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# ![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1853523284706340864.png) @SimeonResearch_ Simeon Research

Simeon Research posts on X about $acpwa, $csuto, $tvkto, $mytilat the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1853523284706340864/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1853523284706340864/c:line/m:interactions.svg)

- X Week XXXXXX -XXXX%
- X Month XXXXXXX +8.10%
- X Months XXXXXXXXX +8%

### Mentions: XX [#](/creator/twitter::1853523284706340864/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1853523284706340864/c:line/m:posts_active.svg)

- X Week XX +12%
- X Month XXX -XX%
- X Months XXX -XX%

### Followers: XXXXX [#](/creator/twitter::1853523284706340864/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1853523284706340864/c:line/m:followers.svg)

- X Week XXXXX +1.20%
- X Month XXXXX +13%
- X Months XXXXX +198%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1853523284706340864/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1853523284706340864/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1853523284706340864/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$acpwa](/topic/$acpwa) #2, [$csuto](/topic/$csuto) #40, [$tvkto](/topic/$tvkto) #2, [$mytilat](/topic/$mytilat) #6, [$pmeax](/topic/$pmeax) #4, [stocks](/topic/stocks) 1.56%, [$nxsnta](/topic/$nxsnta) #1, [$itechst](/topic/$itechst) #1, [$sgnwa](/topic/$sgnwa) #2, [positions](/topic/positions) #755

**Top accounts mentioned or mentioned by**
[@tacticzh](/creator/undefined) [@dividendngrowth](/creator/undefined) [@jollyroger6942](/creator/undefined) [@dividendg_web3](/creator/undefined) [@michaelzero10](/creator/undefined) [@kairospraxis](/creator/undefined) [@davey_juice](/creator/undefined) [@wwillowresearch](/creator/undefined) [@dividendgweb3](/creator/undefined) [@bruss008](/creator/undefined) [@pioutiful](/creator/undefined) [@realroseceline](/creator/undefined) [@mmoney642](/creator/undefined) [@skilled_invstr](/creator/undefined) [@hollertotide](/creator/undefined) [@thelongaj](/creator/undefined) [@fyee0308](/creator/undefined) [@frameworkwisely](/creator/undefined) [@fiscoraoriginal](/creator/undefined) [@3plantey2](/creator/undefined)

**Top assets mentioned**
[Heima (HEI)](/topic/$hei) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Danaher Corporation (DHR)](/topic/$dhr) [MercadoLibre Inc (MELI)](/topic/$meli) [4 (FOUR)](/topic/$four) [Neurobro (BRO)](/topic/$bro) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [ODDITY Tech Ltd. Class A Ordinary Shares (ODD)](/topic/$odd) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [Novo-Nordisk (NVO)](/topic/$nvo) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [AME Chain (AME)](/topic/$ame) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Amazon.com, Inc. (AMZN)](/topic/$amzn)
### Top Social Posts [#](/creator/twitter::1853523284706340864/posts)
---
Top posts by engagements in the last XX hours

"The Mount Rushmore of serial acquirers 👑 $CSU.TO - Since inception 27000% $HEI - Since inception XXXXXX% $DHR - Since inception 399094% $VITB.ST - Since inception 23968% The rising stars 🌟 $ACP.WA - Software $TOI.V - Software $SGN.WA - Software $TVK.TO - Propane Tanks $CHG.DE - Software Would you change anything in my list 🤔"  
[X Link](https://x.com/SimeonResearch_/status/1942588395051520475) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-07-08T14:15Z 8796 followers, 23.5K engagements


"@Jollyroger6942 $meli aint exactly USA but yes very solid and not getting the love it deserves $four valuation indeed makes it attractive"  
[X Link](https://x.com/SimeonResearch_/status/1978458966825820372) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-15T13:52Z 8795 followers, XXX engagements


"So European stocks are bad performers Alrighty $ILYDA.AT - XXX% YTD $ACP.WA - XXX% YTD $SAAB.ST XXX% YTD $INT.ST - XXX% YTD $RHM.DE - XXX% YTD $LBW.WA - XXX% YTD $HAGHY - XXX% YTD $GREK was also the best performing country ETF with XX% YTD greek banks have performed fantastically over the last There is always a winner/market out there you just need to find it"  
[X Link](https://x.com/SimeonResearch_/status/1967596806914674931) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-09-15T14:30Z 8795 followers, 9700 engagements


