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[@SimeonResearch_](/creator/twitter/SimeonResearch_)
"@dgmarkoulis @david_katunaric I can definitely add $TVK.TO $WTC.AX and some other But there are X names I am not willing to share until I finish my dd"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1939441074910466151) 2025-06-29 21:49:19 UTC 5487 followers, XXX engagements


"@Fooahs Oh restaurants is very good bad one Very few are doing it right $MCD $WING $CMG $DPZ"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1947448422698783210) 2025-07-22 00:07:40 UTC 5487 followers, XXX engagements


"Why types of industries I generally avoid and why 🚫 👔 Insurance - Inherently complex and very difficult to find winners my favourite wellcapitalized diverselyunderwritten players are $BRO $KNSL and $FFH.TO 🧪 Biotech - The r:r is not in your favour full of boom and busts a single clinical trial can send a stock up X or down 95%. 🏦 Banks - The growth is not there for me Most resort to dividends as a way of returning capital to shareholders I prefer the money to be invested aggressively inside the business. 💰 Fintechs - No real moat can be developed here as their services are highly"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1947391789910135098) 2025-07-21 20:22:38 UTC 5499 followers, 14.8K engagements


"@fiscorainvest I was about to include but remember parts $CPRT $AZO etc But yes pure car companies are straight garbage"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1947448736675991679) 2025-07-22 00:08:55 UTC 5482 followers, XXX engagements


"@mycreditjourney If you like insurance take a look at $BRO $KNSL $FFH.TO (best rn imo)"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1945509427181683142) 2025-07-16 15:42:47 UTC 5485 followers, XXX engagements


"@TacticzH Imo only $dlo worth a shot from this list"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1945275780247744850) 2025-07-16 00:14:22 UTC 5459 followers, 6877 engagements


"Important thought on X key positions ⚠ $ACP.WA - I remain very bullish in Polish equities and especially ACP I am a fan of $SGN as well but the diversified acquisitions on Asseco plus the multiple countries they operate and the more favourable valuation made this a no-brainer for me a few months ago. EU funds rapid GDP growth won't only ignite better economic activity in Eastern Europe but they will make investors from all over the world more eager to park money in Polish companies. The Constellation software playbook is being applied which will improve margins synergies and strategy The"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1941208668986356180) 2025-07-04 18:53:07 UTC 5483 followers, 6685 engagements


"@no_cap_cap @bigpoppastonk @KairosPraxis @grok That's exactly how I look irl"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1947812520581878028) 2025-07-23 00:14:28 UTC 5483 followers, XX engagements


"@wealthmatica totally smelling euphoria on some stocks"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1947995711506923605) 2025-07-23 12:22:24 UTC 5495 followers, XX engagements


"@HanFarStockUp If you own lager I don't see the reason to go after lifco as well There are plenty smaller serial acquirers you can do for"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1942619636677386534) 2025-07-08 16:19:48 UTC 5471 followers, XXX engagements


"Short but sweet introduction I am Alex I am XX years old living in the UK. From XX years old my passion was the stock market I love and breathe it the numbers game is fascinating to me. I worked super hard to make money as a teen just to invest in my first stock which was $BYND I was thrilled when I made a XX% profit oh good times. After some very lucky hits in the beginning I was overconfident and lost majority of my portfolio I was devastated. I almost gave up but I couldn't give up on my dream I studied relentlessly and went and got my Masters in Business and Finance. Haven't looked back"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1861096402904064031) 2024-11-25 17:15:34 UTC 5498 followers, 54.7K engagements


"@DividendTalks I own $asml and $goog but looking to buy $nvda $lcrx and $amd Oh $klac is great too"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1877360453724110917) 2025-01-09 14:23:06 UTC 5483 followers, XXX engagements


"@Eyal__Weiss If you check their Financials they arent doing a good job at all That said I prefer $knsl $bro and $ffh.to in insurance"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1929490660739932312) 2025-06-02 10:49:56 UTC 5485 followers, XXX engagements


"@TacticzH Very good business but the fact the management can't give future guidance when every semi is so bullish creams mediocre management team"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1947679829345857980) 2025-07-22 15:27:12 UTC 5499 followers, 2648 engagements


"High PE Low PE at XX% of the cases ⚠ My highest PE ratio stocks are always my best performers $HIMS $PME.AX $TVK.TO $NVDA etc Buy the winners not the losers ✅ Took me a while to understand this concept 😉 Thoughts 🤔"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1927076395487727799) 2025-05-26 18:56:30 UTC 5483 followers, 5476 engagements


"@TidefallCapital $knsl $bro and $ffh.to imo are the most compelling cases in insurance which is a very difficult sector to invest"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1937545538288632221) 2025-06-24 16:17:08 UTC 5482 followers, XXX engagements


"@investlikeiroh $mytil.at $ACP.WA $SGN.WA Those X by far and another one i am not willing to disclose as i am building a position"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1940423595853041738) 2025-07-02 14:53:31 UTC 5499 followers, XXX engagements


"@TalkSoonCapital That's some solid picks What's your favorite"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1940788044250206414) 2025-07-03 15:01:42 UTC 5488 followers, XXX engagements


"The compounder no one talks about 🤔 Share price performance 5yr - XXX% ✅ One of the biggest positions of $FFH.TO Presenting - $MYTIL.AT This company is always for some reason completely written off by international investors as just a metals producer an industry not favored by the investing audience for good reason. That said examining closer this is a powerhouse run by a founder with skin in the game insiders own XX% of the company. 💡 Their operations cover a wider spectrum of energy as they do renewables energy + metals + most recently defence. Their strategy is very straightforward but"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1948398406277136419) 2025-07-24 15:02:34 UTC 5499 followers, 1280 engagements


