[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 acquisition, $csu, debt, stocks the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1365471967407669250/interactions)  - X Week XXXXXX -XXXX% - X Month XXXXXX +35% - X Months XXXXXXX -XX% - X Year XXXXXXX +183% ### Mentions: XX [#](/creator/twitter::1365471967407669250/posts_active)  - X Week XX +33% - X Month XX -XXXX% - X Months XXX +10% - X Year XXX +117% ### Followers: XXXXX [#](/creator/twitter::1365471967407669250/followers)  - X Week XXXXX +0.45% - X Month XXXXX +2.60% - X Months XXXXX +38% - X Year XXXXX +70% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1365471967407669250/influencer_rank)  ### Social Influence [#](/creator/twitter::1365471967407669250/influence) --- **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [countries](/list/countries) [fashion brands](/list/fashion-brands) [travel destinations](/list/travel-destinations) [currencies](/list/currencies) [nfts](/list/nfts) **Social topic influence** [acquisition](/topic/acquisition) #979, [$csu](/topic/$csu), [debt](/topic/debt) #1537, [stocks](/topic/stocks), [$rokobst](/topic/$rokobst), [$lifcobst](/topic/$lifcobst), [$addtbst](/topic/$addtbst), [$sgn](/topic/$sgn), [$sgnwa](/topic/$sgnwa), [$midd](/topic/$midd) **Top assets mentioned** [Middleby Corp (MIDD)](/topic/$midd) [FirstCash Holdings, Inc. Common Stock (FCFS)](/topic/$fcfs) [Tesla, Inc. (TSLA)](/topic/tesla) [Lithia Motors, Inc. (LAD)](/topic/$lad) [AutoNation, Inc. (AN)](/topic/$an) [Penske Automotive Group, Inc. (PAG)](/topic/$pag) [Fluidity (FLY)](/topic/$fly) [Victoria's Secret & Co. (VSCO)](/topic/$vsco) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Heima (HEI)](/topic/$hei) ### Top Social Posts [#](/creator/twitter::1365471967407669250/posts) --- Top posts by engagements in the last XX hours "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) [@BerkelKip](/creator/x/BerkelKip) 2025-07-17T17:41Z 3802 followers, 11.4K engagements "Sygnity $SGN / $SGN.WA reported 2Q25 results today so we have data on another one of their acquisitions - UAB DocLogix. Acquired for 1.745M vs. 2024 sales of 2.247M so 0.78x P/Sales multiple (don't have cash/debt amount yet but likely slightly cheaper on EV basis) h/t @wlep" [X Link](https://x.com/BerkelKip/status/1963677305244618932) [@BerkelKip](/creator/x/BerkelKip) 2025-09-04T18:55Z 3802 followers, 10.6K engagements "I wish more acquirers would provide data/slides like this - shows how good/bad they are at improving the acquired companies. $MIDD:" [X Link](https://x.com/BerkelKip/status/1976702345871519835) [@BerkelKip](/creator/x/BerkelKip) 2025-10-10T17:32Z 3802 followers, 3264 engagements "We.Connect $ALWEC.PA reported 1H25 results today AMC. Strong sales (+45%) margins a bit weak (3.6% -150bps) as they digest MCA acquisition NI very strong (+61%). This company shouldn't be trading at 4x EV/EBIT 5.6x P/E and 0.9x TBV" [X Link](https://x.com/BerkelKip/status/1979252631794258410) [@BerkelKip](/creator/x/BerkelKip) 2025-10-17T18:26Z 3802 followers, 6553 engagements "What are some names that benefit from higher gold/silver prices but with a better biz model than mines E.g. * Pawn stores like $FCFS or $HAT.L (no thx to $EZPW) * $AMRK - wholesaler/distributor/retailer (more tied to vol than px) * - software to mines" [X Link](https://x.com/BerkelKip/status/1824529331538018687) [@BerkelKip](/creator/x/BerkelKip) 2024-08-16T19:31Z 3801 followers, 6407 engagements "1) auto dealers like $LAD $AN $PAG make more money on parts & service than selling cars 2) Tesla $TSLA makes almost all their profits from regulatory credits vs. selling cars" [X Link](https://x.com/BerkelKip/status/1953923647867179380) [@BerkelKip](/creator/x/BerkelKip) 2025-08-08T20:57Z 3801 followers, 2388 engagements "Cool Buffett history nugget I hadn't heard before. Also: anyone have data/history on the State Bank of Connecticut acquisition mentioned Looking at you @turtlebay_io :)" [X Link](https://x.com/BerkelKip/status/1978216016946614745) [@BerkelKip](/creator/x/BerkelKip) 2025-10-14T21:47Z 3801 followers, 3567 engagements "@pedroleongarci2 Agree on X. I don't think we (or at least I) have enough info to confidently say ROIC post-Daniel is 20%. E.g. have spent SEK 717M on M&A since 2021 & added inc. 74M of EBITA = XX% pre-tax ROIIC. Yes legacy issues & doesn't include full contribution of recently acquired etc" [X Link](https://x.com/BerkelKip/status/1978540973182308780) [@BerkelKip](/creator/x/BerkelKip) 2025-10-15T19:18Z 3801 followers, XXX engagements "@pedroleongarci2 To get to XX% ROIC on the SEK 717M spent on M&A would need 180M of inc. EBITA. All of TEQ did 54M of EBITA in 2020; Maybe that's 40M today (guess) so need 220M of EBITA total today - definitely possible but I wouldn't say it's "obvious" vs. 128M ttm" [X Link](https://x.com/BerkelKip/status/1978542157624451491) [@BerkelKip](/creator/x/BerkelKip) 2025-10-15T19:23Z 3801 followers, XXX engagements "@CJ0pp3l Did it pitch $FLY 😁" [X Link](https://x.com/BerkelKip/status/1979735871663591640) [@BerkelKip](/creator/x/BerkelKip) 2025-10-19T02:26Z 3801 followers, XXX engagements "As much as I like Hikari Tsushin $9435.T and think they do a great job investing in cheap Japanese stocks it's a really tax inefficient investment vehicle. Any gains are taxed as corporate income in Japan (30%) then individual investors also taxed on any gain on sale of Hikari" [X Link](https://x.com/BerkelKip/status/1893162816334668161) [@BerkelKip](/creator/x/BerkelKip) 2025-02-22T04:56Z 3798 followers, 11.3K engagements "All the $VSCO longs (and dudes everywhere) hoping Victorias Secret signs Sydney Sweeney for their next ad campaign" [X Link](https://x.com/BerkelKip/status/1963688219780010051) [@BerkelKip](/creator/x/BerkelKip) 2025-09-04T19:38Z 3800 followers, 1787 engagements "It seems like a significant difference between AI buildout today and fiber buildout during dot com is fiber was built on a spec basis while almost all data center builds I know of are under contract. Thoughts" [X Link](https://x.com/BerkelKip/status/1969030215851549152) [@BerkelKip](/creator/x/BerkelKip) 2025-09-19T13:26Z 3800 followers, 8995 engagements "Imho the main risk for Constellation $CSU.TO $CSU isn't AI but multiple contraction. Despite the current drawdown it still trades at 29x FCFA2S (backing out the value of their TOI & LMN stakes). E.g. if you assume XX% 5-yr FCF CAGR & 20x FCF multiple after X years = +6% IRR" [X Link](https://x.com/BerkelKip/status/1970508874261373105) [@BerkelKip](/creator/x/BerkelKip) 2025-09-23T15:21Z 3800 followers, 17.8K engagements "Full results here - summary below:" [X Link](https://x.com/BerkelKip/status/1979252634931597477) [@BerkelKip](/creator/x/BerkelKip) 2025-10-17T18:26Z 3802 followers, XXX engagements "@ArenaManCapital Out of curiosity why is LMN much smaller than the other CSU-related names Anything besides valuation" [X Link](https://x.com/BerkelKip/status/1974344609699680665) [@BerkelKip](/creator/x/BerkelKip) 2025-10-04T05:23Z 3801 followers, XXX engagements "Big impairment at Teqnion $TEQ.ST as it looks like Reward Catering (RC) is being liquidated. Recall they purchased RC in Sept 2022 and spent SEK 109M on it - equates to XX% of TEQ's total M&A spend since 2021 (when Daniel came on board). Big black mark for any serial acquirer" [X Link](https://x.com/BerkelKip/status/1975978837445128600) [@BerkelKip](/creator/x/BerkelKip) 2025-10-08T17:37Z 3801 followers, 7691 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) [@BerkelKip](/creator/x/BerkelKip) 2025-10-08T17:37Z 3800 followers, 1307 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) [@BerkelKip](/creator/x/BerkelKip) 2025-10-08T17:37Z 3800 followers, 1348 engagements "@atelicinvest And let me know if you find any like $TDG / $HEI (to totally butcher the analogy)" [X Link](https://x.com/BerkelKip/status/1979180799535780241) [@BerkelKip](/creator/x/BerkelKip) 