"Can we stop the pumping stuff and focus on quality ideas alpha and unique takes Thanks 🙏"  
[X Link](https://x.com/SimeonResearch_/status/1978566358137774510) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-15T20:59Z 8795 followers, 13.8K engagements


"⚠Maybe the worst take I have seen = Stocks outside if the USA = Bad performers ⛔ 🪖 $RHM.DE - XXX% YTD 🪙 $MYTIL.AT - XX% YTD 🌲 $PNP.TO - XX% YTD 🛢 $TVK.TO - XX% YTD 🌐 $SGN.WA - XX% YTD 🌐 $ACP.WA - XX% YTD 🪖 $EXENS.PA - XXX% YTD 🌐 $TOI.V - XX% YTD 📷 $NXSN.TA - XX% YTD 🔌 $SLYG.F - XX% YTD 📢 $ZOMD.V - XX% YTD 🏭 $QLTU.TA - XX% YTD And I am sure I am missing way more strong performers"  
[X Link](https://x.com/SimeonResearch_/status/1933614583715148018) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-06-13T19:56Z 8795 followers, 9071 engagements


"Why types of industries I generally avoid and why 🚫 👔 Insurance - Inherently complex and very difficult to find winners my favourite wellcapitalized diverselyunderwritten players are $BRO $KNSL and $FFH.TO 🧪 Biotech - The r:r is not in your favour full of boom and busts a single clinical trial can send a stock up X or down 95%. 🏦 Banks - The growth is not there for me Most resort to dividends as a way of returning capital to shareholders I prefer the money to be invested aggressively inside the business. 💰 Fintechs - No real moat can be developed here as their services are highly"  
[X Link](https://x.com/SimeonResearch_/status/1947391789910135098) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-07-21T20:22Z 8796 followers, 17.2K engagements


"The compounder no one talks about 🤔 Share price performance 5yr - XXX% ✅ One of the biggest positions of $FFH.TO Presenting - $MYTIL.AT This company is always for some reason completely written off by international investors as just a metals producer an industry not favored by the investing audience for good reason. That said examining closer this is a powerhouse run by a founder with skin in the game insiders own XX% of the company. 💡 Their operations cover a wider spectrum of energy as they do renewables energy + metals + most recently defence. Their strategy is very straightforward but"  
[X Link](https://x.com/SimeonResearch_/status/1948398406277136419) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-07-24T15:02Z 8796 followers, 7215 engagements


"Top X positions for the Simeon Portfolio 📊 $CSU.TO - VMS $NXSN.TA - Drone Cameras $SOFW.TA - Medical Devices $ACP.WA - VMS $NVDA - Semi-conductors Full portfolio & updates will come after everyone reports Q2. Eager to learn your top X write it down 👇"  
[X Link](https://x.com/SimeonResearch_/status/1957793955212353780) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-08-19T13:17Z 8796 followers, 58.2K engagements


"While everyone Is scanning for ai and data center picks I still believe the military trade in Europe isnt done for the current goal is X% of GDP (2035) while the current estimated median is XXXX% across Europe. Some big winners of this trade so far have been 🟢 $RHM.DE - XXX% YTD $EXEN.PA - XXX% YTD $LBW.WA - XXX% YTD $HAG.DE - XXX% YTD $SAAB.ST - XXX% YTD $NXSN.TA - XXX% YTD There are smaller cap beneficiaries direct & indirect that could see growth that I believe havent been noticed yet as much 😉 Source for the pic - NATO 📊"  
[X Link](https://x.com/SimeonResearch_/status/1978120453043446021) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-14T15:27Z 8795 followers, 6170 engagements


"@realroseceline Goat of investing Besides the dividend dude"  
[X Link](https://x.com/SimeonResearch_/status/1979279341109547420) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-17T20:12Z 8796 followers, 1421 engagements


"@TinyTitansCap Could see it play out for sure even $AXON could step in"  
[X Link](https://x.com/SimeonResearch_/status/1979565900714983932) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-18T15:11Z 8796 followers, XXX engagements


"Here is every company I am watching for a new position and why 👇 ⚡ $AXON - An absolute monopoly in CEDs execution and moat are phenomenal valuation unfortunately is not. Will buy in 400s if we get to that point. 🩻 $PME.AX - One of the biggest SaaS for hospitals that allows high resolution depictions of medical data. Richly valued but it has started to get to an interesting point. Looking at $XXX to enter. 🏛 $FFH.TO - Has managed to grow book XX% annually their book value and the Prem Watsa is a phenomenal investor who prioritizes long term growth vs short term gains no real negatives but I"  
[X Link](https://x.com/SimeonResearch_/status/1906748516208165090) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-03-31T16:40Z 8772 followers, 9132 engagements