"@eclecticinvest5 Thanks KPG is def nice i also like $wtc.ax from Australia PNP is venture not a serial acquirer what is the thesis on $WI"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1942970570012070269) 2025-07-09 15:34:17 UTC 5486 followers, XXX engagements


"My new positions this year and their performance so far 💡 $PME.AX - XX% 🔥 $NVDA - XX% ✅ $ITECH.ST - XX% ✅ $NVO - XX% (sold) ✅ $ACP.WA - Very recent position BE $HEI - XX% (sold) ✅ $MEDP - X% Loss ⛔ What did you folks buy this year Let me know in the comments 🎯"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1921968007833686497) 2025-05-12 16:37:36 UTC 5475 followers, 3227 engagements


"My Canadian stock watchlist & why I am interested 🎯 🏦 $FFH.TO - One of the best insurance businesses Prem has a 40yr track record of very solid capital allocation 📈 $ZOMD.V - Stellar q1 2025 with XXX% YoY Rev growth and a XX% gross actively digging here. 🏥 $WELL.TO - Enjoys network effects via the clinics but has problems in scaling it is gonna IPO their software business that is very similar to vitalhub 🤔 $KSI.TO - XX% gross and XX% rev cagr for the last X years on this software name 🌐 $LMN.V - Remains the most under-appreciated of the constellation software family ⚡ $MCB.TO - Very"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1932796896579354910) 2025-06-11 13:47:44 UTC 5485 followers, 11K engagements


"@TacticzH XX positions wow that's a lot of work to manage Congrats for the solid performance"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1946675012720632165) 2025-07-19 20:54:25 UTC 5496 followers, XXX engagements


"ITS OUT 💥💥💥 Free $VHI.TO Deep dive ✅ 23+ pages 🫡 Management qna ⛔ Don't miss it out You know where to find it 😏"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1945166595942162604) 2025-07-15 17:00:30 UTC 5498 followers, 31.1K engagements


"@PerceptronCodex @hypergrowth102 Having talked with some $lmnd investors I came into the conclusion that they don't know anything about insurance companies I like $ffh.to $knsl"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1924990594356527125) 2025-05-21 00:48:16 UTC 5485 followers, XXX engagements


"I am extremely proud to deliver my Evolution gaming Deep Dive 💎 $EVO.ST / $EVO Took hours of work ✅ Please go head and read it it's full of amazing information 🫡 ITS FREE 🤝 👉 Link in bio 👈"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1904611306679706079) 2025-03-25 19:08:16 UTC 5485 followers, 6131 engagements


"Canada has a heck of super interesting businesses 👇👇 🛡 $FFH.TO - One of the best insurance names on the global market 🍃 $HASH.V - A very unique approach to Cannabis 💰 $BN - A misunderstood asset management business 🏢 $MEQ.TO - Very disciplined R.E company with excellent performance ✈ $FTG.TO - Fully integrated Aerospace & Defence products with the ability to customize them in house. 🛢 $CMG.TO - Top notch reservoir software & acquisitions 🌲 $PNP.TO - Vertical market software disguised as venture capital with the csu playbook 🏥 $VHI.TO - Hollistic VMS approach in Healthcare 🌐 $LMN.V -"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1925559100923916788) 2025-05-22 14:27:19 UTC 5499 followers, 6453 engagements


"Secret Stock Reveal 💥💥 XXXX% FCF margin Gross XX% ROIC XX% and Rev Cagr XXXX% Trading XX times FCF and at a XX Forward PE while having XX% insider ownership. ✅ Mc - 38mil 👌 Ticker - $IFI.WA 💡 What do they do - Ifirma is the largest cloud-based accounting and invoicing system in Poland serving freelancers and small-to-medium enterprises. They have recently pivoted to online accounting with the launch of ifirma platform and today they combine a subscription-based SaaS model with complementary BPO accounting HR staffing and IT outsourcing services. 🎯 Value Proposition - Simplicity and"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1939695290061103457) 2025-06-30 14:39:29 UTC 5474 followers, 8987 engagements


"@TheLongInvest How did you come up with a 1000 fair value Lmao"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1947745439069180024) 2025-07-22 19:47:54 UTC 5499 followers, 8727 engagements


"$CSU.TO / $CSU - Deep Dive on the recent worrying developments 😱 Part X ✅ After carefully examining the issues/concerns in Part X it is time to offer clarity in the situation and dig a big deeper into the ROIC which seem to be the main focus of the bear thesis. The main arguments include run out of runaway how can you find a quality replacement to VMS decline of ROIC. First of all I do believe when you have a company that deploys capital in such an opportunistic and declined Manner you are gonna have quarters like this as long as hurdle rates are hit (which they are) acquisitions can turn up"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1924471399969689696) 2025-05-19 14:25:11 UTC 5482 followers, 6707 engagements


"@DividendG_Web3 There are some great UK equities and I think $gaw and $jdg are my favs Which ones you own"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1924821516023140518) 2025-05-20 13:36:25 UTC 5473 followers, XXX engagements


"$NXSN / $NXSN.TA up XXX% Today While Mr Market dumped the company this week because of the war in Ukraine ending the company continues to execute🫡 👏Today a new XXX Million dollar order was announced bringing the total so far this year to $46.6ish. To remind you the guidance from the company for the whole year is XXX million Their guidance for 2025 👇 ✅45% revenue growth ✅61% net margin 💡Already XX% of the way and I would dare to say they seem to be ahead of schedule 📅"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1891099774524522765) 2025-02-16 12:18:15 UTC 5414 followers, 1463 engagements


