# ![@Sempiterno_Inv Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1638203159209189378.png) @Sempiterno_Inv Aitor-Sempiterno Investments

Aitor-Sempiterno Investments posts on X about company, $ntdoy, $amzn, $bn the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1638203159209189378/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1638203159209189378/c:line/m:interactions.svg)

- [--] Week [------] +282%
- [--] Month [------] +22%
- [--] Months [-------] +18%
- [--] Year [-------] +213%

### Mentions: [--] [#](/creator/twitter::1638203159209189378/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1638203159209189378/c:line/m:posts_active.svg)

- [--] Week [--] +37%
- [--] Month [--] -8.50%
- [--] Months [---] +37%
- [--] Year [---] +25%

### Followers: [-----] [#](/creator/twitter::1638203159209189378/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1638203159209189378/c:line/m:followers.svg)

- [--] Week [-----] +0.10%
- [--] Month [-----] +1.10%
- [--] Months [-----] +22%
- [--] Year [-----] +98%

### CreatorRank: [---------] [#](/creator/twitter::1638203159209189378/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1638203159209189378/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  34.62% [finance](/list/finance)  18.27% [technology brands](/list/technology-brands)  11.54% [countries](/list/countries)  3.85% [financial services](/list/financial-services)  #2436 [gaming](/list/gaming)  1.92% [luxury brands](/list/luxury-brands)  1.92% [currencies](/list/currencies)  1.92% [automotive brands](/list/automotive-brands)  0.96% [fashion brands](/list/fashion-brands)  0.96%

**Social topic influence**
[company](/topic/company) 15.38%, [$ntdoy](/topic/$ntdoy) #2, [$amzn](/topic/$amzn) #980, [$bn](/topic/$bn) #18, [growth](/topic/growth) 7.69%, [sobre](/topic/sobre) 6.73%, [if you](/topic/if-you) 6.73%, [$de](/topic/$de) #23, [$toiv](/topic/$toiv) 5.77%, [strong](/topic/strong) 4.81%

**Top accounts mentioned or mentioned by**
[@renesellmann](/creator/undefined) [@vbatcapital](/creator/undefined) [@accioneafi](/creator/undefined) [@mdbbolsa](/creator/undefined) [@csunerd](/creator/undefined) [@galiciainvestor](/creator/undefined) [@olensrud](/creator/undefined) [@jrogrow](/creator/undefined) [@arneulland](/creator/undefined) [@epap4](/creator/undefined) [@idresearch](/creator/undefined) [@ismael27x](/creator/undefined) [@bizalmanac](/creator/undefined) [@randraluc](/creator/undefined) [@leolilja](/creator/undefined) [@invesquotes](/creator/undefined) [@gutierrezcap](/creator/undefined) [@valueinvestings](/creator/undefined) [@adnaninvest](/creator/undefined) [@everydaynorminv](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Brookfield Corporation (BN)](/topic/$bn) [Deere & Company (DE)](/topic/$de) [QXO, Inc. Common Stock (QXO)](/topic/$qxo) [Merit Circle (MC)](/topic/$mc) [Evotec SE (EVO)](/topic/$evo) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Boston Omaha Corporation (BOC)](/topic/$boc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [General Electric Company (GE)](/topic/$ge) [GE Vernova Inc. (GEV)](/topic/$gev) [Enerplus Corporation (ERF)](/topic/$erf) [MercadoLibre Inc (MELI)](/topic/$meli) [Amphenol Corporation (APH)](/topic/$aph) [aPriori (APR)](/topic/$apr) [GFL Environmental Holdings Inc. (GFL)](/topic/$gfl) [Republic Services, Inc. (RSG)](/topic/$rsg) [Arch Capital Group Ltd (ACGL)](/topic/$acgl) [Crane Holdings, Co. (CR)](/topic/$cr) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [APi Group Corporation (APG)](/topic/$apg) [Eagle Materials, Inc. (EXP)](/topic/$exp) [Amrize Ltd (AMRZ)](/topic/$amrz) [Vulcan Materials Company (VMC)](/topic/$vmc) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Mastercard, Inc. (MA)](/topic/$ma) [American Express Company (AXP)](/topic/$axp) [Ferguson plc (FERG)](/topic/$ferg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"You have a new post available A new edition of Sempiterno Company's. Companies mentioned: -Momentum Group $MMGR.B -Roko $ROKO.B -Lagercrantz $LAGR.B -Addtech $ADDT.B"  
[X Link](https://x.com/anyuser/status/1908802916250435798)  2025-04-06T08:44Z [----] followers, [----] engagements


"I don't have a position but $APO looks very good here. Strong origination and credit business that will benefit enormously from aging infrastructure and with an incredible businessman like Marc Rowan"  
[X Link](https://x.com/Sempiterno_Inv/status/2020953000815055294)  2026-02-09T20:08Z [----] followers, [----] engagements


"Excel warriors will not understand this but Bruce Flatt spot on here $BN I own $NTDOY which started selling cards and I see $CSU family pivoting to another industry somewhere in the mid term. Great people build great companies"  
[X Link](https://x.com/Sempiterno_Inv/status/2022002142656217223)  2026-02-12T17:37Z [----] followers, [----] engagements


"It's incredible Notebook LM can create presentations like this one. $GOOGL $BN"  
[X Link](https://x.com/Sempiterno_Inv/status/2014051585089773963)  2026-01-21T19:04Z [----] followers, [----] engagements


