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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, $mytilat, $tvkto the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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

- X Week XXXXXX -XX%
- X Month XXXXXXX +10%
- X Months XXXXXXXXX +5.50%

### 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 -XXXX%
- 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 +1.10%
- X Month XXXXX +13%
- X Months XXXXX +196%

### CreatorRank: XXXXXXX [#](/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**
[countries](/list/countries)  XXXXX% [finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$acpwa](/topic/$acpwa) #2, [$csuto](/topic/$csuto) #13, [$mytilat](/topic/$mytilat) #5, [$tvkto](/topic/$tvkto) #2, [$evost](/topic/$evost) #10, [$itechst](/topic/$itechst) #1, [$nxsnta](/topic/$nxsnta) #1, [stocks](/topic/stocks) #3647, [$sgnwa](/topic/$sgnwa) #3, [poland](/topic/poland) #697

**Top accounts mentioned or mentioned by**
[@kairospraxis](/creator/undefined) [@spike_1567](/creator/undefined) [@spike1567](/creator/undefined) [@malbeth101](/creator/undefined) [@jollyroger6942](/creator/undefined) [@fedex774](/creator/undefined) [@tinytitanscap](/creator/undefined) [@illyquid](/creator/undefined) [@nimesh3t](/creator/undefined) [@maestroinvest](/creator/undefined) [@acadiandgi](/creator/undefined) [@realroseceline](/creator/undefined) [@ar75ne](/creator/undefined) [@sharogradskym](/creator/undefined) [@aamannolu](/creator/undefined) [@dividendpaydate](/creator/undefined) [@hatedmoats](/creator/undefined) [@fintegrate](/creator/undefined) [@dividendngrowth](/creator/undefined) [@kabraxfx](/creator/undefined)

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

"Preparing a very detailed report on $EVO / $EVO.ST 💡 I will elaborate on why the stock price doesn't reflect fundamentals 🤔 What is likely gonna happen next ✅ Been preparing this for a while 📊 Report dropping soon so make sure to follow to not miss out on it 🤝"  
[X Link](https://x.com/SimeonResearch_/status/1885392557267357921) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-01-31T18:19Z 8831 followers, 2394 engagements


"$EVO.ST / $EVO thesis 📈 Drops this Sunday 🤝 Shareholders you don't want to miss this out 😉"  
[X Link](https://x.com/SimeonResearch_/status/1902064671529779513) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-03-18T18:28Z 8831 followers, 3510 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 8831 followers, 10K 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 8831 followers, 58.2K 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 8808 followers, 6870 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 8808 followers, 9708 engagements


"@KairosPraxis Brutal but if they continue to scale their platform I think they can sustain healthy good growth rates"  
[X Link](https://x.com/SimeonResearch_/status/1977858155842351483) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-13T22:05Z 8808 followers, XXX engagements


"Been snapping some shares in a stock from Clues ✅ Sub 350mil market cap Software No more hints as some of yall are very sharp 😂 If someone gets it right in the comments I will dm 👌"  
[X Link](https://x.com/SimeonResearch_/status/1980662066223673820) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-21T15:46Z 8831 followers, 6399 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 8806 followers, 3056 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 8809 followers, 9073 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 8798 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 8809 followers, 14.2K 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 8798 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 8798 followers, XXX 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 8809 followers, 7214 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 8796 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 8809 followers, 1837 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 8798 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 8806 followers, XXX engagements


"⛔ Removed from watchlist ⛔ $ALL.WA - I presented this company as a potential undervalued gem due to the favourable economics vs valuation. This company trades at EV/FCF of X while growing rev XX% CAGR (lets X years) and has a XX% gross. I now understand why the multiples are low they plan to sale of Software Mind which historically has been one of the fastest growing segments (In 2024 it grew XX% and historically averaged double-digit quarterly growth). The op margin was XX% Reasons for selling the sale process is part of a joint-exit provision embedded in the Software Mind shareholder"  
[X Link](https://x.com/SimeonResearch_/status/1935348056410497351) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-06-18T14:45Z 8808 followers, 4043 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 8808 followers, 11.7K 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 8808 followers, 17.2K engagements


"Completely under the radar here that markets are up XXX% up in the last X Years Top performers 📊 🏦 $NBGRY - Up 1074% 🌐 $ILYDA.AT - Up XXX% 🏦 $EUROB.AT - Up XXX% ⚡ $MYTIL.ST - Up 591%"  
[X Link](https://x.com/SimeonResearch_/status/1955277436624441602) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-08-12T14:37Z 8808 followers, 7223 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 8808 followers, 6217 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 8808 followers, XXX engagements