"@Jollyroger6942 I already got too much $CSU.TO but I think I will come to regret it tbh"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1942612651013743025) 2025-07-08 15:52:02 UTC 5483 followers, XXX engagements


"@Th34ccountant @david_katunaric There are actually more than X The ones I am willing to share All the constellation family $tvk.to $pme.ax $nxsn.ta $MYTIL.AT $zomd.v $wtc.ax $QLTU.TA $itech.st $lifco.st $addt.st And some others Hope you find interesting names here"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1939595938802078019) 2025-06-30 08:04:42 UTC 5494 followers, XXX engagements


"Everyone knows $CSU.TO but do you know $PNP.TO which is run by the son of Mark Leonard 🌲 The portfolio is super interesting 👇 Bravura Solutions - $BVS.AX - Software applications for the wealth management and funds administration Trubridge Inc - $TBRG - RCM solutions for Healthcare settings & acute care settings Quorum - $QIS.V - IT for the automotive retail business (dealership management systems) Topicus - $TOI.V - The VMS king of Europe OMDA - $OMDA.OL - Multiple software solutions in laboratory management systems Sygnity - $SGN.WA - IT services and software to multiple private and public"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1928453595210629161) 2025-05-30 14:09:00 UTC 5486 followers, 5166 engagements


"@no_cap_cap If I have the honor of becoming the second page you follow here I may share 😉🤣"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1947405658548277669) 2025-07-21 21:17:44 UTC 5496 followers, XXX engagements


"Some of my top calls announced publicly here 💰 💊 $HIMS +180% +140% $XX - $XX $XX - $XX 🟢 $NVDA +50% $XX - $XXX 🧪 $ITECH +28% XX SEK - XXX SEK 🪖 $NXSN.TA +82% 5800 - XXXXXX 🩻 $PME.AX +46% $XXX - $XXX 💉 $NVO +20% $XX - $XXX 🌐 $ACP.WA +12% XXX PLN - XXX And more Some of my bad calls ⛔ 🏨 $VHI.TO - I did manage to get some shares near nine but my first buys near $XX so far havent been ideal I dont worry at all about this one I am slightly down. I will talk with the CEO & CFO & M&A officer on Monday. 🏭 $AMSL - I did not nail the bottom buys and to an extent I miscalculated the effect of"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1930993880796733943) 2025-06-06 14:23:11 UTC 5483 followers, 14.2K engagements


"@meeijer Maybe $DLO or $itech The rest pass for me"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1946675859839914347) 2025-07-19 20:57:47 UTC 5480 followers, 2885 engagements


"@SoJustFollowMe @TacticzH $FFH.TO $BRK Currently"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1947311987030921532) 2025-07-21 15:05:31 UTC 5482 followers, XXX engagements


"@no_cap_cap @epsilontal is a must follow but no its not that one very good guess though"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1946216217154408566) 2025-07-18 14:31:19 UTC 5497 followers, XXX engagements


"@no_cap_cap @KairosPraxis Lmao I am gonna became a meme now"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1947785028722704711) 2025-07-22 22:25:13 UTC 5477 followers, XXX engagements


"@BenMartin661251 Agreed $KNSL is a much better insurance play imo That said what I trust above all is management execution trackrecord very questionable in this instance"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1944106663080001841) 2025-07-12 18:48:42 UTC 5485 followers, XXX engagements


"New serial acquirer star on the rise 🤔 One of the most interesting and lesser known companies within the constellation software universe is $ACP.WA - Asseco The business model is simple and straightforward especially if you are familiar with $CSU it is a federation of IT companies that uses the Merger and acquisition business model for software businesses in Central and astern Europe. It provides solutions for finance industrials banking trade and public services. Majority of their revenue come from mainly finance XX% and the playbook is simple mission critical software. May I add the niches"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1917645437240238560) 2025-04-30 18:21:15 UTC 5475 followers, 6117 engagements


"@leevalueroach This statement is correct But you forget one $FFH.TO"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1931108056047538210) 2025-06-06 21:56:53 UTC 5485 followers, 1309 engagements


"@StockMarketNerd $CSU.TO I don't need to explain why I think"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1945505516974682137) 2025-07-16 15:27:15 UTC 5483 followers, 1334 engagements


"Are software companies and especially VMS companies threatened by AI 🤔 $CSU.TO $TOI.V $SGN.WA $ACP.WA $LMN.V $VHI.TO under threat ⛔ 💡 This is one very prominent take I have been reading here for a while and I must say that I completely disagree. Generally as AI advances and gains more use cases everyone is rushing to assume what industry is going to be disrupted next and the focus recently has been on SaaS and how software will be massively hurt by AI. I see it as an amazing opportunity to boost operational efficiency and cut weaker businesses. First of all given the latest shareholder call"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1947324640512090249) 2025-07-21 15:55:48 UTC 5499 followers, 5489 engagements


"The constellation software family ✨ Starts with $CSU owning $TOI.V and $LMN.V Then $TOI.V owning stakes in $SGN.WA and $ACP.WA And at the end we have one its own $PNP.TO run by Damien Leonard ✅ I own 2/6 which ones your guys own 🤔"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1927368742855426517) 2025-05-27 14:18:11 UTC 5496 followers, 7995 engagements