"@Denver10267413 Very good question I do believe Vitec is good but there are some concerns around software atm That's said most people won't bother as there companies like Topicus Lumine CSU etc Lager and lifco Atlas dominate other niches"  
[X Link](https://x.com/SimeonResearch_/status/1953587289424363520) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-08-07T22:41Z 8772 followers, XXX engagements


"@SwissTPortfolio What you about $PSIX moving forward"  
[X Link](https://x.com/SimeonResearch_/status/1975871613423038902) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-08T10:31Z 8770 followers, XXX engagements


"@AAMannolu I have some ai exposure and looking maybe to get into some ai energy $psix looking nice but havent pulled the trigger yet"  
[X Link](https://x.com/SimeonResearch_/status/1977824650815209943) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-13T19:51Z 8768 followers, XXX engagements


"@Eyal__Weiss $meli indeed looks interesting"  
[X Link](https://x.com/SimeonResearch_/status/1978850877726183904) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-16T15:49Z 8770 followers, XXX engagements


"$EVO.ST / $EVO 🎰 So black cube an intelligence firm based in Israel is the one that conducted the research But it's not the one that ordered the research 🤔 After looking I think I found who it is but I don't want to get sued 🙂"  
[X Link](https://x.com/SimeonResearch_/status/1914679076666925107) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-04-22T13:53Z 8777 followers, 3055 engagements


"Equity report issue #1 ✅ Here are all the companies I have taken an interest and actively looking to start a new position For me $SLYG.F $ITECH.ST $ODD $MUX.DE stand out the most 🤔 Let me know who is the best on the list in your opinion A big thank to my community for some the ideas"  
[X Link](https://x.com/SimeonResearch_/status/1915042564270366779) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-04-23T13:58Z 8778 followers, 3184 engagements


"My new positions this year and their performance so far 💡 $PME.AX - XX% 🔥 $NVDA - XX% ✅ $ITECH.ST - XX% ✅ $NVO - XX% (sold) ✅ $ACP.WA - Very recent position BE $HEI - XX% (sold) ✅ $MEDP - X% Loss ⛔ What did you folks buy this year Let me know in the comments 🎯"  
[X Link](https://x.com/SimeonResearch_/status/1921968007833686497) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-05-12T16:37Z 8778 followers, 3297 engagements


"Stock I would buy at lower prices and why 👇 $SGN.WA - Software provider in Poland which experiences rapid growth in the need for VMS both in public and& private sector (Exposure through $ACP.WA) $SLYG.F - Electronic parts/smart home products controlled under a single API open source approach $PNP.TO - Venture Capital in software run by Mark Leonard very expensive relative to NAV and BV $AXON - It is completely integrated with the L.E ecosystem & cloud data and ai analytics (priced for perfection) $FICO - Credit scoring system domination via heavy regulation & network effects (very expensive)"  
[X Link](https://x.com/SimeonResearch_/status/1932141782349041878) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-06-09T18:24Z 8778 followers, 6584 engagements


"My Canadian stock watchlist & why I am interested 🎯 🏦 $FFH.TO - One of the best insurance businesses Prem has a 40yr track record of very solid capital allocation 📈 $ZOMD.V - Stellar q1 2025 with XXX% YoY Rev growth and a XX% gross actively digging here. 🏥 $WELL.TO - Enjoys network effects via the clinics but has problems in scaling it is gonna IPO their software business that is very similar to vitalhub 🤔 $KSI.TO - XX% gross and XX% rev cagr for the last X years on this software name 🌐 $LMN.V - Remains the most under-appreciated of the constellation software family ⚡ $MCB.TO - Very"  
[X Link](https://x.com/SimeonResearch_/status/1932796896579354910) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-06-11T13:47Z 8778 followers, 11.3K engagements


"🎯 X Under-looked companies with strong moats 👇 $PME.AX - Visage their software is the leading best-in-class for radiology so much so that some refuse to work with any other software they have never lost a client (sticky) and they are in 11/20 of the top USA hospitals. They can complete super complex implementations of the software for new clients in 1/3 of the time competitors need. AI detection in radiology is their new venture. $ITECH.ST - They own a unique patent to the world's best chemical applied in ship painting to stop barnacles from attaching to ships this is extremely helpful as"  
[X Link](https://x.com/SimeonResearch_/status/1937601725701014005) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-06-24T20:00Z 8778 followers, 11.7K engagements


