#  @marcwesteneng marc westeneng marc westeneng posts on X about $jdc, $aoj, $epsil, in the the most. They currently have [---] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::217129177/interactions)  - [--] Week [---] -83% - [--] Months [-----] +80% - [--] Year [-----] -64% ### Mentions: [--] [#](/creator/twitter::217129177/posts_active)  - [--] Week [--] -83% - [--] Months [--] -4.20% - [--] Year [--] -34% ### Followers: [---] [#](/creator/twitter::217129177/followers)  - [--] Week [---] no change - [--] Month [---] -3.10% - [--] Months [---] -0.29% - [--] Year [---] +6.20% ### CreatorRank: undefined [#](/creator/twitter::217129177/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 22.67% [stocks](/list/stocks) 8% [countries](/list/countries) 6.67% [travel destinations](/list/travel-destinations) 1.33% [social networks](/list/social-networks) 1.33% [technology brands](/list/technology-brands) 1.33% [currencies](/list/currencies) 1.33% [celebrities](/list/celebrities) 1.33% **Social topic influence** [$jdc](/topic/$jdc) 14.67%, [$aoj](/topic/$aoj) 8%, [$epsil](/topic/$epsil) 6.67%, [in the](/topic/in-the) 5.33%, [if you](/topic/if-you) 4%, [netherlands](/topic/netherlands) 4%, [insurance](/topic/insurance) 4%, [$tatt](/topic/$tatt) 4%, [guess](/topic/guess) 2.67%, [investment](/topic/investment) 2.67% **Top accounts mentioned or mentioned by** [@symmetryinvest](/creator/undefined) [@michaelgielkens](/creator/undefined) [@sharogradskym](/creator/undefined) [@balkemyr](/creator/undefined) [@evfcfaddict](/creator/undefined) [@stonkmetal](/creator/undefined) [@alexeliasson](/creator/undefined) [@investmentideen](/creator/undefined) [@mavixleon](/creator/undefined) [@cj0pp3l](/creator/undefined) [@evantindell](/creator/undefined) [@linkedin](/creator/undefined) [@arneulland](/creator/undefined) [@seekingwinners](/creator/undefined) [@lioncubsfund](/creator/undefined) [@dutchinvestors](/creator/undefined) [@marcelvink888](/creator/undefined) [@mirjam152](/creator/undefined) [@juan56767](/creator/undefined) [@patfripatrik](/creator/undefined) **Top assets mentioned** [Brookfield Corporation (BN)](/topic/$bn) [abrdn Income Credit Strategies Fund (ACP)](/topic/$acp) [Heima (HEI)](/topic/$hei) ### Top Social Posts Top posts by engagements in the last [--] hours "@Investmentideen Hi Paul You say If i would have cash I guess you have considered selling non-software positions. If you want to share: What % of your portfolio is in VMS For me risk is part of the buy the dip question. (we have overlap in porto long $TOI $ACP $SGN $CHG)" [X Link](https://x.com/marcwesteneng/status/2019139852768620854) 2026-02-04T20:03Z [---] followers, [----] engagements "@balkemyr @stonkmetal @alexeliasson @evfcfaddict "It's a 100-year-old company. They have locations in the heart of Copenhagen which would be worth a fortune if they decided to sell and develop it for residential buildings or the like."" [X Link](https://x.com/marcwesteneng/status/1762573563343876418) 2024-02-27T20:20Z [---] followers, [---] engagements "Friday March 8th $JDC Group reports prelimenary FY2023 results. What do you expect and what are you looking for I am a.o. looking for confirmation that onboarding of big contracts is going as planned resulting in accelaration of advisortech" [X Link](https://x.com/marcwesteneng/status/1765465174213882190) 2024-03-06T19:51Z [---] followers, [---] engagements "Check out my latest article: My head says gym but my heart says Sauvignon Blanc via @LinkedIn https://www.linkedin.com/pulse/my-head-says-gym-heart-sauvignon-blanc-marc-westeneng-cvqce https://www.linkedin.com/pulse/my-head-says-gym-heart-sauvignon-blanc-marc-westeneng-cvqce" [X Link](https://x.com/marcwesteneng/status/1849013281219846262) 2024-10-23T09:01Z [---] followers, [---] engagements "$JDC presents [----] Q3 results on Nov [--]. What about valuation of the stock currently around [--] Euro. Guidance for whole year 2024: EBITDA 145-160 mln. Shares outstanding: [---] mln (after deducting own shares via share buyback). (1/2)" [X Link](https://x.com/marcwesteneng/status/1853552680922190320) 2024-11-04T21:39Z [---] followers, [---] engagements "@ArneUlland Agreem in all. Main question to me: when will $AOJ see growth again + will they succeed in lowerin working capital I would also suspect profits from price increases realized on inventory" [X Link](https://x.com/marcwesteneng/status/1760227363059585033) 2024-02-21T08:58Z [---] followers, [---] engagements "$AOJ investment case in one picture: lot of fixed costs which is typical for the business model = revenue growth will lead to exponential result improvement. Waiting until 2025" [X Link](https://x.com/marcwesteneng/status/1760361709758218548) 2024-02-21T17:51Z [---] followers, [----] engagements "@balkemyr . Although the gross margin has decayed largely due to accounting changes the financials below show a lack of operating leverage" [X Link](https://x.com/marcwesteneng/status/1765018583078166956) 2024-03-05T14:16Z [---] followers, [---] engagements "@Symmetry_Invest $JDC revenue yoy + [--] EBITDA+31% EBIT *2. That is what we want to see and what you have predicted all the time" [X Link](https://x.com/marcwesteneng/status/1766017464666644945) 