"@bigpoppastonk @no_cap_cap @KairosPraxis Oh my that's even better 🤣😭"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1947791064691351965) 2025-07-22 22:49:12 UTC 5460 followers, XX engagements


"This stock is up XXXXX% in the last X years 🎯 It closed a big contract today ✅ One of the strongest moats 🏰 $PME.AX / $PME Secured a 170M XX year contract with UCHealth in Colorado effectively continuing to expand rapidly in the states. 💡 To put the moat into perspective it is very similar to $NVDA and CUDA for clinics finding radiologists is essential and very difficult to do so some of them refuse to work on any other software available. 🤝 I bought in at the recent dip in near $XXX extremely excited on how they continue to deliver the biggest catalyst in my opinion being their potential"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1940778494436254043) 2025-07-03 14:23:45 UTC 5471 followers, 3656 engagements


"🎯 X Under-looked companies with strong moats 👇 $PME.AX - Visage their software is the leading best-in-class for radiology so much so that some refuse to work with any other software they have never lost a client (sticky) and they are in 11/20 of the top USA hospitals. They can complete super complex implementations of the software for new clients in 1/3 of the time competitors need. AI detection in radiology is their new venture. $ITECH.ST - They own a unique patent to the world's best chemical applied in ship painting to stop barnacles from attaching to ships this is extremely helpful as"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1937601725701014005) 2025-06-24 20:00:24 UTC 5459 followers, 11.3K engagements


"@TacticzH Finally some.more conservative price targets in here"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1947395626599387588) 2025-07-21 20:37:52 UTC 5480 followers, 1395 engagements


"@MarcalCarbo Thanks for the alpha I am not familiar with $sezl"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1947676867940782159) 2025-07-22 15:15:26 UTC 5498 followers, XXX engagements


"Full Portfolio View & Moves ✍ Ticker - Percentage 📊 $CSU.TO - XX% $NXSN.TA - XX% $TVK.TO - XX% $NVDA - X% $AMZN - X% $ACP.WA - X% $PME.AX - X% $VHI.TO - X% $BRO - X% $ITECH.ST - X% $HIMS - X% $KNSL - X% + X secret position bought very recently try and guess it 🤫 My moves 💡 As you can see I have done some significant moves ⛔ First of all I exited my stake at $GOOG / $GOOGL post is coming to explain my rationale and reasons I have conducted trims in $CSU $AMZN as l have been doing an active effort to increase my stakes in smaller caps which I have been killing it with stellar performance. 📈"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1936060522018873789) 2025-06-20 13:56:13 UTC 5485 followers, 10.5K engagements


"Bang 💥💥💥 $NXSN / $NXSN.TA A 2x bagger for me already 🎯 Gave my exact entry & add levels here publicly 🤝 Funny how when you post the idea No one cares but when it prints everyone does 🤷♂"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1934711036512276725) 2025-06-16 20:33:50 UTC 5485 followers, 3781 engagements


"@no_cap_cap That fact that this structured like twitch tier subs kills me 🤣🤣"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1947425801353453945) 2025-07-21 22:37:47 UTC 5485 followers, XXX engagements


"$FFH.TO keeps on increasing its stake in $MYTIL.AT 🎯 But why 🤔 A Deep dive into the underlooked Greek Giant 💡 Fairfax has the option to acquire 2.750.000 treasury shares of MElten through an exchangeable bond (110mil euro) within X years at XX per share (1.92% of the share capital) This is company that recently rebranded to Melten from Mytilinaios energy to reflect their next phase in energy transition. This is a company I have covered here and it is time I go deeper. ⚡On their main operations which are metallurgy they are the only fully vertically integrated private aluminium producer"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1935765208447791355) 2025-06-19 18:22:45 UTC 5499 followers, 6601 engagements


"⚠Maybe the worst take I have seen = Stocks outside if the USA = Bad performers ⛔ 🪖 $RHM.DE - XXX% YTD 🪙 $MYTIL.AT - XX% YTD 🌲 $PNP.TO - XX% YTD 🛢 $TVK.TO - XX% YTD 🌐 $SGN.WA - XX% YTD 🌐 $ACP.WA - XX% YTD 🪖 $EXENS.PA - XXX% YTD 🌐 $TOI.V - XX% YTD 📷 $NXSN.TA - XX% YTD 🔌 $SLYG.F - XX% YTD 📢 $ZOMD.V - XX% YTD 🏭 $QLTU.TA - XX% YTD And I am sure I am missing way more strong performers"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1933614583715148018) 2025-06-13 19:56:56 UTC 5495 followers, 8690 engagements


"Now that earnings season is upon us. My top watches for Q2 👇 - $TMDX $HIMS $APP $HEI $KNSL $BRO $MELI $DLO $NVDA - $CSU.TO $VHI.TO $TVK.TO $TOI.V $FFH.TO $ZOMD.V +1 - $NXSN.TA $CLBT +1 - $ITECH.ST $INT.ST $IDUN.ST - $ACP.WA $SGN.WA - $MYTIL.AT $ILYDA.AT - $PME.AX $WTC.AX $TEA.AX I will also be posting full analysis of most of these companies here on X so tune in 👌 Which of your holdings are you looking at mostly in Q2🤔"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1946221044651507884) 2025-07-18 14:50:30 UTC 5499 followers, 6951 engagements


