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# ![@balkemyr Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1617212776027414529.png) @balkemyr Balkemyr von Strath

Balkemyr von Strath posts on X about $aoj, $ferg, $acr, $intrum the most. They currently have XXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1617212776027414529/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1617212776027414529/c:line/m:interactions.svg)

- X Week XXXXX +147%
- X Month XXXXXX +230%
- X Months XXXXXX +113%
- X Year XXXXXXX -XX%

### Mentions: X [#](/creator/twitter::1617212776027414529/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1617212776027414529/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +43%
- X Months XXX +298%
- X Year XXX +34%

### Followers: XXX [#](/creator/twitter::1617212776027414529/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1617212776027414529/c:line/m:followers.svg)

- X Week XXX +1.10%
- X Month XXX +3.40%
- X Months XXX +22%
- X Year XXX +25%

### CreatorRank: undefined [#](/creator/twitter::1617212776027414529/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1617212776027414529/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [currencies](/list/currencies) 

**Social topic influence**
[$aoj](/topic/$aoj) #1, [$ferg](/topic/$ferg) #453, [$acr](/topic/$acr), [$intrum](/topic/$intrum) #1, [$sgopa](/topic/$sgopa), [business](/topic/business), [$wcc](/topic/$wcc), [$alligo](/topic/$alligo), [solar](/topic/solar), [finance](/topic/finance)

**Top accounts mentioned or mentioned by**
[@arneulland](/creator/undefined) [@jacobstjernberg](/creator/undefined) [@allokerakapital](/creator/undefined) [@andersthunoee](/creator/undefined) [@bowumikasa1](/creator/undefined) [@stonkmetal](/creator/undefined) [@roa15988](/creator/undefined) [@nordicopps](/creator/undefined) [@dagensaktiedk](/creator/undefined) [@winterlars](/creator/undefined) [@ormstunge1](/creator/undefined) [@hiddenvaluegems](/creator/undefined) [@olvehe](/creator/undefined) [@marcwesteneng](/creator/undefined) [@keskoir](/creator/undefined) [@davidkatunaric](/creator/undefined) [@alexeliasson](/creator/undefined) [@yolo30552637](/creator/undefined) [@bigleaguebi](/creator/undefined) [@borshaj1](/creator/undefined)

**Top assets mentioned**
[Ferguson plc (FERG)](/topic/$ferg) [ACRES Commercial Realty Corp. (ACR)](/topic/$acr) [Wesco International Inc. (WCC)](/topic/$wcc)
### Top Social Posts
Top posts by engagements in the last XX hours

"$AOJ is step by step taking over the Danish market for plumbing. Dahl (= Saint Gobain Distr. DK $SGO.PA) and Lemvigh-Mller seem to lose market shares. Ahlsell gave up after trying from scratch 1999-2009 but bought Sanistl in 2022. Still no success"  
[X Link](https://x.com/balkemyr/status/1958458462448517207)  2025-08-21T09:17Z XXX followers, 1178 engagements


"If @tom_peters is still "In Search of Excellence" (best business book ever) he should have a look at A&O Johansen $AOJ which is a Danish Ferguson $FERG. Everything that A&O Johansen does is top-notch like hiring one of the very best cyber security Danes"  
[X Link](https://x.com/balkemyr/status/1978375712076706192)  2025-10-15T08:21Z XXX followers, 1260 engagements


"A&O Johansen $AOJ (growth XX %) PE (2025)=12.8 Grodno S.A. (growth X %) PE (2025)=13.7 Rexel (growth X %) PE (2025)=15.7 Wesco $WCC (growth X %) PE (2025)=20.5 $ALLIGO (growth X %) PE (2025)=23-ish Ferguson $FERG (growth X %) PE (2025)=25-ish Solar A/S (growth -X %) PE (2025)=50"  
[X Link](https://x.com/balkemyr/status/1997606017958543766)  2025-12-07T09:56Z XXX followers, 3359 engagements


"Compare Axactor $ACR with peers Hoist Finance $HOFI and $INTRUM and it's easy to see a doubling of the share price. That is if the management has finally been able to turn the ship which a lot of things indicate"  
[X Link](https://x.com/balkemyr/status/1920070142865625101)  2025-05-07T10:56Z XXX followers, XXX engagements


"As a buyer of $INTRUM shares you pay XX SEK to owe () XXX SEK (TCE=minus XXX SEK per share). As a buyer of Axactor $ACR you pay XXXX NOK to own XXXXX NOK (TCE=plus XXXXX NOK equity=13.45 NOK per share). An insane difference even if some of the Intrum goodwill reflects more 3PC"  
[X Link](https://x.com/balkemyr/status/1920095385441206728)  2025-05-07T12:36Z XXX followers, XXX engagements


"$FERG is by the way trading at a P/E ratio twice that of $AOJ. For warehouse automation Ferguson seems to rely on AutoStore which for many products is quite a slow automation. A&O Johansen only uses AutoStore for clothing where AutoStore makes sense. Cuby shuttles for speed"  
[X Link](https://x.com/balkemyr/status/1978378557911965848)  2025-10-15T08:32Z XXX followers, XXX engagements


"@IcqqkaeyD Sure that you are "snill morsom og omsorgsfull" A little humbleness would do good I think. "When the Class B share capital () has been given a X% annual dividend." Since nominal value of each traded share is X DKK the X % means XXXX DKK (far lower than current dividend)"  
[X Link](https://x.com/balkemyr/status/1997972083054092360)  2025-12-08T10:10Z XXX followers, XX engagements