"My top [--] positions right now is: -Nintendo $NTDOY -Brookfield $BN -Amazon $AMZN -John Deere $DE -Constellation Software $CSU My goal is never reduce the overall quality of the portfolio. I have made a lot of mistakes but that's part of the game 🌹"  
[X Link](https://x.com/anyuser/status/1986540123006140761)  2025-11-06T21:04Z [----] followers, [----] engagements


"@MDBBolsa Mira $SES.TO 😁 El sector en s es top empresas como $GFL and $RSG"  
[X Link](https://x.com/Sempiterno_Inv/status/2022265674911924276)  2026-02-13T11:04Z [----] followers, [---] engagements


"Tras este ao invirtiendo he conocido empresas que adems de ser posibles buenas inversiones potenciales son compaas de las que me encanta aprender. Ejemplos: Universo Constellation $CSU $TOI $LMN Nintendo $NTDOY Amazon $AMZN Con qu empresas os pasa a vosotros"  
[X Link](https://x.com/Sempiterno_Inv/status/1745150464251806128)  2024-01-10T18:27Z [----] followers, [---] engagements


"Interesting partnership here $QXO $APO"  
[X Link](https://x.com/Sempiterno_Inv/status/2008132664805769389)  2026-01-05T11:05Z [----] followers, [----] engagements


"I believe that one way to protect yourself against the crowd is to focus more on the duration of growth than on its pace. Companies such as $ACGL have achieved better results by focusing on the latter"  
[X Link](https://x.com/Sempiterno_Inv/status/2009973383392567354)  2026-01-10T12:59Z [----] followers, [---] engagements


"@MDBBolsa No le vendra mal una reestructuracin tipo $GE $CR con spin offs etc"  
[X Link](https://x.com/Sempiterno_Inv/status/2016477992118010268)  2026-01-28T11:46Z [----] followers, [---] engagements


"I started to research $GEV thanks to @JRogrow and the results are just. -Backlog and orders growing faster than ever -Massive margin expansion potential -Visibility to [----] -Improving unit economics -Eventually Wind segment will be sold -Building a high margin service segment"  
[X Link](https://x.com/Sempiterno_Inv/status/2016597232422736369)  2026-01-28T19:40Z [----] followers, [----] engagements


"I believe $ERF results are very good but somehow the stock price closed today at -6%"  
[X Link](https://x.com/Sempiterno_Inv/status/2016984541735379171)  2026-01-29T21:19Z [----] followers, [---] engagements


"$ERF shareholders are in good hands with Gilles Martin running the company (despite in the file mentioned Allen Wells). Capital allocation framework is very clear and flexible under him as a CEO"  
[X Link](https://x.com/Sempiterno_Inv/status/2017267810867491289)  2026-01-30T16:04Z [----] followers, [---] engagements


"Excellent results at first glance from $NTDOY My portfolio is very concentrated on $BN $NTDOY $DE $MELI $AMZN $CSU and $TOI.V and I can't be more happy about that😁"  
[X Link](https://x.com/Sempiterno_Inv/status/2018637970442744249)  2026-02-03T10:49Z [----] followers, [----] engagements


"In terms of the integration I meanthat word integration is not a word in the Amphenol lexicon. There are two words we don't use integration and synergy. And -- but what we do talk about is letting them evolve into the Amphenol family. This is what you want to read $APH"  
[X Link](https://x.com/Sempiterno_Inv/status/2019477372341297275)  2026-02-05T18:25Z [----] followers, [---] engagements


"@ReneSellmann We expect to invest about $200 billion in capital expenditures across Amazon but predominantly in AWS because we have very high demand customers really want AWS for core and AI workloads and we're monetizing capacity as fast as we can install it It sounds like a nice ROIIC"  
[X Link](https://x.com/Sempiterno_Inv/status/2019655385398014235)  2026-02-06T06:12Z [----] followers, [--] engagements


"We expect to invest about $200 billion in capital expenditures across Amazon but predominantly in AWS because we have very high demand customers really want AWS for core and AI workloads and we're monetizing capacity as fast as we can install it. That's wrap everything $AMZN"  
[X Link](https://x.com/Sempiterno_Inv/status/2019659559758151961)  2026-02-06T06:28Z [----] followers, [---] engagements


"Market focused on the capex side $AMZN but the transformation to higher margin revenues is overlooked. -Services revenue -- from being 9% of total revenue in [----] to be 59% in [----]. -3P Seller services AWS Subscription and Advertising growing at least low DD -Improving margins"  
[X Link](https://x.com/Sempiterno_Inv/status/2020950033236148384)  2026-02-09T19:56Z [----] followers, [----] engagements


"This is my watchlist sorted by thematic. Electrification: $APH $GEV Aerospace: $FTAI $GE Maintenance: $MAD $APG Materials: $EXP $AMRZ $VMC $MLM Financials: $KNSL $IBKR $V $MA $AXP Capital Allocation: $GOOGL $APO $QXO $FERG $ADDT $LAGR $DPLM $HLMA And $GAW $RMS $ATCO"  
[X Link](https://x.com/Sempiterno_Inv/status/2021300283255493025)  2026-02-10T19:08Z [----] followers, [----] engagements


