/news/slug=year-end-report-2025-teqnion-ab-01474" [X Link](https://x.com/LionCubsFund/status/2022573118598848868) 2026-02-14T07:26Z [----] followers, [----] engagements "@TheCriticalDri1 CGI Roger Moore is the way to go" [X Link](https://x.com/LionCubsFund/status/2022683873486983264) 2026-02-14T14:46Z [----] followers, [---] engagements "My Top-10 portfolio holdings. 1.Calnex Solutions 14.6% [--]. SDI Group 11.66% [--]. Cerillion 10.98% [--]. YouGov 6.06% [--]. Judges Scientific 5.73% [--]. Lifco 5.73% [--]. Focusrite 5.59% [--]. Kainos 5.31% [--]. Topicus 5.31% [--]. Addtech 5.03% #SmallCap" [X Link](https://x.com/anyuser/status/1716082974804906449) 2023-10-22T13:23Z [----] followers, [----] engagements "IC Interviews: UK equity manager Nick Train via @YouTube In this interview Train states that the new $FGT.L holding has the FTSE 100s biggest data asset within its industry. So its not YouGov My prediction: Autotrader $AUTO.L or Rightmove $RMV.L. https://youtu.be/7fxbr8MUhHYsi=tdMyai2TPpw7b3j1 https://youtu.be/7fxbr8MUhHYsi=tdMyai2TPpw7b3j1" [X Link](https://x.com/LionCubsFund/status/1719688144792993959) 2023-11-01T12:09Z [----] followers, [---] engagements "#Fundsmith now only holds just [--] UK stocks in the main fund: Unilever and Diageo. If Fundsmith was to add another UK large-cap which would it be $EXPN.L $LSEG.L $RELX.L $HLN.L $ULVR $DGE.L $DEO Experian London Stock Exchange Haleon Relx Experian London Stock Exchange Haleon Relx" [X Link](https://x.com/LionCubsFund/status/1725415352580907350) 2023-11-17T07:27Z [----] followers, [---] engagements "An under-the-radar sector for high-quality small/mid-caps is consultancy: Technology One Softcat Wavestone Mensch und Maschine Kainos SII Prevas Keystone Law Exponent Next [--] Neurones Bytes Technology Do you hold any of these" [X Link](https://x.com/anyuser/status/1736056415083474998) 2023-12-16T16:11Z [----] followers, 17.6K engagements "The battered UK market is widely tipped to outperform in [----]. Heres some UK mid-caps with high ROCE: Rightmove $RMV 317.08% Games Workshop $GAW.L 61.56% Auto Trader $AUTO.L 49.01% Croda International $CRDA.L 25.79% Burberry $BRBY.L 23.49% Greggs $GRG.L 21.33%" [X Link](https://x.com/anyuser/status/1741424487449436377) 2023-12-31T11:42Z [----] followers, 10.4K engagements "France is known for luxury titans like $MC.PA and $RMS.PA. Yet in the small/mid-cap space it is mainly IT companies that stand-out: - Wavestone - Infotel - Neurones - Esker - Equasens - Societe Pour LInformatique Industrielle (Under-Offer) - Ipsen" [X Link](https://x.com/anyuser/status/1743760526528713026) 2024-01-06T22:24Z [----] followers, [----] engagements "Italy also has some high-quality small/mid-caps some of which are not well known: - Carel Industries - Sesa - Davide Campari - Technoprobe - Diasorin - Recordati - Moncler - Cembre Do you hold any of these" [X Link](https://x.com/anyuser/status/1744022490085531838) 2024-01-07T15:45Z [----] followers, 12.1K engagements "Italy is often overlooked by investors yet it has some of the most promising small/mid-caps: - Diasorin - Recordati - Moncler - Cembre - Carel Industries - Sesa - Davide Campari - Technoprobe Do you hold any of these" [X Link](https://x.com/LionCubsFund/status/1747717420536512662) 2024-01-17T20:27Z [----] followers, [----] engagements "Here are a few other high-quality small/mid-caps I am researching at the moment: - Kadant - Pro Medicus - Equasens - Amadeus Fire - Technoprobe - Borregaard - Choice Hotels - Howden Joinery - Catalyst Pharmaceuticals - CellaVision Do you hold any of these" [X Link](https://x.com/LionCubsFund/status/1754136308362977739) 2024-02-04T13:34Z [----] followers, [----] engagements "The bombed-out UK market is tipped to out-perform over the next decade. Heres some high-quality mid-caps Im researching: - Intertek - Burberry - IHG - Greggs - Croda International - Games Workshop - Halma - Diploma - Howden Joinery Do you hold any of these" [X Link](https://x.com/anyuser/status/1754977038069313700) 2024-02-06T21:15Z [----] followers, 10.1K engagements "Here are some of my favourite high-quality Italian companies: - Ferrari - Moncler - Carel Industries - Campari - Technoprobe - Recordati - Sesa - DiaSorin - Cembre Do you hold any of these" [X Link](https://x.com/LionCubsFund/status/1764267670306787790) 2024-03-03T12:32Z [----] followers, [----] engagements "Five FTSE [---] stocks that have beaten the SP500 over the last [--] yrs: - London Stock Exchange $LSEG.L +482% - Relx $RELX.L +374% - Halma $HLMA.L +352% - Sage $SGE.L +284% - Experian $EXPN.L +279% - SP500 $SPY +232% Does Quality matter more than Country" [X Link](https://x.com/LionCubsFund/status/1774898191197954455) 2024-04-01T20:34Z [----] followers, [----] engagements "X-Ray of Magnificent Seven - Teqnion $TEQ - HMS Networks $HMS - Lifco $LIFCO - Addtech $ADDT - Lagercrantz $LAGR - Vitec Software $VIT - Indutrade $INDT FCF Yld: 2.58% Rev CAGR 5yr: 19.36% EPS CAGR 5yr: 20.04% ROCE 5y: 19.11% Op Margin: 16.88% Gross Margin: 44.34%" [X Link](https://x.com/anyuser/status/1776177515259728232) 2024-04-05T09:18Z [----] followers, 12.5K engagements "My favourite Italian small/mid-caps: - Carel Industries $CRLM - Brunello Cucinelli $BCUCY - The Italian Sea Group $TISG - Sesa $SES - Recordati $REC - Moncler $MONC - San Lorenzo $SL - Campari $CPR - Cembre $CMB - Technoprobe $TPRO Do you hold any of these" [X Link](https://x.com/anyuser/status/1781331942610178263) 2024-04-19T14:40Z [----] followers, 10.5K engagements "My favourite German Small/Mid-caps: - Atoss Software $AOF - Mensch und Maschine $MUM - Amadeus Fire $AAD - Nemetschek $NEM - Rational $RAA - Ringmetall $HP3A - Elmos Semiconductor $ELG Any others I am missing" [X Link](https://x.com/anyuser/status/1781745133433594171) 2024-04-20T18:01Z [----] followers, 17.5K engagements "Portfolio update: - Lumine Group $LMN - 6.15% - Momentum Group $MMGR - 5.78% - Teqnion $TEQ - 5.76% - TerraVest $TVK - 5.46% - Lifco $LIFCO - 5.46% - Lagerkrantz $LAGR - 4.85% - ChemoMetec $CHEMM - 4.91% - Cerillion $CER - 4.83% - MedCap $MCAP - 4.80% - Topicus $TOI - 4.57% - Kadant $KAI - 4.56% - Addtech $ADDT - 4.53% - Manhattan Associates $MANH - 4.16% - Camtek $CAMT - 3.60% - Judges Scientific $JDG - 3.44% - HMS Networks $HMS - 3.31% - Bufab $BUFAB - 2.93% - Nova $NVMI - 2.68% - Axcelis Technologies $ACLS - 2.54% - Clinica Baviera $CBAV - 2.50% - Prevas $PREV - 2.22% - Fortnox $FNOX -" [X Link](https://x.com/anyuser/status/1862083902913061359) 2024-11-28T10:39Z [----] followers, 17.2K engagements "Which Lion-Cubs have roared the loudest YTD in [----] TerraVest Industries $TVK +45.75% Topicus $TOI +42.82% Invisio $IVSO +42.61% Lifco $LIFCO +34.32% Addtech $ADDT +26% Which of your holdings has outperformed this year" [X Link](https://x.com/LionCubsFund/status/1922269447131144475) 2025-05-13T12:35Z [----] followers, [----] engagements "My portfolio as of today: - Momentum Group $MMGR - 9.45% - Topicus $TOI - 9.38% - Lifco $LIFCO - 8.62% - Camtek $CAMT - 8.35% - Lumine Group $LMN - 8.19% - Lagerkrantz $LAGR - 8.19% - Nova $NVMI - 7.76% - Addtech $ADDT - 7.23% - TerraVest $TVK - 7.19% - MedCap $MCAP - 6.21% - Judges Scientific $JDG - 5.36% - Teqnion $TEQ - 5.27% - Cerillion $CER - 4.53% - Bufab $BUFAB - 4.28% Do you hold any of these https://twitter.com/i/web/status/1932796843601035430 https://twitter.com/i/web/status/1932796843601035430" [X Link](https://x.com/anyuser/status/1932796843601035430) 2025-06-11T13:47Z [----] followers, 13.3K engagements "My full portfolio as of today: - Momentum Group $MMGR - 9.60% - Camtek $CAMT - 8.87% - Topicus $TOI - 8.72% - Nova $NVMI - 8.58% - Lifco $LIFCO - 8.37% - Lumine Group $LMN - 7.93% - Lagerkrantz $LAGR - 7.87% - Addtech $ADDT - 7.13% - TerraVest $TVK - 7.04% - MedCap $MCAP - 6.50% - Judges Scientific $JDG - 5.96% - Teqnion $TEQ - 5.51% - Bufab $BUFAB - 4.27% - Cerillion $CER - 3.66% What would you change https://twitter.com/i/web/status/1938163499013706181 https://twitter.com/i/web/status/1938163499013706181" [X Link](https://x.com/anyuser/status/1938163499013706181) 2025-06-26T09:12Z [----] followers, 12.9K engagements "@BenjaminDeRebel Why was the video of the kick released so early but this was held back It reeks of another cover up" [X Link](https://x.com/anyuser/status/1943359460879274290) 2025-07-10T17:19Z [----] followers, [----] engagements "AddTech earnings today proving more palatable to the market than Lifcos yesterday. Up 8% currently Glad I backed up the truck last month 💷 $ADDT" [X Link](https://x.com/LionCubsFund/status/1945021184455635421) 2025-07-15T07:22Z [----] followers, [----] engagements "My full portfolio as of now: - Camtek $CAMT - 10.41% - Nova $NVMI - 10.06% - Topicus $TOI - 8.97% - Momentum Group $MMGR - 8.67% - Lumine Group $LMN - 8.51% - Lagercrantz $LAGR - 7.80% - Lifco $LIFCO - 7.14% - AddTech $ADDT - 7.01% - MedCap $MCAP - 6.95% - TerraVest Industries $TVK - 6.41% - Teqnion $TEQ - 5.55% - Judges Scientific $JDG - 5.05% - Bufab $BUFAB - 4.08% - Cerillion $CER - 3.39% What would you change https://twitter.com/i/web/status/1945150645297709538 https://twitter.com/i/web/status/1945150645297709538" [X Link](https://x.com/anyuser/status/1945150645297709538) 2025-07-15T15:57Z [----] followers, 26.7K engagements "Trees dont grow to the sky. 🌲☁ Here are my all my holdings arranged by market cap in . - Lifco AB $LIFCO - 10.67B - Topicus Inc. $TOI - 5.94B - AddTech AB $ADDT - 5.94B - Lumine Group Inc. $LMN - 5.49B - Nova Ltd. $NVMI - 5.16B - Camtek Ltd. $CAMT - 3.71B - Lagercrantz Group $LAGR - 2.76B - Bufab AB $BUFAB - 1.15B - TerraVest Industries Inc. $TVK - 1.12B - Judges Scientific $JDG - 0.73B - Momentum Group $MMGR - 0.69B - Cerillion $CER - 0.58B - MedCap AB $MCAP - 0.47B - Teqnion AB $TEQ - 0.23B Which of these could be a 100-bagger from here https://twitter.com/i/web/status/1948674264829231162" [X Link](https://x.com/anyuser/status/1948674264829231162) 2025-07-25T09:18Z [----] followers, [----] engagements "Here is my full portfolio as of today: - Camtek $CAMT - 9.88% - Nova $NVMI - 9.71% - Momentum Group $MMGR - 9.01% - Topicus $TOI - 8.93% - MedCap $MCAP - 8.70% - Lumine Group $LMN - 8.31% - Lagercrantz $LAGR - 7.80% - Addtech $ADDT - 7.20% - Lifco $LIFCO - 7.16% - TerraVest Industries $TVK - 5.91% - Teqnion $TEQ - 5.34% - Bufab $BUFAB - 4.49% - Judges Scientific $JDG - 4.24% - Cerillion $CER - 3.32% No buys or sells since the last announcement. https://twitter.com/i/web/status/1962442327080812894 https://twitter.com/i/web/status/1962442327080812894" [X Link](https://x.com/LionCubsFund/status/1962442327080812894) 2025-09-01T09:08Z [----] followers, 11.2K engagements "🚨 [--] Themes for outperformance in [----] 🚨 📈- Proven decentralised acquisition models to continue from strength to strength in [----]. There are huge unconsolodated runways of potential acquisitions within the public and private markets for stalwarts like Lagercrantz $LAGR and Lifco $LIFCO to continue to benefit from. 💶 - Business Software to continue to be highly profitable cash generative and very difficult and expensive for customers to move away from. The prospect of LLMs disrupting this in the foreseeable future is low whilst there could be several benefits to the likes of Topicus $TOI.TO" [X Link](https://x.com/LionCubsFund/status/2006703045061546351) 2026-01-01T12:24Z [----] followers, [----] engagements "Do historic returns factor into your investing Here are the 10-year CAGRs for some of the stocks in my portfolio. - Camtek $CAMT +47.7% - Nova $NVMI +41.9% - TerraVest Industries $TVK.TO +37.3% - MedCap $MCAP +33.1% - Addtech $ADDT +24.4% - Lifco $LIFCO +23.2% - Lagercrantz $LAGR +22.9% - Judges Scientific $JDG.L +14.6% Other stock I hold havent been public for [--] years yet so are omitted. https://twitter.com/i/web/status/2007095369574851001 https://twitter.com/i/web/status/2007095369574851001" [X Link](https://x.com/LionCubsFund/status/2007095369574851001) 2026-01-02T14:23Z [----] followers, [----] engagements "My full [--] stock portfolio as of today: $NVMI Nova - 12.7% $CAMT Camtek - 11.8% $JDG Judges Scientific - 10.1% $TEQ Teqnion - 9.6% $MMGR Momentum group - 8.3% $TOI Topicus - 7.8% $MCAP MedCap - 7.3% $LIFCO Lifco - 7% $LAGR Lagercrantz - 6.9% $ADDT Addtech - 6.8% $TVK TerraVest - 6.6% $LMN Lumine Group - 5% https://twitter.com/i/web/status/2011867369564749940 https://twitter.com/i/web/status/2011867369564749940" [X Link](https://x.com/LionCubsFund/status/2011867369564749940) 2026-01-15T18:25Z [----] followers, [----] engagements "Im going to have some more capital to deploy in the next week or so. Equivalent to +2.5% of total portfolio value. What would you do VMS Acquirers Small Acquirer $MMGR Battered Acquirer $JDG Medium Acquirer $LIFCO VMS Acquirers Small Acquirer $MMGR Battered Acquirer $JDG Medium Acquirer $LIFCO" [X Link](https://x.com/LionCubsFund/status/2012098333083353539) 2026-01-16T09:43Z [----] followers, [---] engagements "Good to see $NVMI and $CAMT getting more media interest. Together these now make up 25% of my entire portfolio. Basically small/mid-cap plays on Moores Law. High quality high growth huge runway. In my view the most exciting businesses in the semiconductor space right now. https://finance.yahoo.com/news/nova-ltd-nvmi-bull-case-180035908.html https://finance.yahoo.com/news/nova-ltd-nvmi-bull-case-180035908.html" [X Link](https://x.com/LionCubsFund/status/2013872815137517649) 2026-01-21T07:14Z [----] followers, [----] engagements "Just expanded my position in Momentum Group $MMGR. Now 11% of assets. New capital no selling. In my view this is a potential 100-bagger over the next decades" [X Link](https://x.com/LionCubsFund/status/2014005671453245710) 2026-01-21T16:02Z [----] followers, [----] engagements "Lion-Cubs Fund monthly report [--] January [----] Full portfolio breakdown: $NVMI Nova - 14.1% $CAMT Camtek - 12.2% $MMGR Momentum Group - 10.03% $TEQ Teqnion - 9.9% $JDG Judges Scientific - 9.1% $MCAP MedCap - 7.2% $TOI Topicus - 7.1% $LAGR Lagercrantz - 6.9% $LIFCO Lifco - 6.7% $ADDT AddTech - 6.5% $TVK TerraVest - 5.5% $LMN Lumine Group - 4.4% YTD Performance 2026: +0.31% Activity: - No sells whatsoever - Added to Momentum Group $MMGR Commentary: - This month belonged to the [--] Israeli mid-cap semiconductor tooling companies I hold - $NVMI (+49%) and $CAMT (+44%) now constituting over 26% of" [X Link](https://x.com/LionCubsFund/status/2017138112263057483) 2026-01-30T07:29Z [----] followers, [----] engagements "Thanks. 1.I did briefly own Roko but only a tiny insignificant holding and sold it as I wanted to only have [--] stocks. I feel my blend of Swedish Acquirers captures the best of the larger ones (Lifco Lagercrantz Addtech) and small-caps (Momentum Group Teqnion Medcap). I didnt think further diversification was needed. Time will tell if that is a good idea or not. Chapters I am not familiar with but again I would have to think it was better to own rather than more of what I already have. Currently o would like more of all my current holdings so will stick to this and never sell or trim. 2.Well" [X Link](https://x.com/LionCubsFund/status/2017172922377372036) 2026-01-30T09:47Z [----] followers, [---] engagements "Bad day for Finsbury Growth and Income Trust. The trust holds huge enormous allocations to software and data $RELX $EXPN $SGE $RMV $AUTO $LSEG. All clobbered today. $FGT" [X Link](https://x.com/LionCubsFund/status/2018828837040382334) 2026-02-03T23:27Z [----] followers, [---] engagements "Momentum Group acquires Hglandets Kompressorservice strengthens its position in industrial services $MMGR" [X Link](https://x.com/LionCubsFund/status/2019377093705101479) 2026-02-05T11:46Z [----] followers, [----] engagements "Addtech $ADDT acquires RAMME Electric Machines GmbH 💪" [X Link](https://x.com/LionCubsFund/status/2019522355526021510) 2026-02-05T21:23Z [----] followers, [----] engagements "Strong numbers from Addtech yesterday in what was a difficult macro-environment. $ADDT https://q32025.reports.addtech.com/the-interim-period/summary https://q32025.reports.addtech.com/the-interim-period/summary" [X Link](https://x.com/LionCubsFund/status/2019674632060604917) 2026-02-06T07:28Z [----] followers, [----] engagements "Lagercrantz $LAGR Further impressive numbers from Lagercrantz 🚀" [X Link](https://x.com/LionCubsFund/status/2019714285954556267) 2026-02-06T10:06Z [----] followers, [----] engagements "@realMaalouf Anybody advocating first cousin marriage in Europe has completely failed the integration test and should be deported" [X Link](https://x.com/LionCubsFund/status/2019816625491550651) 2026-02-06T16:53Z [----] followers, [----] engagements "Walmart $WMT at [--] P/E and Costco $COST at [--] P/E is nifty fifty pricing. Valuations not remotely justified by earnings or growth potential. Is this because people see them as AI resistant" [X Link](https://x.com/LionCubsFund/status/2020039461988626703) 2026-02-07T07:38Z [----] followers, [----] engagements "@ZiaYusufUK @MelJStride Mel Stride is not offering remotely radical enough economic solutions. He has said nothing about the absurd 60% marginal tax rates (70%+ for graduates) or cutting quango spending. Its all tinkering and handing out tax breaks to boomers. We need far more fundamental reform" [X Link](https://x.com/LionCubsFund/status/2020102825447997703) 2026-02-07T11:50Z [----] followers, [---] engagements "@MatthewStadlen Sacking him before May elections is like sacking a football manager before the hardest game of the season. Labour will not want Starmers successors first test to be an inevitable defeat. Starmer will be sacked after May" [X Link](https://x.com/LionCubsFund/status/2021124538537251327) 2026-02-10T07:30Z [----] followers, [---] engagements "@GBNEWS Once again Zia providing the most articulate take on this complex and important issue" [X Link](https://x.com/LionCubsFund/status/2021710092371152989) 2026-02-11T22:17Z [----] followers, [----] engagements "@Keir_Starmer The brass neck of this Are you really celebrating 0.1% GDP growth" [X Link](https://x.com/LionCubsFund/status/2021882629230866718) 2026-02-12T09:42Z [----] followers, [---] engagements "@charliebilello Good lord Microsoft Palantir Fartcoin It seems nothing is safe" [X Link](https://x.com/LionCubsFund/status/2022705169230659908) 2026-02-14T16:11Z [----] followers, [---] engagements "Nice summary of Manhattan Associates earnings results a major holding of mine. I felt these results were very positive but the stock is down 4% in aftermarket at the time of writing likely because its priced to perfection. Anyone else hold Manhattan Manhattan Associates $MANH Q3 [--] results Revenue $266.7M Q3 [--] $238.4M +11.9% 🟢 Est. $263M beat 🟢 EPS $1.03 Q3 [--] $0.79 +30.4% 🟢 Est. $0.75 beat 🟢 Growth by category Cloud subs +33% License -3% Maintenance -2% Services +7% Hardware -21% https://t.co/QO7cW2UnVM Manhattan Associates $MANH Q3 [--] results Revenue $266.7M Q3 [--] $238.4M +11.9% 🟢" [X Link](https://x.com/LionCubsFund/status/1848973377765040524) 2024-10-23T06:23Z [----] followers, [----] engagements "Lagerkrantz posting impressive results in a challenging market. 