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[@LionCubsFund](/creator/twitter/LionCubsFund)
"My full portfolio as of today: - Momentum Group $MMGR - XXXX% - Camtek $CAMT - XXXX% - Topicus $TOI - XXXX% - Nova $NVMI - XXXX% - Lifco $LIFCO - XXXX% - Lumine Group $LMN - XXXX% - Lagerkrantz $LAGR - XXXX% - Addtech $ADDT - XXXX% - TerraVest $TVK - XXXX% - MedCap $MCAP - XXXX% - Judges Scientific $JDG - XXXX% - Teqnion $TEQ - XXXX% - Bufab $BUFAB - XXXX% - Cerillion $CER - XXXX% What would you change"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1938163499013706181) 2025-06-26 09:12:42 UTC 4943 followers, 12.4K engagements


"Which Lion-Cubs have roared the loudest YTD in 2025 TerraVest Industries $TVK +45.75% Topicus $TOI +42.82% Invisio $IVSO +42.61% Lifco $LIFCO +34.32% Addtech $ADDT +26% Which of your holdings has outperformed this year"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1922269447131144475) 2025-05-13 12:35:24 UTC 4942 followers, 5809 engagements


"Which Lion-Cubs have had the toughest YTD Aehr Test-Systems $AEHR -XXXXX% Manhattan Associates $MTTN -XXXXX% Camtek $CAMT -XXXXX% MedCap $MCAP -XXXXX% Axcelis Technologies $ACLS -XXXXX% X of these are small-cap semiconductor stocks hurt by tariffs and declining market sentiment. Some are very cheap now however as a result. I intend to make no trades at all. Luckily most of these were smaller holdings so havent negatively impacted overall performance that much. Which holdings have had the toughest time in 2025 for your portfolio"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1922286976151257497) 2025-05-13 13:45:04 UTC 4943 followers, 6199 engagements


"@afneil @grok by what % would UK quango spending need to be reduced to completely eliminate the deficit"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1947557773497061430) 2025-07-22 07:22:11 UTC 4932 followers, 5442 engagements


"@Tuttlebees @FraserNelson You seem to be implying the spate of crime in the capital is the victims fault. What about the poor young father stabbed to death by subhuman scum for his Rolex Did he not show common sense Do you tell rape victims not to wear short skirts"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1948354767568113687) 2025-07-24 12:09:09 UTC 4942 followers, XX engagements


"5 Battered British Businesses I think look interesting right now: - Spirax Group $SPX.L - Croda International $CRDA.L - Burberry $BRBY.L - YouGov $YOU.L - Focusrite $TUNE.L All once market darlings now on negative 5-year returns. Do you hold any of these"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1831402114712834493) 2024-09-04 18:41:04 UTC 4941 followers, 3297 engagements


"The 5-year CAGR of the real Magnificent Seven: - Vitec - XXXX% - Teqnion - XXXX% - Addtech - XXXX% - Lagercrantz - XXXX% - Lifco - XXXX% - Indutrade - XXXX% - HMS Networks - XXXX% The invincible NASDAQ $QQQ did XXXX% over the same period"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1766724558613037375) 2024-03-10 07:15:33 UTC 4942 followers, 17K engagements


"@David__Osland This just simply isnt true. The Laffer curve is a certainty and we are seeing it everywhere in high-tax low-growth Britain"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1949171936719720562) 2025-07-26 18:16:18 UTC 4943 followers, XX engagements


"When it comes to high-quality small-caps Germany has some absolute belters. Here are some of my favs: Amadeus Fire $AAD.DU Atoss Software $AOF.DE Mensch und Maschine $MUM.DE Ringmetall $HP3A.DE Nemetschek $NEM.DE Elmos Semiconductor $ELG.DE What else"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1769390954190950876) 2024-03-17 15:50:51 UTC 4942 followers, 4389 engagements


"My favourite German Small/Mid-caps: - Atoss Software $AOF - Mensch und Maschine $MUM - Amadeus Fire $AAD - Nemetschek $NEM - Rational $RAA - Ringmetall $HP3A - Elmos Semiconductor $ELG Any others I am missing"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1781745133433594171) 2024-04-20 18:01:57 UTC 4942 followers, 17.2K engagements