"$TVK.TO / $TVK Moving BIG with X key acquisitions 🔥 ⚡ Simplex - The company manufactures electrical test systems (load banks) and fuel supply systems for the standby power generation industry. Was acquired for XX million CAD. A family owed business that was founded in 1934. ⛽ Tankcon - A manufucturer of fiber-reinforce polymer tank trailers and lessor of such trailers company was acquired for XXXX million CAD Headquartered in Blainville Qubec Tankcon is serving the North American transportation industry. 💡My take - We have seen Terravest recently expand more and more its position in North"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1917959868117373404) 2025-05-01 15:10:41 UTC 5483 followers, 4633 engagements


"The biggest winners operate on niches 📈 Some of my favourite niche businesses 👇 📊 $WTC.AX - Logistics Software Performance 5yr XXX% 🪄 $CSU.TO - Vertical Software Performance 5yr XXX% 🪖 $NXSN.TA - Drone Cameras under 2kg Performance 5yr XXXXX% ✈ $HEI - Parts for Aircrafts Performance 5yr XXX% 🩻 $PME.AX - Radiology software Performance 5yr XXX% 🛢 $TVK.TO - Propane tanks & H/C systems Performance 5yr XXX% 👔 $KNSL - Casualty and Property insurance Performance 5yr XXX% 🔌$SLYG.F - Electronic Part (smart home) Performance 2yr XXX% 🌐 $CDNS - Verification & Simulation software Performance"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1920536200315875841) 2025-05-08 17:48:06 UTC 5488 followers, 5358 engagements


"5 businesses I would love to own but I dont ⛔ ⚡ $AXON - Im aware their platform capabilities and cloud expension could be a very lucrative opportunity and there are multiple growth levers to pull but I personally wouldnt pay XXX times EV/FCF for these prospects. 🪖 $RHM.DE - In my humble opinion it is (was) one of the best picks to capture the EU defense trade that is still very strong given recent developments in the NATO summit. While being of extreme quality if you check previous years growth was meh and it is currently on the expensive side of valuation there are better more"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1938626646678122600) 2025-06-27 15:53:05 UTC 5482 followers, 4914 engagements


"Serial acquirer mega-list from all over the world 🌎 - $HLMA.L $JDG.L $SFT.L $SDI.L - $LIFCO.ST $ADDT.ST $LAGER.ST $VITB.ST $TEQ.ST - $TVK.TO $TOI.V $LMN.V $FTG.TO $VHI.TO $ATD.TO $DSG.TO $CSU.TO - $WTC.AX - $OMDA.OL - $DSY.PA - $CHG.TO - $SGN.WA $ACP.WA - $HEI $DHR $TMO $BRO $AME - $MYTIL.AT 💡 Very interesting searching for this is that many Greek companies have started to acquire companies to fuel growth What companies would you add on the list 🤔 Let me know"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1940051433702797353) 2025-07-01 14:14:40 UTC 5498 followers, 12.9K engagements


"Revisiting $PNP.TO $PNPFF thesis 🌲 Pinetree Capital remains in my opinion one of the most intriguing companies in the Constellation software universe. 💡 🎯 I published my deep dive on S. when it was just $XXXX per share and it reached $XXXX and now trades at $17ish. I thought it was a good time to revisit the thesis/valuation What they do different vs the family ( $CSU $TOI.V $LMN.V $SGN.WA $ACP.WA ) is that instead of buying software companies directly they take non-control stakes often working with existing management teams to accelerate growth instead of assuming full operational control"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1942966999384039817) 2025-07-09 15:20:05 UTC 5499 followers, 5831 engagements


"@otherized @VikingVan100 $FFH.TO you mean"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1948185246035214493) 2025-07-24 00:55:32 UTC 5499 followers, XX engagements


"Simeon how much do you like software ❓ My Portfolio 👇 $CSU.TO - Vertical Market Software $ACP.WA - Vertical Market Software $VHI.TO - EHRs Workflows and Operational visibility software $PME.AX - The best radiology software available on the market Which software companies do you own 🤔 ⚠ BTW VHI deep dive is almost finished it's massive and very detailed I am fixing some mistakes and adding some parts XXX% coming tomorrow morning I prefer to take my time and delay rather than post something of bad quality"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1944761835414032596) 2025-07-14 14:12:08 UTC 5499 followers, 8422 engagements


"Favourite Companies per Country USA - $NVDA $AMZN $GOOG $NVDA $ANET $HIMS $BRO Canada - $CSU.TO $VHI.TO $TVK.TO $TOI.V $PNP.TO $FFH.TO Sweden - $ITECH.ST $LAGER.ST $ADDT.ST $LIFCO.ST Isreal - $NXSN.TA $SHVA.TA $ODD $QLTU.TA Greece - $MYTIL.AT $KRI.AT $BELA.AT Australia - $PME.AX $WTC.AX $MAD.AX Poland - $SGN.WA $ACP.WA What would you add in these categories 🤔 Drop your best gems 💎"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1918303033634558287) 2025-05-02 13:54:18 UTC 5499 followers, 8140 engagements


"Brutally rating the X most popular fintwit stocks 🎯 🫁 $TMDX - They are doing a great job controlling the logistics network which arguably is the most important aspect of their business as they can reduce time and expand their TAM by a large mile. They are threatened only by NPRs and new tech replacing the efficiency of OCS (although difficult) 📊 Rating - 7/10 💊 $HIMS - The platform capabilities are massive scaling & launch of key verticals like home testing/peptides/menopause/TRT still keep this in my portfolio although I am not very happy with how they are handling GLP-1ns I still"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1943767089862640060) 2025-07-11 20:19:22 UTC 5481 followers, 11.2K engagements


"@SteveWps Take a look at $ffh.to I thinks it's better"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1932564036559757528) 2025-06-10 22:22:26 UTC 5485 followers, XXX engagements