2025-10-17T13:40Z 3800 followers, XXX engagements "@StockForester Since working capital is seasonal I average the cash level (disclosed) between 1H & 2H. I assumed 1) marketable securities and 2) debt level stayed the same. Will update once financial statements are released" [X Link](https://x.com/BerkelKip/status/1979548070317793380) [@BerkelKip](/creator/x/BerkelKip) 2025-10-18T14:00Z 3800 followers, XX engagements "@atelicinvest @loneelmcapital FWIW I majored in comp sci brain really took to it programmed for X years then switched to investing because thats what I really enjoy 🤷♂" [X Link](https://x.com/BerkelKip/status/1979757437059203168) [@BerkelKip](/creator/x/BerkelKip) 2025-10-19T03:52Z 3801 followers, XXX engagements "@atelicinvest @loneelmcapital Mostly Java and Unix script programming. Worked on an FX trading app for a couple years then a fixed income back end processing app - both for a big IB. Found myself bringing 10-Ks to the beach for leisure reading though and decided to make the switch 🤷♂" [X Link](https://x.com/BerkelKip/status/1979763143485341724) [@BerkelKip](/creator/x/BerkelKip) 2025-10-19T04:14Z 3801 followers, XXX 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 acquisition, $csu, debt, stocks the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XXXX%
- X Month XXXXXX +35%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +183%
Mentions: XX #
- X Week XX +33%
- X Month XX -XXXX%
- X Months XXX +10%
- X Year XXX +117%
Followers: XXXXX #
- X Week XXXXX +0.45%
- X Month XXXXX +2.60%
- X Months XXXXX +38%
- X Year XXXXX +70%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance stocks cryptocurrencies automotive brands countries fashion brands travel destinations currencies nfts
Social topic influence acquisition #979, $csu, debt #1537, stocks, $rokobst, $lifcobst, $addtbst, $sgn, $sgnwa, $midd
Top assets mentioned Middleby Corp (MIDD) FirstCash Holdings, Inc. Common Stock (FCFS) Tesla, Inc. (TSLA) Lithia Motors, Inc. (LAD) AutoNation, Inc. (AN) Penske Automotive Group, Inc. (PAG) Fluidity (FLY) Victoria's Secret & Co. (VSCO) Brookfield Asset Management Inc (BAM) TransDigm Group, Inc. (TDG) Heima (HEI)
Top Social Posts #
Top posts by engagements in the last XX hours
"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 @BerkelKip 2025-07-17T17:41Z 3802 followers, 11.4K engagements
"Sygnity $SGN / $SGN.WA reported 2Q25 results today so we have data on another one of their acquisitions - UAB DocLogix. Acquired for 1.745M vs. 2024 sales of 2.247M so 0.78x P/Sales multiple (don't have cash/debt amount yet but likely slightly cheaper on EV basis) h/t @wlep"
X Link @BerkelKip 2025-09-04T18:55Z 3802 followers, 10.6K engagements
"I wish more acquirers would provide data/slides like this - shows how good/bad they are at improving the acquired companies. $MIDD:"
X Link @BerkelKip 2025-10-10T17:32Z 3802 followers, 3264 engagements
"We.Connect $ALWEC.PA reported 1H25 results today AMC. Strong sales (+45%) margins a bit weak (3.6% -150bps) as they digest MCA acquisition NI very strong (+61%). This company shouldn't be trading at 4x EV/EBIT 5.6x P/E and 0.9x TBV"
X Link @BerkelKip 2025-10-17T18:26Z 3802 followers, 6553 engagements
"What are some names that benefit from higher gold/silver prices but with a better biz model than mines E.g. * Pawn stores like $FCFS or $HAT.L (no thx to $EZPW) * $AMRK - wholesaler/distributor/retailer (more tied to vol than px) * - software to mines"
X Link @BerkelKip 2024-08-16T19:31Z 3801 followers, 6407 engagements
"1) auto dealers like $LAD $AN $PAG make more money on parts & service than selling cars 2) Tesla $TSLA makes almost all their profits from regulatory credits vs. selling cars"
X Link @BerkelKip 2025-08-08T20:57Z 3801 followers, 2388 engagements
"Cool Buffett history nugget I hadn't heard before. Also: anyone have data/history on the State Bank of Connecticut acquisition mentioned Looking at you @turtlebay_io :)"