👏 $LAGR is one of the largest holdings in the Lion-Cubs portfolio. I dont see any reason why it cant continue executing its strategy and become a much larger company in 10-20 years time. It is a real hold forever investment for me. Do you hold Lagerkrantz What did you think of these results https://twitter.com/i/web/status/1849734141874426185 https://twitter.com/i/web/status/1849734141874426185" [X Link](https://x.com/LionCubsFund/status/1849734141874426185) 2024-10-25T08:46Z [----] followers, [----] engagements "My full portfolio as of today: - Teqnion $TEQ - 6.67% - Momentum Group $MMGR - 5.72% - Lifco $LIFCO - 5.52% - Lagerkrantz $LAGR - 5.19% - TerraVest Industries $TVK - 4.91% - MedCap $MCAP - 4.87% - Lumine Group $LMN - 4.83% - Topicus $TOI - 4.70% - Cerillion $CER - 4.61% - AddTech $ADDT - 4.51% - ChemoMetec $CHEMM - 4.17% - Manhattan Associates $MANH - 3.96% - Camtek $CAMT - 3.86% - Kadant $KAI - 3.55% - HMS Networks $HMS - 3.42% - Judges Scientific $JDG - 3.42% - Axcelis Technologies $ACLS - 3:09% - Clinica Baviera $CBAV - 2.88% - Nova $NVMI - 2.84% - Bufab $BUFAB - 2.55% - Aehr Test-Systems" [X Link](https://x.com/anyuser/status/1850523902939717769) 2024-10-27T13:04Z [----] followers, 18.4K engagements "October Performance Update October: -0.61% Annualised Since Dec-21 Inception: +7.41% Top [--] Performers: Invisio $IVSO Aehr Test Systems $AEHR Laboratorios Farmaceuticos Rovi $ROVI Bottom [--] Performers: Vitec Software $VIT Axcelis Technologies $ALCS Prevas $PREV" [X Link](https://x.com/LionCubsFund/status/1852226175185109081) 2024-11-01T05:48Z [----] followers, [----] engagements "Here is my entire portfolio as of today: - Teqnion $TEQ - 6.24% - Momentum Group $MMGR - 5.69% - Lumine Group $LMN - 5.55% - Lifco $LIFCO - 5.39% - TerraVest $TVK - 5.34% - Lagerkrantz $LAGR - 5.21% - Cerillion $CER - 4.87% - MedCap $MCAP - 4.78% - Topicus $TOI - 4.57% - AddTech $ADDT - 4.54% - Kadant $KAI - 4.28% - Manhattan Associates $MANH - 4.00% - Camtek $CAMT - 3.89% - Judges Scientific $JDG - 3.88% - ChemoMetec $CHEMM - 3.76% - HMS Networks $HMS - 3.34% - Axcelis Technologies $ACLS - 2.99% - Nova $NVMI - 2.92% - Bufab $BUFAB - 2.73% - Clinica Baviera $CBAV - 2.62% - Prevas $PREVB -" [X Link](https://x.com/LionCubsFund/status/1854457421751558327) 2024-11-07T09:34Z [----] followers, [----] engagements "Cell counters selling like hot cakes. They cant get enough of them. Doctors counting cells like nobodies business $CHEMM" [X Link](https://x.com/LionCubsFund/status/1854818168037949804) 2024-11-08T09:28Z [----] followers, [----] engagements "Great momentum here from Momentum Group. $MMGR" [X Link](https://x.com/LionCubsFund/status/1861335511773610212) 2024-11-26T09:05Z [----] followers, [----] engagements "Thanks. Im very happy with it now. Indutrade is a marvellous business and I would like to add to it in the coming months and years. But currently have no additional capital. There is more to do for sure $INDT @LionCubsFund Love the portfolio lots and lots of quality. Do you have a reasoning behind the small(er) allocation towards Indutrade @LionCubsFund Love the portfolio lots and lots of quality. Do you have a reasoning behind the small(er) allocation towards Indutrade" [X Link](https://x.com/LionCubsFund/status/1864432113472135433) 2024-12-04T22:10Z [----] followers, [----] engagements "I agree. Momentum Group is one of my largest positions. Potential 10-50 bagger long-term. $MMGR Here's an example on why Momentum is considered best-in-class and a testament to the fact that margins alone are not enough to proof the quality of a business. https://t.co/JwLhidpsMG Here's an example on why Momentum is considered best-in-class and a testament to the fact that margins alone are not enough to proof the quality of a business. https://t.co/JwLhidpsMG" [X Link](https://x.com/LionCubsFund/status/1874127599422890260) 2024-12-31T16:16Z [----] followers, [----] engagements "The Lion-Cubs Fund holdings as of [--] Jan 2025: [--]. Lumine Group $LMN - 5.80% [--]. Momentum Group $MMGR - 5.61% [--]. Teqnion $TEQ - 5.45% [--]. Lifco $LIFB - 5.28% [--]. MedCap $MCAP - 5.27% [--]. TerraVest $TVL - 5.22% [--]. Lagerkrantz $LAGR - 5.16% [--]. ChemoMetec $CHEMM - 4.85% [--]. Cerillion $CER - 4.56% [--]. Topicus $TOI - 4.48% [--]. Addtech $ADDT - 4.40% [--]. Camtek $CAMT - 4.02% [--]. Manhattan Associates $MANH 3.89% [--]. Kadant $KAI - 3.87% [--]. HMS Networks $HMS - 3.63% [--]. Judges Scientific $JDG - [----] [--]. Bufab $BUFAB - 3.06% [--]. Nova $NVMI - 3.04% [--]. Aehr Test Systems $AEHR - 2.75% [--]. Prevas $PREV - 2.45%" [X Link](https://x.com/anyuser/status/1874483566194647549) 2025-01-01T15:51Z [----] followers, 15.6K engagements "ChemoMetec $CHEMM Positive updates from cell-counting equipment business ChemoMetec. Ive had a wild ride with ChemoMetec over the last year or so but Ive stayed invested because of its excellent quality metrics and runway of future growth. Some highlights: 5-year ROIC: 55% Gross Margin: 90% 10-year average EPS growth: 61% 10-year average Rev growth: 24% https://twitter.com/i/web/status/1877655222832468176 https://twitter.com/i/web/status/1877655222832468176" [X Link](https://x.com/LionCubsFund/status/1877655222832468176) 2025-01-10T09:54Z [----] followers, [----] engagements "Performance update for Jan 25: January 2025: +3.27% Annualised Since Inception Dec-21: +9.08% No new outright buys or sells. Top [--] Winners: - Nova $NVMI - Invisio $IVSO - HMS Networks $HMS Bottom [--] Laggards: - Manhattan Associates - Aehr Test Systems - MedCap" [X Link](https://x.com/LionCubsFund/status/1885655672697524227) 2025-02-01T11:45Z [----] followers, [----] engagements "Decided to further consolidate my portfolio this month. Several smaller holdings exited some at pretty decent gains to expand higher conviction names. Exited: Vitec Software Laboratorios Farmaceuticos Rovi Fortnox Prevas Expanded: Indutrade Invisio Momentum Group Judges Scientific https://twitter.com/i/web/status/1887230129442549900 https://twitter.com/i/web/status/1887230129442549900" [X Link](https://x.com/LionCubsFund/status/1887230129442549900) 2025-02-05T20:01Z [----] followers, [----] engagements "The Lion-Cubs Portfolio Top-10: - Momentum Group $MMGR - 7.71% - Lifco $LIFCO - 5.99% - TerraVest $TVK - 5.81% - Lagerkrantz $LAGR - 5.59% - Teqnion $TEQ - 5.55% - Lumine Group $LMN - 5.37% - ChemoMetec $CHEMM - 5.21% - Topicus $TOI - 5.11% - Judges Scientific $JDG - 4.95% - Addtech $ADDT - 4.59% https://twitter.com/i/web/status/1887238114403299707 https://twitter.com/i/web/status/1887238114403299707" [X Link](https://x.com/anyuser/status/1887238114403299707) 2025-02-05T20:33Z [----] followers, 14.1K engagements "Agreed not the best Q for Momentum Group but the overall a very good year. Onwards and upwards $MMGR $MMGR: Strong Year Soft Q4 EBITA +22% YoY 🔥 Profitability staying strong YoY but Q4 hit by one-offs (moving main warehouse & M&A amortization) 🤷♂ Net profit slightly dissapointing Infra segment doing well: EBITA/WC 55% 60% '24 M&A avg multiple is 6x EBITA https://t.co/XSgHGQiRaE $MMGR: Strong Year Soft Q4 EBITA +22% YoY 🔥 Profitability staying strong YoY but Q4 hit by one-offs (moving main warehouse & M&A amortization) 🤷♂ Net profit slightly dissapointing Infra segment doing well: EBITA/WC" [X Link](https://x.com/LionCubsFund/status/1890321834274431342) 2025-02-14T08:47Z [----] followers, [----] engagements "🦁 The Lion-Cubs Portfolio - [--] March [----]. - Momentum Group $MMGR - 8.08% - Lifco $LIFCO - 6.16% - Judges Scientific $JDG - 5.72% - Lagerkrantz $LAGR - 5.71% - ChemoMetec $CHEMM - 5.67% - Teqnion $TEQ - 5.45% - Invisio $IVSO - 5.23% - TerraVest Industries $TVK - 5.16% - Lumine Group $LMN - 5.09% - Topicus $TOI - 5.05% - AddTech $ADDT - 4.80% - Indutrade $INDT - 4.51% - Bufab $BUFAB - 4.50% - Kadant $KAI - 4.13% - HMS Networks $HMS - 4.12% - Cerillion $CER - 4.02% - Camtek $CAMT - 3.64% - Nova $NVMI - 3.62% - MedCap $MCAP - 3.41% - Manhattan Associates $MANH - 2.50% - Axcelis Technologies" [X Link](https://x.com/LionCubsFund/status/1896503189291016356) 2025-03-03T10:09Z [----] followers, [----] engagements "Lion-Cubs Portfolio Update as of today: - Momentum Group $MMGR - 7.56% - Lifco $LIFCO - 6.70% - TerraVest Industries $TVK - 6.63% - Lumine Group $LMN - 6.23% - Topicus $TOI - 6.02% - Lagerkrantz $LAGR - 5.93% - Teqnion $TEQ - 5.71% - Invisio $IVSO - 5.45% - AddTech $ADDT - 5.17% - ChemoMetec $CHEMM - 4.82% - Judges Scientific $JDG - 4.48% - Cerillion $CER - 4.33% - Bufab $BUFAB - 4.25% - MedCap $MCAP - 4.16% - Indutrade $INDT - 4.13% - HMS Networks $HMS - 3.93% - Kadant $KAI - 3.15% - Camtek $CAMT - 3.10% - Nova $NVMI - 2.88% - Manhattan Associates $MANH - 2.53% - Axcelis Technologies $ACLS -" [X Link](https://x.com/anyuser/status/1917881469042671988) 2025-05-01T09:59Z [----] followers, 10.3K engagements "Which Lion-Cubs have had the toughest YTD Aehr Test-Systems $AEHR -48.04% Manhattan Associates $MTTN -31.20% Camtek $CAMT -18.73% MedCap $MCAP -18.66% Axcelis Technologies $ACLS -15.62% [--] of these are small-cap semiconductor stocks hurt by tariffs and declining market sentiment. Some are very cheap now however as a result. I intend to make no trades at all. Luckily most of these were smaller holdings so havent negatively impacted overall performance that much. Which holdings have had the toughest time in [----] for your portfolio https://twitter.com/i/web/status/1922286976151257497" [X Link](https://x.com/LionCubsFund/status/1922286976151257497) 2025-05-13T13:45Z [----] followers, [----] engagements "If I had to put together an all-cap UK Quality Fund right now these are the stocks I would hold in equal splits: - Halma $HLMA - Diploma $DPLM - Intertek $ITRK - Cerillion $CER - Relx $RELX - Experian $EXPN - Sage $SGE - Judges Scientific $JDG - Greggs $GRG - London Stock Exchange $LSEG - Unilever $ULVR - YouGov $YOU - Rightmove $RMV - Auto Trader $AUTO - Croda International $CRDA - Diageo $DGE - Clarkson $CKN - AstraZeneca $AZN - Dominos Pizza Group $DOM - Spirax Sarco $SPX https://twitter.com/i/web/status/1922604464373964843 https://twitter.com/i/web/status/1922604464373964843" [X Link](https://x.com/anyuser/status/1922604464373964843) 2025-05-14T10:46Z [----] followers, 12.8K engagements "What going on with Evolution gaming $EVO.ST - A basic look at the financials shows some astonishing metrics (Margins Return on Capital etc.) - Stock is now in 61% drawdown with a low rating. - Free cash flow continues to grow however the rate of improvement has slowed. - Is this due to regulatory concerns over online gambling 🤔 https://twitter.com/i/web/status/1927269797244371141 https://twitter.com/i/web/status/1927269797244371141" [X Link](https://x.com/LionCubsFund/status/1927269797244371141) 2025-05-27T07:45Z [----] followers, [----] engagements "My portfolio top-10 as of today: - Momentum Group $MMGR - 7.81% - TerraVest Industries $TVK - 7.37% - Lifco $LIFCO - 6.60% - Topicus $TOI - 6.43% - Lumine Group $LMN - 6.13% - Judges Scientific $JDG - 5.62% - Lagerkrantz $LAGR - 5.55% - ChemoMetec $CHEMM - 5.05% - AddTech $ADDT - 4.95% - Invisio $IVSO - 4.76% - Cerillion $CER - 4.69% Roughly 60% of total assets. Would you change any of these https://twitter.com/i/web/status/1928720569903767877 https://twitter.com/i/web/status/1928720569903767877" [X Link](https://x.com/anyuser/status/1928720569903767877) 2025-05-31T07:49Z [----] followers, 17.6K engagements "Fundsmiths top-10 has a lot of high-quality yet temporarily out-of-favour (E.g. $NVO $OR.PA $IDXX & $WAT) or high-quality but just plain dull ( $PM $VISA $ADP) businesses. Terry Smith certainly cant be accused of index hugging" [X Link](https://x.com/LionCubsFund/status/1929959840287236156) 2025-06-03T17:54Z [----] followers, [----] engagements "Something I like to monitor as an investor are insider buys and sells. This is the @Stockopedia director dealings breakdown for Lagerkrantz a major holding of mine which I recently increased at current levels as have the insiders. $LAGR" [X Link](https://x.com/LionCubsFund/status/1934139154167746877) 2025-06-15T06:41Z [----] followers, [----] engagements "These are the insider buys and sells for AddTech. The banter in the office must be mint $ADDT" [X Link](https://x.com/LionCubsFund/status/1934285575668002817) 2025-06-15T16:23Z [----] followers, [----] engagements "Check out the [----] (I think) REQ Capital annual report. It has a great write-up on $MMGR @LionCubsFund Momentum Group deep dive when @LionCubsFund Momentum Group deep dive when" [X Link](https://x.com/LionCubsFund/status/1935395372253204979) 2025-06-18T17:53Z [----] followers, [----] engagements "@ZiaYusufUK If you can afford to spend your benefits on leasing a brand new BMW including on the deposit then you dont need your benefits and they should be withdrawn. Most working people cant afford to lease brand new BMWs. Welfare state should be a safety net nothing more" [X Link](https://x.com/anyuser/status/1940077209462743144) 2025-07-01T15:57Z [----] followers, 44.7K engagements "20% of all new cars sold are due to the motorbility scheme. This is a fact. This is unsustainable unnecessary and unaffordable for the taxpayer. Nobody NEEDS a brand new BMW. It is a luxury car. Anybody who can afford to spend their benefits on leasing a brand new BMW should have their benefits stopped. Most taxpayers cant afford to lease a brand new car every [--] years" [X Link](https://x.com/anyuser/status/1940262740746018889) 2025-07-02T04:14Z [----] followers, 14.6K engagements "Rachel Reeves had an impossible job. The Tories failed through mistakes you would normally associate with a left-wing Labour government: - Record high taxes - Wasteful public spending - Open borders - Lost control of law and order The answer to these problems was never going to be a Labour government. 🥀" [X Link](https://x.com/anyuser/status/1940407433848885653) 2025-07-02T13:49Z [----] followers, 13.9K engagements "@ringogrumio @KemiBadenoch Badenoch is leader of the opposition and it is her job to hold the government to account. I feel sorry for Reeves but shes made a lot of mistakes as have the Labour Party and they now need to account for them. Today was Kemis best day so far" [X Link](https://x.com/anyuser/status/1940480370602135694) 2025-07-02T18:39Z [----] followers, [----] engagements "@ProfBrianCox rather than make cheap jokes it would be interesting to hear your actual counter argument to net zero being unaffordable in its current guise and whether it is worth bankrupting Uk industry and people for a unilateral target which wont make any difference to the global temperature anyway. And also whether these massive subsidies offer value for money for the British taxpayer" [X Link](https://x.com/anyuser/status/1945583407075135745) 2025-07-16T20:36Z [----] followers, [----] engagements "Momentum Group interim report. $MMGR https://www.momentum.group/en/wp-content/uploads/sites/2/momentum-group-interim-report-q2-2025.pdf https://www.momentum.group/en/wp-content/uploads/sites/2/momentum-group-interim-report-q2-2025.pdf" [X Link](https://x.com/LionCubsFund/status/1946101794632806887) 2025-07-18T06:56Z [----] followers, [----] engagements "Here is the interim report for Lagercrantz. $LAGR https://vp259.alertir.com/afw/files/press/lagercrantz/20250718-68ea0479-4dde-4568-81c0-043dc2da1416-1.pdf https://vp259.alertir.com/afw/files/press/lagercrantz/20250718-68ea0479-4dde-4568-81c0-043dc2da1416-1.pdf" [X Link](https://x.com/LionCubsFund/status/1946108881979007411) 2025-07-18T07:24Z [----] followers, [----] engagements "Decisions like this are why our economy is collapsing and we cant build anything. What an appalling capitulation to the vegetable lobby from this spineless Labour government. I say fuck the bats. If you are going to drain the swamp you dont consult the frogs. Build baby build" [X Link](https://x.com/anyuser/status/1946112180887150607) 2025-07-18T07:37Z [----] followers, [----] engagements "@SkyNews Of course they should. This isnt controversial. Capitalism REQUIRES failing businesses to go bust. Bail outs are an abomination and unbalance the system" [X Link](https://x.com/anyuser/status/1947038184023691749) 2025-07-20T20:57Z [----] followers, [----] engagements "@afneil This country doesnt need a Trump it needs a Milei. Any politician which refuses to dramatically cut the size of the state is not serious. And so far no politicians have set out clear plans of what would be cut" [X Link](https://x.com/anyuser/status/1947565391720444229) 2025-07-22T07:52Z [----] followers, [----] engagements "Lots of people asking me why I dont yet own $ROKO. Roko looks like an interesting acquirer but is it better than all the others I have Would buying Roko be better than buying more Bufab Momentum Group Topicus Lagercrantz or Addtech If so why" [X Link](https://x.com/LionCubsFund/status/1947615911952978301) 2025-07-22T11:13Z [----] followers, [----] engagements "Judges Scientific down 18% today on profit warning. Difficulties amongst some business units proving more long-lasting than expected. $JDG" [X Link](https://x.com/LionCubsFund/status/1948286577517498761) 2025-07-24T07:38Z [----] followers, [----] engagements "Here is the trading update from Judges Scientific. $JDG My reaction These choppy waters are likely temporary and this is likely a buying opportunity as deferred projects will eventually be undertaken China will recover Geotek will recover and acquisitions are rolling in. https://polaris.brighterir.com/public/judges_scientific/news/rns/story/w00dz6w https://polaris.brighterir.com/public/judges_scientific/news/rns/story/w00dz6w https://polaris.brighterir.com/public/judges_scientific/news/rns/story/w00dz6w https://polaris.brighterir.com/public/judges_scientific/news/rns/story/w00dz6w" [X Link](https://x.com/LionCubsFund/status/1948295314718306633) 2025-07-24T08:12Z [----] followers, [----] engagements "@NJ_Timothy What an absolutely disgraceful waste of taxpayers money" [X Link](https://x.com/anyuser/status/1949887256795513326) 2025-07-28T17:38Z [----] followers, [----] engagements "Clorox for example. Slow-growth not even a mid-cap really. They also had Fevertree for far too long likely incurring losses of 70% or more. They also sold Wingstop too early (admittedly I did this too thinking I was clever with a double 🤦♂ They also sold Addtech before the recent pop. I could go on https://twitter.com/i/web/status/1950101789174382631 https://twitter.com/i/web/status/1950101789174382631" [X Link](https://x.com/LionCubsFund/status/1950101789174382631) 2025-07-29T07:51Z [----] followers, [---] engagements "@donmcgowan 36% is still remarkably high. What is the lefts response to this" [X Link](https://x.com/anyuser/status/1950151261522633141) 2025-07-29T11:07Z [----] followers, [----] engagements "@DailyMail Surely there would be CCTV of that part of the station which would shed light on the truth of events" [X Link](https://x.com/anyuser/status/1950170534798410225) 2025-07-29T12:24Z [----] followers, [----] engagements "@owenjonesjourno Never thought Id say this but I actually agree with Owen Jones" [X Link](https://x.com/anyuser/status/1950187990778589187) 2025-07-29T13:33Z [----] followers, 11.9K engagements "@BBCNewsnight Alongside Farage Zia is the most important politician of the current generation" [X Link](https://x.com/anyuser/status/1950433134413033903) 2025-07-30T05:47Z [----] followers, 12.1K engagements "@AlisonA70131826 If you actually read what that text says it verifies the majority of Rylans comments as correct" [X Link](https://x.com/anyuser/status/1961682001003491505) 2025-08-30T06:46Z [----] followers, [----] engagements "Pension cuts not popular with pensioners that is true. But that doesnt mean its not necessary. Everybody knows it is. Quangos cost circa 375bn a year and rising. Halving this would close all but the essential ones whilst forcing them to be more efficient. The size of the state would be smaller these cuts would be brutal. But its not impossible and would allow for many pro-growth tax cuts cheaper borrowing etc. Fiscally negative immigration does not result in more tax