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# ![@MichaelGielkens Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1322346961563955201.png) @MichaelGielkens Michael Gielkens

Michael Gielkens posts on X about $csuto, $orcl, $wday, $crm the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1322346961563955201/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1322346961563955201/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXXX +17%
- X Months XXXXXXX +79%
- X Year XXXXXXXXX +4.20%

### Mentions: X [#](/creator/twitter::1322346961563955201/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1322346961563955201/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX -XX%
- X Months XXX +13%
- X Year XXX +26%

### Followers: XXXXX [#](/creator/twitter::1322346961563955201/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1322346961563955201/c:line/m:followers.svg)

- X Week XXXXX +0.62%
- X Month XXXXX +3%
- X Months XXXXX +21%
- X Year XXXXX +41%

### CreatorRank: undefined [#](/creator/twitter::1322346961563955201/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1322346961563955201/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1322346961563955201/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[$csuto](/topic/$csuto) #32, [$orcl](/topic/$orcl) #357, [$wday](/topic/$wday) #111, [$crm](/topic/$crm) #173, [$sap](/topic/$sap) #11, [$csu](/topic/$csu) #36, [sap](/topic/sap) #369, [$toiv](/topic/$toiv) 0.63%, [$acpwa](/topic/$acpwa) 0.63%, [private equity](/topic/private-equity) XXXX%

**Top accounts mentioned or mentioned by**
[@arneulland](/creator/undefined) [@comptortoise](/creator/undefined) [@cj0pp3l](/creator/undefined) [@massivemoats](/creator/undefined) [@abroninvestor](/creator/undefined) [@arnodecouttere](/creator/undefined) [@kairospraxis](/creator/undefined) [@castrobeiras](/creator/undefined) [@olensrud](/creator/undefined) [@leolilja](/creator/undefined) [@pulsionde](/creator/undefined) [@marcwesteneng](/creator/undefined) [@lioncubsfund](/creator/undefined) [@east72dynasty](/creator/undefined) [@qcompounding](/creator/undefined) [@brownmarubozu](/creator/undefined) [@ohcapideas](/creator/undefined) [@dutchinvestors](/creator/undefined) [@deeenine](/creator/undefined) [@simeonresearch_](/creator/undefined)

**Top assets mentioned**
[Oracle Corporation (ORCL)](/topic/$orcl) [Workday Inc (WDAY)](/topic/$wday) [Cream (CRM)](/topic/$crm) [SAP SE (SAP)](/topic/$sap) [Heima (HEI)](/topic/$hei) [HEICO CORP CL A (HEI.A)](/topic/$heia) [Brookfield Corporation (BN)](/topic/$bn) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [KONINKLIJKE PHILIPS  N.V. (PHG)](/topic/$phg) [Clarivate Plc (CLVT)](/topic/$clvt)
### Top Social Posts [#](/creator/twitter::1322346961563955201/posts)
---
Top posts by engagements in the last XX hours

"A legend indeed. The legacy will live on with Eric and Victor at the helm. $HEI $HEI.A"  
[X Link](https://x.com/MichaelGielkens/status/1972729971643998645) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-09-29T18:27Z 4516 followers, 3709 engagements


"Here's our perspective on this weeks developments at Constellation Software $CSU.TO. A leadership transition is significant but what does it mean for the company's strategy and capital allocation We dive into the details in our latest newsletter. Subscribe to get our weekly analysis delivered directly to your inbox Special thanks to my colleague @joepify for his excellent work on the analysis and to @michel_salden for his always thought-provoking macro insights. Find our full take in this week's newsletter (Link below)👇 Key takeaways: X AI Strategy: Constellations approach to AI is pragmatic"  
[X Link](https://x.com/MichaelGielkens/status/1972065065106133442) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-09-27T22:25Z 4517 followers, 15.8K engagements


"Another CSU insider buying about CAD XX million in the open market. $CSU.TO"  
[X Link](https://x.com/MichaelGielkens/status/1973759900489760877) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-10-02T14:40Z 4518 followers, 18.9K engagements


"Just found the GOAT in the zoo with a beard 😆 $CSU.TO"  
[X Link](https://x.com/MichaelGielkens/status/1975160830137098729) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-10-06T11:26Z 4518 followers, 2834 engagements


"Some thoughts after the news broke that Leonard had to step back due to health reasons. First of all wishing him a full recovery of course. While he has been instrumental for Constellation Software as its founder and president he has also built a resilient organization with a lot of talented individuals. Mark Miller and Bernie Anzarouth in particular have been there since the early days so top management seems well-positioned. Importantly pushing responsibility deep down into the organization with one of the best decentralized structures the world has ever seen ensures that $CSU.TO will keep"  
[X Link](https://x.com/MichaelGielkens/status/1971462338399121410) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-09-26T06:30Z 4516 followers, 10.4K engagements


"8/10 Regarding companies Philips $PHG $PHIA.AS was a great investment in hindsight but several relatively new investments still need to pan out as well. Clarivate $CLVT Institut Merieux $BIM.PA Christian Louboutin TagEnergy and LifeNet are also about X% of GAV. I do have to say Im quite optimistic about especially Merieux and Louboutin which really complement the Exor portfolio. The others also seem to be co-investments with talented entrepreneurs"  
[X Link](https://x.com/MichaelGielkens/status/1822634473265004653) [@MichaelGielkens](/creator/x/MichaelGielkens) 2024-08-11T14:01Z 4517 followers, 1712 engagements


"$INVEB.ST $LIFCOB.ST $ADDTB.ST $INDT.ST"  
[X Link](https://x.com/MichaelGielkens/status/1963398943481745559) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-09-04T00:29Z 4519 followers, 1581 engagements


"European vertical market software companies have a moat on top of their software being able to navigate the regulatory landscape. Seems to me that serial acquirers like Constellation Software Topicus Chapters Group and Asseco Poland are positioned well to benefit from this rollup opportunity. $CSU.TO $TOI.V $CHG.DE $ACP.WA"  
[X Link](https://x.com/MichaelGielkens/status/1970016216858193972) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-09-22T06:44Z 4517 followers, 42.2K engagements


"Significant management overhaul at Stellantis. Underperformance is not welcome at Exor. $EXO.AS"  
[X Link](https://x.com/MichaelGielkens/status/1844536707019932050) [@MichaelGielkens](/creator/x/MichaelGielkens) 2024-10-11T00:33Z 4519 followers, 1775 engagements


"Excellent thread. While Vista is undoubtedly talking their book they've got significant skin in the game and one of the best data sets to draw conclusions from. Relevant for $CSU.TO $TOI.V $LMN.V $ACP.WA $SGN.WA"  
[X Link](https://x.com/MichaelGielkens/status/1972098778867159353) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-09-28T00:39Z 4517 followers, 8898 engagements