"@VBATCAPITAL Eres accionista Estoy mirndola para escribir sobre ella y wow el management es excelente por lo que llevo visto"  
[X Link](https://x.com/Sempiterno_Inv/status/2021319904587051014)  2026-02-10T20:26Z [----] followers, [---] engagements


"@VBATCAPITAL Me di la misma impresin Empec a mirarla recientemente pero me llam la atencin que cotice tan atractivamente teniendo en cuenta su track record. Quizs soy demasiado novato en este sector pero alguna razn que se me escape para esto"  
[X Link](https://x.com/Sempiterno_Inv/status/2021328621999198222)  2026-02-10T21:01Z [----] followers, [--] engagements


"@ArneUlland $SES.TO $AMZN $TVK and our beloved VMS companies 😁"  
[X Link](https://x.com/Sempiterno_Inv/status/2021682569184424363)  2026-02-11T20:27Z [----] followers, [----] engagements


"@e_pap4 @CSUnerd If you measure a serial acquirer by accounting earnings"  
[X Link](https://x.com/Sempiterno_Inv/status/2021989886123991166)  2026-02-12T16:48Z [----] followers, [--] engagements


"@AccionEAFI Y -10% hoy.🧐"  
[X Link](https://x.com/Sempiterno_Inv/status/2022328332134793293)  2026-02-13T15:13Z [----] followers, [--] engagements


"@ID_Research_ @ismael27_X Literal que es el sistema actual jajaja Te calculan el retorno que deberias haber obtenido y pagas en funcin de ello"  
[X Link](https://x.com/Sempiterno_Inv/status/2022375560282771653)  2026-02-13T18:21Z [----] followers, [--] engagements


"Una de las tareas del inversor es aprender de los mejores inversores. La mayora empezamos por Warren Buffet y dems clsicos. Sin embargo hay inversores actuales que son ejemplos para estudiar y no son tan conocidos. Hilo sobre inversores excelentes que quizs no conozcas👇"  
[X Link](https://x.com/anyuser/status/1708047796597670210)  2023-09-30T09:15Z [----] followers, [----] engagements


"1/2) Gracias a un artculo de @GaliciaInvestor conoc a Anthony Deden gestor de Edelweiss Holdings. Hoy tras ver el siguiente video he quedado impresionado por su claridad de ideas: bsqueda de empresas resilientes familiares directiva con mentalidad a largo plazo"  
[X Link](https://x.com/anyuser/status/1709624905405247752)  2023-10-04T17:41Z [----] followers, [----] engagements


"Incursin de Ferrari $RACE en el sector de barcos/yates de lujo Si es as competidor inesperado para empresas como $TISG. Con esta posible lnea de negocio Ferrari podran reducir el riesgo poltico (coches carburacin). https://youtu.be/2-aIEowyjZosi=ZHaRWY-KNOwZuXHS https://youtu.be/2-aIEowyjZosi=ZHaRWY-KNOwZuXHS"  
[X Link](https://x.com/anyuser/status/1749878538625314826)  2024-01-23T19:35Z [----] followers, [----] engagements


"Hoy se cumple un ao desde que inici este proyecto de Sempiterno Investments. Desde el da [--] he intentado compartir contenido de calidad para aquellos que comparten mi filosofa. Os dejo un hilo con algunos artculos que he escrito hasta ahora:"  
[X Link](https://x.com/anyuser/status/1770877643052765582)  2024-03-21T18:18Z [----] followers, [----] engagements


"Empresas aburridas pero rentables y ubicadas en sectores estables son una fuente de ideas de inversin muy buena. Seguramente durante este ao escriba sobre el sector de las convenience stores y sobre $ATD 🔝"  
[X Link](https://x.com/anyuser/status/1795870016065212789)  2024-05-29T17:29Z [----] followers, [----] engagements


"El prximo sbado tendris subido un nuevo post😉 -Modelo mental para concebir vuestro universo de inversin. -Os cuento lo que he aprendido sobre el sector de los relojes de lujo"  
[X Link](https://x.com/anyuser/status/1813217928336056699)  2024-07-16T14:23Z [----] followers, [----] engagements


"Ya lo tenis subido Cualquier tipo de feedback es bienvenido y si os resulta una lectura de inters te agradecera que lo compartieses El prximo sbado tendris subido un nuevo post😉 -Modelo mental para concebir vuestro universo de inversin. -Os cuento lo que he aprendido sobre el sector de los relojes de lujo. https://t.co/sOEZ0TPap7 El prximo sbado tendris subido un nuevo post😉 -Modelo mental para concebir vuestro universo de inversin. -Os cuento lo que he aprendido sobre el sector de los relojes de lujo. https://t.co/sOEZ0TPap7"  
[X Link](https://x.com/anyuser/status/1814595876750246149)  2024-07-20T09:39Z [----] followers, [----] engagements


"Mirando estadsticas del proyecto he encontrado datos curiosos😂 -7% suscriptores de EE.UU a pesar de compartir todo el contenido en espaol -Comparto gran base de suscriptores con posiblemente los mejores blogs de inversin espaoles. Esto me indica que voy por el buen camino"  
[X Link](https://x.com/anyuser/status/1837114238822723729)  2024-09-20T12:59Z [----] followers, [----] engagements


