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[@sv_enfin](/creator/twitter/sv_enfin)
"$CDLR (Cadeler AS) 👉Offshore wind installation leader 👉High demand tailwinds from energy transition 👉A cyclical play but positioned in a growing industry"  
[X Link](https://x.com/sv_enfin/status/1973003538826719478) [@sv_enfin](/creator/x/sv_enfin) 2025-09-30T12:34Z XX followers, XXX engagements


"$BRO (Brown & Brown) 👉One of the strongest insurance brokers in the US 👉Steady compounding machine 👉Owner-operator culture resilient through cycles"  
[X Link](https://x.com/sv_enfin/status/1973003156218110283) [@sv_enfin](/creator/x/sv_enfin) 2025-09-30T12:33Z XX followers, XXX engagements


"$CPRT (Copart) 👉Dominates online auto auctions 👉Powerful network effects & global expansion runway 👉Critical infrastructure for the salvage industry"  
[X Link](https://x.com/sv_enfin/status/1973003229505142909) [@sv_enfin](/creator/x/sv_enfin) 2025-09-30T12:33Z XX followers, XXX engagements


"$CPRT is down about XX% from its all-time highs of four months ago. As you can see this monopoly business isn't going to slow down anytime soon. In short a great opportunity to acquire a high-quality company for your portfolio"  
[X Link](https://x.com/sv_enfin/status/1975538688479429017) [@sv_enfin](/creator/x/sv_enfin) 2025-10-07T12:28Z XX followers, XXX engagements


"📉 The worst-performing stock on my watchlist so far Topicus $TOI. The stock is down XXXXX% since August 1st But dont be fooled sometimes the biggest short-term losers are the best long-term opportunities 👇"  
[X Link](https://x.com/sv_enfin/status/1978085164849791033) [@sv_enfin](/creator/x/sv_enfin) 2025-10-14T13:07Z XX followers, XXX engagements


"$ADYEN (Adyen) 👉Dutch payments leader 👉One global platform scalable & profitable 👉Premium valuation but still massive TAM & strong moat"  
[X Link](https://x.com/sv_enfin/status/1973003713888596045) [@sv_enfin](/creator/x/sv_enfin) 2025-09-30T12:35Z XX followers, XXX engagements


"$CSU.TO (Constellation Software) 👉The ultimate serial acquirer 👉Decentralized structure disciplined M&A massive compounding history 👉A proven model with global runway"  
[X Link](https://x.com/sv_enfin/status/1973003866997453019) [@sv_enfin](/creator/x/sv_enfin) 2025-09-30T12:35Z XX followers, XXX engagements


"Topicus is a European serial acquirer and the sister company of Constellation Software $CSU.TO It follows the same proven model acquiring small profitable vertical market software companies. They mainly focus on Europe to implement this business model 🌍"  
[X Link](https://x.com/sv_enfin/status/1978085531327111629) [@sv_enfin](/creator/x/sv_enfin) 2025-10-14T13:08Z XX followers, XXX engagements