"@PerceptronCodex Haven't taken a close look but that said insurance is a very tough area to invest Best being imo $bro $knsl and $ffh.to $oscr does not look bad they need to improve some things though"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1929520291408974131) 2025-06-02 12:47:40 UTC 5485 followers, XXX engagements


"@RedshirtInsight Keep in mind though more specific content tends to get less exposure but more quality folk that will follow you For example an analysis I make on $MYTIL.AT won't get more than 3k views but it will get very good engagement 👍"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1942481129442836920) 2025-07-08 07:09:25 UTC 5494 followers, XXX engagements


"@Eyal__Weiss Thank you You got your eyes on $MYTIL.AT 🤔"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1940333890490847346) 2025-07-02 08:57:03 UTC 5499 followers, XXX engagements


"@LogicalThesis Historically Q3 & Q4 are much weaker for transplants plus there the current flight data is trending weaker"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1946225947327283481) 2025-07-18 15:09:59 UTC 5485 followers, XXX engagements


"@bigpoppastonk @no_cap_cap @KairosPraxis @grok You mfs are hilarious 🤣🤣"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1947807129693532570) 2025-07-22 23:53:02 UTC 5477 followers, XX engagements


"Simeon Rant ⛔ I really do urge everyone to exercise caution the sentiment is screaming greed everyone is hunting for the next short squeeze most big accounts are pumping their bags irrational price targets are everywhere without the backing of analysis/facts and the feed is dominated by very few low-quality stocks. Fintwit should be a place where quality ideas are shared and through debate we become better investors not a pumping scheme. Let's be better 🙏"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1947745813805105507) 2025-07-22 19:49:24 UTC 5500 followers, 7255 engagements


"If you love $CSU.TO you will adore $PME.AX / $PME 🩻 💡It is rare you find software companies outside of the USA at a market cap of XX billion with a XX% gross XX% FCF margin and a XX% average ROIC while growing revenue the last X years at a XX% CAGR with X debt. 📊 The model- Simple provide the best enterprise medical image software with a contract model. Their flagship product is Visage which offers advanced visual tool for radiologists the software is extremely sticky and they have never lost a client average contract lasts X years and they have so far a XXX% renewal rate. The already work"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1921938525475189051) 2025-05-12 14:40:27 UTC 5475 followers, 7498 engagements


"Top X countries to fish for undervalued gems right now 💎 X. Poland X. Israel X. Canada X. Sweden What are your top ideas from those countries Let's share ideas"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1938243593648361722) 2025-06-26 14:30:58 UTC 5495 followers, 12.7K engagements


"Canadian companies are definitely getting more recognition (as they should) 🍁 Here are some that still aren't getting enough attention yet 💡 $LMN.V - Vertical software 💻 $WELL.TO - Digital healthcare software and equipment 🩸 $KSI.TO - Software for data and document management 🌐 $VHI.TO - Vertical software for hospital's 🏥 $FFH.TO - Property and casualty insurance and reinsurance 👔 $HASH.V - Concentrated Cannabis🪴 $CLS.TO - Supply Chain Solutions & Cloud ☁ What other Canadian companies aren't getting enough recognition but they deserves it Lmk in the comments 👇"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1891924859015340230) 2025-02-18 18:56:51 UTC 5458 followers, 3364 engagements


"Latest moves on the Simeon portfolio & Thoughts 👇 Buys & Adds 🟢 $ITECH.ST at XX SEK per share (New) $NVDA at $XXX (Added X% to position) $GOOG at $XXX (Added X% to position) $PME.AX at $XXX per share (The New secret position) Sold/Trimmed 🔴 $HIMS at $XX (15% of the position Thoughts 🗨 Not much activity and opportunities currently I consider still that NVDA for current multiple vs growth and demand still remains the best large cap in the USA market second best is Google which you also see I purchased some the market is not pricing in properly their potential. The secret position I teased a"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1920122869046038613) 2025-05-07 14:25:40 UTC 5465 followers, 2630 engagements


"@realroseceline Agreed Restaurants and pure car businesses as well (not parts)"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1947449385710981286) 2025-07-22 00:11:30 UTC 5496 followers, XXX engagements


"Sweden has some great compounders Some of the best 💎 👇 ⚡Atlas Copco Ab - $ATCO.ST 3yr Rev CAGR - XX% ROIC - XX% WACC - XXXX% 🏗 Lifco Ab - $LIFCO.ST 3yr Rev CAGR - XX% ROIC - XX% WACC - X% 🔰 Assa Abloy ab - $ASSA.ST 3yr Rev CAGR - XXXX% ROIC - XX% WACC - XXXX% 🚬 Swedish Match ab - $SWMA.ST 3yr Rev CAGR - XX% ROIC - XX% WACC - X% ⚡Addtech Ab - $ADDT.ST 3yr Rev CAGR - XX% ROIC - XX% WACC - XX% 🔌Lagercrantz Group Ab - $LAGR.ST 3yr Rev CAGR - XX% ROIC - XX% WACC - XXX% Any Swedish company missing 🤔"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1922296419127304383) 2025-05-13 14:22:35 UTC 5482 followers, 5804 engagements


"Israeli stock are killing it Very few accounts here cover them My favorites are 👇 $NXSN / $NXSN.TA - Cameras for drones YTD - Up XX% 📈 $ELAL.TA - Airlines YTD - Up XX% 📈 $QLTU.TA - Semi-conductors YTD - Up XX% 📈 For my Israeli investors drop ideas in the comments I would love to go through them 🤝"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1892271392437260640) 2025-02-19 17:53:51 UTC 5440 followers, 6457 engagements


