[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.] #  @BerkelKip Kip Johann-Berkel Kip Johann-Berkel posts on X about $rokobst, debt, constellation, $csuto the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1365471967407669250/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +9.60% - X Months XXXXXXX +18% - X Year XXXXXXX +289% ### Mentions: X [#](/creator/twitter::1365471967407669250/posts_active)  - X Week XX -XX% - X Month XXX +66% - X Months XXX +84% - X Year XXX +151% ### Followers: XXXXX [#](/creator/twitter::1365471967407669250/followers)  - X Week XXXXX +0.22% - X Month XXXXX +4.90% - X Months XXXXX +36% - X Year XXXXX +84% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1365471967407669250/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XX% [currencies](/list/currencies) XX% [nfts](/list/nfts) X% [stocks](/list/stocks) X% [fashion brands](/list/fashion-brands) X% [technology brands](/list/technology-brands) X% [exchanges](/list/exchanges) X% **Social topic influence** [$rokobst](/topic/$rokobst) #1, [debt](/topic/debt) 10%, [constellation](/topic/constellation) #227, [$csuto](/topic/$csuto) #18, [red](/topic/red) 5%, [$boreohe](/topic/$boreohe) 5%, [$lifcobst](/topic/$lifcobst) 5%, [$addtbst](/topic/$addtbst) 5%, [$3969t](/topic/$3969t) 5%, [market cap](/topic/market-cap) X% **Top accounts mentioned or mentioned by** [@simeonresearch](/creator/undefined) [@maxkatzenstein](/creator/undefined) [@sempiterno_inv](/creator/undefined) [@investinjapan](/creator/undefined) [@max_katzenstein](/creator/undefined) [@stockforester](/creator/undefined) [@jvalue171769006](/creator/undefined) **Top assets mentioned** [Central Garden and Pet Co (CENT)](/topic/$cent) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last XX hours "One thing that's a bit of a red flag for me is when serial acquirers present their returns on a pre-tax basis. Both Roko $ROKO-B.ST and Boreo $BOREO.HE are guilty of this. 🚩🚩🚩" [X Link](https://x.com/BerkelKip/status/1923080012732756054) 2025-05-15T18:16Z 4184 followers, 5177 engagements "Imho Roko $ROKO-B.ST should not trade at a premium to Lifco $LIFCO-B.ST or Addtech $ADDT-B.ST yet here we are. 30.7x EV/EBITA for Roko (32.7x if including the deferred payments for acquisitions) vs. 28.3x & 29.0x. FWIW here are some of my comments on Roko:" [X Link](https://x.com/BerkelKip/status/1945901613526524381) 2025-07-17T17:41Z 4181 followers, 11.7K engagements "Can someone please tell Atled's $3969.T management team they don't need half their market cap in cash with no debt XX% recurring revenues and XX% op margins. Does SoftCreate or Hikari Tsushin ever get involved with capital allocation nudges" [X Link](https://x.com/BerkelKip/status/1948591377971065001) 2025-07-25T03:49Z 4181 followers, 15K engagements "The other crazy thing imho is it appears Reward Catering generated 2.3-2.8M (SEK 30-35M) of gross profit from Sept '23 - Aug '24 " [X Link](https://x.com/BerkelKip/status/1975978839592562705) 2025-10-08T17:37Z 4182 followers, 1474 engagements "An article by TheCurrency today suggests it is because RC "exported hundreds of vehicles to the European market without the proper design and safety certification" - yikes If anyone has access to the full article please let me know" [X Link](https://x.com/BerkelKip/status/1975978841245130839) 2025-10-08T17:37Z 4182 followers, 1497 engagements "When does $CENT take $JCTC out of its misery No reason JCTC should be public" [X Link](https://x.com/BerkelKip/status/1985548617713926374) 2025-11-04T03:24Z 4183 followers, 2167 engagements "Lululemon $LULU - Google Trends (still improving) seem like a disconnect vs. the stock price (-52% YTD)" [X Link](https://x.com/BerkelKip/status/1995339150053220562) 2025-12-01T03:48Z 4182 followers, 3759 engagements "@max_katzenstein FWIW here were some of my comments on Roko:" [X Link](https://x.com/BerkelKip/status/1996108291093745868) 2025-12-03T06:44Z 4181 followers, XXX engagements "I've yet to see someone buying Constellation Software $CSU.TO at these levels make a valuation argument vs. a "it's down a lot" argument. It's still 28x FCFA2S (ttm adding back IRGA liability) If you assume +14% 5-year FCFA2S CAGR and 22x exit multiple that's a +9% IRR" [X Link](https://x.com/BerkelKip/status/1983674382833873394) 2025-10-29T23:16Z 4182 followers, 34.8K engagements "Constellation Software $CSI.TO 3Q25 tidbits: 1) Core-CSI (ex TOI & LMN) organic growth was +3% in-line with the last X years; maintenance +4% a little slower though keep in mind falling inflation likely impacts (many contracts CPI-linked)" [X Link](https://x.com/BerkelKip/status/1986964208056213563) 2025-11-08T01:09Z 4182 followers, 36.4K engagements "Lumine's $LMN.V acq'n of Synchronoss $SNCR (+23% to LMN sales). Valuation below. SNCR is public & larger=EV/S multiple is a bit higher (1.5x) but not unreasonable. If LMN can run at similar margins = 4.5x EV/EBITA. I'm sure will finance with debt as well to boost IRR. $CSU.TO" [X Link](https://x.com/BerkelKip/status/1996606723919126981) 2025-12-04T15:45Z 4183 followers, 9659 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.]
