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[@massivemoats](/creator/twitter/massivemoats)
"This weekend our deep dive analysis of 3i Group $III.L was featured in Tresor Capital's newsletter. Tresor Capital publishes insights on family holdings and serial acquirers such as Constellation Software $CSU.TO Investor AB $INVEB.ST and Topicus $TOI.V You can subscribe to their newsletter via their website Although it's in Dutch it's well worth translating if you're interested in family holdings and serial acquirers. Thanks @MichaelGielkens"  
[X Link](https://x.com/massivemoats/status/1941850316783202603) [@massivemoats](/creator/x/massivemoats) 2025-07-06T13:22Z XXX followers, 4875 engagements


"My portfolio as of August XX 2025: - XX% in $ASML - XX% in $META - XX% in $III.L - XX% in cash - XX% in own equity - X% in $AMZN - X% in $CDI.PA - X% in $GOOGL - X% in $NFLX - X% in $QQQ and other small holdings"  
[X Link](https://x.com/massivemoats/status/1962544654957650229) [@massivemoats](/creator/x/massivemoats) 2025-09-01T15:54Z XXX followers, 1528 engagements


"Chris Hohn (58) has delivered XX% CAGR over XX years. His top X positions are showing strong YTD returns: $GE (+83%) $SAF.PA (+38%) $MSFT (+20%) The top performers among his smaller holdings are: $FER (+36%) $GOOG (+32%) $AENA (+17%) What wisdom lies behind these results 🧵"  
[X Link](https://x.com/massivemoats/status/1970851081426239776) [@massivemoats](/creator/x/massivemoats) 2025-09-24T14:01Z XXX followers, 2599 engagements


"Update 3i Group $III.L Today 3i Group published updates regarding its core holding Action. - On XX September 2025 3i Group bought an additional XXX% of Action in exchange for approximately XXXX million shares of 3i Group worth c.800 million valuing the Dutch retailer at c.36 billion. - With this transaction 3i Group increased its stake in Action from XXXX% to 60.1%. Regarding the performance of Action 3i Group shared the following information: - Actions year-to-date sales (as of XX September 2025) reached XXXX billion up XX% year-on-year. Like-for-like (LFL) sales growth over the trailing"  
[X Link](https://x.com/massivemoats/status/1971617486215713178) [@massivemoats](/creator/x/massivemoats) 2025-09-26T16:46Z XXX followers, 1860 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@massivemoats "This weekend our deep dive analysis of 3i Group $III.L was featured in Tresor Capital's newsletter. Tresor Capital publishes insights on family holdings and serial acquirers such as Constellation Software $CSU.TO Investor AB $INVEB.ST and Topicus $TOI.V You can subscribe to their newsletter via their website Although it's in Dutch it's well worth translating if you're interested in family holdings and serial acquirers. Thanks @MichaelGielkens"
X Link @massivemoats 2025-07-06T13:22Z XXX followers, 4875 engagements

"My portfolio as of August XX 2025: - XX% in $ASML - XX% in $META - XX% in $III.L - XX% in cash - XX% in own equity - X% in $AMZN - X% in $CDI.PA - X% in $GOOGL - X% in $NFLX - X% in $QQQ and other small holdings"
X Link @massivemoats 2025-09-01T15:54Z XXX followers, 1528 engagements

"Chris Hohn (58) has delivered XX% CAGR over XX years. His top X positions are showing strong YTD returns: $GE (+83%) $SAF.PA (+38%) $MSFT (+20%) The top performers among his smaller holdings are: $FER (+36%) $GOOG (+32%) $AENA (+17%) What wisdom lies behind these results 🧵"
X Link @massivemoats 2025-09-24T14:01Z XXX followers, 2599 engagements

"Update 3i Group $III.L Today 3i Group published updates regarding its core holding Action. - On XX September 2025 3i Group bought an additional XXX% of Action in exchange for approximately XXXX million shares of 3i Group worth c.800 million valuing the Dutch retailer at c.36 billion. - With this transaction 3i Group increased its stake in Action from XXXX% to 60.1%. Regarding the performance of Action 3i Group shared the following information: - Actions year-to-date sales (as of XX September 2025) reached XXXX billion up XX% year-on-year. Like-for-like (LFL) sales growth over the trailing"
X Link @massivemoats 2025-09-26T16:46Z XXX followers, 1860 engagements

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/creator/twitter::1819819695286927360/posts