"Lion-Cubs Portfolio Update as of today: - Momentum Group $MMGR - XXXX% - Lifco $LIFCO - XXXX% - TerraVest Industries $TVK - XXXX% - Lumine Group $LMN - XXXX% - Topicus $TOI - XXXX% - Lagerkrantz $LAGR - XXXX% - Teqnion $TEQ - XXXX% - Invisio $IVSO - XXXX% - AddTech $ADDT - XXXX% - ChemoMetec $CHEMM - XXXX% - Judges Scientific $JDG - XXXX% - Cerillion $CER - XXXX% - Bufab $BUFAB - XXXX% - MedCap $MCAP - XXXX% - Indutrade $INDT - XXXX% - HMS Networks $HMS - XXXX% - Kadant $KAI - XXXX% - Camtek $CAMT - XXXX% - Nova $NVMI - XXXX% - Manhattan Associates $MANH - XXXX% - Axcelis Technologies $ACLS -"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1917881469042671988) 2025-05-01 09:59:09 UTC 4941 followers, 10.1K engagements


"Some falls for Swedish Acquirers today. However drawdowns of XX% and XX% are quite normal. Here are the 10-yr returns of some of my favs: - Lagercrantz $LAGR - 1181% - Lifco $LIFCO - 1110% - Addtech $ADDT - 1452% - HMS Networks $HMS - 1111% - Indutrade $INDT - 795%"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1783546065116926086) 2024-04-25 17:18:13 UTC 4942 followers, 5212 engagements


"Any political party in the UK which wants to be taken seriously on the economy needs to set out plans for cutting quangos: - Quangos spent 343bn in 22/23 nearly XX% of all public spending and XXXX% of GDP. - By comparison hot topic issues like winter fuel and X child benefit cap are insignificant small-beans items. - Quango staff totalled 390808 in 22/23 XXX times the armed forces 👀 DOGE tends to focus on small-ticket items which are entirely unjustifiable. However the real key to government efficiency involves making difficult decisions to cut massive-ticket quangos for which a case could"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1947210949879873649) 2025-07-21 08:24:02 UTC 4942 followers, 2088 engagements


"MedCap popping XX% as of now on very positive results. Interim report here: $MCAP"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1947929923794178439) 2025-07-23 08:00:59 UTC 4942 followers, 1901 engagements


"New Small-Cap Portfolio update: Cerillion $CER.L Calnex Solutions $CLX.L Medpace $MEDP SDI Group $SDI.L CorVel $CVRL Kinsale Capital $KNSL ChemoMetec $CHEMM.CO Judges Scientific $JDG.L Lifco $LIFCO-B.ST AddTech $ADDT-B.ST 1/2"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1691515062970650626) 2023-08-15 18:19:52 UTC 4941 followers, 2004 engagements


"My top XX holdings over XX% of total assets: Lifco $LIFCO Lagercrantz $LAGR Teqnion $TEQ Fortnox $FNOX Cerillion $CER Addtech $ADDT HMS Networks $HMS ChemoMetec $CHEMM Camtek $CAMT Topicus $TOI"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1800195831322337602) 2024-06-10 15:58:26 UTC 4942 followers, 5692 engagements


"My XX Holdings as of today: Lifco $LIFCO XXXX% AddTech $ADDT XXXX% Lagercrantz $LAGR XXXX% Cerillion $CER XXXX% Fortnox $FNOX XXXX% Teqnion $TEQ XXXX% ChemoMetec $CHEMM XXXX% HMS Networks $HMS XXXX% Topicus $TOI XXXX% Judges Scientific $JDG 3.00%"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1813312922291941532) 2024-07-16 20:41:05 UTC 4942 followers, 8330 engagements