"A medida que leo ms sobre $SKYH para el prximo post sobre Boston Omaha $BOC ms ganas me entran de escribir una tesis sobre ella. No soy experto en real state pero me gusta mucho lo que veo🧐"  
[X Link](https://x.com/anyuser/status/1838558392106770568)  2024-09-24T12:37Z [----] followers, [----] engagements


"It's always interesting to read short reports about the companies you own. In this case this article is for $LVMH $MC It seems worthy to check during the next years to see how it develops🧐 https://t.co/5sRDV0snF2 https://t.co/5sRDV0snF2"  
[X Link](https://x.com/anyuser/status/1873061473339228234)  2024-12-28T17:40Z [----] followers, [----] engagements


"We have a new CFO in $EVO Jacob Kaplan (former CFO) decided to step down. I don't think this change will bring any change in capital allocation framework but we will see"  
[X Link](https://x.com/anyuser/status/1876632822133473616)  2025-01-07T14:11Z [----] followers, [----] engagements


"The CV from the new CFO does not seem very positive. He was engaged in M&A which destroyed shareholder value. On top of that the capital allocation framework is controlled by the board at $EVO. It doesn't sound like much but it's worth monitoring closely. We have a new CFO in $EVO Jacob Kaplan (former CFO) decided to step down. I don't think this change will bring any change in capital allocation framework but we will see https://t.co/hCyddWvbqX We have a new CFO in $EVO Jacob Kaplan (former CFO) decided to step down. I don't think this change will bring any change in capital allocation"  
[X Link](https://x.com/anyuser/status/1876922253301928233)  2025-01-08T09:21Z [----] followers, [----] engagements


"During [----] I would research deeply the magic of the European serial acquirer. So many insights in these quality companies You can find below a summary for some of the best serial acquirer out there Feel free to share and comment if you are missing any company in the summary"  
[X Link](https://x.com/anyuser/status/1877708705120084407)  2025-01-10T13:26Z [----] followers, 14.4K engagements


"Latest update of my portfolio: New: $WOSG I increased my position in $INVE.B I'm thinking if I should sell $APR. In case of selling the company I would use that cash to buy VanEck Semiconductors ETF"  
[X Link](https://x.com/anyuser/status/1883192315935879356)  2025-01-25T16:36Z [----] followers, [----] engagements


"One of the best business out there: Compressor segment from $ATCO It is impressive how they maintain an 85% ROCE over time. In addition they are growing in the gas and process compressor sector. Management has gone all out over the last few years and they seem to be succeeding"  
[X Link](https://x.com/anyuser/status/1884335998244642949)  2025-01-28T20:21Z [----] followers, [----] engagements


"I own two companies atm which offers a high asymmetric returns-risks relation: $EVO $WOSG"  
[X Link](https://x.com/anyuser/status/1885664656984785308)  2025-02-01T12:21Z [----] followers, [----] engagements


"$NTDOY results: nothing relevant until the new fiscal year arrives and Switch [--] is launched. However this picture shows how valuable the IP is. Even if it is the last year of hardware software sales are still there. Besides this they keep working to extent IP beyond gaming"  
[X Link](https://x.com/anyuser/status/1886706903192924473)  2025-02-04T09:22Z [----] followers, [----] engagements


"Brookfield $BN reports good results once again. Good development from $BAM and wealth solutions reaching scale . They continue with the buybacks. They are not offering the same yield as last year but it's positive to use them with the excess cash"  
[X Link](https://x.com/anyuser/status/1890026559484088330)  2025-02-13T13:13Z [----] followers, [----] engagements


"$DE earning calls is one of the best out there. So many insightful info. The net income of farmers are increasing and they're reducing the equipment inventory. This should translate into stronger demand somewhere in the future. The technology adoption in Brazil is exciting too"  
[X Link](https://x.com/anyuser/status/1890128725909598635)  2025-02-13T19:59Z [----] followers, [---] engagements


"I guess I'm missing something about $TEQ because I can't understand why so many people are interested in this company. There are easily 10-15 better serial acquirers out there with a strong management team better underlying businesses and similar growth prospects. $TEQ - From: "We dont work with forecasts or annual targets because we never want to be in a situation we will be forced to make a deal for the sake of making a deal that creates shortermism. We prefer a time horizon of [--] years in which we want to have doubled our earnings $TEQ - From: "We dont work with forecasts or annual targets"  
[X Link](https://x.com/anyuser/status/1892181081979224346)  2025-02-19T11:54Z [----] followers, [----] engagements


"Next Saturday you will have a new investment thesis (you know where). It is one of the best risk-return opportunities I have found in recent months. Hint. This company is selling watches from"  
[X Link](https://x.com/anyuser/status/1894064770145304892)  2025-02-24T16:40Z [----] followers, [----] engagements


"Very good results (once again) from $CBAV. -Revenue up 17% YoY -EBIT up 11% YoY and net income up 14% (due to UK acquisition which is margin dilutive atm) -Strong cash conversion (152% cfo/net income) -Update of the company strategy until 2027: more growth and profitability"  
[X Link](https://x.com/anyuser/status/1895544434961608909)  2025-02-28T18:39Z [----] followers, [----] engagements


"@GaliciaInvestor Ha sido un bochorno de los que se recuerdan en dcadas.pero bueno algunos estarn contento por acabar lo "woke". No todo vale IMO"  
[X Link](https://x.com/anyuser/status/1895570477558730768)  2025-02-28T20:23Z [----] followers, [----] engagements