"5 businesses I would love to own but I dont ⛔ ⚡ $AXON - Im aware their platform capabilities and cloud expension could be a very lucrative opportunity and there are multiple growth levers to pull but I personally wouldnt pay XXX times EV/FCF for these prospects. 🪖 $RHM.DE - In my humble opinion it is (was) one of the best picks to capture the EU defense trade that is still very strong given recent developments in the NATO summit. While being of extreme quality if you check previous years growth was meh and it is currently on the expensive side of valuation there are better more"  
[X Link](https://x.com/SimeonResearch_/status/1938626646678122600) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-06-27T15:53Z 8778 followers, 5194 engagements


"@dgmarkoulis @david_katunaric I can definitely add $TVK.TO $WTC.AX and some other But there are X names I am not willing to share until I finish my dd"  
[X Link](https://x.com/SimeonResearch_/status/1939441074910466151) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-06-29T21:49Z 8778 followers, XXX engagements


"Serial acquirer mega-list from all over the world 🌎 - $HLMA.L $JDG.L $SFT.L $SDI.L - $LIFCO.ST $ADDT.ST $LAGER.ST $VITB.ST $TEQ.ST - $TVK.TO $TOI.V $LMN.V $FTG.TO $VHI.TO $ATD.TO $DSG.TO $CSU.TO - $WTC.AX - $OMDA.OL - $DSY.PA - $CHG.TO - $SGN.WA $ACP.WA - $HEI $DHR $TMO $BRO $AME - $MYTIL.AT 💡 Very interesting searching for this is that many Greek companies have started to acquire companies to fuel growth What companies would you add on the list 🤔 Let me know"  
[X Link](https://x.com/SimeonResearch_/status/1940051433702797353) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-07-01T14:14Z 8784 followers, 14.2K engagements


"@eclecticinvest5 Thanks KPG is def nice i also like $wtc.ax from Australia PNP is venture not a serial acquirer what is the thesis on $WI"  
[X Link](https://x.com/SimeonResearch_/status/1942970570012070269) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-07-09T15:34Z 8778 followers, XXX engagements


"Simeon how much do you like software ❓ My Portfolio 👇 $CSU.TO - Vertical Market Software $ACP.WA - Vertical Market Software $VHI.TO - EHRs Workflows and Operational visibility software $PME.AX - The best radiology software available on the market Which software companies do you own 🤔 ⚠ BTW VHI deep dive is almost finished it's massive and very detailed I am fixing some mistakes and adding some parts XXX% coming tomorrow morning I prefer to take my time and delay rather than post something of bad quality"  
[X Link](https://x.com/SimeonResearch_/status/1944761835414032596) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-07-14T14:12Z 8778 followers, 9100 engagements


"$EVO.ST for some reason has all the spotlight in Sweden but there are many way better niche businesses growing over XX% a year while dominating niche areas that deserve more attention. 🤔 One of my favourites being $ITECH.ST YTD - XX% and I am up XX% on my position 🎯 They have complete control of a very unique niche 👇 ❓The problem they solve is simple barnacles get attached to ships costing them speed thus time more fuel thus costs and trouble with very strict environmental laws especially in Europe. 💡Their patented chemical solution is mixed with the ship paint Already 3k ships use the"  
[X Link](https://x.com/SimeonResearch_/status/1945504568458244139) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-07-16T15:23Z 8777 followers, 10K engagements


"I have researched more than XX stocks in 2025 but I bought only these 👇 $NXSN.TA - Drone cameras $ITECH.ST - Unique chemical $ACP.WA - Vertical Software $PME.AX - Radiology software +2 positions TBR These do not include additions to older positions What new stocks have you bought this year"  
[X Link](https://x.com/SimeonResearch_/status/1948741794239246652) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-07-25T13:47Z 8778 followers, 12.8K engagements


"Sweden is one of the most interesting places you can fish for companies the most popular name from there $EVO.ST is not even on my top XX. Tremendous variety & selection in serial acquirers and a very niche-focused businesses. After I wrap up Poland I will be presenting a lot of ideas from there I am actively buying one & already own $ITECH.ST (up XX% on it)"  
[X Link](https://x.com/SimeonResearch_/status/1953454955198611630) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-08-07T13:55Z 8778 followers, 18.8K engagements