2024-03-08T08:25Z [---] followers, [---] engagements "@SeekingWinners_ $AOJ" [X Link](https://x.com/marcwesteneng/status/1790040931481129338) 2024-05-13T15:26Z [---] followers, [---] engagements "@SharogradskyM I guess a bit of Isral-discount although substantial part of revenue from other regions Will most likely pass away soon" [X Link](https://x.com/marcwesteneng/status/1844079543897948216) 2024-10-09T18:16Z [---] followers, [---] engagements "@Symmetry_Invest Mr Market is still offering the opportunity to load up at [---] today 🙏 $JDC makes me think of Jeff Bezos: If everything you do needs to work on a three-year time horizon then youre competing against a lot of people. =" [X Link](https://x.com/marcwesteneng/status/1844466356596637936) 2024-10-10T19:53Z [---] followers, [---] engagements "@Symmetry_Invest Well deserved thank you for sharing quality information. And for travelling alongside eachother concering $JDC" [X Link](https://x.com/marcwesteneng/status/1848454551634121133) 2024-10-21T20:01Z [---] followers, [---] engagements "@Symmetry_Invest Agree [----] was partly catchup. Hope that Operational leverage keeps working in coming years. EBT should grow much faster" [X Link](https://x.com/marcwesteneng/status/1899065842224005138) 2025-03-10T11:52Z [---] followers, [---] engagements "@Symmetry_Invest In earlier years mgt showed a J-curve to illustrate that revenue on level of big clients would speed up after a few years. That is why I expected higher growth in the next years than the historical average of 16%. Time has learned that this process really takes time. $JDC" [X Link](https://x.com/marcwesteneng/status/1899147250644799957) 2025-03-10T17:16Z [---] followers, [---] engagements "@SharogradskyM I have looked at $SLYG again and again. Mainly because you are so enthusiast about the company and I hold your opinion high. But I cant get the thought out of my head that the Shelly products are too vulnerable to Chinese competition. Would love to hear your opinion about it 🙏" [X Link](https://x.com/marcwesteneng/status/1918729012483965314) 2025-05-03T18:06Z [---] followers, [---] engagements "@LionCubsFund @MichaelGielkens Better than Danaher" [X Link](https://x.com/marcwesteneng/status/1945232308623098217) 2025-07-15T21:21Z [---] followers, [---] engagements "@DutchInvestors Wolters Kluwer" [X Link](https://x.com/marcwesteneng/status/1970349842594472284) 2025-09-23T04:49Z [---] followers, [--] engagements "@SharogradskyM $EPSIL $JDC" [X Link](https://x.com/marcwesteneng/status/1678112614923091968) 2023-07-09T18:43Z [---] followers, [---] engagements "@SharogradskyM Another financial institution that holds $JDC shares = extra lock in effect. Even if another platform offers comparable value in the future switch costs will be considerable. Plus Provinzial has extra incentive to make a succes of the platform use. Good News" [X Link](https://x.com/marcwesteneng/status/1707398271948177481) 2023-09-28T14:14Z [---] followers, [---] engagements "@Symmetry_Invest Only possible downside I see is that future pricing by JDC might be influenced/limited" [X Link](https://x.com/anyuser/status/1707462071116349837) 2023-09-28T18:27Z [--] followers, [--] engagements "@balkemyr @stonkmetal @alexeliasson @evfcfaddict "The majority of A&O Johansen's balance sheet value is in properties. Out of their [--] locations I believe they own around [--] to [--]. They have prime locations because they've been around for a long time."" [X Link](https://x.com/marcwesteneng/status/1762573449354953186) 2024-02-27T20:20Z [---] followers, [---] engagements "@marcelvink888 Als je een km te hard rijdt: boete. Dag te laat met belasting betalen: boete. Maar dit soort dingen veel schadelijker mag gewoon. Politie staat erbij en doet niks. Klasse justitie" [X Link](https://x.com/marcwesteneng/status/1766879973887901955) 2024-03-10T17:33Z [---] followers, [--] engagements "@Mirjam152 het is echt wachten tot een deel van NL het recht in eigen hand neemt. En daar zijn dit soort rechters schuldig aan. Een kilometer te hard rijden en je krijgt een boete. Je belastingaangifte een dag te laat inleveren idem. Maar met je poten aan meisjes zitten " [X Link](https://x.com/marcwesteneng/status/1791931347465814224) 2024-05-18T20:38Z [---] followers, [--] engagements "@SharogradskyM @mavix_leon @Juan56767 @PatfriPatrik Lets hold on together 💪" [X Link](https://x.com/marcwesteneng/status/1793622768455696401) 2024-05-23T12:39Z [---] followers, [--] engagements "@CompTortoise most of them having negative revenue growth . is that because of European recession" [X Link](https://x.com/marcwesteneng/status/1813482968813289973) 2024-07-17T07:56Z [---] followers, [---] engagements "@Quality_stocksA Didnt he switch from Markel to Kinsale" [X Link](https://x.com/marcwesteneng/status/1817494583460216952) 2024-07-28T09:37Z [---] followers, [---] engagements "@BarrySchwartzBW @returnoncap $SPGI https://business.columbia.edu/sites/default/files-efs/imce-uploads/S%26P%20Global_Richard%20Lalane.pdf https://business.columbia.edu/sites/default/files-efs/imce-uploads/S%26P%20Global_Richard%20Lalane.pdf" [X Link](https://x.com/marcwesteneng/status/1822935176340447629) 2024-08-12T09:56Z [---] followers, [--] engagements "@Symmetry_Invest Just listened to call with management talking about H1 results. [----] Guidance confirmed. Happy with Summitas Investment speeding up hidden potential here (buy at [--] multiple sell at 20) that might be unlocked if Bain exits in [--] or so years" [X Link](https://x.com/marcwesteneng/status/1823707470965133379) 2024-08-14T13:05Z [---] followers, [---] engagements "@olensrud Lets ask the master. WDYT @MichaelGielkens" [X Link](https://x.com/marcwesteneng/status/1825222304902848971) 2024-08-18T17:24Z [---] followers, [---] engagements "@EvaVlaar Agree Wondering how it is possible that judges facilitate this. Hypothesis: courts are crowded by left wing oriented people like in the Netherlands. That explains assymetric verdicts favouring moslims vice versa. Courts losing independence that is a real big problem" [X Link](https://x.com/marcwesteneng/status/1825425866869899656) 2024-08-19T06:53Z [---] followers, [--] engagements "@CJ0pp3l At the same time in the Netherlands: ukrainien guy lives in hotel for free and complains about the food and not getting a house (waiting list for housing [--] years). Victoria is doing the right thing imo" [X Link](https://x.com/marcwesteneng/status/1827049707589529610) 2024-08-23T18:26Z [---] followers, [---] engagements "@evantindell Tresor Capital @MichaelGielkens" [X Link](https://x.com/marcwesteneng/status/1833872932487004252) 2024-09-11T14:19Z [---] followers, [---] engagements "@evantindell @MichaelGielkens and ofcourse: symmetry invest (Denmark) @Symmetry_Invest" [X Link](https://x.com/marcwesteneng/status/1833873243184177460) 2024-09-11T14:20Z [---] followers, [--] engagements "@MiesBee Ik heb respect voor veel van Tims werk. Maar dit is wel erg makkelijk. Als je de wereld beter wilt maken op de thema's die hij noemt dan is er [-----] keer meer effect te bereiken in de moskees dan dan in de kerken. Wil je dan echt de wereld veranderen of " [X Link](https://x.com/marcwesteneng/status/1847278553722745214) 2024-10-18T14:08Z [---] followers, [--] engagements "@MichaelGielkens I remember you saying recently that you always prefer the highest ranked holding closest to the family in this case the partners. Wouldnt you prefer this one over $BN Or is illiquidity the reason not to do so" [X Link](https://x.com/marcwesteneng/status/1847682355353326013) 2024-10-19T16:52Z [---] followers, [---] engagements "@MichaelGielkens In any case: very good signal for us as $BN investors" [X Link](https://x.com/marcwesteneng/status/1847683969732497670) 2024-10-19T16:59Z [---] followers, [---] engagements "@Symmetry_Invest Looking forward to Q3 in a few days. I hope EBITDA margin is going up again. I dont understand why this was decreasing in H1 as I expected operational leverage to kick in with fast revenue growth" [X Link](https://x.com/marcwesteneng/status/1855372305481736694) 2024-11-09T22:10Z [---] followers, [---] engagements "@Symmetry_Invest Big fish Hopefully bigger company does not mean slower implementation as is often the case" [X Link](https://x.com/marcwesteneng/status/1862765656652829026) 2024-11-30T07:48Z [---] followers, [--] engagements "@MichaelGielkens @Ikkenospes Wonderful business. I try to get my head around what Charlie Munger said about Transdigm which might also apply to $HEI. About pissed off customers because of a too agressive price strategy. Monish Pabrai tells about it you can read it here (of listen the podcast)" [X Link](https://x.com/marcwesteneng/status/1863234585879887936) 2024-12-01T14:51Z [---] followers, [---] engagements "@MichaelGielkens Probably the best weekly newsletter on investing from the Netherlands" [X Link](https://x.com/marcwesteneng/status/1880751172509970651) 2025-01-18T22:56Z [---] followers, [---] engagements "@iam_chris42 Ebitda margin going down" [X Link](https://x.com/marcwesteneng/status/1901524778730622992) 2025-03-17T06:43Z [---] followers, [--] engagements "@Clay_Finck @BRuss008 @CJ0pp3l Also the paid account (Just checking I recommend CJ). Anything else not a structural information flow that I know of merely incidentally. @MichaelGielkens do you know good sources about Sygnity" [X Link](https://x.com/marcwesteneng/status/1929662935007175013) 2025-06-02T22:14Z [---] followers, [---] engagements "@Symmetry_Invest Have to see how succesfull the model will be in insurance. FMK mainly active in personal loans. Also interesting how insurance leads will distributed between 3rd parties and own advisory. Cherry picking Having said that I trust Sebastian and Ralph with the capital allocation" [X Link](https://x.com/marcwesteneng/status/1953127326654324745) 2025-08-06T16:13Z [---] followers, [---] engagements "@Symmetry_Invest .are largely comparable to the competences need to make a succes in insurance. Why should that be different Might be that they foresee fierce competition or changes because of AI or . or they just wanted to have the cash which I can understand" [X Link](https://x.com/marcwesteneng/status/1953200147283795977) 2025-08-06T21:02Z [---] followers, [--] engagements "@Symmetry_Invest Lets hope they can be as succesfull in the much bigger insurance market. If succesfull this will catapult JDC to new heights" [X