funding - that is what fiscally negative means. Renewables are expensive and unaffordable. Everybody understands this now. Go" [X Link](https://x.com/LionCubsFund/status/1967533622660886845) 2025-09-15T10:19Z [----] followers, [--] engagements "@CJ0pp3l $MMGR Momentum Group Nordic Serial Acquirer with proven model and the very best management. Unlimited growth potential" [X Link](https://x.com/LionCubsFund/status/1969297965899550892) 2025-09-20T07:09Z [----] followers, [----] engagements "Here is my full portfolio as of end of September 2025: - Camtek $CAMT - 12.68% - Nova $NVMI - 11.72% - Momentum Group $MMGR - 9.25% - Topicus $TOI - 9.19% - Lumine Group $LMN - 8.42% - MedCap $MCAP - 7.96% - Lagercrantz $LAGR - 7.15% - Lifco $LIFCO - 6.88% - AddTech $ADDT - 6.76% - Teqnion $TEQ - 5.83% - TerraVest $TVK - 5.75% - Bufab $BUFAB - 4.34% - Judges Scientific $JDG - 4.09% A change this month was exiting Cerillion in order to take advantage of recent drops on Topicus and Lumine Group which felt are more diversified with longer runways. I am close to adding a brand new holding to the" [X Link](https://x.com/LionCubsFund/status/1973011123419947064) 2025-09-30T13:04Z [----] followers, [----] engagements "I have initiating a new holding in the Lion-Cubs Fund: ROKO $ROKO Roko is another serial acquirer headquartered in Sweden and owns a number of promising subsidiaries across Europe. Followers/holders of Lifco may know the ROKO founder and CEO Fredrik Karlsson was formerly the CEO of Lifco. And hopefully will achieve similarly stellar things at Roko. Welcome to the Cubs. https://twitter.com/i/web/status/1980287138144174233 https://twitter.com/i/web/status/1980287138144174233" [X Link](https://x.com/LionCubsFund/status/1980287138144174233) 2025-10-20T14:57Z [----] followers, 10.2K engagements "Here are my top-10 holdings (83.91% of total assets) as of today: - Camtek $CAMT - 10.07% - Nova $NVMI - 10.01% - Judges Scientific $JDG - 9.85% - Momentum Group $MMGR - 9.11% - Topicus $TOI - 8.32% - MedCap $MCAP - 8.16% - Lagerkrantz $LAGR - 7.88% - Lifco $LIFCO - 7.55% - Addtech $ADDT - 6.77% - Teqnion $TEQ - 6.19% What would you change https://twitter.com/i/web/status/1985748727101862327 https://twitter.com/i/web/status/1985748727101862327" [X Link](https://x.com/LionCubsFund/status/1985748727101862327) 2025-11-04T16:39Z [----] followers, 13K engagements "Followers of UK serial acquirer Judges Scientific $JDG should listen to this podcast with Chris Waller from Hidden Gems Investing. Really insightful discussion. Disclosure: Judges is my largest holding and am planning to add to my holdings at current levels. $JDG.L - See my podcast on Judges Scientific with James Emanuel at Hidden Gems Investing. Our conversation included my updated thoughts on several significant developments including: [--]. Whether to view the Geotek acquisition as a red flag on Judges acquisition runway and https://t.co/mkvS9pBBS2 $JDG.L - See my podcast on Judges Scientific" [X Link](https://x.com/LionCubsFund/status/2002699549002088685) 2025-12-21T11:15Z [----] followers, [----] engagements "Here is my full portfolio going into [----] using the @fiscal_ai visualiser" [X Link](https://x.com/LionCubsFund/status/2007429211099721997) 2026-01-03T12:29Z [----] followers, [----] engagements "Nice starts for $NVMI & $CAMT so far in [----]. Both still tiny in market cap by semiconductor standards both set to benefit as chips get more and more advanced and the need for metrology and testing increases over time" [X Link](https://x.com/LionCubsFund/status/2008549763504042128) 2026-01-06T14:42Z [----] followers, [----] engagements "I suspect there may be a fraud going on with Evri certainly in the UK. I sold an item on @eBay_UK with the standard pre-paid Evri courier service. When I brought the medium sized parcel to the local designated Evri post office the assistant said they do not accept larger parcels for Evri because their couriers refuse to take them. I pointed out that Evri should be taking these as per their agreement as an EBay courier she said if I want to complain I can but nothing gets done about it. This is the second time this has happened. It is a disgrace. So why are Evri pretending to offer @eBay_UK a" [X Link](https://x.com/LionCubsFund/status/2009232899309002900) 2026-01-08T11:57Z [----] followers, [----] engagements "A nice investment summary on $CAMT my largest holding at 11% of the fund. $CAMT Camtek: Strategic Growth and Leadership in Advanced Packaging Inspection https://t.co/HU8tbBH16i $CAMT Camtek: Strategic Growth and Leadership in Advanced Packaging Inspection https://t.co/HU8tbBH16i" [X Link](https://x.com/LionCubsFund/status/2011094041228959911) 2026-01-13T15:12Z [----] followers, [----] engagements "So why is $TOI down nearly 20% in [--] days 🤷" [X Link](https://x.com/LionCubsFund/status/2011912229919080671) 2026-01-15T21:23Z [----] followers, [----] engagements "One of the main bull arguments for VMS stocks like $CSU $TOI and $LMN is that AI will add to their businesses rather than take away. Or at the very least that AI wont take away from their earnings. I suspect this is what the market will need to see to trigger a re-rating upwards. I imagine this could take even a couple of years to establish itself. Same goes for other SAAS businesses like $NOW $ADBE $INTU $WDAY etc. https://twitter.com/i/web/status/2012081530487632190 https://twitter.com/i/web/status/2012081530487632190" [X Link](https://x.com/LionCubsFund/status/2012081530487632190) 2026-01-16T08:36Z [----] followers, [----] engagements "Fears of disruption hurt a stocks multiple and this can last a long-time even if the earnings are unaffected. Even if $LMN $CSU $TOI carry on shooting the lights out performance-wise the fear of more advanced AI stopping this will still be depressing multiples. However earnings ultimately win out. A good example of this is tobacco stocks in the 80s 90s 00s. Despite appalling sentiment the profits kept rolling in and the stocks were still very successful despite sensible multiples" [X Link](https://x.com/LionCubsFund/status/2012419073036976270) 2026-01-17T06:57Z [----] followers, [----] engagements "Terry Smith is taking a lot of flak right now but has his sell discipline been vindicated - Diageo - Este Lauder - Adobe - Amazon - Paypal - Brown Forman Most of these have gone down significantly after he sold them even Amazon hasnt dont particularly well since iirc" [X Link](https://x.com/LionCubsFund/status/2012426484468568458) 2026-01-17T07:27Z [----] followers, [----] engagements "Needham upgrades Nova Measuring Instruments stock rating to Buy - $500 price target. https://www.investing.com/news/analyst-ratings/needham-upgrades-nova-measuring-instruments-stock-rating-to-buy-93CH-4454637 https://www.investing.com/news/analyst-ratings/needham-upgrades-nova-measuring-instruments-stock-rating-to-buy-93CH-4454637" [X Link](https://x.com/LionCubsFund/status/2013714364205834530) 2026-01-20T20:44Z [----] followers, [---] engagements "One thing to remember re VMS stocks is the fear of AI replacement is likely to remain in place for the foreseeable future. It wont suddenly disappear or be discounted even if it is unjustified. Even in [--] years time with VMS earnings going from strength to strength the market may STILL say but AI will inevitably disrupt this once technology advances and that may be baked into the lower multiple. Eventually the earnings would propel the stock price upwards but they would be relatively cheaper stocks than they were pre-AI. Im a holder of $TOI and $LMN and providing they continue to grow and" [X Link](https://x.com/LionCubsFund/status/2014234372816134462) 2026-01-22T07:11Z [----] followers, [----] engagements "More pain for UK acquirer Judges Scientific with weak US performance weighing on the group especially in the area of wind power. $JDG Stock is down 11% this morning. https://polaris.brighterir.com/public/judges_scientific/news/rns/story/w9pzeex https://polaris.brighterir.com/public/judges_scientific/news/rns/story/w9pzeex" [X Link](https://x.com/LionCubsFund/status/2014281580609429605) 2026-01-22T10:18Z [----] followers, [----] engagements "Judges Scientific $JDG.L $JDG now in the largest drawdown in its history at over 60%. It now trades at a relatively low EV/EBIT of around [--]. Whilst free cash-flow has continued to grow earnings have stagnated over the last [--] years due to a combination of macro and company specific factors. However I believe many of these headwinds are temporary Factors include: - General slow-down in life sciences due to post-covid overstocking. This will unwind eventually. - US reduction in R&D spending. One would expect this to be temporary and associated with the current administration rather than a long" [X Link](https://x.com/LionCubsFund/status/2014969906228261332) 2026-01-24T07:53Z [----] followers, [----] engagements "@SantiPaZZZ Thats good but will take a while to filter through to $JDG order book. Bullish for the stock though imho" [X Link](https://x.com/LionCubsFund/status/2016029355051213211) 2026-01-27T06:03Z [----] followers, [--] engagements "What on earth is going on re $TOI and $LMN Not sure Ive ever seen such rapid falls based on zero news or actual data" [X Link](https://x.com/LionCubsFund/status/2016893017085366373) 2026-01-29T15:15Z [----] followers, [----] engagements "More bullish news for Nova. $NVMI. https://uk.finance.yahoo.com/news/nova-announces-adoption-metrion-two-130000838.html https://uk.finance.yahoo.com/news/nova-announces-adoption-metrion-two-130000838.html" [X Link](https://x.com/LionCubsFund/status/2017019658256232491) 2026-01-29T23:38Z [----] followers, [---] engagements "@big_manniex $MMGR is high-quality but has also become a reasonable price lately. Superb scalable strategy excellent leadership niche markets with huge runways. Tiny market cap that could become a 100-bagger over the next 15-20 years" [X Link](https://x.com/LionCubsFund/status/2018019135439966670) 2026-02-01T17:50Z [----] followers, [--] engagements "This doesnt actually describe Reforms plan. Sectors where there is an urgent need for workers are granted temporary visas where they also have to train up British workers. If the Green Party is in favour of migrants not having to speak English costing more in benefits then they pay in taxes and allowing them to stay in the country even if they commit dreadful crimes they should come out and say so. I dont think thats popular. https://twitter.com/i/web/status/2018029962050011469 https://twitter.com/i/web/status/2018029962050011469" [X Link](https://x.com/LionCubsFund/status/2018029962050011469) 2026-02-01T18:33Z [----] followers, [---] engagements "@moneyandmore72 What did you expect though Sorry weve lost your saving by investing in some shitters over the years 🤣" [X Link](https://x.com/LionCubsFund/status/2018426225014747396) 2026-02-02T20:48Z [----] followers, [---] engagements "There is more of a whiff of the [----] $META crash to what is currently happening so SaaS. Things could rebound very quickly if the market gets the slightest hint AI may boost these businesses rather than hinder them" [X Link](https://x.com/LionCubsFund/status/2018783051912978806) 2026-02-03T20:26Z [----] followers, [----] engagements "@ReneSellmann Prices can always get unimaginable Alibaba at $63 and Meta at $90 spring to mind. Hard to catch the bottom though but its usually when nothing makes sense anymore and the narrative becomes completely uncoupled from the numbers" [X Link](https://x.com/LionCubsFund/status/2018800753650049465) 2026-02-03T21:36Z [----] followers, [---] engagements "I dont know what is scarier for markets the threat of AI displacing all white collar jobs or the market devastation caused should this scenario stop looking likely. 😦" [X Link](https://x.com/anyuser/status/2023127086219579852) 2026-02-15T20:07Z [----] followers, [---] engagements "You are the one being disingenuous Gavin. You know full well Connolly was denied bail and bullied into pleading guilty while Jones wasnt and had his trial delayed. Why the difference The majority now accept two tier justice is a sad reality and want it to change. The long-term consequences of two-tier justice will turn out to be disastrous" [X Link](https://x.com/anyuser/status/1956583301415661663) 2025-08-16T05:06Z [----] followers, [----] engagements "@BenjaminDeRebel Why was the video of the kick released so early but this was held back It reeks of another cover up" [X Link](https://x.com/anyuser/status/1943359460879274290) 2025-07-10T17:19Z [----] followers, [----] engagements "20% of all new cars sold are due to the motorbility scheme. This is a fact. This is unsustainable unnecessary and unaffordable for the taxpayer. Nobody NEEDS a brand new BMW. It is a luxury car. Anybody who can afford to spend their benefits on leasing a brand new BMW should have their benefits stopped. Most taxpayers cant afford to lease a brand new car every [--] years" [X Link](https://x.com/anyuser/status/1940262740746018889) 2025-07-02T04:14Z [----] followers, 14.6K engagements "@owenjonesjourno Never thought Id say this but I actually agree with Owen Jones" [X Link](https://x.com/anyuser/status/1950187990778589187) 2025-07-29T13:33Z [----] followers, 11.9K engagements "@ZiaYusufUK If you can afford to spend your benefits on leasing a brand new BMW including on the deposit then you dont need your benefits and they should be withdrawn. Most working people cant afford to lease brand new BMWs. Welfare state should be a safety net nothing more" [X Link](https://x.com/anyuser/status/1940077209462743144) 2025-07-01T15:57Z [----] followers, 44.7K engagements "The culture in Sweden for creating shareholder value is unlike anywhere else even the US. Over 40% of my entire portfolio is Swedish companies: - Lifco - HMS Networks - Lagercrantz - Fortnox - Addtech - Teqnion - Prevas Do you hold any of these" [X Link](https://x.com/anyuser/status/1739920373330673820) 2023-12-27T08:05Z [----] followers, 52.5K engagements "The culture in Sweden for creating shareholder value is unlike anywhere else in the world including the US. So much so that over 40% of my entire portfolio is invested in Swedish businesses. - Teqnion - Vitec Software - Lagercrantz - HMS Networks - Lifco - Lime Technologies - Addtech - Prevas - Indutrade - Fortnox - Bufab Do you hold any of these" [X Link](https://x.com/anyuser/status/1746160907191763031) 2024-01-13T13:22Z [----] followers, 65.5K engagements "A market-cap of roughly $500m/392m is seen as the sweet-spot for multi-baggers. - Terravest 463m - Lime Technologies 313m - Amadeus Fire 552m - cBrain 481m - Cerillion 473m - Medistim 305m - Infotel 291m - Teqnion 330m Small - but not too small. 🎯" [X Link](https://x.com/anyuser/status/1743618200716058743) 2024-01-06T12:59Z [----] followers, 25.1K engagements "My full portfolio as of now: - Camtek $CAMT - 10.41% - Nova $NVMI - 10.06% - Topicus $TOI - 8.97% - Momentum Group $MMGR - 8.67% - Lumine Group $LMN - 8.51% - Lagercrantz $LAGR - 7.80% - Lifco $LIFCO - 7.14% - AddTech $ADDT - 7.01% - MedCap $MCAP - 6.95% - TerraVest Industries $TVK - 6.41% - Teqnion $TEQ - 5.55% - Judges Scientific $JDG - 5.05% - Bufab $BUFAB - 4.08% - Cerillion $CER - 3.39% What would you change https://twitter.com/i/web/status/1945150645297709538 https://twitter.com/i/web/status/1945150645297709538" [X Link](https://x.com/anyuser/status/1945150645297709538) 2025-07-15T15:57Z [----] followers, 26.7K engagements "The sector I am most bullish on within which nearly half the entire funds assets are invested in is serial acquirers: - Teqnion - Judges Scientific - Addtech - HMS Networks - SDI Group - Lagercrantz - Lifco Are you invested in any serial acquirers" [X Link](https://x.com/anyuser/status/1744979651930239224) 2024-01-10T07:09Z [----] followers, 25.8K engagements "The 5-year CAGR of the real Magnificent Seven: - Vitec - 46.2% - Teqnion - 42.1% - Addtech - 38.9% - Lagercrantz - 35.8% - Lifco - 31.5% - Indutrade - 27.3% - HMS Networks - 24.7% The invincible NASDAQ $QQQ did 21.5% over the same period" [X Link](https://x.com/anyuser/status/1766724558613037375) 2024-03-10T07:15Z [----] followers, 17.1K engagements "Here are some of the highest quality companies I have found in Sweden: Prevas HMS Networks Lagercrantz Fortnox Teqnion Lifco Addtech Indutrade Momentum Group Vitec Software Evolution Atlas Copco Do you hold any Swedish stocks" [X Link](https://x.com/anyuser/status/1734642929031925982) 2023-12-12T18:34Z [----] followers, 29.3K engagements "The Magnificent Seven: - Teqnion - Lifco - Addtech - Lagercrantz - HMS Networks - Indutrade - Vitec Software" [X Link](https://x.com/anyuser/status/1754978666327441515) 2024-02-06T21:21Z [----] followers, 28.5K engagements "X-Ray of Magnificent Seven - Teqnion $TEQ - HMS Networks $HMS - Lifco $LIFCO - Addtech $ADDT - Lagercrantz $LAGR - Vitec Software $VIT - Indutrade $INDT FCF Yld: 2.58% Rev CAGR 5yr: 19.36% EPS CAGR 5yr: 20.04% ROCE 5y: 19.11% Op Margin: 16.88% Gross Margin: 44.34%" [X Link](https://x.com/anyuser/status/1776177515259728232) 2024-04-05T09:18Z [----] followers, 12.5K engagements "@ZackPolanski @JeremyVineOn5 The is a weak response Zack. The huge rise in the numbers of claimants in this country are not supported by any plausible medical explanation. People are obviously on the take because work doesnt pay" [X Link](https://x.com/anyuser/status/1955598953057329344) 2025-08-13T11:54Z [----] followers, [----] engagements "The Lion-Cubs Fund holdings as of [--] Jan 2025: [--]. Lumine Group $LMN - 5.80% [--]. Momentum Group $MMGR - 5.61% [--]. Teqnion $TEQ - 5.45% [--]. Lifco $LIFB - 5.28% [--]. MedCap $MCAP - 5.27% [--]. TerraVest $TVL - 5.22% [--]. Lagerkrantz $LAGR - 5.16% [--]. ChemoMetec $CHEMM - 4.85% [--]. Cerillion $CER - 4.56% [--]. Topicus $TOI - 4.48% [--]. Addtech $ADDT - 4.40% [--]. Camtek $CAMT - 4.02% [--]. Manhattan Associates $MANH 3.89% [--]. Kadant $KAI - 3.87% [--]. HMS Networks $HMS - 3.63% [--]. Judges Scientific $JDG - [----] [--]. Bufab $BUFAB - 3.06% [--]. Nova $NVMI - 3.04% [--]. Aehr Test Systems $AEHR - 2.75% [--]. Prevas $PREV - 2.45%" [X Link](https://x.com/anyuser/status/1874483566194647549) 2025-01-01T15:51Z [----] followers, 15.6K engagements "Here is my full portfolio breakdown as of [--] Jan 2024: - Cerillion - 5.62% - Teqnion - 5.08% - Fortnox - 5.03% - HMS Networks - 4.95% - Lagercrantz - 4.95% - Calnex Solutions - 4.90% - Addtech - 4.85% - Lifco - 4.81% - ChemoMetec - 4.23% - YouGov - 4.13%" [X Link](https://x.com/anyuser/status/1752735956786950523) 2024-01-31T16:49Z [----] followers, 21.5K engagements "The bombed-out UK market is now being tipped to out-perform its peers over the next 10-15 years. Here are some quality under-the-radar UK small-caps: - Calnex Solutions - SDI Group - MacFarlane - James Halstead - Focusrite - Kainos - Tatton Asset Mgmt - Cerillion" [X Link](https://x.com/anyuser/status/1739647799241708001) 2023-12-26T14:02Z [----] followers, 24K engagements "Difference is Farage champions wealth creation and wants lower taxes as he should do. Rayner and her supporters hate capitalism hate success and want to confiscate peoples hard earned savings and give them to the feckless. She champions this with a straight face knowing she is buying an 800k THIRD home. What shameless hypocrisy" [X Link](https://x.com/anyuser/status/1959668232404574558) 2025-08-24T17:24Z [----] followers, [----] engagements "Here are my top 10-positions as of now: Fortnox - 6.47% Cerillion - 5.22% Lagercrantz - 5.19% Addtech - 5.10% Lifco - 5.07% Calnex Solutions - 4.95% Teqnion - 4.87% ChemoMetec - 4.77% HMS Networks - 4.11% YouGov - 3.98% Do you hold any of these" [X Link](https://x.com/anyuser/status/1760329910671819087) 2024-02-21T15:45Z [----] followers, 32.9K engagements "My top-10 holdings: - Lagercrantz $LAGR 5.54% - Cerillion $CER.L 5.19% - AddTech $ADDT 5.12% - Lifco $LIFCO 4.99% - Teqnion $TEQ 4.68% - Fortnox $FNOX 4.61% - ChemoMetec $CHEMM.CO 4.53% - HMS Networks $HMS 4.20% - Topicus $TOI.V 3.63% - Calnex $CLX.L 3.55%" [X Link](https://x.com/anyuser/status/1773726654738686368) 2024-03-29T14:59Z [----] followers, 15.1K engagements "France is a safe country. Nobody from France is in dire need of coming to the UK. The UK is nowhere near the countries the asylum seekers are coming from their reasons for choosing the UK are discretionary. This is not sustainable economically or culturally and is a national security disaster waiting to happen" [X Link](https://x.com/anyuser/status/1943544404167344159) 2025-07-11T05:34Z [----] followers, [----] engagements "My portfolio top-10 as of today: - Momentum Group $MMGR - 7.81% - TerraVest Industries $TVK - 7.37% - Lifco $LIFCO - 6.60% - Topicus $TOI - 6.43% - Lumine Group $LMN - 6.13% - Judges Scientific $JDG - 5.62% - Lagerkrantz $LAGR - 5.55% - ChemoMetec $CHEMM - 5.05% - AddTech $ADDT - 4.95% - Invisio $IVSO - 4.76% - Cerillion $CER - 4.69% Roughly 60% of total assets. Would you change any of these https://twitter.com/i/web/status/1928720569903767877 https://twitter.com/i/web/status/1928720569903767877" [X Link](https://x.com/anyuser/status/1928720569903767877) 2025-05-31T07:49Z [----] followers, 17.6K engagements "Italy also has some high-quality small/mid-caps some of which are not well known: - Carel Industries - Sesa - Davide Campari - Technoprobe - Diasorin - Recordati - Moncler - Cembre Do you hold any of these" [X Link](https://x.com/anyuser/status/1744022490085531838) 2024-01-07T15:45Z [----] followers, 12.1K engagements "Here are my [--] largest holdings. They make up over half the funds assets: - Cerillion 6.52% - HMS Networks 6.52% - Lagercrantz 6.39% - Lifco 6.05% - Calnex Solutions 5.91% - Teqnion 5.91% - Addtech 5.60% - ChemoMetec 4.79% - Fortnox 4.75% - Prevas 4.20%" [X Link](https://x.com/anyuser/status/1745425929222959557) 2024-01-11T12:42Z [----] followers, 13.7K engagements "My favourite German Small/Mid-caps: - Atoss Software $AOF - Mensch und Maschine $MUM - Amadeus Fire $AAD - Nemetschek $NEM - Rational $RAA - Ringmetall $HP3A - Elmos Semiconductor $ELG Any others I am missing" [X Link](https://x.com/anyuser/status/1781745133433594171) 2024-04-20T18:01Z [----] followers, 17.5K engagements "Rachel Reeves had an impossible job. The Tories failed through mistakes you would normally associate with a left-wing Labour government: - Record high taxes - Wasteful public spending - Open borders - Lost control of law and order The answer to these problems was never going to be a Labour government. 