"Updates for my portfolio 📊 $TVK.TO - Increased position by X% at $XXX ✅ $HIMS - Trimmed heavily at $XX small position now ⛔ $PME.AX - Closed the position for XX% gain 👌 $SOFT.WA - New position ✅ + X TBR 💡I have also created small portfolio with X names as well only for small/nano caps as in my large port I have some names like $NVDA $AMZN and $CSU which are larger and move the needle slower. - I have increased Terravest slightly as the fall was due to a small price target decrease (from $XXX to $200) I dont pay attention to analysts I find them to be an excellent contra - HIMS trimmed my"  
[X Link](https://x.com/SimeonResearch_/status/1953521407192658197) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-08-07T18:19Z 8778 followers, 10.6K engagements


"$SOFW.TA - Increased my stake near the XXXXX ILS Reason being the latest superb (pun intended) quarter really delivered and share price initially up XX% now has given majority of gains back. So to remind everyone the industry is experiencing a softer market (most competitors posted weak results) sofwave tho delivered one of the best quarters in q2 across my holdings a gross margin of XXXX% gross profit was increased XX% and even turned profitable while pulse revenue which I mostly care for as it is recurring in nature with XXX% gross margins increased XX% and as of q2 reflects XX% of total"  
[X Link](https://x.com/SimeonResearch_/status/1962878731275391046) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-09-02T14:02Z 8778 followers, 6431 engagements


"Simeon Portfolio & Thoughts 💥 Top holdings in weight order 📊 Constellation Software - $CSU.TO Next-vision systems - $NXSN.TA Asseco Poland - $ACP.WA Sofwave medical - $SOFW.TA Intellego Tech - $INT.ST Terravest Industries - $TVK.TO I-Tech AB - $ITECH.ST New Position - TBR Vitalhub - $VHI.TO Kinsale - $KNSL There is a new position being built - TBR Positions changes - Exited $AMZN $NVDA $GOOG $HIMS $PME.AX $BRO all for very good gains bedsides Amazon that was sold near BE The secret stock I was building a position for a while was Intellego increased my positions on Sofwave Medical alongside"  
[X Link](https://x.com/SimeonResearch_/status/1965048676067479661) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-09-08T13:44Z 8779 followers, 18.1K engagements


"We need to talk about $CSU.TO ✨ After reading the whole transcript and keeping notes my bottom line is 👇 🧙♂ML approach is sceptical and rightfully so as with new advancement and technology the real effects are not visible immediately the majority of the big projections of the last X years have been dead wrong which leads me to the old saying humanity is terribly good at being terrible predicting the future. Its role within CSU so far XX% of BUs in one operating group use AI tools in R&D XX% use it in sales/marketing and XX% report using it for customer support interestingly here AI diverts"  
[X Link](https://x.com/SimeonResearch_/status/1970490741865550334) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-09-23T14:09Z 8777 followers, 18.2K engagements


"What I decided to do with my $CSU.TO position ❓ If you just want the bottom line I increased position but not aggressively 👇 The company runs on a decentralised structure and it was made like that very early on it has multiple CEOs within its system and ML did not have any effect on day to day operations he has retired a while ago but most noticed now. They are XXX% ready to run it on their own. The reaction to the departure I dont think is a purely emotional one and disagree those who completely brush it off ML maybe not involved with day to day operations he was focused on strategy to"  
[X Link](https://x.com/SimeonResearch_/status/1972761993762275391) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-09-29T20:34Z 8777 followers, 19.8K engagements


"7 Stocks in my watchlist and why I dont own them yet $SLYG.F Why - I was and still am hesitant because of the recent run up after revisiting the thesis it still may very well not be expensive relative to what it achieve in rev growth still debating. $MTLN Why - Mind you this was pitched to me at X euros it is honestly one of the most interesting businesses in Europe I dont own as I am looking for slower faster growing companies $LBM.MI Why - Havent research enough yet it is on the high priority watchlist $TOI.V Why - Love it but own too much CSU as well as Asseco $PSIX Why - Was on my radar"  
[X Link](https://x.com/SimeonResearch_/status/1973471174609834444) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-01T19:32Z 8777 followers, 14.8K engagements


"USA watchlist (mid-larger caps) $HROW - I am not vary familiar with Pharma stocks but after current dip I think it is worth digging deeper $DLO - Long term readers know I broke it down very early I am impressed with the execution from the CEO gonna take a second look. $TMDX - Still proud that I called out the short sellers got blocked and proved to be right below 100s it gets interesting. $APP - Would love to participate not at this valuation. $ISRG - Started to get interesting but not yet at my buy range XX% ROIC with around XX% Rev QnQ growth and a strong moat. Not bad for the large cap"  
[X Link](https://x.com/SimeonResearch_/status/1978457766021812344) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-15T13:47Z 8777 followers, 14.1K engagements