Link](https://x.com/marcwesteneng/status/1953350123175514227) 2025-08-07T06:58Z [---] followers, [--] engagements "@shomikghosh21 Hi Shomik that would be good news. But a InPractice interview gave me the impression that Veeva is developing in this area and when that is up to speed a lot of clients will prefer integrated Solution. Difficult for me to asses but a important consideration imo" [X Link](https://x.com/marcwesteneng/status/1962388777378205721) 2025-09-01T05:35Z [---] followers, [---] engagements "@jptissot1 What in your opinion is the moat For [--] years now I follow the company but that question is holding me back. I have heard the big number of engineers as an answer. However I doubt if that is a moat when compared with the Chinese. China imo is a real threat here. WDYT" [X Link](https://x.com/marcwesteneng/status/1975808232829456705) 2025-10-08T06:19Z [---] followers, [---] engagements "In Practice starts talking about $AOJ interviewing former AOJ executive. (can't tell what is in it as I don't have an account but I see it as a good sign that the company is on the radar). @balkemyr @stonkmetal @alexeliasson @evfcfaddict https://inpractise.com/articles/aando-johansen-and-danish-plumbing-wholesale-distribution https://inpractise.com/articles/aando-johansen-and-danish-plumbing-wholesale-distribution" [X Link](https://x.com/marcwesteneng/status/1762572416176271859) 2024-02-27T20:16Z [---] followers, [----] engagements "@balkemyr @stonkmetal @alexeliasson @evfcfaddict "The challenge with sub-scale distributors is that we dont see the operating leverage the scaled-US players seem to enjoy. AO targets a 10% cash flow yield a target it hasnt hit in the last [--] years."" [X Link](https://x.com/marcwesteneng/status/1762574428120981764) 2024-02-27T20:24Z [---] followers, [---] engagements "And I hope that management does not use Ukraine/Gaza too much as excuses as happened in Q3 report in my opinion" [X Link](https://x.com/marcwesteneng/status/1765465363335065899) 2024-03-06T19:51Z [---] followers, [---] engagements "Ben ik de enige die dit gek vindt Een kilometer te hard rijden om op tijd bij een vergadering te zijn hoort dan ook bij recht op vergadering (ipv een boete) Ik heb toch de indruk dat rechtspraak voorkeuren heeft. Of ligt dat aan mij" [X Link](https://x.com/marcwesteneng/status/1767194940327477522) 2024-03-11T14:24Z [---] followers, [---] engagements "One of the best on fintwit" [X Link](https://x.com/marcwesteneng/status/1783921601978744905) 2024-04-26T18:10Z [---] followers, [---] engagements "RT @GSpier: If you are a pro Hamas protester do not ask me for a job. I will check your social media accounts. I will check the database" [X Link](https://x.com/marcwesteneng/status/1789696343188930751) 2024-05-12T16:37Z [---] followers, [----] engagements "(1/2) Short interview with JDG Group CEO Sebastian Grabmaier. (link on JDC website does not work this is correct link). Nice to see operational leverage at work: expected rev growth 20% earnings growth 30% in future years. https://www.edisongroup.com/edison-tv/jdc-group-executive-interview-2/33792/ https://www.edisongroup.com/edison-tv/jdc-group-executive-interview-2/33792/" [X Link](https://x.com/marcwesteneng/status/1813553411469799751) 2024-07-17T12:36Z [---] followers, [----] engagements "(2/2) Margin guidance 8% in [----] (20 mln EBITDA / [---] rev) to 12% in a few years (60/500). With growth 20% the [---] mln rev might be reached in [----] maybe [----]. According to conservative scenario by @Symmetry_Invest this means that $JDC stock is valued at 50% of fair value" [X Link](https://x.com/marcwesteneng/status/1813553497809576408) 2024-07-17T12:37Z [---] followers, [---] engagements "Lindwurm man van achteren aansluiten 😂. NOS doet het erom zou je zeggen" [X Link](https://x.com/marcwesteneng/status/1822534902190944633) 2024-08-11T07:25Z [---] followers, [---] engagements "Resulting in [---] price/EBITDA. Not too expensive for market leader + sticky business + negative working capital + low capex + operational leverage + long runway for growth + mgt with skin in the game + optionality (Summitas). (2/2) @Symmetry_Invest" [X Link](https://x.com/marcwesteneng/status/1853552747435733089) 2024-11-04T21:39Z [---] followers, [---] engagements "Any news on $JDC Group that I missed Lot of movement today" [X Link](https://x.com/marcwesteneng/status/1863924230502392277) 2024-12-03T12:32Z [---] followers, [---] engagements "$JDC growing and raising guidance. 🚀At first glance an example of good capital allocation preventing dilution" [X Link](https://x.com/anyuser/status/1952364193245532605) 2025-08-04T13:41Z [---] followers, [---] engagements "Extra lending facilities will enable future acquisitions probably (partly) via Summitas. Making the platform more valuable" [X Link](https://x.com/marcwesteneng/status/1952364834810454520) 2025-08-04T13:43Z [---] followers, [---] engagements "$CHEMM up 24%. Comparing Q1 and Q2 shows some recovery is that the sign so many were waiting for or am I missing something (disc: Long)" [X Link](https://x.com/marcwesteneng/status/1754967659639120261) 2024-02-06T20:37Z [---] followers, [---] engagements "@ideahive $AOJ" [X Link](https://x.com/marcwesteneng/status/1770890725984485383) 2024-03-21T19:10Z [---] followers, [---] engagements "@balkemyr Really bad Q1 figures imo. When the first sentence in the report is about bad weather and fewer sales days because of timing of Easter you know that the shit hits the fan. 