"You have just my $WOSG investment thesis available I hope you enjoy it. If you like this content pls share ans comment it. It will be very helpful Enjoy the weekend Next Saturday you will have a new investment thesis (you know where). It is one of the best risk-return opportunities I have found in recent months. Hint. This company is selling watches from. https://t.co/XJvMQTD1Qz Next Saturday you will have a new investment thesis (you know where). It is one of the best risk-return opportunities I have found in recent months. Hint. This company is selling watches from. https://t.co/XJvMQTD1Qz"  
[X Link](https://x.com/anyuser/status/1895786252420653126)  2025-03-01T10:40Z [----] followers, [----] engagements


"I am preparing a new post where I will discuss latest $BOC and $TISG earning results. Hopefully it will be ready in the coming days🤞"  
[X Link](https://x.com/anyuser/status/1906722300356940151)  2025-03-31T14:56Z [----] followers, [----] engagements


"So far these last two months: -Doubled my stake at $ATCO and $LMN.V -Increased exposure to $TOI.V $INVE.B and $WOSG -Added slightly to $BN $EVO $AMZN and $TISG Bonus track: I should have bought more $DE last year"  
[X Link](https://x.com/anyuser/status/1907412992506925229)  2025-04-02T12:41Z [----] followers, [----] engagements


"New post available (you know where) about Addtech AB. This company has compounded +20% CAGR TSR since [----]. It's one of the best serial acquirer out there. I hope you enjoy the post"  
[X Link](https://x.com/anyuser/status/1916063903827869738)  2025-04-26T09:36Z [----] followers, [----] engagements


"Very good Q from Lumine $LMN.V. Negative organic growth as they sometimes buy distressed assets but the cash flow pile continues to grow at a healthy rate. $LMN.V first quarter earnings out 🚨 https://t.co/GwZk1oivVU $LMN.V first quarter earnings out 🚨 https://t.co/GwZk1oivVU"  
[X Link](https://x.com/anyuser/status/1918254690283757790)  2025-05-02T10:42Z [----] followers, [----] engagements


"I have more names in my mind but Addtech $ADDT.B is incredible. Highly unknown yet between most of the investor circles. If you are interested to know more about the company you can check my last post in the 🟠 platform. What are the best performing stocks that nobody talks about What are the best performing stocks that nobody talks about"  
[X Link](https://x.com/anyuser/status/1918990577846177819)  2025-05-04T11:26Z [----] followers, [----] engagements


"Not all the decisions are good. I delayed my buy decision here for not reason (quite busy atm but its not an excuse) and I missed the train in my face 🙃 Lesson learned as well and noted in my agenda to not forge it. Topicus +41% YTD $TOI.V I think you have 1-2 good ideas per year and it might be that some of them are already part of your portfolio. I bought significantly around 110$ but I should have bought more 😅 Topicus +41% YTD $TOI.V I think you have 1-2 good ideas per year and it might be that some of them are already part of your portfolio. I bought significantly around 110$ but I"  
[X Link](https://x.com/anyuser/status/1922721358812704908)  2025-05-14T18:31Z [----] followers, [----] engagements


"I'm quite happy with the current portfolio. Low steady compounders with a management who is smart about capital allocation as an investing goal. I'm trying to achieve it learning every day. Still far away to be close to be a good investor"  
[X Link](https://x.com/anyuser/status/1925611027699249387)  2025-05-22T17:53Z [----] followers, [----] engagements


"The latest company added to the portfolio is a cannibal"  
[X Link](https://x.com/anyuser/status/1925993127547977924)  2025-05-23T19:11Z [----] followers, [----] engagements


"41% subscriber growth this year so far. I hope to keep posting stuff at least one per month but sometimes I struggle to find any interesting idea. Anyways I am planning to write two thesis during the next months. Thank you all for the support"  
[X Link](https://x.com/anyuser/status/1927790627879555528)  2025-05-28T18:14Z [----] followers, [----] engagements


"4 acquisitions just in June. $ATCO keep buying small/mid size companies with an oustanding ROIIC. I have been adding recently as I can see 10-12% IRR going forward. Whenever we speak about serial acquirer sometimes we don't include $ATCO here but they have acquired [---] companies since [----]. $ATCO 25-30% ROCE and 40% ROIIC. One of the best European companies. https://t.co/d56F4RgAYl Whenever we speak about serial acquirer sometimes we don't include $ATCO here but they have acquired [---] companies since [----]. $ATCO 25-30% ROCE and 40% ROIIC. One of the best European companies."  
[X Link](https://x.com/anyuser/status/1935256158928859553)  2025-06-18T08:39Z [----] followers, [----] engagements


"@bizalmanac My latest add to the portfolio and the quality of the management is outstanding"  
[X Link](https://x.com/anyuser/status/1940136647473209821)  2025-07-01T19:53Z [----] followers, [----] engagements


"I want to be exposure to right tail events where any optionality will benefit my returns. If you expose yourself to left tail events you will end up with no good results. Companies like $SES.TO or $DE represent it in my portfolio"  
[X Link](https://x.com/anyuser/status/1940510674851188768)  2025-07-02T20:39Z [----] followers, [----] engagements