🥀" [X Link](https://x.com/anyuser/status/1940407433848885653) 2025-07-02T13:49Z [----] followers, 13.9K engagements "@ringogrumio @KemiBadenoch Badenoch is leader of the opposition and it is her job to hold the government to account. I feel sorry for Reeves but shes made a lot of mistakes as have the Labour Party and they now need to account for them. Today was Kemis best day so far" [X Link](https://x.com/anyuser/status/1940480370602135694) 2025-07-02T18:39Z [----] followers, [----] engagements "My full portfolio as of today: - Momentum Group $MMGR - 9.60% - Camtek $CAMT - 8.87% - Topicus $TOI - 8.72% - Nova $NVMI - 8.58% - Lifco $LIFCO - 8.37% - Lumine Group $LMN - 7.93% - Lagerkrantz $LAGR - 7.87% - Addtech $ADDT - 7.13% - TerraVest $TVK - 7.04% - MedCap $MCAP - 6.50% - Judges Scientific $JDG - 5.96% - Teqnion $TEQ - 5.51% - Bufab $BUFAB - 4.27% - Cerillion $CER - 3.66% What would you change https://twitter.com/i/web/status/1938163499013706181 https://twitter.com/i/web/status/1938163499013706181" [X Link](https://x.com/anyuser/status/1938163499013706181) 2025-06-26T09:12Z [----] followers, 12.9K engagements "If I had to put together an all-cap UK Quality Fund right now these are the stocks I would hold in equal splits: - Halma $HLMA - Diploma $DPLM - Intertek $ITRK - Cerillion $CER - Relx $RELX - Experian $EXPN - Sage $SGE - Judges Scientific $JDG - Greggs $GRG - London Stock Exchange $LSEG - Unilever $ULVR - YouGov $YOU - Rightmove $RMV - Auto Trader $AUTO - Croda International $CRDA - Diageo $DGE - Clarkson $CKN - AstraZeneca $AZN - Dominos Pizza Group $DOM - Spirax Sarco $SPX https://twitter.com/i/web/status/1922604464373964843 https://twitter.com/i/web/status/1922604464373964843" [X Link](https://x.com/anyuser/status/1922604464373964843) 2025-05-14T10:46Z [----] followers, 12.8K engagements "@SkyNews Of course they should. This isnt controversial. Capitalism REQUIRES failing businesses to go bust. Bail outs are an abomination and unbalance the system" [X Link](https://x.com/anyuser/status/1947038184023691749) 2025-07-20T20:57Z [----] followers, [----] engagements "Here is my full portfolio as of today:" [X Link](https://x.com/anyuser/status/1818931643274449404) 2024-08-01T08:47Z [----] followers, 15.6K engagements "Switzerland is known for large-cap giants like Nestle and Richemont. Yet few people know about its high-quality small/mid caps: - Sensirion - Interroll - LEM Holdings - Comet Holdings - SFS Group Do you hold any Swiss small/mid-caps" [X Link](https://x.com/anyuser/status/1744789683287015658) 2024-01-09T18:34Z [----] followers, 10.5K engagements "Germany has some ultra high-quality small/mid caps some of which are not well-known. Here are [--] from my investable universe. - Nemetschek - Rational - Atoss Software - Elmos Semiconductor - Mensch und Maschine - Amadeus Fire - Fabasoft Do you hold any of these" [X Link](https://x.com/anyuser/status/1743686874248438033) 2024-01-06T17:32Z [----] followers, [----] engagements "My portfolio as of today: - Momentum Group $MMGR - 9.45% - Topicus $TOI - 9.38% - Lifco $LIFCO - 8.62% - Camtek $CAMT - 8.35% - Lumine Group $LMN - 8.19% - Lagerkrantz $LAGR - 8.19% - Nova $NVMI - 7.76% - Addtech $ADDT - 7.23% - TerraVest $TVK - 7.19% - MedCap $MCAP - 6.21% - Judges Scientific $JDG - 5.36% - Teqnion $TEQ - 5.27% - Cerillion $CER - 4.53% - Bufab $BUFAB - 4.28% Do you hold any of these https://twitter.com/i/web/status/1932796843601035430 https://twitter.com/i/web/status/1932796843601035430" [X Link](https://x.com/anyuser/status/1932796843601035430) 2025-06-11T13:47Z [----] followers, 13.3K engagements "@afneil This country doesnt need a Trump it needs a Milei. Any politician which refuses to dramatically cut the size of the state is not serious. And so far no politicians have set out clear plans of what would be cut" [X Link](https://x.com/anyuser/status/1947565391720444229) 2025-07-22T07:52Z [----] followers, [----] engagements "My full portfolio as of today: - Teqnion $TEQ - 6.67% - Momentum Group $MMGR - 5.72% - Lifco $LIFCO - 5.52% - Lagerkrantz $LAGR - 5.19% - TerraVest Industries $TVK - 4.91% - MedCap $MCAP - 4.87% - Lumine Group $LMN - 4.83% - Topicus $TOI - 4.70% - Cerillion $CER - 4.61% - AddTech $ADDT - 4.51% - ChemoMetec $CHEMM - 4.17% - Manhattan Associates $MANH - 3.96% - Camtek $CAMT - 3.86% - Kadant $KAI - 3.55% - HMS Networks $HMS - 3.42% - Judges Scientific $JDG - 3.42% - Axcelis Technologies $ACLS - 3:09% - Clinica Baviera $CBAV - 2.88% - Nova $NVMI - 2.84% - Bufab $BUFAB - 2.55% - Aehr Test-Systems" [X Link](https://x.com/anyuser/status/1850523902939717769) 2024-10-27T13:04Z [----] followers, 18.4K engagements "Decisions like this are why our economy is collapsing and we cant build anything. What an appalling capitulation to the vegetable lobby from this spineless Labour government. I say fuck the bats. If you are going to drain the swamp you dont consult the frogs. Build baby build" [X Link](https://x.com/anyuser/status/1946112180887150607) 2025-07-18T07:37Z [----] followers, [----] engagements "@andrew_lilico Precisely right. The Tories failed for mistakes usually associated with a left-wing Labour Party: - Too high tax - Too much spending - Too much immigration - Too much crime - Too much debt Labour was never the answer to these problems and we are seeing that now" [X Link](https://x.com/anyuser/status/1941083451249275059) 2025-07-04T10:35Z [----] followers, [----] engagements "Here are some high-quality small-caps Im researching: - Alpha Group $ALPH - Elmos Semiconductor $ELG - Fevertree Drinks $FEVR - Norbit $NORBT - Franklin Electric $FELE - Italian Sea Group $TISG - QT Group $QTGPF - National Research $NRC - BE Semiconductor $BSI" [X Link](https://x.com/anyuser/status/1773051565613408329) 2024-03-27T18:16Z [----] followers, 13.6K engagements "My holdings: - Lime Technologies $LIME - Bufab $BUFAB - Momentum Group $MMGR - MedCap $MCAP - Prevas $PREV - Teqnion $TEQ - HMS Networks $HMS - Lifco $LIFCO - Lagercrantz $LAGR - Addtech $ADDT - Fortnox $FNOX - Indutrade $INDT - Vitec Software $VIT" [X Link](https://x.com/anyuser/status/1777963870927126612) 2024-04-10T07:36Z [----] followers, 11.1K engagements "@donmcgowan 36% is still remarkably high. What is the lefts response to this" [X Link](https://x.com/anyuser/status/1950151261522633141) 2025-07-29T11:07Z [----] followers, [----] engagements "Hey. Great list btw Heres a few small/mid-caps missing that you may like based on your other high quality picks: - Sensirion - Indutrade - cBrain - Carel Industries - Lime Technologies - Napco Security Technologies - Nova - Europris - Lattice Semiconductor - Wavestone - Sesa - Laboratorios Farmaceuticos Rovi Would be interested to know your take on these UPDATED: Here's our latest list of global quality compounders. Thanks to everyone who commented on the previous versions. Any obvious ones missing or need removing Recent adds: Meta Qualys Interpump Tencent Pro Medicus Xero Recent removals:" [X Link](https://x.com/anyuser/status/1746970274539389234) 2024-01-15T18:59Z [----] followers, 22.9K engagements "UPDATED: Here's our latest list of global quality compounders. Thanks to everyone who commented on the previous versions. Any obvious ones missing or need removing Recent adds: Meta Qualys Interpump Tencent Pro Medicus Xero Recent removals: Teleperformance" [X Link](https://x.com/anyuser/status/1746854745673711900) 2024-01-15T11:20Z 72.2K followers, 89.1K engagements "@jeremycorbyn Reforms odds of gaining a majority at the next GE now massively shortened. Well done Jezza" [X Link](https://x.com/anyuser/status/1948346840736219418) 2025-07-24T11:37Z [----] followers, 17.1K engagements "Here are my top-10 holdings as of now: Cerillion - 7.56% Prevas - 6.81% Teqnion - 6.66% HMS Networks - 6.58% Lagercrantz - 6.31% Lifco - 6.16% Addtech - 5.97% Calnex Solutions - 5.75% Fortnox - 5.66% SDI Group - 5.23% Do you hold any of these" [X Link](https://x.com/anyuser/status/1735918452408270935) 2023-12-16T07:03Z [----] followers, 16K engagements "My favourite Italian small/mid-caps: - Carel Industries $CRLM - Brunello Cucinelli $BCUCY - The Italian Sea Group $TISG - Sesa $SES - Recordati $REC - Moncler $MONC - San Lorenzo $SL - Campari $CPR - Cembre $CMB - Technoprobe $TPRO Do you hold any of these" [X Link](https://x.com/anyuser/status/1781331942610178263) 2024-04-19T14:40Z [----] followers, 10.5K engagements "Merry Christmas Everybody. To celebrate here is a list of under-the-radar small/mid caps I have in my investable universe: Applied Industrial Technologies Indutrade SPS Commerce Sesa Bytes Tech Bufab Kinsale Capital Rational Alfen Franklin Electric" [X Link](https://x.com/anyuser/status/1739268146198884456) 2023-12-25T12:53Z [----] followers, [----] engagements "Small/Mid-Cap Magnificent Seven - Hawkins $HWKN - CorVel $CRVL - MedPace $MEDP - SPS Commerce $SPSC - Franklin Electric $FELE - Applied Industrial Technologies $AIT - Universal Forest Products $UFPI" [X Link](https://x.com/anyuser/status/1769392868286758949) 2024-03-17T15:58Z [----] followers, [----] engagements "European IT small-caps vs NASDAQ - [--] yr CAGR. Mensch und Maschine $MUM.DE - 28.7% Bouvet $BOUV.OL - 26.9% Sesa $SES.IT - 25.1% Softcat $SCT.L - 21.6% Wavestone $WAVE.PA - 21.3% Kainos $KNOS.L - 20.9% Nasdaq $QQQ - 18.6% Picks shovels and consultants" [X Link](https://x.com/anyuser/status/1771924360187510828) 2024-03-24T15:37Z [----] followers, 13.2K engagements "When fishing for high-quality small/mid caps the fishing is great in Europe. Here are some I am researching atm: Nordic Semiconductor Esker Diasorin Boreo Europris Elmos Semiconductor Dino Polska Medistim Alfen Addvise Do you hold any of these" [X Link](https://x.com/anyuser/status/1740083149328339154) 2023-12-27T18:52Z [----] followers, 10.8K engagements "@NJ_Timothy What an absolutely disgraceful waste of taxpayers money" [X Link](https://x.com/anyuser/status/1949887256795513326) 2025-07-28T17:38Z [----] followers, [----] engagements "An under-the-radar sector for high-quality small/mid-caps is consultancy: Technology One Softcat Wavestone Mensch und Maschine Kainos SII Prevas Keystone Law Exponent Next [--] Neurones Bytes Technology Do you hold any of these" [X Link](https://x.com/anyuser/status/1736056415083474998) 2023-12-16T16:11Z [----] followers, 17.6K engagements "Portfolio update: - Lumine Group $LMN - 6.15% - Momentum Group $MMGR - 5.78% - Teqnion $TEQ - 5.76% - TerraVest $TVK - 5.46% - Lifco $LIFCO - 5.46% - Lagerkrantz $LAGR - 4.85% - ChemoMetec $CHEMM - 4.91% - Cerillion $CER - 4.83% - MedCap $MCAP - 4.80% - Topicus $TOI - 4.57% - Kadant $KAI - 4.56% - Addtech $ADDT - 4.53% - Manhattan Associates $MANH - 4.16% - Camtek $CAMT - 3.60% - Judges Scientific $JDG - 3.44% - HMS Networks $HMS - 3.31% - Bufab $BUFAB - 2.93% - Nova $NVMI - 2.68% - Axcelis Technologies $ACLS - 2.54% - Clinica Baviera $CBAV - 2.50% - Prevas $PREV - 2.22% - Fortnox $FNOX -" [X Link](https://x.com/anyuser/status/1862083902913061359) 2024-11-28T10:39Z [----] followers, 17.2K engagements "Here is my full portfolio breakdown as of today. Weighted Averages: Market Cap = $3292m 5-yr Rev CAGR = 18.77% 5-yr EPS CAGR = 27.35% ROCE = 26.32% Gross Margin = 55.51% Op Margin = 20.07% FCF Yield = 3.35% Cash Conversion Cycle = 138.5% Current Ratio = 2.37" [X Link](https://x.com/anyuser/status/1797568530721968521) 2024-06-03T09:58Z [----] followers, [----] engagements "Roughly 10% of my entire net-worth is invested in the healthcare sector mainly medical devices. An aging population high barriers-to-entry high gross margins and high returns on capital - boom or bust people still need healthcare. So here are some of my favourite healthcare small/mid-cap businesses: - ChemoMetec - Revenio - Sectra - Pro Medicus - Catalyst Pharmaceuticals - Laboratorios Farmaceuticos Rovi - CellaVision - Medistim - Fisher & Paykel - MedCap - MedPace" [X Link](https://x.com/anyuser/status/1756960084821778707) 2024-02-12T08:35Z [----] followers, 13.6K engagements "If it tastes good its probably a good investment - Nick Train Dominos Pizza $DPZ Diageo $DGE.L Lindt $LISP.SW Davide Campari $CRP.MI PepsiCo $PEP Heineken $HKHHF Greggs $GRG.L Remy Cointreau $RCO.PA Chipotle MG $CMG Does Nick have a point 🤔" [X Link](https://x.com/anyuser/status/1742647364513407393) 2024-01-03T20:41Z [----] followers, 17.1K engagements "Here are some more high-quality small/mid caps I am researching at the moment: - Mader Group - Mortgage Advice Bureau - National Research Corp - Ringmetall - MedCap - Moncler - Dino Polska - Nova Measuring Instruments - XPel Do you hold any of these" [X Link](https://x.com/anyuser/status/1756637924995522629) 2024-02-11T11:14Z [----] followers, 11.1K engagements "@ProfBrianCox rather than make cheap jokes it would be interesting to hear your actual counter argument to net zero being unaffordable in its current guise and whether it is worth bankrupting Uk industry and people for a unilateral target which wont make any difference to the global temperature anyway. And also whether these massive subsidies offer value for money for the British taxpayer" [X Link](https://x.com/anyuser/status/1945583407075135745) 2025-07-16T20:36Z [----] followers, [----] engagements "The Lion-Cubs Portfolio Top-10: - Momentum Group $MMGR - 7.71% - Lifco $LIFCO - 5.99% - TerraVest $TVK - 5.81% - Lagerkrantz $LAGR - 5.59% - Teqnion $TEQ - 5.55% - Lumine Group $LMN - 5.37% - ChemoMetec $CHEMM - 5.21% - Topicus $TOI - 5.11% - Judges Scientific $JDG - 4.95% - Addtech $ADDT - 4.59% https://twitter.com/i/web/status/1887238114403299707 https://twitter.com/i/web/status/1887238114403299707" [X Link](https://x.com/anyuser/status/1887238114403299707) 2025-02-05T20:33Z [----] followers, 14.1K engagements "Here is my full portfolio breakdown as of today. Weighted average metrics: Market Cap: $3.39bn ROCE: 25.08% ROIC: 22.67% Gross Margin: 53.94% Op Margin: 19.77% FCF Yield: 3.16%" [X Link](https://x.com/anyuser/status/1808107810791530537) 2024-07-02T11:57Z [----] followers, [----] engagements "My top [--] holdings: - Lagercrantz $LAGR 5.66% - Cerillion $CER 5.11% - Lifco $LIFCO 5.08% - Addtech $ADDT 5.02% - Teqnion $TEQ 4.57% - Fortnox $FNOX 4.56% - ChemoMetec $CHEMM 4.16% - HMS Networks $HMS 4.05% - Topicus $TOI 3.74% - Judges Scientific $JDG 3.38%" [X Link](https://x.com/anyuser/status/1778726682079236597) 2024-04-12T10:07Z [----] followers, [----] engagements "Heres some under-the-radar UK Small-caps with high ROCE. Bytes Technology $BYIT.L 78.25% Kainos $KNOS.L 41.55% Tatton Asset Mgmt $TAM.L 37.73% Cerillion $CER.L 35.12% James Halstead $JHD.L 28.85% Focusrite $TUNE.L 23.25% Calnex Solutions $CLX.L 22.85%" [X Link](https://x.com/anyuser/status/1740703577923088504) 2023-12-29T11:57Z [----] followers, [----] engagements "The battered UK market is widely tipped to outperform in [----]. Heres some UK mid-caps with high ROCE: Rightmove $RMV 317.08% Games Workshop $GAW.L 61.56% Auto Trader $AUTO.L 49.01% Croda International $CRDA.L 25.79% Burberry $BRBY.L 23.49% Greggs $GRG.L 21.33%" [X Link](https://x.com/anyuser/status/1741424487449436377) 2023-12-31T11:42Z [----] followers, 10.4K engagements "Looking for high-quality small-caps that dont get talked about Here are some of my favs: - Altia Consultores - Spectra Systems - Prevas - Amadeus Fire - Calnex Solutions - Revenio - Neurones - Bytes Technology Group - Clinica Baviera - Lime Technologies" [X Link](https://x.com/anyuser/status/1825071531598192905) 2024-08-18T07:25Z [----] followers, [----] engagements "My top 10-holdings: Lagercrantz $LAGR Cerillion $CER Addtech $ADDT Lifco $LIFCO Fortnox $FNOX Teqnion $TEQ HMS Networks $HMS Topicus $TOI Calnex Solutions $CLX Judges Scientific $JDG 44.64% of total assets. What would you change if anything" [X Link](https://x.com/anyuser/status/1784217538257199167) 2024-04-27T13:46Z [----] followers, 11.5K engagements "@CDP1882 Does anybody even on the far-left fringes of Labour or the Green Party think this is a good idea This should be front page news on every paper" [X Link](https://x.com/anyuser/status/1944337042999071082) 2025-07-13T10:04Z [----] followers, [----] engagements "Everyone knows US Megacaps. But here are some high-quality under-the-radar smaller businesses Ive found: - Hawkins - Aehr Test Systems - National Research - CorVel - Diodes Inc - Camtek - Kinsale Capital - Axcelis Technologies Do you hold any of these" [X Link](https://x.com/anyuser/status/1735002603782586464) 2023-12-13T18:23Z [----] followers, [----] engagements "France has several high-quality small-caps. Here are some of my favs: - Wavestone $WAVE.PA - Neurones $NRO.PA - Infotel $INF.PA - Equasens $EQS.PA - Esker $ALESK.PA - Remy Cointreau $RCO.PA Any