'Winning marketingshare' and EPS -6-0% 12% return op capital employed . what is going on" [X Link](https://x.com/marcwesteneng/status/1783198894991569270) 2024-04-24T18:18Z [---] followers, [---] engagements "@balkemyr Hope you are right. I am a long term investor so one or two quarters is not a big problem as long as execution is okay. I have the feeling that more is going on than bad weather + timing of Easter" [X Link](https://x.com/marcwesteneng/status/1783201779330453957) 2024-04-24T18:30Z [---] followers, [---] engagements "@Hanefelt How to lie with statistics you give them money to tell you what you want to hear. Aka prostitution. $EPSIL" [X Link](https://x.com/marcwesteneng/status/1783918574492438621) 2024-04-26T17:58Z [---] followers, [---] engagements "@mavix_leon Waiting for a higher bid. I keep my $EPSIL. What about you" [X Link](https://x.com/marcwesteneng/status/1793162237747888543) 2024-05-22T06:09Z [---] followers, [---] engagements "@SharogradskyM waiting for the higher $EPSIL bid to free up money ;-)" [X Link](https://x.com/marcwesteneng/status/1816531954722046397) 2024-07-25T17:52Z [---] followers, [---] engagements "@balkemyr $AOJ should hire you for Public Relations and IR Good job keeping up the stream of positiveness" [X Link](https://x.com/marcwesteneng/status/1829409263279607969) 2024-08-30T06:42Z [---] followers, [---] engagements "@evfcfaddict @SharogradskyM One of the best $EPSIL $TATT Shelly etc. When Mark says this might be something better pay attention" [X Link](https://x.com/marcwesteneng/status/1890455818258026829) 2025-02-14T17:39Z [---] followers, [---] engagements "@SharogradskyM @SharogradskyM Your @$TATT tip aged very well. How do you look at present valuation My take: the potential you signaled [--] () months ago is now recognized by the market and present price offers less potential. Interested in your opinion if you want to share" [X Link](https://x.com/marcwesteneng/status/2015462098721980879) 2026-01-25T16:29Z [---] followers, [----] engagements "@SharogradskyM Thanks again for sharing this tip I co-invested with you and did well. BTW: good analysis of $TATT on Value Investors Club" [X Link](https://x.com/marcwesteneng/status/2015462318113534026) 2026-01-25T16:30Z [---] followers, [---] engagements "@FrehrInvest regarding JDC group: interested to know about integration of their latest acquisition. And how mgt looks at share buy backs esp with stock in 24-25 range recently. good luck" [X Link](https://x.com/marcwesteneng/status/2018348801447051679) 2026-02-02T15:40Z [---] followers, [--] engagements "@Investmentideen Thx for sharing. Diversification and position sizing is an art" [X Link](https://x.com/marcwesteneng/status/2019469366669037726) 2026-02-05T17:53Z [---] followers, [--] engagements "@Picolinie Thanks Bastiaan. Had a quick look in the e-mail and as always your work looks great and thorough. Although payment space is close to my too hard pile I look forward to the weekend to read it carefully" [X Link](https://x.com/marcwesteneng/status/2019542367410483484) 2026-02-05T22:43Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@marcwesteneng marc westeneng
marc westeneng posts on X about $jdc, $aoj, $epsil, in the the most. They currently have [---] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [---] -83%
- [--] Months [-----] +80%
- [--] Year [-----] -64%
Mentions: [--] #
- [--] Week [--] -83%
- [--] Months [--] -4.20%
- [--] Year [--] -34%
Followers: [---] #
- [--] Week [---] no change
- [--] Month [---] -3.10%
- [--] Months [---] -0.29%
- [--] Year [---] +6.20%
CreatorRank: undefined #
Social Influence
Social category influence finance 22.67% stocks 8% countries 6.67% travel destinations 1.33% social networks 1.33% technology brands 1.33% currencies 1.33% celebrities 1.33%
Social topic influence $jdc 14.67%, $aoj 8%, $epsil 6.67%, in the 5.33%, if you 4%, netherlands 4%, insurance 4%, $tatt 4%, guess 2.67%, investment 2.67%
Top accounts mentioned or mentioned by @symmetryinvest @michaelgielkens @sharogradskym @balkemyr @evfcfaddict @stonkmetal @alexeliasson @investmentideen @mavixleon @cj0pp3l @evantindell @linkedin @arneulland @seekingwinners @lioncubsfund @dutchinvestors @marcelvink888 @mirjam152 @juan56767 @patfripatrik
Top assets mentioned Brookfield Corporation (BN) abrdn Income Credit Strategies Fund (ACP) Heima (HEI)
Top Social Posts
Top posts by engagements in the last [--] hours
"@Investmentideen Hi Paul You say If i would have cash I guess you have considered selling non-software positions. If you want to share: What % of your portfolio is in VMS For me risk is part of the buy the dip question. (we have overlap in porto long $TOI $ACP $SGN $CHG)"
X Link 2026-02-04T20:03Z [---] followers, [----] engagements
"@balkemyr @stonkmetal @alexeliasson @evfcfaddict "It's a 100-year-old company. They have locations in the heart of Copenhagen which would be worth a fortune if they decided to sell and develop it for residential buildings or the like.""
