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# ![@Investmentideen Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1286970539354054656.png) @Investmentideen Paul, not a CFA

Paul, not a CFA posts on X about $acpwa, $csuto, $evost, $toiv the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1286970539354054656/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1286970539354054656/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX +165%
- X Months XXXXXXX +154%
- X Year XXXXXXX -XX%

### Mentions: X [#](/creator/twitter::1286970539354054656/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1286970539354054656/c:line/m:posts_active.svg)

- X Week X -XX%
- X Month XX +36%
- X Months XX +155%
- X Year XX -XX%

### Followers: XXXXXX [#](/creator/twitter::1286970539354054656/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1286970539354054656/c:line/m:followers.svg)

- X Week XXXXXX +0.07%
- X Month XXXXXX +0.60%
- X Months XXXXXX +4.70%
- X Year XXXXXX +5.70%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1286970539354054656/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1286970539354054656/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1286970539354054656/influence)
---

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [currencies](/list/currencies) 

**Social topic influence**
[$acpwa](/topic/$acpwa) #1, [$csuto](/topic/$csuto) #18, [$evost](/topic/$evost) #19, [$toiv](/topic/$toiv) #6, [artificial](/topic/artificial), [poland](/topic/poland), [caps](/topic/caps), [2x](/topic/2x), [investment](/topic/investment), [$sgnwa](/topic/$sgnwa)
### Top Social Posts [#](/creator/twitter::1286970539354054656/posts)
---
Top posts by engagements in the last XX hours

"Is there any evidence that $EVO.ST s largest shareholder is a forced seller because of ESG"  
[X Link](https://x.com/Investmentideen/status/1921299206796451870) [@Investmentideen](/creator/x/Investmentideen) 2025-05-10T20:20Z 18.8K followers, 22.8K engagements


"I don't get it. Why is $EVO.ST trading where it's trading Revenue growing EBITDA growing margins expanding but valuation declining for the last X years. Does the market expects more scrutiny from regulators or anything different"  
[X Link](https://x.com/Investmentideen/status/1935007103376036233) [@Investmentideen](/creator/x/Investmentideen) 2025-06-17T16:10Z 18.8K followers, 34.9K engagements


"TSS open Letter to Shareholders of Asseco Poland $CSU.TO $ACP.WA"  
[X Link](https://x.com/Investmentideen/status/1973849209570013625) [@Investmentideen](/creator/x/Investmentideen) 2025-10-02T20:34Z 18.8K followers, 23.4K engagements


"I'm sitting on a pile of cash. Ready to be fully deployed. Any recommendations XXX wired to your bank account If I buy the stock. Criteria: road to be a 2x in X years (FCF Yield + EPS growth + multiple expansion) no large caps no commodities. Exit P/E multiple no higher than 15x"  
[X Link](https://x.com/Investmentideen/status/1792906744194027602) [@Investmentideen](/creator/x/Investmentideen) 2024-05-21T13:14Z 18.8K followers, 353K engagements


"Now that $CSU.TO / $TOI.V has acquired a stake in $ACP.WA with shares now trading above XXX PLN and Topicus publicly stating theyre not a passive shareholder the key question is: what does this mean for Asseco Constellation Softwares strategy centers on cash returns not share price appreciation. Their focus isnt on multiple expansion but on the cash the business can sustainably generate. The initial purchase at XX PLN wasnt based on current free cash flows but on what CSU calls look-through earnings. Internally CSUs valuation models are based on discounted cash flows and post-optimization"  
[X Link](https://x.com/Investmentideen/status/1975184018330050699) [@Investmentideen](/creator/x/Investmentideen) 2025-10-06T12:59Z 18.8K followers, 26.8K engagements


"After researching hundreds of companies Ive realized that the hardest part of investing is finding capable management teams. Thats why I now try to speak with management earlybefore committing to deep research. Ive lost count of how many cheap high-quality businesses Ive passed on simply because they were run by poor capital allocators. In my view even a great business becomes a bad investment in the wrong hands. Think about it: in many cases all they need to do is return capital to shareholders. Instead they choose to reinvest at low IRRs"  
[X Link](https://x.com/Investmentideen/status/1945806929303077359) [@Investmentideen](/creator/x/Investmentideen) 2025-07-17T11:24Z 18.8K followers, 64K engagements


"$ACP.WA extraordinary meeting on the 4th of November. $CSU.TO $SGN.WA $LMN.V $TOI.V"  
[X Link](https://x.com/Investmentideen/status/1975943581711073602) [@Investmentideen](/creator/x/Investmentideen) 2025-10-08T15:17Z 18.8K followers, 8378 engagements


"The $ACP.WA pullback makes no sense to me. If I would have cash I would be a buyer here"  
[X Link](https://x.com/Investmentideen/status/1976579147133759972) [@Investmentideen](/creator/x/Investmentideen) 2025-10-10T09:22Z 18.8K followers, 20K engagements