"⛔ Removed from watchlist ⛔ $ALL.WA - I presented this company as a potential undervalued gem due to the favourable economics vs valuation. This company trades at EV/FCF of X while growing rev XX% CAGR (lets X years) and has a XX% gross. I now understand why the multiples are low they plan to sale of Software Mind which historically has been one of the fastest growing segments (In 2024 it grew XX% and historically averaged double-digit quarterly growth). The op margin was XX% Reasons for selling the sale process is part of a joint-exit provision embedded in the Software Mind shareholder"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1935348056410497351) 2025-06-18 14:45:08 UTC 5477 followers, 3941 engagements


"The Mount Rushmore of serial acquirers 👑 $CSU.TO - Since inception 27000% $HEI - Since inception XXXXXX% $DHR - Since inception 399094% $VITB.ST - Since inception 23968% The rising stars 🌟 $ACP.WA - Software $TOI.V - Software $SGN.WA - Software $TVK.TO - Propane Tanks $CHG.DE - Software Would you change anything in my list 🤔"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1942588395051520475) 2025-07-08 14:15:39 UTC 5499 followers, 22.3K engagements


"@Pioutiful NFA i bought recently $ACP.WA I like $MYTIL.AT"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1940424426920837182) 2025-07-02 14:56:49 UTC 5499 followers, XXX engagements


"Started a new small-cap portfolio 🎯 Just bought the first position Hints - Under a billion market cap ✅ If someone guesses correctly I will send them my full thesis 🤝 Some of you know don't spoil 😉"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1940494736378507698) 2025-07-02 19:36:12 UTC 5496 followers, 11.9K engagements


"@paulcerro The other day I saw someone mentioning that OSCR is a heck of a deal because of its price-to-sales ratio Peak retail euphoria wdyt"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1947660575162368343) 2025-07-22 14:10:41 UTC 5498 followers, XXX engagements


"@hamenateah @shomikghosh21 @walnutavevalue @maxwellhouse99 @no_cap_cap @chat_SBC @bizalmanac @RahulSetty_ @LukeWolgram Very good write up my original issue with $KSI was in my view that they have successfully penetrated the majority of the TAM Seems like the cross selling is a unique opportunity i need to revisit Thank u"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1946986695775129903) 2025-07-20 17:32:56 UTC 5497 followers, XXX engagements


"Very few know this about the biggest sleeper company in Greece 🤔🤔 $MYTIL.AT which is on my radar share has compounded a very cool XX% per year for the last X years (549% in total) and still trades at a X PE ratio.😱 👉 Recently they invested 500m to build X new factories in Romania & Greece. Their unique patent allows them to extract XX% of metals (overall industry range is 60-80% in general) while having X% emissions. (Moat) They will expand on way more metals and get this their new method of extraction they will reduce costs significantly and increase margins so even if there is trouble"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1922377846162407886) 2025-05-13 19:46:09 UTC 5499 followers, 3119 engagements


"I feel the biggest winners in the next X years for my portfolio will be these companies 🎯 $HIMS - First Buy near $XX $PME.AX - First Buy at $XXX $NXSN.TA - First Buy at 5800 $ITECH.ST First Buy at XX SEK $TVK.TO - First buy near $XX $VHI.TO - First buy was near $XX Which of your holdings you believe are gonna be the biggest winners Let me see those quality names"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1923017360723575116) 2025-05-15 14:07:21 UTC 5485 followers, 4517 engagements


"Quality companies can be found everywhere 📈 Here are my favorite ones 👇 🏭 Semiconductors - $AVGO $NVDA $ASML $ANET $KLAC 📝 Insurance - $FFH.TO $KNSL $BRO 🌐 Software - $GOOG $CSU.TO $TOI.V $VHI.TO $PME.AX $LMN.V $CHG.DE $SGN.WA 🏥 Healthcare - $HIMS $TMDX ✈ Aerospace - $HEI 🗺 Logistics - $WTC.AX 😏 Bonus Small caps - $SLYG.F $KRI.AT $PNPFF $EXENS.PA Any great I forgot on these categories Feel free to add folks"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1914692256482693265) 2025-04-22 14:46:21 UTC 5485 followers, 4341 engagements


"@Stijn22846075 @MichaelGielkens Teqnion is not a good serial acquirer at least yet Lifco is very very good but has lots of room before it is considered one of the goats it is close though $ROKO is interesting"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1942971013387469222) 2025-07-09 15:36:02 UTC 5471 followers, XXX engagements


"I will soon reveal the stock I have been building a position on for a while 💡 Hint - If someone guesses it correctly I will send them a private message with my full free thesis when its ready 🤝 Last time no one predicted the stock I bought from"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1945853872104190322) 2025-07-17 14:31:29 UTC 5499 followers, 10.2K engagements


"Equity report issue #1 ✅ Here are all the companies I have taken an interest and actively looking to start a new position For me $SLYG.F $ITECH.ST $ODD $MUX.DE stand out the most 🤔 Let me know who is the best on the list in your opinion A big thank to my community for some the ideas"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1915042564270366779) 2025-04-23 13:58:21 UTC 5485 followers, 2985 engagements


"@HanFarStockUp I almost had larg in the goat list Tremendous company And great choices man"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1942612287690305650) 2025-07-08 15:50:36 UTC 5495 followers, XXX engagements