X Link 2024-02-27T20:20Z [---] followers, [---] engagements
"Friday March 8th $JDC Group reports prelimenary FY2023 results. What do you expect and what are you looking for I am a.o. looking for confirmation that onboarding of big contracts is going as planned resulting in accelaration of advisortech"
X Link 2024-03-06T19:51Z [---] followers, [---] engagements
"Check out my latest article: My head says gym but my heart says Sauvignon Blanc via @LinkedIn https://www.linkedin.com/pulse/my-head-says-gym-heart-sauvignon-blanc-marc-westeneng-cvqce https://www.linkedin.com/pulse/my-head-says-gym-heart-sauvignon-blanc-marc-westeneng-cvqce"
X Link 2024-10-23T09:01Z [---] followers, [---] engagements
"$JDC presents [----] Q3 results on Nov [--]. What about valuation of the stock currently around [--] Euro. Guidance for whole year 2024: EBITDA 145-160 mln. Shares outstanding: [---] mln (after deducting own shares via share buyback). (1/2)"
X Link 2024-11-04T21:39Z [---] followers, [---] engagements
"@ArneUlland Agreem in all. Main question to me: when will $AOJ see growth again + will they succeed in lowerin working capital I would also suspect profits from price increases realized on inventory"
X Link 2024-02-21T08:58Z [---] followers, [---] engagements
"$AOJ investment case in one picture: lot of fixed costs which is typical for the business model = revenue growth will lead to exponential result improvement. Waiting until 2025"
X Link 2024-02-21T17:51Z [---] followers, [----] engagements
"@balkemyr . Although the gross margin has decayed largely due to accounting changes the financials below show a lack of operating leverage"
X Link 2024-03-05T14:16Z [---] followers, [---] engagements
"@Symmetry_Invest $JDC revenue yoy + [--] EBITDA+31% EBIT *2. That is what we want to see and what you have predicted all the time"
X Link 2024-03-08T08:25Z [---] followers, [---] engagements
"@SeekingWinners_ $AOJ"
X Link 2024-05-13T15:26Z [---] followers, [---] engagements
"@SharogradskyM I guess a bit of Isral-discount although substantial part of revenue from other regions Will most likely pass away soon"
X Link 2024-10-09T18:16Z [---] followers, [---] engagements
"@Symmetry_Invest Mr Market is still offering the opportunity to load up at [---] today 🙏 $JDC makes me think of Jeff Bezos: If everything you do needs to work on a three-year time horizon then youre competing against a lot of people. ="
X Link 2024-10-10T19:53Z [---] followers, [---] engagements
"@Symmetry_Invest Well deserved thank you for sharing quality information. And for travelling alongside eachother concering $JDC"
X Link 2024-10-21T20:01Z [---] followers, [---] engagements
"@Symmetry_Invest Agree [----] was partly catchup. Hope that Operational leverage keeps working in coming years. EBT should grow much faster"
X Link 2025-03-10T11:52Z [---] followers, [---] engagements
"@Symmetry_Invest In earlier years mgt showed a J-curve to illustrate that revenue on level of big clients would speed up after a few years. That is why I expected higher growth in the next years than the historical average of 16%. Time has learned that this process really takes time. $JDC"
X Link 2025-03-10T17:16Z [---] followers, [---] engagements
"@SharogradskyM I have looked at $SLYG again and again. Mainly because you are so enthusiast about the company and I hold your opinion high. But I cant get the thought out of my head that the Shelly products are too vulnerable to Chinese competition. Would love to hear your opinion about it 🙏"
X Link 2025-05-03T18:06Z [---] followers, [---] engagements
"@LionCubsFund @MichaelGielkens Better than Danaher"
X Link 2025-07-15T21:21Z [---] followers, [---] engagements
"@DutchInvestors Wolters Kluwer"
X Link 2025-09-23T04:49Z [---] followers, [--] engagements
"@SharogradskyM $EPSIL $JDC"
X Link 2023-07-09T18:43Z [---] followers, [---] engagements
"@SharogradskyM Another financial institution that holds $JDC shares = extra lock in effect. Even if another platform offers comparable value in the future switch costs will be considerable. Plus Provinzial has extra incentive to make a succes of the platform use. Good News"
X Link 2023-09-28T14:14Z [---] followers, [---] engagements
"@Symmetry_Invest Only possible downside I see is that future pricing by JDC might be influenced/limited"
X Link 2023-09-28T18:27Z [--] followers, [--] engagements
"@balkemyr @stonkmetal @alexeliasson @evfcfaddict "The majority of A&O Johansen's balance sheet value is in properties. Out of their [--] locations I believe they own around [--] to [--]. They have prime locations because they've been around for a long time.""