others I am missing" [X Link](https://x.com/anyuser/status/1769381508945514765) 2024-03-17T15:13Z [----] followers, [----] engagements "Another UK stock under the cosh is Burberry $BRBY.L. The only globally relevant UK luxury stock thats listed. Currently available for its [----] price also very near its covid crash price. ROCE 23% Op Margin 20% PE TTM [--] Div yield now 4% Surely a takeover target" [X Link](https://x.com/anyuser/status/1739700889298878754) 2023-12-26T17:33Z [----] followers, [----] engagements "Lion-Cubs Portfolio Update as of today: - Momentum Group $MMGR - 7.56% - Lifco $LIFCO - 6.70% - TerraVest Industries $TVK - 6.63% - Lumine Group $LMN - 6.23% - Topicus $TOI - 6.02% - Lagerkrantz $LAGR - 5.93% - Teqnion $TEQ - 5.71% - Invisio $IVSO - 5.45% - AddTech $ADDT - 5.17% - ChemoMetec $CHEMM - 4.82% - Judges Scientific $JDG - 4.48% - Cerillion $CER - 4.33% - Bufab $BUFAB - 4.25% - MedCap $MCAP - 4.16% - Indutrade $INDT - 4.13% - HMS Networks $HMS - 3.93% - Kadant $KAI - 3.15% - Camtek $CAMT - 3.10% - Nova $NVMI - 2.88% - Manhattan Associates $MANH - 2.53% - Axcelis Technologies $ACLS -" [X Link](https://x.com/anyuser/status/1917881469042671988) 2025-05-01T09:59Z [----] followers, 10.3K engagements "Microsoft is nearly $3T in size. If it were to 10x it would be larger than the US economy ($28T). Trees dont grow to the sky. Here are some high-quality small-caps Ive been researching: - Next [--] Group - Comfort Systems - Sectra - Ringmetall - Spectra Systems - HireQuest - Esker - AutoNation - Troax Group - Boyd Group Do you hold any of these" [X Link](https://x.com/anyuser/status/1749476789406089329) 2024-01-22T16:59Z [----] followers, [----] engagements "If you had to invest you and your familys entire net worth in a single stock for the rest of your lives what would it be and why Mine would be Lifco. A high-quality serial acquirer with a winning strategy that can run and run" [X Link](https://x.com/anyuser/status/1763988984512839906) 2024-03-02T18:05Z [----] followers, [----] engagements "Looking for quality companies in huge drawdowns Here are some of my favs: - YouGov -65% - Remy Cointreau -68% - Lattice Semiconductor -49% - Carel Industries -39% - Sartorius Stedim -68% - Spirax Group -56% - Amadeus Fire -53% - Croda Int -62.18%" [X Link](https://x.com/anyuser/status/1824444454280786080) 2024-08-16T13:53Z [----] followers, [----] engagements "The sector I am most bullish on within which I have invested over 40% of my entire assets is Serial Acquirers: - Teqnion - Topicus - Judges Scientific - Comfort Systems - Lumine Group - Lifco - Nemetschek - Lagercrantz - Terravest Do you hold any of these" [X Link](https://x.com/anyuser/status/1749820281504280816) 2024-01-23T15:43Z [----] followers, [----] engagements "Canada has some of the highest quality compounders in the world. - Constellation Software - LuluLemon - Boyd Group - TerraVest - Topicus - Canadian Pacific Railway - Canadian National Railway - Lumine Group - Waste Connections Do you hold any of these" [X Link](https://x.com/anyuser/status/1764263985795268795) 2024-03-03T12:18Z [----] followers, [----] engagements "@AlisonA70131826 If you actually read what that text says it verifies the majority of Rylans comments as correct" [X Link](https://x.com/anyuser/status/1961682001003491505) 2025-08-30T06:46Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@LionCubsFund Lion-Cubs | Small-Cap Stocks
Lion-Cubs | Small-Cap Stocks posts on X about $lagr, $addt, $mmgr, $lifco the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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Social Influence
Social category influence finance 45.54% cryptocurrencies 9.82% stocks 8.93% countries 7.59% fashion brands 5.8% technology brands 4.02% luxury brands 3.13% exchanges 2.68% automotive brands 2.23% travel destinations 1.79%
Social topic influence $lagr #1, $addt #1, $mmgr #1, $lifco #1, $toi #6, momentum #846, $teq #3, $lmn #1, $jdg #1, $tvk #4
Top accounts mentioned or mentioned by @ziayusufuk @benjaminderebel @stockopedia @ringogrumio @kemibadenoch @profbriancox @skynews @afneil @njtimothy @donmcgowan @dailymail @owenjonesjourno @bbcnewsnight @alisona70131826 @dtmesswithtexas @thecriticaldri1 @youtube @realmaalouf @meljstride @matthewstadlen
Top assets mentioned Camtek Ltd (CAMT) Nova Ltd. Ordinary Shares (NVMI) RELX PLC (RELX) Unilever plc (UL) Reality Metaverse (RMV) Escoin (ELG) KardiaChain (KAI) Strong Global Entertainment, Inc. (SGE) Exponent Inc (EXPO)
Top Social Posts
Top posts by engagements in the last [--] hours
"Was trying to come up with some wanky Ark-Invest style themes for my portfolio. 1.Atomic Quality Control $NVMI $CAMT - 25% 2.Invisible Industrial Galaxy $TVK $MMGR $TEQ $LIFCO $LAGR $ADDT - 49% 3.Lab-to-Life $JDG $MCAP - 16% 4.The Undisruptables $LMN $TOI - 10% What do you think https://twitter.com/i/web/status/2020054600615657889 https://twitter.com/i/web/status/2020054600615657889"
X Link 2026-02-07T08:38Z [----] followers, [----] engagements
"Looking for high ROCE stocks to put in your Great British ISA - Howden Joinery $HWDN.L 21.3% - Rightmove $RMV.L 342.6% - Auto-Trader $AUTO.L 51.4% - Dominos Pizza $DOM.L 45.6% - Greggs $GRG.L 20.6% - Experian $EXPN.L 19.2% - Relx $REL.L 27.7% What else"
X Link 2024-03-09T10:44Z [----] followers, [----] engagements
"Here are my top [--] holdings as of today: - Judges Scientific $JDG - 10.11% - Nova $NVMI - 9.52% - Momentum Group $MMGR - 9.40% - Camtek $CAMT - 9.04% - Topicus $TOI - 8.17% - MedCap $MCAP - 8.08% - Lagercrantz $LAGR - 7.71% - Lifco $LIFCO - 7.57% - Addtech $ADDT - 7.25% - Lumine Group $LMN - 6.57% Rollercoaster month https://twitter.com/i/web/status/1994360281594536301 https://twitter.com/i/web/status/1994360281594536301"
X Link 2025-11-28T10:58Z [----] followers, 12.4K engagements
"The [--] Lion Cubs as of today: - Judges Scientific $JDG - 10.43% - Teqnion $TEQ - 10.22% - Nova $NVMI - 9.83% - Topicus $TOI - 9.25% - Momentum Group $MMGR - 8.89% - Camtek $CAMT - 8.77% - MedCap $MCAP - 7.97% - Lifco $LIFCO - 7.61% - Lagercrantz $LAGR - 7.52% - Addtech $ADDT - 7.25% - TerraVest $TVK - 6.66% - Lumine Group $LMN - 5.60% Which of these stocks do you hold https://twitter.com/i/web/status/2003425517630881863 https://twitter.com/i/web/status/2003425517630881863"
X Link 2025-12-23T11:20Z [----] followers, 10.5K engagements
"Blimey $RELX $LSEG $EXPN all down big despite holding their own proprietary data as a result of Anthropic AIs new legal AI tool. If this sentiment continues there will be a lot of stocks in the $PYPL bucket of being profitable businesses having to buy back their cheap stock due to unrelenting disruption fears. Disclosure - I hold and shall continue to hold $LMN and $TOI. https://twitter.com/i/web/status/2018734656615518572 https://twitter.com/i/web/status/2018734656615518572"
X Link 2026-02-03T17:13Z [----] followers, [----] engagements
"Teqnion $TEQ Full [----] earnings are out Looks like the business has turned a corner. https://www.teqnion.se/en/investor-relations/news/slug=year-end-report-2025-teqnion-ab-01474 https://www.teqnion.se/en/investor-relations/news/slug=year-end-report-2025-teqnion-ab-01474"
X Link 2026-02-14T07:26Z [----] followers, [----] engagements
"@TheCriticalDri1 CGI Roger Moore is the way to go"
X Link 2026-02-14T14:46Z [----] followers, [---] engagements
"My Top-10 portfolio holdings. 1.Calnex Solutions 14.6% [--]. SDI Group 11.66% [--]. Cerillion 10.98% [--]. YouGov 6.06% [--]. Judges Scientific 5.73% [--]. Lifco 5.73% [--]. Focusrite 5.59% [--]. Kainos 5.31% [--]. Topicus 5.31% [--]. Addtech 5.03% #SmallCap"
X Link 2023-10-22T13:23Z [----] followers, [----] engagements
"IC Interviews: UK equity manager Nick Train via @YouTube In this interview Train states that the new $FGT.L holding has the FTSE 100s biggest data asset within its industry. So its not YouGov My prediction: Autotrader $AUTO.L or Rightmove $RMV.L. https://youtu.be/7fxbr8MUhHYsi=tdMyai2TPpw7b3j1 https://youtu.be/7fxbr8MUhHYsi=tdMyai2TPpw7b3j1"
X Link 2023-11-01T12:09Z [----] followers, [---] engagements
"#Fundsmith now only holds just [--] UK stocks in the main fund: Unilever and Diageo. If Fundsmith was to add another UK large-cap which would it be $EXPN.L $LSEG.L $RELX.L $HLN.L $ULVR $DGE.L $DEO Experian London Stock Exchange Haleon Relx Experian London Stock Exchange Haleon Relx"
X Link 2023-11-17T07:27Z [----] followers, [---] engagements
"An under-the-radar sector for high-quality small/mid-caps is consultancy: Technology One Softcat Wavestone Mensch und Maschine Kainos SII Prevas Keystone Law Exponent Next [--] Neurones Bytes Technology Do you hold any of these"
X Link 2023-12-16T16:11Z [----] followers, 17.6K engagements
"The battered UK market is widely tipped to outperform in [----]. Heres some UK mid-caps with high ROCE: Rightmove $RMV 317.08% Games Workshop $GAW.L 61.56% Auto Trader $AUTO.L 49.01% Croda International $CRDA.L 25.79% Burberry $BRBY.L 23.49% Greggs $GRG.L 21.33%"
X Link 2023-12-31T11:42Z [----] followers, 10.4K engagements
"France is known for luxury titans like $MC.PA and $RMS.PA. Yet in the small/mid-cap space it is mainly IT companies that stand-out: - Wavestone - Infotel - Neurones - Esker - Equasens - Societe Pour LInformatique Industrielle (Under-Offer) - Ipsen"
X Link 2024-01-06T22:24Z [----] followers, [----] engagements
"Italy also has some high-quality small/mid-caps some of which are not well known: - Carel Industries - Sesa - Davide Campari - Technoprobe - Diasorin - Recordati - Moncler - Cembre Do you hold any of these"
X Link 2024-01-07T15:45Z [----] followers, 12.1K engagements
"Italy is often overlooked by investors yet it has some of the most promising small/mid-caps: - Diasorin - Recordati - Moncler - Cembre - Carel Industries - Sesa - Davide Campari - Technoprobe Do you hold any of these"
X Link 2024-01-17T20:27Z [----] followers, [----] engagements
"Here are a few other high-quality small/mid-caps I am researching at the moment: - Kadant - Pro Medicus - Equasens - Amadeus Fire - Technoprobe - Borregaard - Choice Hotels - Howden Joinery - Catalyst Pharmaceuticals - CellaVision Do you hold any of these"
X Link 2024-02-04T13:34Z [----] followers, [----] engagements
"The bombed-out UK market is tipped to out-perform over the next decade. Heres some high-quality mid-caps Im researching: - Intertek - Burberry - IHG - Greggs - Croda International - Games Workshop - Halma - Diploma - Howden Joinery Do you hold any of these"
X Link 2024-02-06T21:15Z [----] followers, 10.1K engagements
"Here are some of my favourite high-quality Italian companies: - Ferrari - Moncler - Carel Industries - Campari - Technoprobe - Recordati - Sesa - DiaSorin - Cembre Do you hold any of these"
X Link 2024-03-03T12:32Z [----] followers, [----] engagements
"Five FTSE [---] stocks that have beaten the SP500 over the last [--] yrs: - London Stock Exchange $LSEG.L +482% - Relx $RELX.L +374% - Halma $HLMA.L +352% - Sage $SGE.L +284% - Experian $EXPN.L +279% - SP500 $SPY +232% Does Quality matter more than Country"
X Link 2024-04-01T20:34Z [----] followers, [----] engagements
"X-Ray of Magnificent Seven - Teqnion $TEQ - HMS Networks $HMS - Lifco $LIFCO - Addtech $ADDT - Lagercrantz $LAGR - Vitec Software $VIT - Indutrade $INDT FCF Yld: 2.58% Rev CAGR 5yr: 19.36% EPS CAGR 5yr: 20.04% ROCE 5y: 19.11% Op Margin: 16.88% Gross Margin: 44.34%"
X Link 2024-04-05T09:18Z [----] followers, 12.5K engagements
"My favourite Italian small/mid-caps: - Carel Industries $CRLM - Brunello Cucinelli $BCUCY - The Italian Sea Group $TISG - Sesa $SES - Recordati $REC - Moncler $MONC - San Lorenzo $SL - Campari $CPR - Cembre $CMB - Technoprobe $TPRO Do you hold any of these"
X Link 2024-04-19T14:40Z [----] followers, 10.5K engagements
"My favourite German Small/Mid-caps: - Atoss Software $AOF - Mensch und Maschine $MUM - Amadeus Fire $AAD - Nemetschek $NEM - Rational $RAA - Ringmetall $HP3A - Elmos Semiconductor $ELG Any others I am missing"
X Link 2024-04-20T18:01Z [----] followers, 17.5K engagements
"Portfolio update: - Lumine Group $LMN - 6.15% - Momentum Group $MMGR - 5.78% - Teqnion $TEQ - 5.76% - TerraVest $TVK - 5.46% - Lifco $LIFCO - 5.46% - Lagerkrantz $LAGR - 4.85% - ChemoMetec $CHEMM - 4.91% - Cerillion $CER - 4.83% - MedCap $MCAP - 4.80% - Topicus $TOI - 4.57% - Kadant $KAI - 4.56% - Addtech $ADDT - 4.53% - Manhattan Associates $MANH - 4.16% - Camtek $CAMT - 3.60% - Judges Scientific $JDG - 3.44% - HMS Networks $HMS - 3.31% - Bufab $BUFAB - 2.93% - Nova $NVMI - 2.68% - Axcelis Technologies $ACLS - 2.54% - Clinica Baviera $CBAV - 2.50% - Prevas $PREV - 2.22% - Fortnox $FNOX -"
X Link 2024-11-28T10:39Z [----] followers, 17.2K engagements
"Which Lion-Cubs have roared the loudest YTD in [----] TerraVest Industries $TVK +45.75% Topicus $TOI +42.82% Invisio $IVSO +42.61% Lifco $LIFCO +34.32% Addtech $ADDT +26% Which of your holdings has outperformed this year"
X Link 2025-05-13T12:35Z [----] followers, [----] engagements
"My portfolio as of today: - Momentum Group $MMGR - 9.45% - Topicus $TOI - 9.38% - Lifco $LIFCO - 8.62% - Camtek $CAMT - 8.35% - Lumine Group $LMN - 8.19% - Lagerkrantz $LAGR - 8.19% - Nova $NVMI - 7.76% - Addtech $ADDT - 7.23% - TerraVest $TVK - 7.19% - MedCap $MCAP - 6.21% - Judges Scientific $JDG - 5.36% - Teqnion $TEQ - 5.27% - Cerillion $CER - 4.53% - Bufab $BUFAB - 4.28% Do you hold any of these https://twitter.com/i/web/status/1932796843601035430 https://twitter.com/i/web/status/1932796843601035430"
X Link 2025-06-11T13:47Z [----] followers, 13.3K engagements
"My full portfolio as of today: - Momentum Group $MMGR - 9.60% - Camtek $CAMT - 8.87% - Topicus $TOI - 8.72% - Nova $NVMI - 8.58% - Lifco $LIFCO - 8.37% - Lumine Group $LMN - 7.93% - Lagerkrantz $LAGR - 7.87% - Addtech $ADDT - 7.13% - TerraVest $TVK - 7.04% - MedCap $MCAP - 6.50% - Judges Scientific $JDG - 5.96% - Teqnion $TEQ - 5.51% - Bufab $BUFAB - 4.27% - Cerillion $CER - 3.66% What would you change https://twitter.com/i/web/status/1938163499013706181 https://twitter.com/i/web/status/1938163499013706181"
X Link 2025-06-26T09:12Z [----] followers, 12.9K engagements
"@BenjaminDeRebel Why was the video of the kick released so early but this was held back It reeks of another cover up"
X Link 2025-07-10T17:19Z [----] followers, [----] engagements
"AddTech earnings today proving more palatable to the market than Lifcos yesterday. Up 8% currently Glad I backed up the truck last month 💷 $ADDT"
X Link 2025-07-15T07:22Z [----] followers, [----] engagements
"My full portfolio as of now: - Camtek $CAMT - 10.41% - Nova $NVMI - 10.06% - Topicus $TOI - 8.97% - Momentum Group $MMGR - 8.67% - Lumine Group $LMN - 8.51% - Lagercrantz $LAGR - 7.80% - Lifco $LIFCO - 7.14% - AddTech $ADDT - 7.01% - MedCap $MCAP - 6.95% - TerraVest Industries $TVK - 6.41% - Teqnion $TEQ - 5.55% - Judges Scientific $JDG - 5.05% - Bufab $BUFAB - 4.08% - Cerillion $CER - 3.39% What would you change https://twitter.com/i/web/status/1945150645297709538 https://twitter.com/i/web/status/1945150645297709538"
X Link 2025-07-15T15:57Z [----] followers, 26.7K engagements
"Trees dont grow to the sky. 🌲☁ Here are my all my holdings arranged by market cap in . - Lifco AB $LIFCO - 10.67B - Topicus Inc. $TOI - 5.94B - AddTech AB $ADDT - 5.94B - Lumine Group Inc. $LMN - 5.49B - Nova Ltd. $NVMI - 5.16B - Camtek Ltd. $CAMT - 3.71B - Lagercrantz Group $LAGR - 2.76B - Bufab AB $BUFAB - 1.15B - TerraVest Industries Inc. $TVK - 1.12B - Judges Scientific $JDG - 0.73B - Momentum Group $MMGR - 0.69B - Cerillion $CER - 0.58B - MedCap AB $MCAP - 0.47B - Teqnion AB $TEQ - 0.23B Which of these could be a 100-bagger from here https://twitter.com/i/web/status/1948674264829231162"
X Link 2025-07-25T09:18Z [----] followers, [----] engagements
"Here is my full portfolio as of today: - Camtek $CAMT - 9.88% - Nova $NVMI - 9.71% - Momentum Group $MMGR - 9.01% - Topicus $TOI - 8.93% - MedCap $MCAP - 8.70% - Lumine Group $LMN - 8.31% - Lagercrantz $LAGR - 7.80% - Addtech $ADDT - 7.20% - Lifco $LIFCO - 7.16% - TerraVest Industries $TVK - 5.91% - Teqnion $TEQ - 5.34% - Bufab $BUFAB - 4.49% - Judges Scientific $JDG - 4.24% - Cerillion $CER - 3.32% No buys or sells since the last announcement. https://twitter.com/i/web/status/1962442327080812894 https://twitter.com/i/web/status/1962442327080812894"
X Link 2025-09-01T09:08Z [----] followers, 11.2K engagements
"🚨 [--] Themes for outperformance in [----] 🚨 📈- Proven decentralised acquisition models to continue from strength to strength in [----]. There are huge unconsolodated runways of potential acquisitions within the public and private markets for stalwarts like Lagercrantz $LAGR and Lifco $LIFCO to continue to benefit from. 💶 - Business Software to continue to be highly profitable cash generative and very difficult and expensive for customers to move away from. The prospect of LLMs disrupting this in the foreseeable future is low whilst there could be several benefits to the likes of Topicus $TOI.TO"
X Link 2026-01-01T12:24Z [----] followers, [----] engagements
"Do historic returns factor into your investing Here are the 10-year CAGRs for some of the stocks in my portfolio. - Camtek $CAMT +47.7% - Nova $NVMI +41.9% - TerraVest Industries $TVK.TO +37.3% - MedCap $MCAP +33.1% - Addtech $ADDT +24.4% - Lifco $LIFCO +23.2% - Lagercrantz $LAGR +22.9% - Judges Scientific $JDG.L +14.6% Other stock I hold havent been public for [--] years yet so are omitted. https://twitter.com/i/web/status/2007095369574851001 https://twitter.com/i/web/status/2007095369574851001"
X Link 2026-01-02T14:23Z [----] followers, [----] engagements
"My full [--] stock portfolio as of today: $NVMI Nova - 12.7% $CAMT Camtek - 11.8% $JDG Judges Scientific - 10.1% $TEQ Teqnion - 9.6% $MMGR Momentum group - 8.3% $TOI Topicus - 7.8% $MCAP MedCap - 7.3% $LIFCO Lifco - 7% $LAGR Lagercrantz - 6.9% $ADDT Addtech - 6.8% $TVK TerraVest - 6.6% $LMN Lumine Group - 5% https://twitter.com/i/web/status/2011867369564749940 https://twitter.com/i/web/status/2011867369564749940"
X Link 2026-01-15T18:25Z [----] followers, [----] engagements
"Im going to have some more capital to deploy in the next week or so. Equivalent to +2.5% of total portfolio value. What would you do VMS Acquirers Small Acquirer $MMGR Battered Acquirer $JDG Medium Acquirer $LIFCO VMS Acquirers Small Acquirer $MMGR Battered Acquirer $JDG Medium Acquirer $LIFCO"
X Link 2026-01-16T09:43Z [----] followers, [---] engagements
"Good to see $NVMI and $CAMT getting more media interest. Together these now make up 25% of my entire portfolio. Basically small/mid-cap plays on Moores Law. High quality high growth huge runway. In my view the most exciting businesses in the semiconductor space right now. https://finance.yahoo.com/news/nova-ltd-nvmi-bull-case-180035908.html https://finance.yahoo.com/news/nova-ltd-nvmi-bull-case-180035908.html"
X Link 2026-01-21T07:14Z [----] followers, [----] engagements
"Just expanded my position in Momentum Group $MMGR. Now 11% of assets. New capital no selling. In my view this is a potential 100-bagger over the next decades"
X Link 2026-01-21T16:02Z [----] followers, [----] engagements
"Lion-Cubs Fund monthly report [--] January [----] Full portfolio breakdown: $NVMI Nova - 14.1% $CAMT Camtek - 12.2% $MMGR Momentum Group - 10.03% $TEQ Teqnion - 9.9% $JDG Judges Scientific - 9.1% $MCAP MedCap - 7.2% $TOI Topicus - 7.1% $LAGR Lagercrantz - 6.9% $LIFCO Lifco - 6.7% $ADDT AddTech - 6.5% $TVK TerraVest - 5.5% $LMN Lumine Group - 4.4% YTD Performance 2026: +0.31% Activity: - No sells whatsoever - Added to Momentum Group $MMGR Commentary: - This month belonged to the [--] Israeli mid-cap semiconductor tooling companies I hold - $NVMI (+49%) and $CAMT (+44%) now constituting over 26% of"