"@HatedMoats Are they doing any progress to track down glp1 makers"  
[X Link](https://x.com/SimeonResearch_/status/1978820435845239130) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-16T13:48Z 8777 followers, XXX engagements


"@Mindset4Money_X Why its getting sold off like that"  
[X Link](https://x.com/SimeonResearch_/status/1979214262875672908) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-17T15:53Z 8778 followers, 1829 engagements


"The biggest winners operate on niches 📈 Some of my favourite niche businesses 👇 📊 $WTC.AX - Logistics Software Performance 5yr XXX% 🪄 $CSU.TO - Vertical Software Performance 5yr XXX% 🪖 $NXSN.TA - Drone Cameras under 2kg Performance 5yr XXXXX% ✈ $HEI - Parts for Aircrafts Performance 5yr XXX% 🩻 $PME.AX - Radiology software Performance 5yr XXX% 🛢 $TVK.TO - Propane tanks & H/C systems Performance 5yr XXX% 👔 $KNSL - Casualty and Property insurance Performance 5yr XXX% 🔌$SLYG.F - Electronic Part (smart home) Performance 2yr XXX% 🌐 $CDNS - Verification & Simulation software Performance"  
[X Link](https://x.com/SimeonResearch_/status/1920536200315875841) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-05-08T17:48Z 8791 followers, 5449 engagements


"Lets all wish ML to be back on his feet stronger that ever A very friendly reminder to all panicked investors $CSU.TO / $CSU runs on a decentralised system for a good reason ⚠ Full thesis revisited tomorrow"  
[X Link](https://x.com/SimeonResearch_/status/1971218559809294615) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-09-25T14:21Z 8793 followers, 9011 engagements


"Bang Bang Bang $ILYDA.AT Deep Dive 💥 My best Piece so far Enjoy Link in the Bio Dont forget to follow"  
[X Link](https://x.com/SimeonResearch_/status/1975287437737009621) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-06T19:49Z 8793 followers, 70K engagements


"Positions that I am very eager to see their results this Q $CCLD - Will we growth re-acceleration $TVK.TO - How recent acq are being digested/synergies $ACP.WA - Implementation of the CSU playbook Which of your positions are you waiting to review most for this Q and why"  
[X Link](https://x.com/SimeonResearch_/status/1978166935478014074) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-14T18:32Z 8795 followers, 7262 engagements


"$FFH.TO keeps on increasing its stake in $MYTIL.AT 🎯 But why 🤔 A Deep dive into the underlooked Greek Giant 💡 Fairfax has the option to acquire 2.750.000 treasury shares of MElten through an exchangeable bond (110mil euro) within X years at XX per share (1.92% of the share capital) This is company that recently rebranded to Melten from Mytilinaios energy to reflect their next phase in energy transition. This is a company I have covered here and it is time I go deeper. ⚡On their main operations which are metallurgy they are the only fully vertically integrated private aluminium producer"  
[X Link](https://x.com/SimeonResearch_/status/1935765208447791355) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-06-19T18:22Z 8795 followers, 6870 engagements


"@ThijsThijsT Could have made this clearer Both are solid imo I am more interested in $MYTIL.AT atm"  
[X Link](https://x.com/SimeonResearch_/status/1935812005522190470) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-06-19T21:28Z 8795 followers, XXX engagements


"@investlikeiroh $mytil.at $ACP.WA $SGN.WA Those X by far and another one i am not willing to disclose as i am building a position"  
[X Link](https://x.com/SimeonResearch_/status/1940423595853041738) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-07-02T14:53Z 8795 followers, XXX engagements


"@Pioutiful NFA i bought recently $ACP.WA I like $MYTIL.AT"  
[X Link](https://x.com/SimeonResearch_/status/1940424426920837182) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-07-02T14:56Z 8795 followers, XXX engagements


"@Spike_1567 $four valuation rn dont make sense"  
[X Link](https://x.com/SimeonResearch_/status/1978358641473274027) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-15T07:13Z 8795 followers, XXX engagements


"@illyquid Complete monopoly there its only 2-3 companies controlling the whole game Pokmon has a lot of money if you know what to do People compete to get access to new releases its crazy"  
[X Link](https://x.com/SimeonResearch_/status/1979818751127404984) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-19T07:55Z 8795 followers, XXX engagements