X Link 2024-02-27T20:20Z [---] followers, [---] engagements
"@marcelvink888 Als je een km te hard rijdt: boete. Dag te laat met belasting betalen: boete. Maar dit soort dingen veel schadelijker mag gewoon. Politie staat erbij en doet niks. Klasse justitie"
X Link 2024-03-10T17:33Z [---] followers, [--] engagements
"@Mirjam152 het is echt wachten tot een deel van NL het recht in eigen hand neemt. En daar zijn dit soort rechters schuldig aan. Een kilometer te hard rijden en je krijgt een boete. Je belastingaangifte een dag te laat inleveren idem. Maar met je poten aan meisjes zitten "
X Link 2024-05-18T20:38Z [---] followers, [--] engagements
"@SharogradskyM @mavix_leon @Juan56767 @PatfriPatrik Lets hold on together 💪"
X Link 2024-05-23T12:39Z [---] followers, [--] engagements
"@CompTortoise most of them having negative revenue growth . is that because of European recession"
X Link 2024-07-17T07:56Z [---] followers, [---] engagements
"@Quality_stocksA Didnt he switch from Markel to Kinsale"
X Link 2024-07-28T09:37Z [---] followers, [---] engagements
"@BarrySchwartzBW @returnoncap $SPGI https://business.columbia.edu/sites/default/files-efs/imce-uploads/S%26P%20Global_Richard%20Lalane.pdf https://business.columbia.edu/sites/default/files-efs/imce-uploads/S%26P%20Global_Richard%20Lalane.pdf"
X Link 2024-08-12T09:56Z [---] followers, [--] engagements
"@Symmetry_Invest Just listened to call with management talking about H1 results. [----] Guidance confirmed. Happy with Summitas Investment speeding up hidden potential here (buy at [--] multiple sell at 20) that might be unlocked if Bain exits in [--] or so years"
X Link 2024-08-14T13:05Z [---] followers, [---] engagements
"@olensrud Lets ask the master. WDYT @MichaelGielkens"
X Link 2024-08-18T17:24Z [---] followers, [---] engagements
"@EvaVlaar Agree Wondering how it is possible that judges facilitate this. Hypothesis: courts are crowded by left wing oriented people like in the Netherlands. That explains assymetric verdicts favouring moslims vice versa. Courts losing independence that is a real big problem"
X Link 2024-08-19T06:53Z [---] followers, [--] engagements
"@CJ0pp3l At the same time in the Netherlands: ukrainien guy lives in hotel for free and complains about the food and not getting a house (waiting list for housing [--] years). Victoria is doing the right thing imo"
X Link 2024-08-23T18:26Z [---] followers, [---] engagements
"@evantindell Tresor Capital @MichaelGielkens"
X Link 2024-09-11T14:19Z [---] followers, [---] engagements
"@evantindell @MichaelGielkens and ofcourse: symmetry invest (Denmark) @Symmetry_Invest"
X Link 2024-09-11T14:20Z [---] followers, [--] engagements
"@MiesBee Ik heb respect voor veel van Tims werk. Maar dit is wel erg makkelijk. Als je de wereld beter wilt maken op de thema's die hij noemt dan is er [-----] keer meer effect te bereiken in de moskees dan dan in de kerken. Wil je dan echt de wereld veranderen of "
X Link 2024-10-18T14:08Z [---] followers, [--] engagements
"@MichaelGielkens I remember you saying recently that you always prefer the highest ranked holding closest to the family in this case the partners. Wouldnt you prefer this one over $BN Or is illiquidity the reason not to do so"
X Link 2024-10-19T16:52Z [---] followers, [---] engagements
"@MichaelGielkens In any case: very good signal for us as $BN investors"
X Link 2024-10-19T16:59Z [---] followers, [---] engagements
"@Symmetry_Invest Looking forward to Q3 in a few days. I hope EBITDA margin is going up again. I dont understand why this was decreasing in H1 as I expected operational leverage to kick in with fast revenue growth"
X Link 2024-11-09T22:10Z [---] followers, [---] engagements
"@Symmetry_Invest Big fish Hopefully bigger company does not mean slower implementation as is often the case"
X Link 2024-11-30T07:48Z [---] followers, [--] engagements
"@MichaelGielkens @Ikkenospes Wonderful business. I try to get my head around what Charlie Munger said about Transdigm which might also apply to $HEI. About pissed off customers because of a too agressive price strategy. Monish Pabrai tells about it you can read it here (of listen the podcast)"
X Link 2024-12-01T14:51Z [---] followers, [---] engagements
"@MichaelGielkens Probably the best weekly newsletter on investing from the Netherlands"
X Link 2025-01-18T22:56Z [---] followers, [---] engagements
"@iam_chris42 Ebitda margin going down"
X Link 2025-03-17T06:43Z [---] followers, [--] engagements
"@Clay_Finck @BRuss008 @CJ0pp3l Also the paid account (Just checking I recommend CJ). Anything else not a structural information flow that I know of merely incidentally. @MichaelGielkens do you know good sources about Sygnity"
X Link 2025-06-02T22:14Z [---] followers, [---] engagements
"@Symmetry_Invest Have to see how succesfull the model will be in insurance. FMK mainly active in personal loans. Also interesting how insurance leads will distributed between 3rd parties and own advisory. Cherry picking Having said that I trust Sebastian and Ralph with the capital allocation"
X Link 2025-08-06T16:13Z [---] followers, [---] engagements
"@Symmetry_Invest .are largely comparable to the competences need to make a succes in insurance. Why should that be different Might be that they foresee fierce competition or changes because of AI or . or they just wanted to have the cash which I can understand"
X Link 2025-08-06T21:02Z [---] followers, [--] engagements
"@Symmetry_Invest Lets hope they can be as succesfull in the much bigger insurance market. If succesfull this will catapult JDC to new heights"
X Link 2025-08-07T06:58Z [---] followers, [--] engagements
"@shomikghosh21 Hi Shomik that would be good news. But a InPractice interview gave me the impression that Veeva is developing in this area and when that is up to speed a lot of clients will prefer integrated Solution. Difficult for me to asses but a important consideration imo"
X Link 2025-09-01T05:35Z [---] followers, [---] engagements
"@jptissot1 What in your opinion is the moat For [--] years now I follow the company but that question is holding me back. I have heard the big number of engineers as an answer. However I doubt if that is a moat when compared with the Chinese. China imo is a real threat here. WDYT"
X Link 2025-10-08T06:19Z [---] followers, [---] engagements
"In Practice starts talking about $AOJ interviewing former AOJ executive. (can't tell what is in it as I don't have an account but I see it as a good sign that the company is on the radar). @balkemyr @stonkmetal @alexeliasson @evfcfaddict https://inpractise.com/articles/aando-johansen-and-danish-plumbing-wholesale-distribution https://inpractise.com/articles/aando-johansen-and-danish-plumbing-wholesale-distribution"
X Link 2024-02-27T20:16Z [---] followers, [----] engagements
"@balkemyr @stonkmetal @alexeliasson @evfcfaddict "The challenge with sub-scale distributors is that we dont see the operating leverage the scaled-US players seem to enjoy. AO targets a 10% cash flow yield a target it hasnt hit in the last [--] years.""
