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[@MichaelGielkens](/creator/twitter/MichaelGielkens)
"@olensrud @yetundiscovered Good summary on the podcast @yetundiscovered. Which tool did you use to generate it Very high quality"  
![@MichaelGielkens Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1322346961563955201.png) [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1948284127129608350) 2025-07-24 07:28:27 UTC 4079 followers, XXX engagements


"1 billion buyback from LVMH $MC.PA $CDI.PA"  
![@MichaelGielkens Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1322346961563955201.png) [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1891601875616592160) 2025-02-17 21:33:26 UTC 4079 followers, 2490 engagements


"@PulsionDe @arnodecouttere I like both but Lagercrantz seems to have a bit more key man risk. AddTech has a more decentralized organization which seems to be ready to scale more. Might be a wrong observation but I see both doing quite well"  
![@MichaelGielkens Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1322346961563955201.png) [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1935708498836496390) 2025-06-19 14:37:24 UTC 4079 followers, XXX engagements


"$CSU.TO The "wall of worry" exists for individual stocks just like for Mr. Market himself. Knowing there are capable operators with skin in the game surely helps to have and keep conviction. Aptly named sidecar investing 💰"  
![@MichaelGielkens Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1322346961563955201.png) [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1945973570791682156) 2025-07-17 22:27:08 UTC 4075 followers, 5874 engagements


"Weekly newsletter time :) Aalberts $AALB.AS Berkshire Hathaway $BRK.A $BRK.B Christian Dior $CDI.PA $MC.PA Constellation Software $CSU $CSU.TO Danaher $DHR Indutrade $INDT.ST Markel $MKL and Sofina $SOF.BR Text is in Dutch translation in other languages available via the desktop version"  
![@MichaelGielkens Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1322346961563955201.png) [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1746316270646042773) 2024-01-13 23:40:18 UTC 4075 followers, 6455 engagements


"Don't forget the decade-old "it's too expensive" $CSU.TO"  
![@MichaelGielkens Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1322346961563955201.png) [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1946284905492840901) 2025-07-18 19:04:16 UTC 4079 followers, 2213 engagements


"Excellent podcast on $EQT.ST. Undervalued and growing faster interesting setup for their largest shareholder and co-founder Investor AB as well $INVEA.ST $INVEB.ST"  
![@MichaelGielkens Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1322346961563955201.png) [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1940017044063207560) 2025-07-01 11:58:01 UTC 4079 followers, 2741 engagements


"Weekly newsletter pic from my U.S. trip last year Brookfield Place NY. $BRK.A $BRK.B $BREB.BR $BN $CSU.TO $DHR $EXO.AS $PRX.AS Deep dive into the construction of the Brookfield discount why we think Mr. Market is too myopic and what could be a more reasonable discount level"  
![@MichaelGielkens Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1322346961563955201.png) [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1702824736839885225) 2023-09-15 23:20:28 UTC 4076 followers, 12.2K engagements


"Is Investment AB Latour $LATOB.ST an attractive investment proposition at a XX% premium to NAV"  
![@MichaelGielkens Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1322346961563955201.png) [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1931288478899196058) 2025-06-07 09:53:49 UTC 4076 followers, 4272 engagements


"Both Indutrade and Lifco with strong results this morning. Construction finally stable and even increasing at Lifco. Strong operational development at both companies 💪 $LIFCOB.ST $INDT.ST"  
![@MichaelGielkens Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1322346961563955201.png) [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1915649437101101224) 2025-04-25 06:09:51 UTC 4074 followers, 2879 engagements


"$MC.PA $CDI.PA LVMH: the Arnault galaxy in the throes of reorganization #MarketScreener"  
![@MichaelGielkens Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1322346961563955201.png) [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1902302320714514816) 2025-03-19 10:13:10 UTC 4075 followers, 2099 engagements


"The weekly newsletter is live again Companies discussed: $BN $BRO $CSU.TO $DHR $HEI $HEI.A $INDT.ST $INVEA.ST $INVEB.ST $LIFCOB.ST $MKL $SOF.BR and $TOI.V - Our view on Danaher following the recent drop - The topic of NAV growth versus the level of NAV discount at Investor AB - The welcome surprise about the insurance review at Markel - The stellar year at Topicus which has deployed more capital in 2025 than all past X years combined. Special shoutout to @olensrud and @CJ0pp3l"  
![@MichaelGielkens Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1322346961563955201.png) [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1888314183101608393) 2025-02-08 19:49:19 UTC 4079 followers, 9256 engagements