"I'm biased to not touch too much the portfolio but I was active here and: $APR flat $ATD -12% $TOI.V +58% $CBAV +37% Cutting the garden time to time seems to be a good decision Since I have had my portfolio built I have made two decisions selling one company to buy another. December 2024: -Sold $ATD at 81$ -Bought $TOI.V at 121$ February 2025: -Sold $APR at [--] PLN -Bought $CBAV at [--] EUR At a quick glance both decisions seem wise but still early. Since I have had my portfolio built I have made two decisions selling one company to buy another. December 2024: -Sold $ATD at 81$ -Bought $TOI.V at"  
[X Link](https://x.com/anyuser/status/1942526234367304084)  2025-07-08T10:08Z [----] followers, [----] engagements


"I have sold $MC and $TISG today. I am thinking to explain better my reasoning in a post but both thesis are broke IMO 1) Besides numbers brand equity seems to be worse than expected $MC 2) The CEO cannot said one contract is almost done to sell a boat [--] months later nothing"  
[X Link](https://x.com/anyuser/status/1948684690270847155)  2025-07-25T10:00Z [----] followers, [----] engagements


""Expensive" for a reason $RMS +15% in L&D meanwhile $MC is down 8%. Not apple to apple but worthy to be aware of business performances to judge valuation later. What a company 💯 $RMS Q2 [----] "The solid first-half results across all regions reflect the strength of the Herms model" Axel Dumas CEO Revenue growth by business line: https://t.co/IB33TGBuH5 $RMS Q2 [----] "The solid first-half results across all regions reflect the strength of the Herms model" Axel Dumas CEO Revenue growth by business line: https://t.co/IB33TGBuH5"  
[X Link](https://x.com/anyuser/status/1950445309160739194)  2025-07-30T06:36Z [----] followers, [----] engagements


"Good results from $LMN.V This has been the quarter with slowest growth but the cash conversion has improved significantly. [--] acquisitions so far this year. David Nylan & Co is doing an amazing job🔥"  
[X Link](https://x.com/anyuser/status/1951565663408906675)  2025-08-02T08:48Z [----] followers, [----] engagements


"I forget to comment $TOI.V but very good results too. -Strong organic growth -CFO generation in line with previous years (excl 2024) as Q2 is the worst quarter for the company in this aspect [---] acquisitions so far this year I'm a very happy shareholder🔝 Good results from $LMN.V This has been the quarter with slowest growth but the cash conversion has improved significantly. [--] acquisitions so far this year. David Nylan & Co is doing an amazing job🔥 https://t.co/KGoEp6LS3c Good results from $LMN.V This has been the quarter with slowest growth but the cash conversion has improved"  
[X Link](https://x.com/anyuser/status/1952414484636508160)  2025-08-04T17:01Z [----] followers, [----] engagements


"$BN very good results once again The wealth solutions segment is very promising. The capacity of the company to get access to high quality assets and financing is such as underrated moat Also their worldwide focus allows them to increase reinvestment rate and compound capital🔥"  
[X Link](https://x.com/anyuser/status/1953512867862299127)  2025-08-07T17:45Z [----] followers, [----] engagements


"My (failed) investment in $TISG has been a massive humbling experience. I'm glad I sold it some weeks ago but wow. From being able to sell it around 12/share to see the company trading below 5/share. The management has made so many mistakes that let's see how it ends"  
[X Link](https://x.com/anyuser/status/1953806774819082647)  2025-08-08T13:13Z [----] followers, [----] engagements


"New post available you know where I talk this time about $ses.to 😉"  
[X Link](https://x.com/anyuser/status/1957497621154566648)  2025-08-18T17:39Z [----] followers, 21.7K engagements


"A big big thank you The support in this post has been amazing so far🤯 1'7K followers here + [---] subs in the 🟠 platform is a result never expected to reach from my side. Thank you New post available you know where I talk this time about $ses.to 😉 https://t.co/662nQMzlCT New post available you know where I talk this time about $ses.to 😉 https://t.co/662nQMzlCT"  
[X Link](https://x.com/anyuser/status/1957881212808122385)  2025-08-19T19:03Z [----] followers, [----] engagements


"$DE customer value proposition in Brazil seems to be excellent. Huge market ahead to keep delivering l/t steady results. Just a reminder: 60% ROIIC for $DE in the last decade. Absolutely astonishing. https://www.youtube.com/live/15sb4JPHJMAsi=T9VwDcaFwlhBRdWH https://www.youtube.com/live/15sb4JPHJMAsi=T9VwDcaFwlhBRdWH"  
[X Link](https://x.com/anyuser/status/1962130736615399707)  2025-08-31T12:29Z [----] followers, [----] engagements


"I am a shareholder of Mader $MAD.AX and have discovered a newly listed competitor called Tasmea $TEA.AX. Both companies have shown outstanding development and they have an significant management alignment $MAD.AX has done it organically and $TEA.AX with an organic-inorganic mix"  
[X Link](https://x.com/Sempiterno_Inv/status/1900243357948875250)  2025-03-13T17:51Z [----] followers, [----] engagements


"@randraluc Both are very popular here I didnt analyze them yet but both looking great. Also Arch Capital seems interesting"  
[X Link](https://x.com/Sempiterno_Inv/status/1919074043262599624)  2025-05-04T16:58Z [----] followers, [--] engagements