X Link 2026-01-30T07:29Z [----] followers, [----] engagements
"Thanks. 1.I did briefly own Roko but only a tiny insignificant holding and sold it as I wanted to only have [--] stocks. I feel my blend of Swedish Acquirers captures the best of the larger ones (Lifco Lagercrantz Addtech) and small-caps (Momentum Group Teqnion Medcap). I didnt think further diversification was needed. Time will tell if that is a good idea or not. Chapters I am not familiar with but again I would have to think it was better to own rather than more of what I already have. Currently o would like more of all my current holdings so will stick to this and never sell or trim. 2.Well"
X Link 2026-01-30T09:47Z [----] followers, [---] engagements
"Bad day for Finsbury Growth and Income Trust. The trust holds huge enormous allocations to software and data $RELX $EXPN $SGE $RMV $AUTO $LSEG. All clobbered today. $FGT"
X Link 2026-02-03T23:27Z [----] followers, [---] engagements
"Momentum Group acquires Hglandets Kompressorservice strengthens its position in industrial services $MMGR"
X Link 2026-02-05T11:46Z [----] followers, [----] engagements
"Addtech $ADDT acquires RAMME Electric Machines GmbH 💪"
X Link 2026-02-05T21:23Z [----] followers, [----] engagements
"Strong numbers from Addtech yesterday in what was a difficult macro-environment. $ADDT https://q32025.reports.addtech.com/the-interim-period/summary https://q32025.reports.addtech.com/the-interim-period/summary"
X Link 2026-02-06T07:28Z [----] followers, [----] engagements
"Lagercrantz $LAGR Further impressive numbers from Lagercrantz 🚀"
X Link 2026-02-06T10:06Z [----] followers, [----] engagements
"@realMaalouf Anybody advocating first cousin marriage in Europe has completely failed the integration test and should be deported"
X Link 2026-02-06T16:53Z [----] followers, [----] engagements
"Walmart $WMT at [--] P/E and Costco $COST at [--] P/E is nifty fifty pricing. Valuations not remotely justified by earnings or growth potential. Is this because people see them as AI resistant"
X Link 2026-02-07T07:38Z [----] followers, [----] engagements
"@ZiaYusufUK @MelJStride Mel Stride is not offering remotely radical enough economic solutions. He has said nothing about the absurd 60% marginal tax rates (70%+ for graduates) or cutting quango spending. Its all tinkering and handing out tax breaks to boomers. We need far more fundamental reform"
X Link 2026-02-07T11:50Z [----] followers, [---] engagements
"@MatthewStadlen Sacking him before May elections is like sacking a football manager before the hardest game of the season. Labour will not want Starmers successors first test to be an inevitable defeat. Starmer will be sacked after May"
X Link 2026-02-10T07:30Z [----] followers, [---] engagements
"@GBNEWS Once again Zia providing the most articulate take on this complex and important issue"
X Link 2026-02-11T22:17Z [----] followers, [----] engagements
"@Keir_Starmer The brass neck of this Are you really celebrating 0.1% GDP growth"
X Link 2026-02-12T09:42Z [----] followers, [---] engagements
"@charliebilello Good lord Microsoft Palantir Fartcoin It seems nothing is safe"
X Link 2026-02-14T16:11Z [----] followers, [---] engagements
"Nice summary of Manhattan Associates earnings results a major holding of mine. I felt these results were very positive but the stock is down 4% in aftermarket at the time of writing likely because its priced to perfection. Anyone else hold Manhattan Manhattan Associates $MANH Q3 [--] results Revenue $266.7M Q3 [--] $238.4M +11.9% 🟢 Est. $263M beat 🟢 EPS $1.03 Q3 [--] $0.79 +30.4% 🟢 Est. $0.75 beat 🟢 Growth by category Cloud subs +33% License -3% Maintenance -2% Services +7% Hardware -21% https://t.co/QO7cW2UnVM Manhattan Associates $MANH Q3 [--] results Revenue $266.7M Q3 [--] $238.4M +11.9% 🟢"
X Link 2024-10-23T06:23Z [----] followers, [----] engagements
"Lagerkrantz posting impressive results in a challenging market. 👏 $LAGR is one of the largest holdings in the Lion-Cubs portfolio. I dont see any reason why it cant continue executing its strategy and become a much larger company in 10-20 years time. It is a real hold forever investment for me. Do you hold Lagerkrantz What did you think of these results https://twitter.com/i/web/status/1849734141874426185 https://twitter.com/i/web/status/1849734141874426185"
X Link 2024-10-25T08:46Z [----] followers, [----] engagements
"My full portfolio as of today: - Teqnion $TEQ - 6.67% - Momentum Group $MMGR - 5.72% - Lifco $LIFCO - 5.52% - Lagerkrantz $LAGR - 5.19% - TerraVest Industries $TVK - 4.91% - MedCap $MCAP - 4.87% - Lumine Group $LMN - 4.83% - Topicus $TOI - 4.70% - Cerillion $CER - 4.61% - AddTech $ADDT - 4.51% - ChemoMetec $CHEMM - 4.17% - Manhattan Associates $MANH - 3.96% - Camtek $CAMT - 3.86% - Kadant $KAI - 3.55% - HMS Networks $HMS - 3.42% - Judges Scientific $JDG - 3.42% - Axcelis Technologies $ACLS - 3:09% - Clinica Baviera $CBAV - 2.88% - Nova $NVMI - 2.84% - Bufab $BUFAB - 2.55% - Aehr Test-Systems"
X Link 2024-10-27T13:04Z [----] followers, 18.4K engagements
"October Performance Update October: -0.61% Annualised Since Dec-21 Inception: +7.41% Top [--] Performers: Invisio $IVSO Aehr Test Systems $AEHR Laboratorios Farmaceuticos Rovi $ROVI Bottom [--] Performers: Vitec Software $VIT Axcelis Technologies $ALCS Prevas $PREV"
X Link 2024-11-01T05:48Z [----] followers, [----] engagements
"Here is my entire portfolio as of today: - Teqnion $TEQ - 6.24% - Momentum Group $MMGR - 5.69% - Lumine Group $LMN - 5.55% - Lifco $LIFCO - 5.39% - TerraVest $TVK - 5.34% - Lagerkrantz $LAGR - 5.21% - Cerillion $CER - 4.87% - MedCap $MCAP - 4.78% - Topicus $TOI - 4.57% - AddTech $ADDT - 4.54% - Kadant $KAI - 4.28% - Manhattan Associates $MANH - 4.00% - Camtek $CAMT - 3.89% - Judges Scientific $JDG - 3.88% - ChemoMetec $CHEMM - 3.76% - HMS Networks $HMS - 3.34% - Axcelis Technologies $ACLS - 2.99% - Nova $NVMI - 2.92% - Bufab $BUFAB - 2.73% - Clinica Baviera $CBAV - 2.62% - Prevas $PREVB -"
X Link 2024-11-07T09:34Z [----] followers, [----] engagements
"Cell counters selling like hot cakes. They cant get enough of them. Doctors counting cells like nobodies business $CHEMM"
X Link 2024-11-08T09:28Z [----] followers, [----] engagements
"Great momentum here from Momentum Group. $MMGR"
X Link 2024-11-26T09:05Z [----] followers, [----] engagements
"Thanks. Im very happy with it now. Indutrade is a marvellous business and I would like to add to it in the coming months and years. But currently have no additional capital. There is more to do for sure $INDT @LionCubsFund Love the portfolio lots and lots of quality. Do you have a reasoning behind the small(er) allocation towards Indutrade @LionCubsFund Love the portfolio lots and lots of quality. Do you have a reasoning behind the small(er) allocation towards Indutrade"
X Link 2024-12-04T22:10Z [----] followers, [----] engagements
"I agree. Momentum Group is one of my largest positions. Potential 10-50 bagger long-term. $MMGR Here's an example on why Momentum is considered best-in-class and a testament to the fact that margins alone are not enough to proof the quality of a business. https://t.co/JwLhidpsMG Here's an example on why Momentum is considered best-in-class and a testament to the fact that margins alone are not enough to proof the quality of a business. https://t.co/JwLhidpsMG"
X Link 2024-12-31T16:16Z [----] followers, [----] engagements
"The Lion-Cubs Fund holdings as of [--] Jan 2025: [--]. Lumine Group $LMN - 5.80% [--]. Momentum Group $MMGR - 5.61% [--]. Teqnion $TEQ - 5.45% [--]. Lifco $LIFB - 5.28% [--]. MedCap $MCAP - 5.27% [--]. TerraVest $TVL - 5.22% [--]. Lagerkrantz $LAGR - 5.16% [--]. ChemoMetec $CHEMM - 4.85% [--]. Cerillion $CER - 4.56% [--]. Topicus $TOI - 4.48% [--]. Addtech $ADDT - 4.40% [--]. Camtek $CAMT - 4.02% [--]. Manhattan Associates $MANH 3.89% [--]. Kadant $KAI - 3.87% [--]. HMS Networks $HMS - 3.63% [--]. Judges Scientific $JDG - [----] [--]. Bufab $BUFAB - 3.06% [--]. Nova $NVMI - 3.04% [--]. Aehr Test Systems $AEHR - 2.75% [--]. Prevas $PREV - 2.45%"
X Link 2025-01-01T15:51Z [----] followers, 15.6K engagements
"ChemoMetec $CHEMM Positive updates from cell-counting equipment business ChemoMetec. Ive had a wild ride with ChemoMetec over the last year or so but Ive stayed invested because of its excellent quality metrics and runway of future growth. Some highlights: 5-year ROIC: 55% Gross Margin: 90% 10-year average EPS growth: 61% 10-year average Rev growth: 24% https://twitter.com/i/web/status/1877655222832468176 https://twitter.com/i/web/status/1877655222832468176"
X Link 2025-01-10T09:54Z [----] followers, [----] engagements
"Performance update for Jan 25: January 2025: +3.27% Annualised Since Inception Dec-21: +9.08% No new outright buys or sells. Top [--] Winners: - Nova $NVMI - Invisio $IVSO - HMS Networks $HMS Bottom [--] Laggards: - Manhattan Associates - Aehr Test Systems - MedCap"
X Link 2025-02-01T11:45Z [----] followers, [----] engagements
"Decided to further consolidate my portfolio this month. Several smaller holdings exited some at pretty decent gains to expand higher conviction names. Exited: Vitec Software Laboratorios Farmaceuticos Rovi Fortnox Prevas Expanded: Indutrade Invisio Momentum Group Judges Scientific https://twitter.com/i/web/status/1887230129442549900 https://twitter.com/i/web/status/1887230129442549900"
X Link 2025-02-05T20:01Z [----] followers, [----] engagements
"The Lion-Cubs Portfolio Top-10: - Momentum Group $MMGR - 7.71% - Lifco $LIFCO - 5.99% - TerraVest $TVK - 5.81% - Lagerkrantz $LAGR - 5.59% - Teqnion $TEQ - 5.55% - Lumine Group $LMN - 5.37% - ChemoMetec $CHEMM - 5.21% - Topicus $TOI - 5.11% - Judges Scientific $JDG - 4.95% - Addtech $ADDT - 4.59% https://twitter.com/i/web/status/1887238114403299707 https://twitter.com/i/web/status/1887238114403299707"
X Link 2025-02-05T20:33Z [----] followers, 14.1K engagements
"Agreed not the best Q for Momentum Group but the overall a very good year. Onwards and upwards $MMGR $MMGR: Strong Year Soft Q4 EBITA +22% YoY 🔥 Profitability staying strong YoY but Q4 hit by one-offs (moving main warehouse & M&A amortization) 🤷♂ Net profit slightly dissapointing Infra segment doing well: EBITA/WC 55% 60% '24 M&A avg multiple is 6x EBITA https://t.co/XSgHGQiRaE $MMGR: Strong Year Soft Q4 EBITA +22% YoY 🔥 Profitability staying strong YoY but Q4 hit by one-offs (moving main warehouse & M&A amortization) 🤷♂ Net profit slightly dissapointing Infra segment doing well: EBITA/WC"
X Link 2025-02-14T08:47Z [----] followers, [----] engagements
"🦁 The Lion-Cubs Portfolio - [--] March [----]. - Momentum Group $MMGR - 8.08% - Lifco $LIFCO - 6.16% - Judges Scientific $JDG - 5.72% - Lagerkrantz $LAGR - 5.71% - ChemoMetec $CHEMM - 5.67% - Teqnion $TEQ - 5.45% - Invisio $IVSO - 5.23% - TerraVest Industries $TVK - 5.16% - Lumine Group $LMN - 5.09% - Topicus $TOI - 5.05% - AddTech $ADDT - 4.80% - Indutrade $INDT - 4.51% - Bufab $BUFAB - 4.50% - Kadant $KAI - 4.13% - HMS Networks $HMS - 4.12% - Cerillion $CER - 4.02% - Camtek $CAMT - 3.64% - Nova $NVMI - 3.62% - MedCap $MCAP - 3.41% - Manhattan Associates $MANH - 2.50% - Axcelis Technologies"
X Link 2025-03-03T10:09Z [----] followers, [----] engagements
"Lion-Cubs Portfolio Update as of today: - Momentum Group $MMGR - 7.56% - Lifco $LIFCO - 6.70% - TerraVest Industries $TVK - 6.63% - Lumine Group $LMN - 6.23% - Topicus $TOI - 6.02% - Lagerkrantz $LAGR - 5.93% - Teqnion $TEQ - 5.71% - Invisio $IVSO - 5.45% - AddTech $ADDT - 5.17% - ChemoMetec $CHEMM - 4.82% - Judges Scientific $JDG - 4.48% - Cerillion $CER - 4.33% - Bufab $BUFAB - 4.25% - MedCap $MCAP - 4.16% - Indutrade $INDT - 4.13% - HMS Networks $HMS - 3.93% - Kadant $KAI - 3.15% - Camtek $CAMT - 3.10% - Nova $NVMI - 2.88% - Manhattan Associates $MANH - 2.53% - Axcelis Technologies $ACLS -"
X Link 2025-05-01T09:59Z [----] followers, 10.3K engagements
"Which Lion-Cubs have had the toughest YTD Aehr Test-Systems $AEHR -48.04% Manhattan Associates $MTTN -31.20% Camtek $CAMT -18.73% MedCap $MCAP -18.66% Axcelis Technologies $ACLS -15.62% [--] of these are small-cap semiconductor stocks hurt by tariffs and declining market sentiment. Some are very cheap now however as a result. I intend to make no trades at all. Luckily most of these were smaller holdings so havent negatively impacted overall performance that much. Which holdings have had the toughest time in [----] for your portfolio https://twitter.com/i/web/status/1922286976151257497"
X Link 2025-05-13T13:45Z [----] followers, [----] engagements
"If I had to put together an all-cap UK Quality Fund right now these are the stocks I would hold in equal splits: - Halma $HLMA - Diploma $DPLM - Intertek $ITRK - Cerillion $CER - Relx $RELX - Experian $EXPN - Sage $SGE - Judges Scientific $JDG - Greggs $GRG - London Stock Exchange $LSEG - Unilever $ULVR - YouGov $YOU - Rightmove $RMV - Auto Trader $AUTO - Croda International $CRDA - Diageo $DGE - Clarkson $CKN - AstraZeneca $AZN - Dominos Pizza Group $DOM - Spirax Sarco $SPX https://twitter.com/i/web/status/1922604464373964843 https://twitter.com/i/web/status/1922604464373964843"
X Link 2025-05-14T10:46Z [----] followers, 12.8K engagements
"What going on with Evolution gaming $EVO.ST - A basic look at the financials shows some astonishing metrics (Margins Return on Capital etc.) - Stock is now in 61% drawdown with a low rating. - Free cash flow continues to grow however the rate of improvement has slowed. - Is this due to regulatory concerns over online gambling 🤔 https://twitter.com/i/web/status/1927269797244371141 https://twitter.com/i/web/status/1927269797244371141"
X Link 2025-05-27T07:45Z [----] followers, [----] engagements
"My portfolio top-10 as of today: - Momentum Group $MMGR - 7.81% - TerraVest Industries $TVK - 7.37% - Lifco $LIFCO - 6.60% - Topicus $TOI - 6.43% - Lumine Group $LMN - 6.13% - Judges Scientific $JDG - 5.62% - Lagerkrantz $LAGR - 5.55% - ChemoMetec $CHEMM - 5.05% - AddTech $ADDT - 4.95% - Invisio $IVSO - 4.76% - Cerillion $CER - 4.69% Roughly 60% of total assets. Would you change any of these https://twitter.com/i/web/status/1928720569903767877 https://twitter.com/i/web/status/1928720569903767877"
X Link 2025-05-31T07:49Z [----] followers, 17.6K engagements
"Fundsmiths top-10 has a lot of high-quality yet temporarily out-of-favour (E.g. $NVO $OR.PA $IDXX & $WAT) or high-quality but just plain dull ( $PM $VISA $ADP) businesses. Terry Smith certainly cant be accused of index hugging"
X Link 2025-06-03T17:54Z [----] followers, [----] engagements
"Something I like to monitor as an investor are insider buys and sells. This is the @Stockopedia director dealings breakdown for Lagerkrantz a major holding of mine which I recently increased at current levels as have the insiders. $LAGR"
X Link 2025-06-15T06:41Z [----] followers, [----] engagements
"These are the insider buys and sells for AddTech. The banter in the office must be mint $ADDT"
X Link 2025-06-15T16:23Z [----] followers, [----] engagements
"Check out the [----] (I think) REQ Capital annual report. It has a great write-up on $MMGR @LionCubsFund Momentum Group deep dive when @LionCubsFund Momentum Group deep dive when"
X Link 2025-06-18T17:53Z [----] followers, [----] engagements
"@ZiaYusufUK If you can afford to spend your benefits on leasing a brand new BMW including on the deposit then you dont need your benefits and they should be withdrawn. Most working people cant afford to lease brand new BMWs. Welfare state should be a safety net nothing more"
X Link 2025-07-01T15:57Z [----] followers, 44.7K engagements
"20% of all new cars sold are due to the motorbility scheme. This is a fact. This is unsustainable unnecessary and unaffordable for the taxpayer. Nobody NEEDS a brand new BMW. It is a luxury car. Anybody who can afford to spend their benefits on leasing a brand new BMW should have their benefits stopped. Most taxpayers cant afford to lease a brand new car every [--] years"
X Link 2025-07-02T04:14Z [----] followers, 14.6K engagements
"Rachel Reeves had an impossible job. The Tories failed through mistakes you would normally associate with a left-wing Labour government: - Record high taxes - Wasteful public spending - Open borders - Lost control of law and order The answer to these problems was never going to be a Labour government. 🥀"
X Link 2025-07-02T13:49Z [----] followers, 13.9K engagements
"@ringogrumio @KemiBadenoch Badenoch is leader of the opposition and it is her job to hold the government to account. I feel sorry for Reeves but shes made a lot of mistakes as have the Labour Party and they now need to account for them. Today was Kemis best day so far"
X Link 2025-07-02T18:39Z [----] followers, [----] engagements
"@ProfBrianCox rather than make cheap jokes it would be interesting to hear your actual counter argument to net zero being unaffordable in its current guise and whether it is worth bankrupting Uk industry and people for a unilateral target which wont make any difference to the global temperature anyway. And also whether these massive subsidies offer value for money for the British taxpayer"
X Link 2025-07-16T20:36Z [----] followers, [----] engagements
"Momentum Group interim report. $MMGR https://www.momentum.group/en/wp-content/uploads/sites/2/momentum-group-interim-report-q2-2025.pdf https://www.momentum.group/en/wp-content/uploads/sites/2/momentum-group-interim-report-q2-2025.pdf"
X Link 2025-07-18T06:56Z [----] followers, [----] engagements
"Here is the interim report for Lagercrantz. $LAGR https://vp259.alertir.com/afw/files/press/lagercrantz/20250718-68ea0479-4dde-4568-81c0-043dc2da1416-1.pdf https://vp259.alertir.com/afw/files/press/lagercrantz/20250718-68ea0479-4dde-4568-81c0-043dc2da1416-1.pdf"
X Link 2025-07-18T07:24Z [----] followers, [----] engagements
"Decisions like this are why our economy is collapsing and we cant build anything. What an appalling capitulation to the vegetable lobby from this spineless Labour government. I say fuck the bats. If you are going to drain the swamp you dont consult the frogs. Build baby build"
X Link 2025-07-18T07:37Z [----] followers, [----] engagements
"@SkyNews Of course they should. This isnt controversial. Capitalism REQUIRES failing businesses to go bust. Bail outs are an abomination and unbalance the system"
X Link 2025-07-20T20:57Z [----] followers, [----] engagements
"@afneil This country doesnt need a Trump it needs a Milei. Any politician which refuses to dramatically cut the size of the state is not serious. And so far no politicians have set out clear plans of what would be cut"
X Link 2025-07-22T07:52Z [----] followers, [----] engagements
"Lots of people asking me why I dont yet own $ROKO. Roko looks like an interesting acquirer but is it better than all the others I have Would buying Roko be better than buying more Bufab Momentum Group Topicus Lagercrantz or Addtech If so why"
X Link 2025-07-22T11:13Z [----] followers, [----] engagements
"Judges Scientific down 18% today on profit warning. Difficulties amongst some business units proving more long-lasting than expected. $JDG"
X Link 2025-07-24T07:38Z [----] followers, [----] engagements
"Here is the trading update from Judges Scientific. $JDG My reaction These choppy waters are likely temporary and this is likely a buying opportunity as deferred projects will eventually be undertaken China will recover Geotek will recover and acquisitions are rolling in. https://polaris.brighterir.com/public/judges_scientific/news/rns/story/w00dz6w https://polaris.brighterir.com/public/judges_scientific/news/rns/story/w00dz6w https://polaris.brighterir.com/public/judges_scientific/news/rns/story/w00dz6w https://polaris.brighterir.com/public/judges_scientific/news/rns/story/w00dz6w"