X Link @BerkelKip 2025-10-14T21:47Z 3801 followers, 3567 engagements
"@pedroleongarci2 Agree on X. I don't think we (or at least I) have enough info to confidently say ROIC post-Daniel is 20%. E.g. have spent SEK 717M on M&A since 2021 & added inc. 74M of EBITA = XX% pre-tax ROIIC. Yes legacy issues & doesn't include full contribution of recently acquired etc"
X Link @BerkelKip 2025-10-15T19:18Z 3801 followers, XXX engagements
"@pedroleongarci2 To get to XX% ROIC on the SEK 717M spent on M&A would need 180M of inc. EBITA. All of TEQ did 54M of EBITA in 2020; Maybe that's 40M today (guess) so need 220M of EBITA total today - definitely possible but I wouldn't say it's "obvious" vs. 128M ttm"
X Link @BerkelKip 2025-10-15T19:23Z 3801 followers, XXX engagements
"@CJ0pp3l Did it pitch $FLY 😁"
X Link @BerkelKip 2025-10-19T02:26Z 3801 followers, XXX engagements
"As much as I like Hikari Tsushin $9435.T and think they do a great job investing in cheap Japanese stocks it's a really tax inefficient investment vehicle. Any gains are taxed as corporate income in Japan (30%) then individual investors also taxed on any gain on sale of Hikari"
X Link @BerkelKip 2025-02-22T04:56Z 3798 followers, 11.3K engagements
"All the $VSCO longs (and dudes everywhere) hoping Victorias Secret signs Sydney Sweeney for their next ad campaign"
X Link @BerkelKip 2025-09-04T19:38Z 3800 followers, 1787 engagements
"It seems like a significant difference between AI buildout today and fiber buildout during dot com is fiber was built on a spec basis while almost all data center builds I know of are under contract. Thoughts"
X Link @BerkelKip 2025-09-19T13:26Z 3800 followers, 8995 engagements
"Imho the main risk for Constellation $CSU.TO $CSU isn't AI but multiple contraction. Despite the current drawdown it still trades at 29x FCFA2S (backing out the value of their TOI & LMN stakes). E.g. if you assume XX% 5-yr FCF CAGR & 20x FCF multiple after X years = +6% IRR"
X Link @BerkelKip 2025-09-23T15:21Z 3800 followers, 17.8K engagements
"Full results here - summary below:"
X Link @BerkelKip 2025-10-17T18:26Z 3802 followers, XXX engagements
"@ArenaManCapital Out of curiosity why is LMN much smaller than the other CSU-related names Anything besides valuation"
X Link @BerkelKip 2025-10-04T05:23Z 3801 followers, XXX engagements
"Big impairment at Teqnion $TEQ.ST as it looks like Reward Catering (RC) is being liquidated. Recall they purchased RC in Sept 2022 and spent SEK 109M on it - equates to XX% of TEQ's total M&A spend since 2021 (when Daniel came on board). Big black mark for any serial acquirer"
X Link @BerkelKip 2025-10-08T17:37Z 3801 followers, 7691 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 @BerkelKip 2025-10-08T17:37Z 3800 followers, 1307 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 @BerkelKip 2025-10-08T17:37Z 3800 followers, 1348 engagements
"@atelicinvest And let me know if you find any like $TDG / $HEI (to totally butcher the analogy)"
X Link @BerkelKip 2025-10-17T13:40Z 3800 followers, XXX engagements
"@StockForester Since working capital is seasonal I average the cash level (disclosed) between 1H & 2H. I assumed 1) marketable securities and 2) debt level stayed the same. Will update once financial statements are released"
X Link @BerkelKip 2025-10-18T14:00Z 3800 followers, XX engagements
"@atelicinvest @loneelmcapital FWIW I majored in comp sci brain really took to it programmed for X years then switched to investing because thats what I really enjoy 🤷♂"
X Link @BerkelKip 2025-10-19T03:52Z 3801 followers, XXX engagements
"@atelicinvest @loneelmcapital Mostly Java and Unix script programming. Worked on an FX trading app for a couple years then a fixed income back end processing app - both for a big IB. Found myself bringing 10-Ks to the beach for leisure reading though and decided to make the switch 🤷♂"
X Link @BerkelKip 2025-10-19T04:14Z 3801 followers, XXX engagements