"Tbh this platform is much worse than it was a few years ago but you can still find good deals Part of my portfolio are ideas from others great investors in this platform: Clinica Baviera @LeoLilja John Deere @Invesquotes Investor AB @olensrud Lets support who does it well"  
[X Link](https://x.com/Sempiterno_Inv/status/1924049338340184245)  2025-05-18T10:28Z [----] followers, 15.1K engagements


"One change I noticed in my investing framework is to be more careful towards valuation. I'm deeply oriented to quality but I've made the mistake of overpaying a few times At the moment I'm assessing it carefully. Also the term quality can be found in unexpected places like $SES"  
[X Link](https://x.com/Sempiterno_Inv/status/1929961476913029160)  2025-06-03T18:00Z [----] followers, [---] engagements


"Thanks late [----] to give me the opportunity to buy more $NTDOY Almost 40% of the portfolio in the top5: $BN $NTDOY $AMZN $MELI $CSU"  
[X Link](https://x.com/Sempiterno_Inv/status/2003545732016697450)  2025-12-23T19:18Z [----] followers, [----] engagements


"Os recomiendo enormemente esta charla entre @GutierrezCap_ y @ValueInvestingS. Conocimiento y experiencia a raudales. Muy top🎩 https://www.youtube.com/live/RUVAfrGVJ64feature=share https://www.youtube.com/live/RUVAfrGVJ64feature=share"  
[X Link](https://x.com/anyuser/status/1688916654661730305)  2023-08-08T14:14Z [----] followers, [----] engagements


"El post de hoy es sobre Boston Omaha. Holding con mltiples opcionalidades que pueden crear valor a largo plazo para sus accionistas. Si te interesa leerlo tienes el link 🔗 en la descripcin de mi perfil"  
[X Link](https://x.com/anyuser/status/1723621962574975438)  2023-11-12T08:41Z [----] followers, [----] engagements


"Nada mal para ser un supermercado😏 $DNP"  
[X Link](https://x.com/anyuser/status/1773711554636120510)  2024-03-29T13:59Z [----] followers, [----] engagements


"Todo preparado para la prxima tesis del blog. Espero que os resulte contenido de valor y os animo a comentar vuestras opiniones acerca de la empresa"  
[X Link](https://x.com/anyuser/status/1793944117786927342)  2024-05-24T09:56Z [----] followers, [----] engagements


"I've just finished this amazing book. Brad Jacobs is a true outsider. His thinking and dedication to creating shareholder value are extraordinary. Looking forward to research $QXO and $GXO next year"  
[X Link](https://x.com/anyuser/status/1871297212430376960)  2024-12-23T20:49Z [----] followers, [----] engagements


"I am truly enjoying this book atm. One of the most insightful finance books I've read"  
[X Link](https://x.com/anyuser/status/1874500365774913748)  2025-01-01T16:58Z [----] followers, [----] engagements


"This is one of the reasons why it is misleading to compare the valuation of today's companies with those of the previous decade. Today's companies are better than ever FCF margins of the [--] largest US stocks over the last [--] years. https://t.co/dc3VzEr9wq FCF margins of the [--] largest US stocks over the last [--] years. https://t.co/dc3VzEr9wq"  
[X Link](https://x.com/anyuser/status/1874774953645732123)  2025-01-02T11:09Z [----] followers, [---] engagements


"@adnaninvest I didn't dig into $MMGR yet but it seems to be very similar to Diploma PLC right"  
[X Link](https://x.com/Sempiterno_Inv/status/1877645944302235988)  2025-01-10T09:17Z [----] followers, [---] engagements


"Wonderful report about a great company I have $MMGR in my watchlist but I find it a bit expensive atm. I just sent out my research on $MMGR the greenest branch on the Bergman & Beving tree. The core of the thesis is: Long-term growth: 15% P.A. (as a floor tbh) Great returns (25-30%) Management with a 10/10 track record Counter-cyclical (19.8% cagr through the GFC) https://t.co/UM1JL4vKx6 I just sent out my research on $MMGR the greenest branch on the Bergman & Beving tree. The core of the thesis is: Long-term growth: 15% P.A. (as a floor tbh) Great returns (25-30%) Management with a 10/10"  
[X Link](https://x.com/Sempiterno_Inv/status/1889787505383227605)  2025-02-12T21:23Z [----] followers, [---] engagements


"The waiting lists we don't give specific numbers but it's not a percentage of annual revenue it's more of a multiple. They are quite significant the depth of the waiting lists. Luxury=Scarcity. 60% of $WOSG sales belong to brands with very restrictive offerings"  
[X Link](https://x.com/anyuser/status/1896141499274015143)  2025-03-02T10:12Z [----] followers, [----] engagements


"Which sectors are most suitable for the retail investor We have a key advantage: permanent capital We don't have to explain ourselves to anyone I can think of: -Serial acquirers -Luxury -Industrials: specially those with essential products and the following maintenance services"  
[X Link](https://x.com/anyuser/status/1904576840053776561)  2025-03-25T16:51Z [----] followers, [----] engagements


"What a letter from Andy Jassy $AMZN The culture of this company is truly worthy of observation and study. Reverse engineering as a problem-solving strategy. With it they open doors to fulfill their mission: to significantly improve and facilitate the lives of their customers"  
[X Link](https://x.com/anyuser/status/1910634580945613024)  2025-04-11T10:02Z [----] followers, [----] engagements