X Link 2025-07-24T08:12Z [----] followers, [----] engagements
"@NJ_Timothy What an absolutely disgraceful waste of taxpayers money"
X Link 2025-07-28T17:38Z [----] followers, [----] engagements
"Clorox for example. Slow-growth not even a mid-cap really. They also had Fevertree for far too long likely incurring losses of 70% or more. They also sold Wingstop too early (admittedly I did this too thinking I was clever with a double 🤦♂ They also sold Addtech before the recent pop. I could go on https://twitter.com/i/web/status/1950101789174382631 https://twitter.com/i/web/status/1950101789174382631"
X Link 2025-07-29T07:51Z [----] followers, [---] engagements
"@donmcgowan 36% is still remarkably high. What is the lefts response to this"
X Link 2025-07-29T11:07Z [----] followers, [----] engagements
"@DailyMail Surely there would be CCTV of that part of the station which would shed light on the truth of events"
X Link 2025-07-29T12:24Z [----] followers, [----] engagements
"@owenjonesjourno Never thought Id say this but I actually agree with Owen Jones"
X Link 2025-07-29T13:33Z [----] followers, 11.9K engagements
"@BBCNewsnight Alongside Farage Zia is the most important politician of the current generation"
X Link 2025-07-30T05:47Z [----] followers, 12.1K engagements
"@AlisonA70131826 If you actually read what that text says it verifies the majority of Rylans comments as correct"
X Link 2025-08-30T06:46Z [----] followers, [----] engagements
"Pension cuts not popular with pensioners that is true. But that doesnt mean its not necessary. Everybody knows it is. Quangos cost circa 375bn a year and rising. Halving this would close all but the essential ones whilst forcing them to be more efficient. The size of the state would be smaller these cuts would be brutal. But its not impossible and would allow for many pro-growth tax cuts cheaper borrowing etc. Fiscally negative immigration does not result in more tax funding - that is what fiscally negative means. Renewables are expensive and unaffordable. Everybody understands this now. Go"
X Link 2025-09-15T10:19Z [----] followers, [--] engagements
"@CJ0pp3l $MMGR Momentum Group Nordic Serial Acquirer with proven model and the very best management. Unlimited growth potential"
X Link 2025-09-20T07:09Z [----] followers, [----] engagements
"Here is my full portfolio as of end of September 2025: - Camtek $CAMT - 12.68% - Nova $NVMI - 11.72% - Momentum Group $MMGR - 9.25% - Topicus $TOI - 9.19% - Lumine Group $LMN - 8.42% - MedCap $MCAP - 7.96% - Lagercrantz $LAGR - 7.15% - Lifco $LIFCO - 6.88% - AddTech $ADDT - 6.76% - Teqnion $TEQ - 5.83% - TerraVest $TVK - 5.75% - Bufab $BUFAB - 4.34% - Judges Scientific $JDG - 4.09% A change this month was exiting Cerillion in order to take advantage of recent drops on Topicus and Lumine Group which felt are more diversified with longer runways. I am close to adding a brand new holding to the"
X Link 2025-09-30T13:04Z [----] followers, [----] engagements
"I have initiating a new holding in the Lion-Cubs Fund: ROKO $ROKO Roko is another serial acquirer headquartered in Sweden and owns a number of promising subsidiaries across Europe. Followers/holders of Lifco may know the ROKO founder and CEO Fredrik Karlsson was formerly the CEO of Lifco. And hopefully will achieve similarly stellar things at Roko. Welcome to the Cubs. https://twitter.com/i/web/status/1980287138144174233 https://twitter.com/i/web/status/1980287138144174233"
X Link 2025-10-20T14:57Z [----] followers, 10.2K engagements
"Here are my top-10 holdings (83.91% of total assets) as of today: - Camtek $CAMT - 10.07% - Nova $NVMI - 10.01% - Judges Scientific $JDG - 9.85% - Momentum Group $MMGR - 9.11% - Topicus $TOI - 8.32% - MedCap $MCAP - 8.16% - Lagerkrantz $LAGR - 7.88% - Lifco $LIFCO - 7.55% - Addtech $ADDT - 6.77% - Teqnion $TEQ - 6.19% What would you change https://twitter.com/i/web/status/1985748727101862327 https://twitter.com/i/web/status/1985748727101862327"
X Link 2025-11-04T16:39Z [----] followers, 13K engagements
"Followers of UK serial acquirer Judges Scientific $JDG should listen to this podcast with Chris Waller from Hidden Gems Investing. Really insightful discussion. Disclosure: Judges is my largest holding and am planning to add to my holdings at current levels. $JDG.L - See my podcast on Judges Scientific with James Emanuel at Hidden Gems Investing. Our conversation included my updated thoughts on several significant developments including: [--]. Whether to view the Geotek acquisition as a red flag on Judges acquisition runway and https://t.co/mkvS9pBBS2 $JDG.L - See my podcast on Judges Scientific"
X Link 2025-12-21T11:15Z [----] followers, [----] engagements
"Here is my full portfolio going into [----] using the @fiscal_ai visualiser"
X Link 2026-01-03T12:29Z [----] followers, [----] engagements
"Nice starts for $NVMI & $CAMT so far in [----]. Both still tiny in market cap by semiconductor standards both set to benefit as chips get more and more advanced and the need for metrology and testing increases over time"
X Link 2026-01-06T14:42Z [----] followers, [----] engagements
"I suspect there may be a fraud going on with Evri certainly in the UK. I sold an item on @eBay_UK with the standard pre-paid Evri courier service. When I brought the medium sized parcel to the local designated Evri post office the assistant said they do not accept larger parcels for Evri because their couriers refuse to take them. I pointed out that Evri should be taking these as per their agreement as an EBay courier she said if I want to complain I can but nothing gets done about it. This is the second time this has happened. It is a disgrace. So why are Evri pretending to offer @eBay_UK a"
X Link 2026-01-08T11:57Z [----] followers, [----] engagements
"A nice investment summary on $CAMT my largest holding at 11% of the fund. $CAMT Camtek: Strategic Growth and Leadership in Advanced Packaging Inspection https://t.co/HU8tbBH16i $CAMT Camtek: Strategic Growth and Leadership in Advanced Packaging Inspection https://t.co/HU8tbBH16i"
X Link 2026-01-13T15:12Z [----] followers, [----] engagements
"So why is $TOI down nearly 20% in [--] days 🤷"
X Link 2026-01-15T21:23Z [----] followers, [----] engagements
"One of the main bull arguments for VMS stocks like $CSU $TOI and $LMN is that AI will add to their businesses rather than take away. Or at the very least that AI wont take away from their earnings. I suspect this is what the market will need to see to trigger a re-rating upwards. I imagine this could take even a couple of years to establish itself. Same goes for other SAAS businesses like $NOW $ADBE $INTU $WDAY etc. https://twitter.com/i/web/status/2012081530487632190 https://twitter.com/i/web/status/2012081530487632190"
X Link 2026-01-16T08:36Z [----] followers, [----] engagements
"Fears of disruption hurt a stocks multiple and this can last a long-time even if the earnings are unaffected. Even if $LMN $CSU $TOI carry on shooting the lights out performance-wise the fear of more advanced AI stopping this will still be depressing multiples. However earnings ultimately win out. A good example of this is tobacco stocks in the 80s 90s 00s. Despite appalling sentiment the profits kept rolling in and the stocks were still very successful despite sensible multiples"
X Link 2026-01-17T06:57Z [----] followers, [----] engagements
"Terry Smith is taking a lot of flak right now but has his sell discipline been vindicated - Diageo - Este Lauder - Adobe - Amazon - Paypal - Brown Forman Most of these have gone down significantly after he sold them even Amazon hasnt dont particularly well since iirc"
X Link 2026-01-17T07:27Z [----] followers, [----] engagements
"Needham upgrades Nova Measuring Instruments stock rating to Buy - $500 price target. https://www.investing.com/news/analyst-ratings/needham-upgrades-nova-measuring-instruments-stock-rating-to-buy-93CH-4454637 https://www.investing.com/news/analyst-ratings/needham-upgrades-nova-measuring-instruments-stock-rating-to-buy-93CH-4454637"
X Link 2026-01-20T20:44Z [----] followers, [---] engagements
"One thing to remember re VMS stocks is the fear of AI replacement is likely to remain in place for the foreseeable future. It wont suddenly disappear or be discounted even if it is unjustified. Even in [--] years time with VMS earnings going from strength to strength the market may STILL say but AI will inevitably disrupt this once technology advances and that may be baked into the lower multiple. Eventually the earnings would propel the stock price upwards but they would be relatively cheaper stocks than they were pre-AI. Im a holder of $TOI and $LMN and providing they continue to grow and"
X Link 2026-01-22T07:11Z [----] followers, [----] engagements
"More pain for UK acquirer Judges Scientific with weak US performance weighing on the group especially in the area of wind power. $JDG Stock is down 11% this morning. https://polaris.brighterir.com/public/judges_scientific/news/rns/story/w9pzeex https://polaris.brighterir.com/public/judges_scientific/news/rns/story/w9pzeex"
X Link 2026-01-22T10:18Z [----] followers, [----] engagements
"Judges Scientific $JDG.L $JDG now in the largest drawdown in its history at over 60%. It now trades at a relatively low EV/EBIT of around [--]. Whilst free cash-flow has continued to grow earnings have stagnated over the last [--] years due to a combination of macro and company specific factors. However I believe many of these headwinds are temporary Factors include: - General slow-down in life sciences due to post-covid overstocking. This will unwind eventually. - US reduction in R&D spending. One would expect this to be temporary and associated with the current administration rather than a long"
X Link 2026-01-24T07:53Z [----] followers, [----] engagements
"@SantiPaZZZ Thats good but will take a while to filter through to $JDG order book. Bullish for the stock though imho"
X Link 2026-01-27T06:03Z [----] followers, [--] engagements
"What on earth is going on re $TOI and $LMN Not sure Ive ever seen such rapid falls based on zero news or actual data"
X Link 2026-01-29T15:15Z [----] followers, [----] engagements
"More bullish news for Nova. $NVMI. https://uk.finance.yahoo.com/news/nova-announces-adoption-metrion-two-130000838.html https://uk.finance.yahoo.com/news/nova-announces-adoption-metrion-two-130000838.html"
X Link 2026-01-29T23:38Z [----] followers, [---] engagements
"@big_manniex $MMGR is high-quality but has also become a reasonable price lately. Superb scalable strategy excellent leadership niche markets with huge runways. Tiny market cap that could become a 100-bagger over the next 15-20 years"
X Link 2026-02-01T17:50Z [----] followers, [--] engagements
"This doesnt actually describe Reforms plan. Sectors where there is an urgent need for workers are granted temporary visas where they also have to train up British workers. If the Green Party is in favour of migrants not having to speak English costing more in benefits then they pay in taxes and allowing them to stay in the country even if they commit dreadful crimes they should come out and say so. I dont think thats popular. https://twitter.com/i/web/status/2018029962050011469 https://twitter.com/i/web/status/2018029962050011469"
X Link 2026-02-01T18:33Z [----] followers, [---] engagements
"@moneyandmore72 What did you expect though Sorry weve lost your saving by investing in some shitters over the years 🤣"
X Link 2026-02-02T20:48Z [----] followers, [---] engagements
"There is more of a whiff of the [----] $META crash to what is currently happening so SaaS. Things could rebound very quickly if the market gets the slightest hint AI may boost these businesses rather than hinder them"
X Link 2026-02-03T20:26Z [----] followers, [----] engagements
"@ReneSellmann Prices can always get unimaginable Alibaba at $63 and Meta at $90 spring to mind. Hard to catch the bottom though but its usually when nothing makes sense anymore and the narrative becomes completely uncoupled from the numbers"
X Link 2026-02-03T21:36Z [----] followers, [---] engagements
"I dont know what is scarier for markets the threat of AI displacing all white collar jobs or the market devastation caused should this scenario stop looking likely. 😦"
X Link 2026-02-15T20:07Z [----] followers, [---] engagements
"You are the one being disingenuous Gavin. You know full well Connolly was denied bail and bullied into pleading guilty while Jones wasnt and had his trial delayed. Why the difference The majority now accept two tier justice is a sad reality and want it to change. The long-term consequences of two-tier justice will turn out to be disastrous"
X Link 2025-08-16T05:06Z [----] followers, [----] engagements
"@BenjaminDeRebel Why was the video of the kick released so early but this was held back It reeks of another cover up"
X Link 2025-07-10T17:19Z [----] followers, [----] engagements
"20% of all new cars sold are due to the motorbility scheme. This is a fact. This is unsustainable unnecessary and unaffordable for the taxpayer. Nobody NEEDS a brand new BMW. It is a luxury car. Anybody who can afford to spend their benefits on leasing a brand new BMW should have their benefits stopped. Most taxpayers cant afford to lease a brand new car every [--] years"
X Link 2025-07-02T04:14Z [----] followers, 14.6K engagements
"@owenjonesjourno Never thought Id say this but I actually agree with Owen Jones"
X Link 2025-07-29T13:33Z [----] followers, 11.9K engagements
"@ZiaYusufUK If you can afford to spend your benefits on leasing a brand new BMW including on the deposit then you dont need your benefits and they should be withdrawn. Most working people cant afford to lease brand new BMWs. Welfare state should be a safety net nothing more"
X Link 2025-07-01T15:57Z [----] followers, 44.7K engagements
"The culture in Sweden for creating shareholder value is unlike anywhere else even the US. Over 40% of my entire portfolio is Swedish companies: - Lifco - HMS Networks - Lagercrantz - Fortnox - Addtech - Teqnion - Prevas Do you hold any of these"
X Link 2023-12-27T08:05Z [----] followers, 52.5K engagements
"The culture in Sweden for creating shareholder value is unlike anywhere else in the world including the US. So much so that over 40% of my entire portfolio is invested in Swedish businesses. - Teqnion - Vitec Software - Lagercrantz - HMS Networks - Lifco - Lime Technologies - Addtech - Prevas - Indutrade - Fortnox - Bufab Do you hold any of these"
X Link 2024-01-13T13:22Z [----] followers, 65.5K engagements
"A market-cap of roughly $500m/392m is seen as the sweet-spot for multi-baggers. - Terravest 463m - Lime Technologies 313m - Amadeus Fire 552m - cBrain 481m - Cerillion 473m - Medistim 305m - Infotel 291m - Teqnion 330m Small - but not too small. 🎯"
X Link 2024-01-06T12:59Z [----] followers, 25.1K engagements
"My full portfolio as of now: - Camtek $CAMT - 10.41% - Nova $NVMI - 10.06% - Topicus $TOI - 8.97% - Momentum Group $MMGR - 8.67% - Lumine Group $LMN - 8.51% - Lagercrantz $LAGR - 7.80% - Lifco $LIFCO - 7.14% - AddTech $ADDT - 7.01% - MedCap $MCAP - 6.95% - TerraVest Industries $TVK - 6.41% - Teqnion $TEQ - 5.55% - Judges Scientific $JDG - 5.05% - Bufab $BUFAB - 4.08% - Cerillion $CER - 3.39% What would you change https://twitter.com/i/web/status/1945150645297709538 https://twitter.com/i/web/status/1945150645297709538"
X Link 2025-07-15T15:57Z [----] followers, 26.7K engagements
"The sector I am most bullish on within which nearly half the entire funds assets are invested in is serial acquirers: - Teqnion - Judges Scientific - Addtech - HMS Networks - SDI Group - Lagercrantz - Lifco Are you invested in any serial acquirers"
X Link 2024-01-10T07:09Z [----] followers, 25.8K engagements
"The 5-year CAGR of the real Magnificent Seven: - Vitec - 46.2% - Teqnion - 42.1% - Addtech - 38.9% - Lagercrantz - 35.8% - Lifco - 31.5% - Indutrade - 27.3% - HMS Networks - 24.7% The invincible NASDAQ $QQQ did 21.5% over the same period"
X Link 2024-03-10T07:15Z [----] followers, 17.1K engagements
"Here are some of the highest quality companies I have found in Sweden: Prevas HMS Networks Lagercrantz Fortnox Teqnion Lifco Addtech Indutrade Momentum Group Vitec Software Evolution Atlas Copco Do you hold any Swedish stocks"
X Link 2023-12-12T18:34Z [----] followers, 29.3K engagements
"The Magnificent Seven: - Teqnion - Lifco - Addtech - Lagercrantz - HMS Networks - Indutrade - Vitec Software"
X Link 2024-02-06T21:21Z [----] followers, 28.5K engagements
"X-Ray of Magnificent Seven - Teqnion $TEQ - HMS Networks $HMS - Lifco $LIFCO - Addtech $ADDT - Lagercrantz $LAGR - Vitec Software $VIT - Indutrade $INDT FCF Yld: 2.58% Rev CAGR 5yr: 19.36% EPS CAGR 5yr: 20.04% ROCE 5y: 19.11% Op Margin: 16.88% Gross Margin: 44.34%"
X Link 2024-04-05T09:18Z [----] followers, 12.5K engagements
"@ZackPolanski @JeremyVineOn5 The is a weak response Zack. The huge rise in the numbers of claimants in this country are not supported by any plausible medical explanation. People are obviously on the take because work doesnt pay"
X Link 2025-08-13T11:54Z [----] followers, [----] engagements
"The Lion-Cubs Fund holdings as of [--] Jan 2025: [--]. Lumine Group $LMN - 5.80% [--]. Momentum Group $MMGR - 5.61% [--]. Teqnion $TEQ - 5.45% [--]. Lifco $LIFB - 5.28% [--]. MedCap $MCAP - 5.27% [--]. TerraVest $TVL - 5.22% [--]. Lagerkrantz $LAGR - 5.16% [--]. ChemoMetec $CHEMM - 4.85% [--]. Cerillion $CER - 4.56% [--]. Topicus $TOI - 4.48% [--]. Addtech $ADDT - 4.40% [--]. Camtek $CAMT - 4.02% [--]. Manhattan Associates $MANH 3.89% [--]. Kadant $KAI - 3.87% [--]. HMS Networks $HMS - 3.63% [--]. Judges Scientific $JDG - [----] [--]. Bufab $BUFAB - 3.06% [--]. Nova $NVMI - 3.04% [--]. Aehr Test Systems $AEHR - 2.75% [--]. Prevas $PREV - 2.45%"
X Link 2025-01-01T15:51Z [----] followers, 15.6K engagements
"Here is my full portfolio breakdown as of [--] Jan 2024: - Cerillion - 5.62% - Teqnion - 5.08% - Fortnox - 5.03% - HMS Networks - 4.95% - Lagercrantz - 4.95% - Calnex Solutions - 4.90% - Addtech - 4.85% - Lifco - 4.81% - ChemoMetec - 4.23% - YouGov - 4.13%"
X Link 2024-01-31T16:49Z [----] followers, 21.5K engagements
"The bombed-out UK market is now being tipped to out-perform its peers over the next 10-15 years. Here are some quality under-the-radar UK small-caps: - Calnex Solutions - SDI Group - MacFarlane - James Halstead - Focusrite - Kainos - Tatton Asset Mgmt - Cerillion"
X Link 2023-12-26T14:02Z [----] followers, 24K engagements
"Difference is Farage champions wealth creation and wants lower taxes as he should do. Rayner and her supporters hate capitalism hate success and want to confiscate peoples hard earned savings and give them to the feckless. She champions this with a straight face knowing she is buying an 800k THIRD home. What shameless hypocrisy"
X Link 2025-08-24T17:24Z [----] followers, [----] engagements
"Here are my top 10-positions as of now: Fortnox - 6.47% Cerillion - 5.22% Lagercrantz - 5.19% Addtech - 5.10% Lifco - 5.07% Calnex Solutions - 4.95% Teqnion - 4.87% ChemoMetec - 4.77% HMS Networks - 4.11% YouGov - 3.98% Do you hold any of these"
X Link 2024-02-21T15:45Z [----] followers, 32.9K engagements
"My top-10 holdings: - Lagercrantz $LAGR 5.54% - Cerillion $CER.L 5.19% - AddTech $ADDT 5.12% - Lifco $LIFCO 4.99% - Teqnion $TEQ 4.68% - Fortnox $FNOX 4.61% - ChemoMetec $CHEMM.CO 4.53% - HMS Networks $HMS 4.20% - Topicus $TOI.V 3.63% - Calnex $CLX.L 3.55%"