"Vacheron Constantin Overseas 4500v ATH = 52000 Current Price = 20000 approx The 4500v set new standards for Vacheron Constantins sports watch line in this 3rd generation. More robust and water resistant than the Nautilus and Royal Oak and with a Geneva seal of quality on the movement and case. The Overseas also mesmerises with its famous blue dial and is perhaps a more subtle and sophisticated choice than its peers. These watches also come with a clever interchangeable X strap system which massively enhances their versatility. These are now trading below retail and actually can be had for"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1939415878942195737) 2025-06-29 20:09:12 UTC 4942 followers, XXX engagements


"@Aodh_MagUidhir @supertanskiii For group localised child exploitation there is overwhelming evidence that this is disproportionally carried out by Pakistani Muslim men vs the general population whilst their victims were mostly white working class girls. To deny this is to deny reality"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1948630480078750033) 2025-07-25 06:24:44 UTC 4941 followers, XX engagements


"The UK Market is beaten-down Here are some of my favourite small/mid-caps with 5-year average Returns on Invested Capital (ROIC) near or above 30%: Howden Joinery $HWDN Rightmove $RMV Keystone Law $KEYS Cake Box $CBOX Cerillion $CER Spectra Systems $SPSY"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1787105263352238451) 2024-05-05 13:01:12 UTC 4942 followers, 2930 engagements


"My top-10 holdings as of today: - Lifco $LIFCO XXXX% - Cerillion $CER XXXX% - Addtech $ADDT XXXX% - Lagercrantz $LAGR XXXX% - ChemoMetec $CHEMM XXXX% - Teqnion $TEQ XXXX% - Fortnox $FNOX XXXX% - HMS Networks $HMS XXXX% - Topicus $TOI XXXX% - Calnex $CLX 3.11%"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1824003350674763919) 2024-08-15 08:41:01 UTC 4939 followers, 4640 engagements


"Performance update for Jan 25: January 2025: +3.27% Annualised Since Inception Dec-21: +9.08% No new outright buys or sells. Top X Winners: - Nova $NVMI - Invisio $IVSO - HMS Networks $HMS Bottom X Laggards: - Manhattan Associates - Aehr Test Systems - MedCap"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1885655672697524227) 2025-02-01 11:45:20 UTC 4943 followers, 2659 engagements


"My top 10-holdings: Addtech $ADDT XXXX% Lifco $LIFCO XXXX% Lagercrantz $LAGR XXXX% Teqnion $TEQ XXXX% Fortnox $FNOX XXXX% Cerillion $CER XXXX% HMS Networks $HMS XXXX% ChemoMetec $CHEMM XXXX% Judges Scientific $JDG XXXX% Topicus $TOI 3.13%"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1793912516629917701) 2024-05-24 07:50:47 UTC 4940 followers, 6488 engagements


"Well I happily brought more Lifco recently at quite a rich valuation same with Momentum Group. Though admittedly Roko does seem richly valued and perhaps more cyclical in the kind of businesses it has e.g fashion brands etc. The question for me is would I want Roko over more of what I already have Im happy with what Ive got"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1947036178097873072) 2025-07-20 20:49:33 UTC 4943 followers, XX engagements


"Alcohol stalwarts have performed brilliantly long-term. Long-lived intangible brands distribution networks and diversified global earnings. - Pernod-Ricard - Remy Cointreau - LVMH (partially) - Diageo - Davide Campari - Brown-Forman - Heineken Cheers"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1745838264341192913) 2024-01-12 16:00:52 UTC 4942 followers, 4625 engagements


"Lots of people asking me why I dont yet own $ROKO. Roko looks like an interesting acquirer but is it better than all the others I have Would buying Roko be better than buying more Bufab Momentum Group Topicus Lagercrantz or Addtech If so why"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1947615911952978301) 2025-07-22 11:13:13 UTC 4943 followers, 2533 engagements


"My full portfolio as of now: - Camtek $CAMT - XXXXX% - Nova $NVMI - XXXXX% - Topicus $TOI - XXXX% - Momentum Group $MMGR - XXXX% - Lumine Group $LMN - XXXX% - Lagercrantz $LAGR - XXXX% - Lifco $LIFCO - XXXX% - AddTech $ADDT - XXXX% - MedCap $MCAP - XXXX% - TerraVest Industries $TVK - XXXX% - Teqnion $TEQ - XXXX% - Judges Scientific $JDG - XXXX% - Bufab $BUFAB - XXXX% - Cerillion $CER - XXXX% What would you change"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1945150645297709538) 2025-07-15 15:57:07 UTC 4941 followers, 24K engagements