@BerkelKip Kip Johann-Berkel
Kip Johann-Berkel posts on X about $rokobst, debt, constellation, $csuto the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +9.60%
- X Months XXXXXXX +18%
- X Year XXXXXXX +289%
Mentions: X #
- X Week XX -XX%
- X Month XXX +66%
- X Months XXX +84%
- X Year XXX +151%
Followers: XXXXX #
- X Week XXXXX +0.22%
- X Month XXXXX +4.90%
- X Months XXXXX +36%
- X Year XXXXX +84%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XX% currencies XX% nfts X% stocks X% fashion brands X% technology brands X% exchanges X%
Social topic influence $rokobst #1, debt 10%, constellation #227, $csuto #18, red 5%, $boreohe 5%, $lifcobst 5%, $addtbst 5%, $3969t 5%, market cap X%
Top accounts mentioned or mentioned by @simeonresearch @maxkatzenstein @sempiterno_inv @investinjapan @max_katzenstein @stockforester @jvalue171769006
Top assets mentioned Central Garden and Pet Co (CENT) Lululemon Athletica Inc (LULU) Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last XX hours
"One thing that's a bit of a red flag for me is when serial acquirers present their returns on a pre-tax basis. Both Roko $ROKO-B.ST and Boreo $BOREO.HE are guilty of this. 🚩🚩🚩"
X Link 2025-05-15T18:16Z 4184 followers, 5177 engagements
"Imho Roko $ROKO-B.ST should not trade at a premium to Lifco $LIFCO-B.ST or Addtech $ADDT-B.ST yet here we are. 30.7x EV/EBITA for Roko (32.7x if including the deferred payments for acquisitions) vs. 28.3x & 29.0x. FWIW here are some of my comments on Roko:"
X Link 2025-07-17T17:41Z 4181 followers, 11.7K engagements
"Can someone please tell Atled's $3969.T management team they don't need half their market cap in cash with no debt XX% recurring revenues and XX% op margins. Does SoftCreate or Hikari Tsushin ever get involved with capital allocation nudges"
X Link 2025-07-25T03:49Z 4181 followers, 15K engagements
"The other crazy thing imho is it appears Reward Catering generated 2.3-2.8M (SEK 30-35M) of gross profit from Sept '23 - Aug '24 "
X Link 2025-10-08T17:37Z 4182 followers, 1474 engagements
"An article by TheCurrency today suggests it is because RC "exported hundreds of vehicles to the European market without the proper design and safety certification" - yikes If anyone has access to the full article please let me know"
X Link 2025-10-08T17:37Z 4182 followers, 1497 engagements
"When does $CENT take $JCTC out of its misery No reason JCTC should be public"
X Link 2025-11-04T03:24Z 4183 followers, 2167 engagements
"Lululemon $LULU - Google Trends (still improving) seem like a disconnect vs. the stock price (-52% YTD)"
X Link 2025-12-01T03:48Z 4182 followers, 3759 engagements
"@max_katzenstein FWIW here were some of my comments on Roko:"
X Link 2025-12-03T06:44Z 4181 followers, XXX engagements
"I've yet to see someone buying Constellation Software $CSU.TO at these levels make a valuation argument vs. a "it's down a lot" argument. It's still 28x FCFA2S (ttm adding back IRGA liability) If you assume +14% 5-year FCFA2S CAGR and 22x exit multiple that's a +9% IRR"
X Link 2025-10-29T23:16Z 4182 followers, 34.8K engagements
"Constellation Software $CSI.TO 3Q25 tidbits: 1) Core-CSI (ex TOI & LMN) organic growth was +3% in-line with the last X years; maintenance +4% a little slower though keep in mind falling inflation likely impacts (many contracts CPI-linked)"
X Link 2025-11-08T01:09Z 4182 followers, 36.4K engagements
"Lumine's $LMN.V acq'n of Synchronoss $SNCR (+23% to LMN sales). Valuation below. SNCR is public & larger=EV/S multiple is a bit higher (1.5x) but not unreasonable. If LMN can run at similar margins = 4.5x EV/EBITA. I'm sure will finance with debt as well to boost IRR. $CSU.TO"
X Link 2025-12-04T15:45Z 4183 followers, 9659 engagements