"$EVO.ST for some reason has all the spotlight in Sweden but there are many way better niche businesses growing over XX% a year while dominating niche areas that deserve more attention. 🤔 One of my favourites being $ITECH.ST YTD - XX% and I am up XX% on my position 🎯 They have complete control of a very unique niche 👇 ❓The problem they solve is simple barnacles get attached to ships costing them speed thus time more fuel thus costs and trouble with very strict environmental laws especially in Europe. 💡Their patented chemical solution is mixed with the ship paint Already 3k ships use the"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1945504568458244139) 2025-07-16 15:23:29 UTC 5499 followers, 8497 engagements


"@no_cap_cap It's actually a great idea that I may copy"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1947433539907031297) 2025-07-21 23:08:32 UTC 5485 followers, XXX engagements


"@ThijsThijsT Could have made this clearer Both are solid imo I am more interested in $MYTIL.AT atm"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1935812005522190470) 2025-06-19 21:28:42 UTC 5499 followers, XXX engagements


"$EVO.ST / $EVO Down XX% ⛔ What happened 🤔 A glance to q1 2025 by Simeon Research 👇 The quarter was very far from being good first time that the company has reported such laggard growth 📉 Revenue Up X% YoY ⛔ Net revenues increased by 3.9%⛔ EBITDA decreased by X% (Ouch)⚠ Margin XX% full year estimate 66-68% ✅ 💡 What caused the rapid drop in growth - In contrast to what a lot of pages are reporting here its not because of fx but because of measures taken in Asia to halt criminal cyber activity which has put significant pressure especially in the latest quarter and now management also pointed"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1917581674260410745) 2025-04-30 14:07:52 UTC 5495 followers, 3076 engagements


"Current positions by country 🌍 USA - $AMZN $GOOG $HIMS $NVDA $BRO $KNSL Canada - $CSU.TO $VHI.TO $TVK.TO Poland - $ACP.WA Israel - $NXSN.TA Australia - $PME.AX Sweden - $ITECH.ST Any great idea for more stocks to research on those countries Name em 👇"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1924518454670844207) 2025-05-19 17:32:10 UTC 5489 followers, 6740 engagements


"@RichardWedekin1 $KNSL is one of the best insurance names available currently"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1946331023827959835) 2025-07-18 22:07:31 UTC 5486 followers, XXX engagements


"Stock I would buy at lower prices and why 👇 $SGN.WA - Software provider in Poland which experiences rapid growth in the need for VMS both in public and& private sector (Exposure through $ACP.WA) $SLYG.F - Electronic parts/smart home products controlled under a single API open source approach $PNP.TO - Venture Capital in software run by Mark Leonard very expensive relative to NAV and BV $AXON - It is completely integrated with the L.E ecosystem & cloud data and ai analytics (priced for perfection) $FICO - Credit scoring system domination via heavy regulation & network effects (very expensive)"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1932141782349041878) 2025-06-09 18:24:33 UTC 5497 followers, 6323 engagements


"@escvel0city11 For some weird reason if it is not states no one cares I posted so many stocks like that that did amazing And yet everyone wants to listen about the same stocks all the time I feel you"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1942270674342437179) 2025-07-07 17:13:09 UTC 5483 followers, XXX engagements


"💡Examining and ranking the recent acquisitions $VHI.TO & $SGN.WA VHI up X% Acquired Novari for 43.6mil (35.8mil cash issued XXXXXXX shares to Novari shareholders total 7.8mil) but the real maximum total is 48.6mil max as there is a separate 5mil earn-out bonus. Annual ARR was 12mil with XX employees and was approaching adjusted EBITDA profitability as my friend @BerkelKip (you should follow him) correctly noted that they are buying at an expensive valuation 4x ARR and the ROIC here is not positive gross margin around 65-70%. I do agree with him but I also look at the potential synergies"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1942284609640943709) 2025-07-07 18:08:31 UTC 5458 followers, 4927 engagements


"A great company you have never heard of 👇 💡 $WTC.AX is a company leader logistics and supply chain solutions 🤔 How - Through their software Cargowise they allow customers freights warehouses and transport companies to handle complex workloads. Their unique platform has an integrated and holistic approach. Not only they offer solutions but help companies to be compliant across boarder shipments 🏰 Moat characteristics - High switching costs sticky software and network effect because as more companies come to their network the more valuable the software becomes not to mention they will get"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1910713126741221734) 2025-04-11 15:14:43 UTC 5490 followers, 1270 engagements


"@AInvestorBrief True true Although companies like $AZO $CPRT can do it right (to an extend $APR.WA) I think I have an index with them"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1947449006398808508) 2025-07-22 00:09:59 UTC 5499 followers, XXX engagements


"I told everyone I am buying this stock Now it's up XX% since ✅ $NXSN.TA $NXSN is one of the fastest growing companies I own🎯 Today they announced a XXXX mil order from an existing client Sales so far this year from orders are around XXXX M so far More to come 🦅"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1886774448545529875) 2025-02-04 13:50:57 UTC 5417 followers, 1668 engagements


"Sp500 YTD -XX% 🔻 NQ YTD -XX% 🔻 These stocks have shown impressive strength 📈 $TOI.V - YTD +13% 🟢 $PNPFF - YTD +42% 🟢 $EXENS.PA - YTD +61% 🟢 $MYTIL.AT - YTD +14% 🟢 $TVK.TO - YTD +18% 🟢 $LDO.MI - YTD +61% 🟢 Any other strong performers in this crazy year 🤔"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1909665215643279797) 2025-04-08 17:50:41 UTC 5490 followers, 3746 engagements