X Link 2024-03-29T14:59Z [----] followers, 15.1K engagements
"France is a safe country. Nobody from France is in dire need of coming to the UK. The UK is nowhere near the countries the asylum seekers are coming from their reasons for choosing the UK are discretionary. This is not sustainable economically or culturally and is a national security disaster waiting to happen"
X Link 2025-07-11T05:34Z [----] followers, [----] engagements
"My portfolio top-10 as of today: - Momentum Group $MMGR - 7.81% - TerraVest Industries $TVK - 7.37% - Lifco $LIFCO - 6.60% - Topicus $TOI - 6.43% - Lumine Group $LMN - 6.13% - Judges Scientific $JDG - 5.62% - Lagerkrantz $LAGR - 5.55% - ChemoMetec $CHEMM - 5.05% - AddTech $ADDT - 4.95% - Invisio $IVSO - 4.76% - Cerillion $CER - 4.69% Roughly 60% of total assets. Would you change any of these https://twitter.com/i/web/status/1928720569903767877 https://twitter.com/i/web/status/1928720569903767877"
X Link 2025-05-31T07:49Z [----] followers, 17.6K engagements
"Italy also has some high-quality small/mid-caps some of which are not well known: - Carel Industries - Sesa - Davide Campari - Technoprobe - Diasorin - Recordati - Moncler - Cembre Do you hold any of these"
X Link 2024-01-07T15:45Z [----] followers, 12.1K engagements
"Here are my [--] largest holdings. They make up over half the funds assets: - Cerillion 6.52% - HMS Networks 6.52% - Lagercrantz 6.39% - Lifco 6.05% - Calnex Solutions 5.91% - Teqnion 5.91% - Addtech 5.60% - ChemoMetec 4.79% - Fortnox 4.75% - Prevas 4.20%"
X Link 2024-01-11T12:42Z [----] followers, 13.7K engagements
"My favourite German Small/Mid-caps: - Atoss Software $AOF - Mensch und Maschine $MUM - Amadeus Fire $AAD - Nemetschek $NEM - Rational $RAA - Ringmetall $HP3A - Elmos Semiconductor $ELG Any others I am missing"
X Link 2024-04-20T18:01Z [----] followers, 17.5K engagements
"Rachel Reeves had an impossible job. The Tories failed through mistakes you would normally associate with a left-wing Labour government: - Record high taxes - Wasteful public spending - Open borders - Lost control of law and order The answer to these problems was never going to be a Labour government. 🥀"
X Link 2025-07-02T13:49Z [----] followers, 13.9K engagements
"@ringogrumio @KemiBadenoch Badenoch is leader of the opposition and it is her job to hold the government to account. I feel sorry for Reeves but shes made a lot of mistakes as have the Labour Party and they now need to account for them. Today was Kemis best day so far"
X Link 2025-07-02T18:39Z [----] followers, [----] engagements
"My full portfolio as of today: - Momentum Group $MMGR - 9.60% - Camtek $CAMT - 8.87% - Topicus $TOI - 8.72% - Nova $NVMI - 8.58% - Lifco $LIFCO - 8.37% - Lumine Group $LMN - 7.93% - Lagerkrantz $LAGR - 7.87% - Addtech $ADDT - 7.13% - TerraVest $TVK - 7.04% - MedCap $MCAP - 6.50% - Judges Scientific $JDG - 5.96% - Teqnion $TEQ - 5.51% - Bufab $BUFAB - 4.27% - Cerillion $CER - 3.66% What would you change https://twitter.com/i/web/status/1938163499013706181 https://twitter.com/i/web/status/1938163499013706181"
X Link 2025-06-26T09:12Z [----] followers, 12.9K engagements
"If I had to put together an all-cap UK Quality Fund right now these are the stocks I would hold in equal splits: - Halma $HLMA - Diploma $DPLM - Intertek $ITRK - Cerillion $CER - Relx $RELX - Experian $EXPN - Sage $SGE - Judges Scientific $JDG - Greggs $GRG - London Stock Exchange $LSEG - Unilever $ULVR - YouGov $YOU - Rightmove $RMV - Auto Trader $AUTO - Croda International $CRDA - Diageo $DGE - Clarkson $CKN - AstraZeneca $AZN - Dominos Pizza Group $DOM - Spirax Sarco $SPX https://twitter.com/i/web/status/1922604464373964843 https://twitter.com/i/web/status/1922604464373964843"
X Link 2025-05-14T10:46Z [----] followers, 12.8K engagements
"@SkyNews Of course they should. This isnt controversial. Capitalism REQUIRES failing businesses to go bust. Bail outs are an abomination and unbalance the system"
X Link 2025-07-20T20:57Z [----] followers, [----] engagements
"Here is my full portfolio as of today:"
X Link 2024-08-01T08:47Z [----] followers, 15.6K engagements
"Switzerland is known for large-cap giants like Nestle and Richemont. Yet few people know about its high-quality small/mid caps: - Sensirion - Interroll - LEM Holdings - Comet Holdings - SFS Group Do you hold any Swiss small/mid-caps"
X Link 2024-01-09T18:34Z [----] followers, 10.5K engagements
"Germany has some ultra high-quality small/mid caps some of which are not well-known. Here are [--] from my investable universe. - Nemetschek - Rational - Atoss Software - Elmos Semiconductor - Mensch und Maschine - Amadeus Fire - Fabasoft Do you hold any of these"
X Link 2024-01-06T17:32Z [----] followers, [----] engagements
"My portfolio as of today: - Momentum Group $MMGR - 9.45% - Topicus $TOI - 9.38% - Lifco $LIFCO - 8.62% - Camtek $CAMT - 8.35% - Lumine Group $LMN - 8.19% - Lagerkrantz $LAGR - 8.19% - Nova $NVMI - 7.76% - Addtech $ADDT - 7.23% - TerraVest $TVK - 7.19% - MedCap $MCAP - 6.21% - Judges Scientific $JDG - 5.36% - Teqnion $TEQ - 5.27% - Cerillion $CER - 4.53% - Bufab $BUFAB - 4.28% Do you hold any of these https://twitter.com/i/web/status/1932796843601035430 https://twitter.com/i/web/status/1932796843601035430"
X Link 2025-06-11T13:47Z [----] followers, 13.3K engagements
"@afneil This country doesnt need a Trump it needs a Milei. Any politician which refuses to dramatically cut the size of the state is not serious. And so far no politicians have set out clear plans of what would be cut"
X Link 2025-07-22T07:52Z [----] followers, [----] engagements
"My full portfolio as of today: - Teqnion $TEQ - 6.67% - Momentum Group $MMGR - 5.72% - Lifco $LIFCO - 5.52% - Lagerkrantz $LAGR - 5.19% - TerraVest Industries $TVK - 4.91% - MedCap $MCAP - 4.87% - Lumine Group $LMN - 4.83% - Topicus $TOI - 4.70% - Cerillion $CER - 4.61% - AddTech $ADDT - 4.51% - ChemoMetec $CHEMM - 4.17% - Manhattan Associates $MANH - 3.96% - Camtek $CAMT - 3.86% - Kadant $KAI - 3.55% - HMS Networks $HMS - 3.42% - Judges Scientific $JDG - 3.42% - Axcelis Technologies $ACLS - 3:09% - Clinica Baviera $CBAV - 2.88% - Nova $NVMI - 2.84% - Bufab $BUFAB - 2.55% - Aehr Test-Systems"
X Link 2024-10-27T13:04Z [----] followers, 18.4K engagements
"Decisions like this are why our economy is collapsing and we cant build anything. What an appalling capitulation to the vegetable lobby from this spineless Labour government. I say fuck the bats. If you are going to drain the swamp you dont consult the frogs. Build baby build"
X Link 2025-07-18T07:37Z [----] followers, [----] engagements
"@andrew_lilico Precisely right. The Tories failed for mistakes usually associated with a left-wing Labour Party: - Too high tax - Too much spending - Too much immigration - Too much crime - Too much debt Labour was never the answer to these problems and we are seeing that now"
X Link 2025-07-04T10:35Z [----] followers, [----] engagements
"Here are some high-quality small-caps Im researching: - Alpha Group $ALPH - Elmos Semiconductor $ELG - Fevertree Drinks $FEVR - Norbit $NORBT - Franklin Electric $FELE - Italian Sea Group $TISG - QT Group $QTGPF - National Research $NRC - BE Semiconductor $BSI"
X Link 2024-03-27T18:16Z [----] followers, 13.6K engagements
"My holdings: - Lime Technologies $LIME - Bufab $BUFAB - Momentum Group $MMGR - MedCap $MCAP - Prevas $PREV - Teqnion $TEQ - HMS Networks $HMS - Lifco $LIFCO - Lagercrantz $LAGR - Addtech $ADDT - Fortnox $FNOX - Indutrade $INDT - Vitec Software $VIT"
X Link 2024-04-10T07:36Z [----] followers, 11.1K engagements
"@donmcgowan 36% is still remarkably high. What is the lefts response to this"
X Link 2025-07-29T11:07Z [----] followers, [----] engagements
"Hey. Great list btw Heres a few small/mid-caps missing that you may like based on your other high quality picks: - Sensirion - Indutrade - cBrain - Carel Industries - Lime Technologies - Napco Security Technologies - Nova - Europris - Lattice Semiconductor - Wavestone - Sesa - Laboratorios Farmaceuticos Rovi Would be interested to know your take on these UPDATED: Here's our latest list of global quality compounders. Thanks to everyone who commented on the previous versions. Any obvious ones missing or need removing Recent adds: Meta Qualys Interpump Tencent Pro Medicus Xero Recent removals:"
X Link 2024-01-15T18:59Z [----] followers, 22.9K engagements
"UPDATED: Here's our latest list of global quality compounders. Thanks to everyone who commented on the previous versions. Any obvious ones missing or need removing Recent adds: Meta Qualys Interpump Tencent Pro Medicus Xero Recent removals: Teleperformance"
X Link 2024-01-15T11:20Z 72.2K followers, 89.1K engagements
"@jeremycorbyn Reforms odds of gaining a majority at the next GE now massively shortened. Well done Jezza"
X Link 2025-07-24T11:37Z [----] followers, 17.1K engagements
"Here are my top-10 holdings as of now: Cerillion - 7.56% Prevas - 6.81% Teqnion - 6.66% HMS Networks - 6.58% Lagercrantz - 6.31% Lifco - 6.16% Addtech - 5.97% Calnex Solutions - 5.75% Fortnox - 5.66% SDI Group - 5.23% Do you hold any of these"
X Link 2023-12-16T07:03Z [----] followers, 16K engagements
"My favourite Italian small/mid-caps: - Carel Industries $CRLM - Brunello Cucinelli $BCUCY - The Italian Sea Group $TISG - Sesa $SES - Recordati $REC - Moncler $MONC - San Lorenzo $SL - Campari $CPR - Cembre $CMB - Technoprobe $TPRO Do you hold any of these"
X Link 2024-04-19T14:40Z [----] followers, 10.5K engagements
"Merry Christmas Everybody. To celebrate here is a list of under-the-radar small/mid caps I have in my investable universe: Applied Industrial Technologies Indutrade SPS Commerce Sesa Bytes Tech Bufab Kinsale Capital Rational Alfen Franklin Electric"
X Link 2023-12-25T12:53Z [----] followers, [----] engagements
"Small/Mid-Cap Magnificent Seven - Hawkins $HWKN - CorVel $CRVL - MedPace $MEDP - SPS Commerce $SPSC - Franklin Electric $FELE - Applied Industrial Technologies $AIT - Universal Forest Products $UFPI"
X Link 2024-03-17T15:58Z [----] followers, [----] engagements
"European IT small-caps vs NASDAQ - [--] yr CAGR. Mensch und Maschine $MUM.DE - 28.7% Bouvet $BOUV.OL - 26.9% Sesa $SES.IT - 25.1% Softcat $SCT.L - 21.6% Wavestone $WAVE.PA - 21.3% Kainos $KNOS.L - 20.9% Nasdaq $QQQ - 18.6% Picks shovels and consultants"
X Link 2024-03-24T15:37Z [----] followers, 13.2K engagements
"When fishing for high-quality small/mid caps the fishing is great in Europe. Here are some I am researching atm: Nordic Semiconductor Esker Diasorin Boreo Europris Elmos Semiconductor Dino Polska Medistim Alfen Addvise Do you hold any of these"
X Link 2023-12-27T18:52Z [----] followers, 10.8K engagements
"@NJ_Timothy What an absolutely disgraceful waste of taxpayers money"
X Link 2025-07-28T17:38Z [----] followers, [----] engagements
"An under-the-radar sector for high-quality small/mid-caps is consultancy: Technology One Softcat Wavestone Mensch und Maschine Kainos SII Prevas Keystone Law Exponent Next [--] Neurones Bytes Technology Do you hold any of these"
X Link 2023-12-16T16:11Z [----] followers, 17.6K engagements
"Portfolio update: - Lumine Group $LMN - 6.15% - Momentum Group $MMGR - 5.78% - Teqnion $TEQ - 5.76% - TerraVest $TVK - 5.46% - Lifco $LIFCO - 5.46% - Lagerkrantz $LAGR - 4.85% - ChemoMetec $CHEMM - 4.91% - Cerillion $CER - 4.83% - MedCap $MCAP - 4.80% - Topicus $TOI - 4.57% - Kadant $KAI - 4.56% - Addtech $ADDT - 4.53% - Manhattan Associates $MANH - 4.16% - Camtek $CAMT - 3.60% - Judges Scientific $JDG - 3.44% - HMS Networks $HMS - 3.31% - Bufab $BUFAB - 2.93% - Nova $NVMI - 2.68% - Axcelis Technologies $ACLS - 2.54% - Clinica Baviera $CBAV - 2.50% - Prevas $PREV - 2.22% - Fortnox $FNOX -"
X Link 2024-11-28T10:39Z [----] followers, 17.2K engagements
"Here is my full portfolio breakdown as of today. Weighted Averages: Market Cap = $3292m 5-yr Rev CAGR = 18.77% 5-yr EPS CAGR = 27.35% ROCE = 26.32% Gross Margin = 55.51% Op Margin = 20.07% FCF Yield = 3.35% Cash Conversion Cycle = 138.5% Current Ratio = 2.37"
X Link 2024-06-03T09:58Z [----] followers, [----] engagements
"Roughly 10% of my entire net-worth is invested in the healthcare sector mainly medical devices. An aging population high barriers-to-entry high gross margins and high returns on capital - boom or bust people still need healthcare. So here are some of my favourite healthcare small/mid-cap businesses: - ChemoMetec - Revenio - Sectra - Pro Medicus - Catalyst Pharmaceuticals - Laboratorios Farmaceuticos Rovi - CellaVision - Medistim - Fisher & Paykel - MedCap - MedPace"
X Link 2024-02-12T08:35Z [----] followers, 13.6K engagements
"If it tastes good its probably a good investment - Nick Train Dominos Pizza $DPZ Diageo $DGE.L Lindt $LISP.SW Davide Campari $CRP.MI PepsiCo $PEP Heineken $HKHHF Greggs $GRG.L Remy Cointreau $RCO.PA Chipotle MG $CMG Does Nick have a point 🤔"
X Link 2024-01-03T20:41Z [----] followers, 17.1K engagements
"Here are some more high-quality small/mid caps I am researching at the moment: - Mader Group - Mortgage Advice Bureau - National Research Corp - Ringmetall - MedCap - Moncler - Dino Polska - Nova Measuring Instruments - XPel Do you hold any of these"
X Link 2024-02-11T11:14Z [----] followers, 11.1K engagements
"@ProfBrianCox rather than make cheap jokes it would be interesting to hear your actual counter argument to net zero being unaffordable in its current guise and whether it is worth bankrupting Uk industry and people for a unilateral target which wont make any difference to the global temperature anyway. And also whether these massive subsidies offer value for money for the British taxpayer"
X Link 2025-07-16T20:36Z [----] followers, [----] engagements
"The Lion-Cubs Portfolio Top-10: - Momentum Group $MMGR - 7.71% - Lifco $LIFCO - 5.99% - TerraVest $TVK - 5.81% - Lagerkrantz $LAGR - 5.59% - Teqnion $TEQ - 5.55% - Lumine Group $LMN - 5.37% - ChemoMetec $CHEMM - 5.21% - Topicus $TOI - 5.11% - Judges Scientific $JDG - 4.95% - Addtech $ADDT - 4.59% https://twitter.com/i/web/status/1887238114403299707 https://twitter.com/i/web/status/1887238114403299707"
X Link 2025-02-05T20:33Z [----] followers, 14.1K engagements
"Here is my full portfolio breakdown as of today. Weighted average metrics: Market Cap: $3.39bn ROCE: 25.08% ROIC: 22.67% Gross Margin: 53.94% Op Margin: 19.77% FCF Yield: 3.16%"
X Link 2024-07-02T11:57Z [----] followers, [----] engagements
"My top [--] holdings: - Lagercrantz $LAGR 5.66% - Cerillion $CER 5.11% - Lifco $LIFCO 5.08% - Addtech $ADDT 5.02% - Teqnion $TEQ 4.57% - Fortnox $FNOX 4.56% - ChemoMetec $CHEMM 4.16% - HMS Networks $HMS 4.05% - Topicus $TOI 3.74% - Judges Scientific $JDG 3.38%"
X Link 2024-04-12T10:07Z [----] followers, [----] engagements
"Heres some under-the-radar UK Small-caps with high ROCE. Bytes Technology $BYIT.L 78.25% Kainos $KNOS.L 41.55% Tatton Asset Mgmt $TAM.L 37.73% Cerillion $CER.L 35.12% James Halstead $JHD.L 28.85% Focusrite $TUNE.L 23.25% Calnex Solutions $CLX.L 22.85%"
X Link 2023-12-29T11:57Z [----] followers, [----] engagements
"The battered UK market is widely tipped to outperform in [----]. Heres some UK mid-caps with high ROCE: Rightmove $RMV 317.08% Games Workshop $GAW.L 61.56% Auto Trader $AUTO.L 49.01% Croda International $CRDA.L 25.79% Burberry $BRBY.L 23.49% Greggs $GRG.L 21.33%"
X Link 2023-12-31T11:42Z [----] followers, 10.4K engagements
"Looking for high-quality small-caps that dont get talked about Here are some of my favs: - Altia Consultores - Spectra Systems - Prevas - Amadeus Fire - Calnex Solutions - Revenio - Neurones - Bytes Technology Group - Clinica Baviera - Lime Technologies"
X Link 2024-08-18T07:25Z [----] followers, [----] engagements
"My top 10-holdings: Lagercrantz $LAGR Cerillion $CER Addtech $ADDT Lifco $LIFCO Fortnox $FNOX Teqnion $TEQ HMS Networks $HMS Topicus $TOI Calnex Solutions $CLX Judges Scientific $JDG 44.64% of total assets. What would you change if anything"
X Link 2024-04-27T13:46Z [----] followers, 11.5K engagements
"@CDP1882 Does anybody even on the far-left fringes of Labour or the Green Party think this is a good idea This should be front page news on every paper"
X Link 2025-07-13T10:04Z [----] followers, [----] engagements
"Everyone knows US Megacaps. But here are some high-quality under-the-radar smaller businesses Ive found: - Hawkins - Aehr Test Systems - National Research - CorVel - Diodes Inc - Camtek - Kinsale Capital - Axcelis Technologies Do you hold any of these"
X Link 2023-12-13T18:23Z [----] followers, [----] engagements
"France has several high-quality small-caps. Here are some of my favs: - Wavestone $WAVE.PA - Neurones $NRO.PA - Infotel $INF.PA - Equasens $EQS.PA - Esker $ALESK.PA - Remy Cointreau $RCO.PA Any others I am missing"
X Link 2024-03-17T15:13Z [----] followers, [----] engagements
"Another UK stock under the cosh is Burberry $BRBY.L. The only globally relevant UK luxury stock thats listed. Currently available for its [----] price also very near its covid crash price. ROCE 23% Op Margin 20% PE TTM [--] Div yield now 4% Surely a takeover target"
X Link 2023-12-26T17:33Z [----] followers, [----] engagements
"Lion-Cubs Portfolio Update as of today: - Momentum Group $MMGR - 7.56% - Lifco $LIFCO - 6.70% - TerraVest Industries $TVK - 6.63% - Lumine Group $LMN - 6.23% - Topicus $TOI - 6.02% - Lagerkrantz $LAGR - 5.93% - Teqnion $TEQ - 5.71% - Invisio $IVSO - 5.45% - AddTech $ADDT - 5.17% - ChemoMetec $CHEMM - 4.82% - Judges Scientific $JDG - 4.48% - Cerillion $CER - 4.33% - Bufab $BUFAB - 4.25% - MedCap $MCAP - 4.16% - Indutrade $INDT - 4.13% - HMS Networks $HMS - 3.93% - Kadant $KAI - 3.15% - Camtek $CAMT - 3.10% - Nova $NVMI - 2.88% - Manhattan Associates $MANH - 2.53% - Axcelis Technologies $ACLS -"
X Link 2025-05-01T09:59Z [----] followers, 10.3K engagements
"Microsoft is nearly $3T in size. If it were to 10x it would be larger than the US economy ($28T). Trees dont grow to the sky. Here are some high-quality small-caps Ive been researching: - Next [--] Group - Comfort Systems - Sectra - Ringmetall - Spectra Systems - HireQuest - Esker - AutoNation - Troax Group - Boyd Group Do you hold any of these"
X Link 2024-01-22T16:59Z [----] followers, [----] engagements
"If you had to invest you and your familys entire net worth in a single stock for the rest of your lives what would it be and why Mine would be Lifco. A high-quality serial acquirer with a winning strategy that can run and run"
X Link 2024-03-02T18:05Z [----] followers, [----] engagements
"Looking for quality companies in huge drawdowns Here are some of my favs: - YouGov -65% - Remy Cointreau -68% - Lattice Semiconductor -49% - Carel Industries -39% - Sartorius Stedim -68% - Spirax Group -56% - Amadeus Fire -53% - Croda Int -62.18%"
X Link 2024-08-16T13:53Z [----] followers, [----] engagements
"The sector I am most bullish on within which I have invested over 40% of my entire assets is Serial Acquirers: - Teqnion - Topicus - Judges Scientific - Comfort Systems - Lumine Group - Lifco - Nemetschek - Lagercrantz - Terravest Do you hold any of these"
X Link 2024-01-23T15:43Z [----] followers, [----] engagements
"Canada has some of the highest quality compounders in the world. - Constellation Software - LuluLemon - Boyd Group - TerraVest - Topicus - Canadian Pacific Railway - Canadian National Railway - Lumine Group - Waste Connections Do you hold any of these"
X Link 2024-03-03T12:18Z [----] followers, [----] engagements
"@AlisonA70131826 If you actually read what that text says it verifies the majority of Rylans comments as correct"
X Link 2025-08-30T06:46Z [----] followers, [----] engagements
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