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[@Sempiterno_Inv](/creator/twitter/Sempiterno_Inv)
"Since I have had my portfolio built I have made two decisions selling one company to buy another. December 2024: -Sold $ATD at 81$ -Bought $TOI.V at 121$ February 2025: -Sold $APR at XX PLN -Bought $CBAV at XX EUR At a quick glance both decisions seem wise but still early"  
[X Link](https://x.com/Sempiterno_Inv/status/1902320703803691251) [@Sempiterno_Inv](/creator/x/Sempiterno_Inv) 2025-03-19T11:26Z 1821 followers, 5286 engagements


"@ArneUlland Eurofins Mader Group Diploma PLC Clinica Baviera Nice to see you following Secure btw :)"  
[X Link](https://x.com/Sempiterno_Inv/status/1960076390742757600) [@Sempiterno_Inv](/creator/x/Sempiterno_Inv) 2025-08-25T20:26Z 1820 followers, XXX engagements


"Im very excited to see how BWS develops in the next 5yrs for $BN. One segment didnt exist before 2020 it will be the diamond of this conglomerate. Theyve acquired companies very cheap and now well see if Bruce Flatt & co can replicate their success in this space"  
[X Link](https://x.com/Sempiterno_Inv/status/1971921431866102030) [@Sempiterno_Inv](/creator/x/Sempiterno_Inv) 2025-09-27T12:54Z 1818 followers, 3864 engagements


"You have just my $WOSG investment thesis available I hope you enjoy it. If you like this content pls share ans comment it. It will be very helpful Enjoy the weekend"  
[X Link](https://x.com/Sempiterno_Inv/status/1895786252420653126) [@Sempiterno_Inv](/creator/x/Sempiterno_Inv) 2025-03-01T10:40Z 1821 followers, 3103 engagements


"You have a new post available A new edition of Sempiterno Company's. Companies mentioned: -Momentum Group $MMGR.B -Roko $ROKO.B -Lagercrantz $LAGR.B -Addtech $ADDT.B"  
[X Link](https://x.com/Sempiterno_Inv/status/1908802916250435798) [@Sempiterno_Inv](/creator/x/Sempiterno_Inv) 2025-04-06T08:44Z 1819 followers, 2176 engagements


"After analyzing $SES.TO I'm checking $GFL and it's very interesting. The WM sector is highly fragmented and all relevant stakeholders are seeking to consolidate it. $GFL was a PE backed company who pursued aggressive M&A but it seems they're focused now to de-leverage BS"  
[X Link](https://x.com/Sempiterno_Inv/status/1958599888687558999) [@Sempiterno_Inv](/creator/x/Sempiterno_Inv) 2025-08-21T18:39Z 1821 followers, 11.7K engagements


"I've bought more $LMN.V Looking forward to add more $TOI.V and $CSU.TO soon"  
[X Link](https://x.com/Sempiterno_Inv/status/1971245874815828412) [@Sempiterno_Inv](/creator/x/Sempiterno_Inv) 2025-09-25T16:10Z 1821 followers, 2121 engagements


"Companies such as $MELI or $MKL are very high in my watchlist. They enjoy a diversify revenue streams and both companies have a strong management team. I dont pursue the latest 250x bagger potential but rather spend my time reading about companies who can last at least X decade"  
[X Link](https://x.com/Sempiterno_Inv/status/1972009901074665743) [@Sempiterno_Inv](/creator/x/Sempiterno_Inv) 2025-09-27T18:46Z 1821 followers, XXX engagements


"Logistics as a Service is a massive opportunity for investors in the long term IMO. I have exposure with $AMZN and $MELI. $GXO can be another good option but its lower quality"  
[X Link](https://x.com/Sempiterno_Inv/status/1973831507958448459) [@Sempiterno_Inv](/creator/x/Sempiterno_Inv) 2025-10-02T19:24Z 1821 followers, 1295 engagements