"My favourite Italian small/mid-caps: - Carel Industries $CRLM - Brunello Cucinelli $BCUCY - The Italian Sea Group $TISG - Sesa $SES - Recordati $REC - Moncler $MONC - San Lorenzo $SL - Campari $CPR - Cembre $CMB - Technoprobe $TPRO Do you hold any of these"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1781331942610178263) 2024-04-19 14:40:05 UTC 4941 followers, 10.2K engagements


"Fundsmiths top-10 has a lot of high-quality yet temporarily out-of-favour (E.g. $NVO $OR.PA $IDXX & $WAT) or high-quality but just plain dull ( $PM $VISA $ADP) businesses. Terry Smith certainly cant be accused of index hugging"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1929959840287236156) 2025-06-03 17:54:17 UTC 4942 followers, 2365 engagements


"Lifco stock down X% on somewhat weak earnings but looks to be recovering. Will be interesting to see if insiders are taking advantage of this dip. Im coffee canning this one. Wake me up in XX years time. $LIFCO"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1944673747103080823) 2025-07-14 08:22:06 UTC 4940 followers, 2662 engagements


"These are the insider buys and sells for AddTech. The banter in the office must be mint $ADDT"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1934285575668002817) 2025-06-15 16:23:13 UTC 4941 followers, 1522 engagements


"X-Ray of Magnificent Seven - Teqnion $TEQ - HMS Networks $HMS - Lifco $LIFCO - Addtech $ADDT - Lagercrantz $LAGR - Vitec Software $VIT - Indutrade $INDT FCF Yld: XXXX% Rev CAGR 5yr: XXXXX% EPS CAGR 5yr: XXXXX% ROCE 5y: XXXXX% Op Margin: XXXXX% Gross Margin: 44.34%"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1776177515259728232) 2024-04-05 09:18:14 UTC 4942 followers, 12.4K engagements


"My holdings: - Lime Technologies $LIME - Bufab $BUFAB - Momentum Group $MMGR - MedCap $MCAP - Prevas $PREV - Teqnion $TEQ - HMS Networks $HMS - Lifco $LIFCO - Lagercrantz $LAGR - Addtech $ADDT - Fortnox $FNOX - Indutrade $INDT - Vitec Software $VIT"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1777963870927126612) 2024-04-10 07:36:34 UTC 4942 followers, 11K engagements


"The Lion-Cubs Portfolio Top-10: - Momentum Group $MMGR - XXXX% - Lifco $LIFCO - XXXX% - TerraVest $TVK - XXXX% - Lagerkrantz $LAGR - XXXX% - Teqnion $TEQ - XXXX% - Lumine Group $LMN - XXXX% - ChemoMetec $CHEMM - XXXX% - Topicus $TOI - XXXX% - Judges Scientific $JDG - XXXX% - Addtech $ADDT - 4.59%"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1887238114403299707) 2025-02-05 20:33:24 UTC 4942 followers, 13.2K engagements


"RIP Ozzy Osbourne. Listening to Ozzys vocals on Black Sabbaths debut album back in 1970 one can see hear that a star was born along with the entire genre of heavy metal"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1948362654856167593) 2025-07-24 12:40:30 UTC 4943 followers, XXX engagements


"@qualityb4price What has Roko Im not sure about that. The kind of industrial businesses Lifco owns have huge runways of further growth. Some of Rokos are consumer businesses harder to predict"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1947620934698795358) 2025-07-22 11:33:10 UTC 4942 followers, XXX engagements


"AddTech earnings today proving more palatable to the market than Lifcos yesterday. Up X% currently Glad I backed up the truck last month 💷 $ADDT"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1945021184455635421) 2025-07-15 07:22:41 UTC 4941 followers, 2938 engagements