X Link 2024-02-27T20:24Z [---] followers, [---] engagements
"And I hope that management does not use Ukraine/Gaza too much as excuses as happened in Q3 report in my opinion"
X Link 2024-03-06T19:51Z [---] followers, [---] engagements
"Ben ik de enige die dit gek vindt Een kilometer te hard rijden om op tijd bij een vergadering te zijn hoort dan ook bij recht op vergadering (ipv een boete) Ik heb toch de indruk dat rechtspraak voorkeuren heeft. Of ligt dat aan mij"
X Link 2024-03-11T14:24Z [---] followers, [---] engagements
"One of the best on fintwit"
X Link 2024-04-26T18:10Z [---] followers, [---] engagements
"RT @GSpier: If you are a pro Hamas protester do not ask me for a job. I will check your social media accounts. I will check the database"
X Link 2024-05-12T16:37Z [---] followers, [----] engagements
"(1/2) Short interview with JDG Group CEO Sebastian Grabmaier. (link on JDC website does not work this is correct link). Nice to see operational leverage at work: expected rev growth 20% earnings growth 30% in future years. https://www.edisongroup.com/edison-tv/jdc-group-executive-interview-2/33792/ https://www.edisongroup.com/edison-tv/jdc-group-executive-interview-2/33792/"
X Link 2024-07-17T12:36Z [---] followers, [----] engagements
"(2/2) Margin guidance 8% in [----] (20 mln EBITDA / [---] rev) to 12% in a few years (60/500). With growth 20% the [---] mln rev might be reached in [----] maybe [----]. According to conservative scenario by @Symmetry_Invest this means that $JDC stock is valued at 50% of fair value"
X Link 2024-07-17T12:37Z [---] followers, [---] engagements
"Lindwurm man van achteren aansluiten 😂. NOS doet het erom zou je zeggen"
X Link 2024-08-11T07:25Z [---] followers, [---] engagements
"Resulting in [---] price/EBITDA. Not too expensive for market leader + sticky business + negative working capital + low capex + operational leverage + long runway for growth + mgt with skin in the game + optionality (Summitas). (2/2) @Symmetry_Invest"
X Link 2024-11-04T21:39Z [---] followers, [---] engagements
"Any news on $JDC Group that I missed Lot of movement today"
X Link 2024-12-03T12:32Z [---] followers, [---] engagements
"$JDC growing and raising guidance. 🚀At first glance an example of good capital allocation preventing dilution"
X Link 2025-08-04T13:41Z [---] followers, [---] engagements
"Extra lending facilities will enable future acquisitions probably (partly) via Summitas. Making the platform more valuable"
X Link 2025-08-04T13:43Z [---] followers, [---] engagements
"$CHEMM up 24%. Comparing Q1 and Q2 shows some recovery is that the sign so many were waiting for or am I missing something (disc: Long)"
X Link 2024-02-06T20:37Z [---] followers, [---] engagements
"@ideahive $AOJ"
X Link 2024-03-21T19:10Z [---] followers, [---] engagements
"@balkemyr Really bad Q1 figures imo. When the first sentence in the report is about bad weather and fewer sales days because of timing of Easter you know that the shit hits the fan. 'Winning marketingshare' and EPS -6-0% 12% return op capital employed . what is going on"
X Link 2024-04-24T18:18Z [---] followers, [---] engagements
"@balkemyr Hope you are right. I am a long term investor so one or two quarters is not a big problem as long as execution is okay. I have the feeling that more is going on than bad weather + timing of Easter"
X Link 2024-04-24T18:30Z [---] followers, [---] engagements
"@Hanefelt How to lie with statistics you give them money to tell you what you want to hear. Aka prostitution. $EPSIL"
X Link 2024-04-26T17:58Z [---] followers, [---] engagements
"@mavix_leon Waiting for a higher bid. I keep my $EPSIL. What about you"
X Link 2024-05-22T06:09Z [---] followers, [---] engagements
"@SharogradskyM waiting for the higher $EPSIL bid to free up money ;-)"
X Link 2024-07-25T17:52Z [---] followers, [---] engagements
"@balkemyr $AOJ should hire you for Public Relations and IR Good job keeping up the stream of positiveness"
X Link 2024-08-30T06:42Z [---] followers, [---] engagements
"@evfcfaddict @SharogradskyM One of the best $EPSIL $TATT Shelly etc. When Mark says this might be something better pay attention"
X Link 2025-02-14T17:39Z [---] followers, [---] engagements
"@SharogradskyM @SharogradskyM Your @$TATT tip aged very well. How do you look at present valuation My take: the potential you signaled [--] () months ago is now recognized by the market and present price offers less potential. Interested in your opinion if you want to share"
X Link 2026-01-25T16:29Z [---] followers, [----] engagements
"@SharogradskyM Thanks again for sharing this tip I co-invested with you and did well. BTW: good analysis of $TATT on Value Investors Club"
X Link 2026-01-25T16:30Z [---] followers, [---] engagements
"@FrehrInvest regarding JDC group: interested to know about integration of their latest acquisition. And how mgt looks at share buy backs esp with stock in 24-25 range recently. good luck"
X Link 2026-02-02T15:40Z [---] followers, [--] engagements
"@Investmentideen Thx for sharing. Diversification and position sizing is an art"
X Link 2026-02-05T17:53Z [---] followers, [--] engagements
"@Picolinie Thanks Bastiaan. Had a quick look in the e-mail and as always your work looks great and thorough. Although payment space is close to my too hard pile I look forward to the weekend to read it carefully"
X Link 2026-02-05T22:43Z [---] followers, [---] engagements
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