"Very few know this about the biggest sleeper company in Greece 🤔🤔 $MYTIL.AT which is on my radar share has compounded a very cool XX% per year for the last X years (549% in total) and still trades at a X PE ratio.😱 👉 Recently they invested 500m to build X new factories in Romania & Greece. Their unique patent allows them to extract XX% of metals (overall industry range is 60-80% in general) while having X% emissions. (Moat) They will expand on way more metals and get this their new method of extraction they will reduce costs significantly and increase margins so even if there is trouble"  
[X Link](https://x.com/SimeonResearch_/status/1922377846162407886) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-05-13T19:46Z 8809 followers, 3190 engagements


"I feel the biggest winners in the next X years for my portfolio will be these companies 🎯 $HIMS - First Buy near $XX $PME.AX - First Buy at $XXX $NXSN.TA - First Buy at 5800 $ITECH.ST First Buy at XX SEK $TVK.TO - First buy near $XX $VHI.TO - First buy was near $XX Which of your holdings you believe are gonna be the biggest winners Let me see those quality names"  
[X Link](https://x.com/SimeonResearch_/status/1923017360723575116) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-05-15T14:07Z 8808 followers, 4753 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 8808 followers, 6586 engagements


"Secret Stock Reveal 💥💥 XXXX% FCF margin Gross XX% ROIC XX% and Rev Cagr XXXX% Trading XX times FCF and at a XX Forward PE while having XX% insider ownership. ✅ Mc - 38mil 👌 Ticker - $IFI.WA 💡 What do they do - Ifirma is the largest cloud-based accounting and invoicing system in Poland serving freelancers and small-to-medium enterprises. They have recently pivoted to online accounting with the launch of ifirma platform and today they combine a subscription-based SaaS model with complementary BPO accounting HR staffing and IT outsourcing services. 🎯 Value Proposition - Simplicity and"  
[X Link](https://x.com/SimeonResearch_/status/1939695290061103457) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-06-30T14:39Z 8809 followers, 9480 engagements


"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 8809 followers, 23.5K 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 8808 followers, 10.6K 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 8808 followers, 18.3K 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 8808 followers, 9022 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 8808 followers, 19.9K engagements


"@blondesnmoney Very solid business I like $GILT too"  
[X Link](https://x.com/SimeonResearch_/status/1977750069441962474) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-13T14:55Z 8808 followers, XXX 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 8808 followers, 1426 engagements


"@illyquid Being hearing the same"  
[X Link](https://x.com/SimeonResearch_/status/1979489777670824207) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-18T10:08Z 8808 followers, XXX engagements


"I am extremely proud to deliver my Evolution gaming Deep Dive 💎 $EVO.ST / $EVO Took hours of work ✅ Please go head and read it it's full of amazing information 🫡 ITS FREE 🤝 👉 Link in bio 👈"  
[X Link](https://x.com/SimeonResearch_/status/1904611306679706079) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-03-25T19:08Z 8821 followers, 6161 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 8826 followers, 3185 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 8821 followers, 11.3K 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 8809 followers, XXX 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 8809 followers, XXX 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 8821 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 8820 followers, 18.8K 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 8821 followers, 18.1K 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 8830 followers, 7425 engagements


"@nimesh3t Tu Also I like $CLBT and $GILT"  
[X Link](https://x.com/SimeonResearch_/status/1978849311556288756) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-16T15:43Z 8813 followers, XXX engagements


"@HatedMoats Algo very bad today buried me too But hey what can u do 🤷♂"  
[X Link](https://x.com/SimeonResearch_/status/1980705869051683202) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-21T18:40Z 8830 followers, XXX engagements


"@Spike_1567 What have you found recently"  
[X Link](https://x.com/SimeonResearch_/status/1980717176492273665) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-21T19:25Z 8829 followers, XXX 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 8830 followers, 70.2K 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 8830 followers, 14.6K 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 8831 followers, 14K engagements


"@MacadoMP The one I am talking here is from Singapore not Poland"  
[X Link](https://x.com/SimeonResearch_/status/1980662967008907633) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-21T15:50Z 8831 followers, XXX engagements


"@dividendpaydate Care to take a guess🧐"  
[X Link](https://x.com/SimeonResearch_/status/1980665908881420546) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-21T16:02Z 8830 followers, XXX engagements


"@Mindset4Money_X Lets see $goog"  
[X Link](https://x.com/SimeonResearch_/status/1980704858274771297) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-21T18:36Z 8830 followers, XXX engagements


"@RegSnowdon Oh welcome My first one was $CSU.TO"  
[X Link](https://x.com/SimeonResearch_/status/1980723760635465883) [@SimeonResearch_](/creator/x/SimeonResearch_) 2025-10-21T19:51Z 8830 followers, XXX engagements