"🦁 The Lion-Cubs Portfolio - XX March 2025. - Momentum Group $MMGR - XXXX% - Lifco $LIFCO - XXXX% - Judges Scientific $JDG - XXXX% - Lagerkrantz $LAGR - XXXX% - ChemoMetec $CHEMM - XXXX% - Teqnion $TEQ - XXXX% - Invisio $IVSO - XXXX% - TerraVest Industries $TVK - XXXX% - Lumine Group $LMN - XXXX% - Topicus $TOI - XXXX% - AddTech $ADDT - XXXX% - Indutrade $INDT - XXXX% - Bufab $BUFAB - XXXX% - Kadant $KAI - XXXX% - HMS Networks $HMS - XXXX% - Cerillion $CER - XXXX% - Camtek $CAMT - XXXX% - Nova $NVMI - XXXX% - MedCap $MCAP - XXXX% - Manhattan Associates $MANH - XXXX% - Axcelis Technologies"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1896503189291016356) 2025-03-03 10:09:30 UTC 4942 followers, 4311 engagements


"My top XX holdings: - Lagercrantz $LAGR XXXX% - Cerillion $CER XXXX% - Lifco $LIFCO XXXX% - Addtech $ADDT XXXX% - Teqnion $TEQ XXXX% - Fortnox $FNOX XXXX% - ChemoMetec $CHEMM XXXX% - HMS Networks $HMS XXXX% - Topicus $TOI XXXX% - Judges Scientific $JDG 3.38%"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1778726682079236597) 2024-04-12 10:07:42 UTC 4942 followers, 9553 engagements


"My portfolio top-10 as of today: - Momentum Group $MMGR - XXXX% - TerraVest Industries $TVK - XXXX% - Lifco $LIFCO - XXXX% - Topicus $TOI - XXXX% - Lumine Group $LMN - XXXX% - Judges Scientific $JDG - XXXX% - Lagerkrantz $LAGR - XXXX% - ChemoMetec $CHEMM - XXXX% - AddTech $ADDT - XXXX% - Invisio $IVSO - XXXX% - Cerillion $CER - XXXX% Roughly XX% of total assets. Would you change any of these"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1928720569903767877) 2025-05-31 07:49:52 UTC 4942 followers, 17.2K engagements


"My portfolio as of today: - Momentum Group $MMGR - XXXX% - Topicus $TOI - XXXX% - Lifco $LIFCO - XXXX% - Camtek $CAMT - XXXX% - Lumine Group $LMN - XXXX% - Lagerkrantz $LAGR - XXXX% - Nova $NVMI - XXXX% - Addtech $ADDT - XXXX% - TerraVest $TVK - XXXX% - MedCap $MCAP - XXXX% - Judges Scientific $JDG - XXXX% - Teqnion $TEQ - XXXX% - Cerillion $CER - XXXX% - Bufab $BUFAB - XXXX% Do you hold any of these"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1932796843601035430) 2025-06-11 13:47:31 UTC 4943 followers, 13K engagements


"Here are some of the highest quality small/mid-caps Im researching currently: - Cembre $CMB.IT - Clarkson $CKN.L - Lotus Bakeries $LOTB.BR - cBrain $CBRAIN.CO - Amadeus Fire $AAD.DE - CellaVision $CEVI.ST - Cake Box $CBOX.L - Borregaard $BRG - Equasens $EQS.PA"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1772175819563049084) 2024-03-25 08:16:55 UTC 4940 followers, 7434 engagements


"We are in the midst of a life-science stock down-turn. Many high-quality stocks in major drawdowns from ATH. $DIM.PA -XX% $EW -XX% $MTD -XX% $WAT -XX% $IDEXX -XX% $ALGN -XX% $SDI.L -XX% $SN.L -XX% $CHEMM -XX% $ZTS - XX% $ISRG -XX% Buying opportunities or falling knives"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1717290894481555636) 2023-10-25 21:23:49 UTC 4942 followers, 1867 engagements


"Looking for high ROCE stocks to put in your Great British ISA - Howden Joinery $HWDN.L XXXX% - Rightmove $RMV.L XXXXX% - Auto-Trader $AUTO.L XXXX% - Dominos Pizza $DOM.L XXXX% - Greggs $GRG.L XXXX% - Experian $EXPN.L XXXX% - Relx $REL.L XXXX% What else"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1766414631357010343) 2024-03-09 10:44:01 UTC 4941 followers, 4005 engagements