"Somewhat decent results from $MMGR and $ROKO.B Growth is coming from M&A as the macroeconomic context is not helping to grow organically. Tough times creates better buying opportunities for serial acquirers so it's positive as well"  
[X Link](https://x.com/Sempiterno_Inv/status/1917193514741305798)  2025-04-29T12:25Z [----] followers, [----] engagements


"Topicus +41% YTD $TOI.V I think you have 1-2 good ideas per year and it might be that some of them are already part of your portfolio. I bought significantly around 110$ but I should have bought more 😅"  
[X Link](https://x.com/anyuser/status/1922704893971759308)  2025-05-14T17:25Z [----] followers, [----] engagements


"For those interested in Clinica Baviera $CBAV this thread from Leo will be interesting. Besides the notes very good results from 1Q [----]. They keep growing double digits with an increasing net cash position. One of the best European small caps💎 My notes on the Clinica Baviera AGM $CBAV Thread 👇👇👇 My notes on the Clinica Baviera AGM $CBAV Thread 👇👇👇"  
[X Link](https://x.com/anyuser/status/1927401388268478599)  2025-05-27T16:27Z [----] followers, [----] engagements


"This article is really good (once again) from Leandro. I personally have made so many mistakes. 1) Overpay $MAD.AX 2) High opportunity cost $BOC 3) Not build a good size $V 4) FOMO $MC And so on.but those who keep learning will rise as someone very smart said once Published an article discussing my (thus far) [--] biggest mistakes and how they have shaped my investment philosophy (with real examples) Not all have resulted in permanent capital losses but all have resulted in lower returns. Hope you enjoy it and hope it's useful. https://t.co/MLSOmDawWj Published an article discussing my (thus"  
[X Link](https://x.com/anyuser/status/1927789428983886335)  2025-05-28T18:09Z [----] followers, [----] engagements


"@AccionEAFI Totalmente de acuerdo. Soy muy escptico con nuevas serial acquirers como $TEQ y $ROKO. No hay barreras de entradas pero la ejecucin de empresas como Lifco Addtech son muy muy complejas de igualar"  
[X Link](https://x.com/Sempiterno_Inv/status/1928391013057315062)  2025-05-30T10:00Z [----] followers, [---] engagements


"As an investor I consider a must to have more hobbies beyond investing. To have a clear mind to make the right decisions you must be in good mental condition. If you spend all day thinking about what you should do you're encouraging yourself to do anything which is not great"  
[X Link](https://x.com/anyuser/status/1939351745269756094)  2025-06-29T15:54Z [----] followers, [----] engagements


"This is my latest portfolio update for a while. The portfolio is more concentrated and balanced. I don't think it adds any value to report it monthly since I don't make changes often"  
[X Link](https://x.com/anyuser/status/1941494722750710097)  2025-07-05T13:49Z [----] followers, [----] engagements


"Ready for next Saturday 😉 You know where to find it"  
[X Link](https://x.com/anyuser/status/1943006633627652478)  2025-07-09T17:57Z [----] followers, [----] engagements


"I researched $TFF last year and it's since been killed. the industry is still suffering from covid and it doesn't look like it's going to end anytime soon"  
[X Link](https://x.com/anyuser/status/1945476090434146387)  2025-07-16T13:30Z [----] followers, [----] engagements


"@everydaynorminv Not sure about China but people (based on news) drink less alcohol and inventory is very high yet"  
[X Link](https://x.com/Sempiterno_Inv/status/1945507558417895658)  2025-07-16T15:35Z [----] followers, [---] engagements


"Another good quarter for $CBAV -Slightly slower growth but nothing to worry about IMO -Strong results in Spain -Germany is fine -Italy and UK are in the middle of restructuring process so I won't take their results very seriously. I hope both markets will turn up positive in m/t"  
[X Link](https://x.com/anyuser/status/1950249360798744607)  2025-07-29T17:37Z [----] followers, [----] engagements


"Waste management industry = excellent place to pick-up long steady winners If you see the top [--] are doing very good.you have something special in your hands"  
[X Link](https://x.com/anyuser/status/1957502020027576435)  2025-08-18T17:57Z [----] followers, 12.9K engagements


"I will publish a brief update about $NTDOY tomorrow morning I hope you will find it interesting🙂"  
[X Link](https://x.com/Sempiterno_Inv/status/2004531062429581392)  2025-12-26T12:33Z [----] followers, [----] engagements


"Meanwhile $GAW and $NTDOY are doing its best to limit generative AI that can hurts its IP $DIS paid $1B to allow that"  
[X Link](https://x.com/Sempiterno_Inv/status/2011440844008776115)  2026-01-14T14:10Z [----] followers, [---] engagements


"In the last few months I invested around 5% of the portfolio in new names such as $TVK $NU $TEA in order to partner with excellent and undercover management team. Another project I'd like to be partner with is $QXO with Brad Jacobs at the helm. However valuation is too rich now"  
[X Link](https://x.com/Sempiterno_Inv/status/2008176254022037718)  2026-01-05T13:58Z [----] followers, [----] engagements


"@ReneSellmann People pay to $NTDOY to enjoy its IPnot the best technical games. Mario standalone is worth 10x more than any IA game"  
[X Link](https://x.com/Sempiterno_Inv/status/2018066166606942407)  2026-02-01T20:57Z [----] followers, [---] engagements

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