"YTD Performance of the Magnificent Seven: - AddTech +50.93% - Lagerkrantz +35.86% - Lifco +30.76% - Indutrade +19.48% - Vitec Software -XXXX% - HMS Networks -XXXXX% - Teqnion -XXXXX% Do you hold any of these"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1827672235563237601) 2024-08-25 11:39:52 UTC 4942 followers, 5983 engagements


"@David__Osland Singapore UK under Thatcher US India China South Korea Dubai"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1949172181784465430) 2025-07-26 18:17:16 UTC 4943 followers, XXX engagements


"Looking to add some Italian stocks to your portfolio Here are some quality names in drawdowns: - Sesa $SES.MI -XXXXX% - The Italian Sea Group $TISG.MI -XXXXX% - Brunello Cucinelli $BC.MI -XXXXX% - Campari $CPR.MI -XXXXX% - Carel Industries $CRL.MI -39.61%"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1825457251445862519) 2024-08-19 08:58:18 UTC 4942 followers, 3711 engagements


"@SkyNews Realistically this needs to be XX for non-manual jobs and triple-lock needs to go back to inflation-linked"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1947270530773479698) 2025-07-21 12:20:47 UTC 4941 followers, 11.9K engagements


"My top 10-holdings: Lagercrantz $LAGR Cerillion $CER Addtech $ADDT Lifco $LIFCO Fortnox $FNOX Teqnion $TEQ HMS Networks $HMS Topicus $TOI Calnex Solutions $CLX Judges Scientific $JDG XXXXX% of total assets. What would you change if anything"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1784217538257199167) 2024-04-27 13:46:24 UTC 4942 followers, 11.3K engagements


"I really like MedCaps focus around the lifesciences segment its something different to my other acquirers. I also felt it was oversold following the recent SP drop I felt the strategy was still sound and its small size means a sustained period of growth could be sustained long-term. Im hopefully right about the oversold part as it has popped nicely but we will see whether they can turn the corner long-term"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1945230217083047953) 2025-07-15 21:13:19 UTC 4942 followers, XXX engagements


"@Gowzican1 On their investor news on the website . I will share here"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1948294644669837536) 2025-07-24 08:10:15 UTC 4942 followers, XXX engagements


"Five FTSE XXX stocks that have beaten the SP500 over the last XX yrs: - London Stock Exchange $LSEG.L +482% - Relx $RELX.L +374% - Halma $HLMA.L +352% - Sage $SGE.L +284% - Experian $EXPN.L +279% - SP500 $SPY +232% Does Quality matter more than Country"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1774898191197954455) 2024-04-01 20:34:39 UTC 4941 followers, 3261 engagements


"@Jhards24 @SkyNews Europes welfare states are even more unaffordable. They are nursing homes with economies attached to them. It doesnt work"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1947539839508734155) 2025-07-22 06:10:55 UTC 4942 followers, XX engagements


"Trees dont grow to the sky. 🌲☁ Here are my all my holdings arranged by market cap in . - Lifco AB $LIFCO - 10.67B - Topicus Inc. $TOI - 5.94B - AddTech AB $ADDT - 5.94B - Lumine Group Inc. $LMN - 5.49B - Nova Ltd. $NVMI - 5.16B - Camtek Ltd. $CAMT - 3.71B - Lagercrantz Group $LAGR - 2.76B - Bufab AB $BUFAB - 1.15B - TerraVest Industries Inc. $TVK - 1.12B - Judges Scientific $JDG - 0.73B - Momentum Group $MMGR - 0.69B - Cerillion $CER - 0.58B - MedCap AB $MCAP - 0.47B - Teqnion AB $TEQ - 0.23B Which of these could be a 100-bagger from here"  
![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1495494215924596738.png) [@LionCubsFund](/creator/x/LionCubsFund) on [X](/post/tweet/1948674264829231162) 2025-07-25 09:18:44 UTC 4943 followers, 7675 engagements