[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.] #  @LionCubsFund Lion-Cubs | Small-Cap Stocks Lion-Cubs | Small-Cap Stocks posts on X about $addt, $toi, $lagr, $lifco the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1495494215924596738/interactions)  - X Week XXXXX -XX% - X Month XXXXXX -XX% - X Months XXXXXXX +11% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1495494215924596738/posts_active)  - X Week XX -XX% - X Month XX -XX% - X Months XXX +69% - X Year XXX -XX% ### Followers: XXXXX [#](/creator/twitter::1495494215924596738/followers)  - X Week XXXXX +0.20% - X Month XXXXX +0.49% - X Months XXXXX +9.50% - X Year XXXXX +20% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1495494215924596738/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XX% [fashion brands](/list/fashion-brands) XXXX% [countries](/list/countries) XXXX% [luxury brands](/list/luxury-brands) XXXX% [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [$addt](/topic/$addt) #1, [$toi](/topic/$toi) #4, [$lagr](/topic/$lagr) #2, [$lifco](/topic/$lifco) #2, [$camt](/topic/$camt) #3, [$nvmi](/topic/$nvmi) #3, [$mmgr](/topic/$mmgr) #1, [$lmn](/topic/$lmn) #2, [$mcap](/topic/$mcap) #1, [$tvk](/topic/$tvk) #1 **Top accounts mentioned or mentioned by** [@bizalmanac](/creator/undefined) [@stockopedia](/creator/undefined) **Top assets mentioned** [Camtek Ltd (CAMT)](/topic/$camt) [Nova Ltd. Ordinary Shares (NVMI)](/topic/$nvmi) [Reality Metaverse (RMV)](/topic/$rmv) [KEYS (KEYS)](/topic/$keys) [Roko (ROKO)](/topic/$roko) ### Top Social Posts Top posts by engagements in the last XX hours "Here is my full portfolio as of end of September 2025: - Camtek $CAMT - XXXXX% - Nova $NVMI - XXXXX% - Momentum Group $MMGR - XXXX% - Topicus $TOI - XXXX% - Lumine Group $LMN - XXXX% - MedCap $MCAP - XXXX% - Lagercrantz $LAGR - XXXX% - Lifco $LIFCO - XXXX% - AddTech $ADDT - XXXX% - Teqnion $TEQ - XXXX% - TerraVest $TVK - XXXX% - Bufab $BUFAB - XXXX% - Judges Scientific $JDG - XXXX% A change this month was exiting Cerillion in order to take advantage of recent drops on Topicus and Lumine Group which felt are more diversified with longer runways. I am close to adding a brand new holding to the" [X Link](https://x.com/LionCubsFund/status/1973011123419947064) 2025-09-30T13:04Z 5111 followers, 5540 engagements "My two largest holdings are X Israeli semiconductor stocks making up roughly XX% of my entire portfolio: - Nova $NVMI ($9.18bn) - Camtek $CAMT ($4.46bn) Both are picks & shovels plays to the AI/semiconductor boom. They both benefit as demand for higher powered chips increases. What is the bull case for each $NVMI - Makes tools that check chips during production which helps factories avoid mistakes. - Profits from growing demand for AI & cloud chips. - Steady income from software/services. - Serves TSMC Intel Samsung. - Nova is the larger of the two less volatile SP more expensive and more" [X Link](https://x.com/LionCubsFund/status/1969287403945775603) 2025-09-20T06:27Z 5111 followers, 5204 engagements "Here are my top-10 holdings (83.91% of total assets) as of today: - Camtek $CAMT - XXXXX% - Nova $NVMI - XXXXX% - Judges Scientific $JDG - XXXX% - Momentum Group $MMGR - XXXX% - Topicus $TOI - XXXX% - MedCap $MCAP - XXXX% - Lagerkrantz $LAGR - XXXX% - Lifco $LIFCO - XXXX% - Addtech $ADDT - XXXX% - Teqnion $TEQ - XXXX% What would you change" [X Link](https://x.com/LionCubsFund/status/1985748727101862327) 2025-11-04T16:39Z 5111 followers, 12.7K engagements "My UK holdings: - Cerillion $CER.L - YouGov $YOU.L - Calnex $CLX.L - Judges Scientific $JDG.L - Kainos $KNOS.L - Focusrite $TUNE.L - SDI Group $SDI.L - Spectra Systems $SPSY.L - Bytes Technology $BYIT.L - Oxford Instruments $OXIG.L Which ones do you hold" [X Link](https://x.com/LionCubsFund/status/1777384645044158718) 2024-04-08T17:14Z 5108 followers, 8431 engagements "Some falls for Swedish Acquirers today. However drawdowns of XX% and XX% are quite normal. Here are the 10-yr returns of some of my favs: - Lagercrantz $LAGR - 1181% - Lifco $LIFCO - 1110% - Addtech $ADDT - 1452% - HMS Networks $HMS - 1111% - Indutrade $INDT - 795%" [X Link](https://x.com/LionCubsFund/status/1783546065116926086) 2024-04-25T17:18Z 5106 followers, 5306 engagements "5 Battered British Businesses I think look interesting right now: - Spirax Group $SPX.L - Croda International $CRDA.L - Burberry $BRBY.L - YouGov $YOU.L - Focusrite $TUNE.L All once market darlings now on negative 5-year returns. Do you hold any of these" [X Link](https://x.com/LionCubsFund/status/1831402114712834493) 2024-09-04T18:41Z 5108 followers, 3436 engagements "The Lion-Cubs Portfolio Top-10: - Momentum Group $MMGR - XXXX% - Lifco $LIFCO - XXXX% - TerraVest $TVK - XXXX% - Lagerkrantz $LAGR - XXXX% - Teqnion $TEQ - XXXX% - Lumine Group $LMN - XXXX% - ChemoMetec $CHEMM - XXXX% - Topicus $TOI - XXXX% - Judges Scientific $JDG - XXXX% - Addtech $ADDT - 4.59%" [X Link](https://x.com/LionCubsFund/status/1887238114403299707) 2025-02-05T20:33Z 5107 followers, 14K engagements "Which Lion-Cubs have roared the loudest YTD in 2025 TerraVest Industries $TVK +45.75% Topicus $TOI +42.82% Invisio $IVSO +42.61% Lifco $LIFCO +34.32% Addtech $ADDT +26% Which of your holdings has outperformed this year" [X Link](https://x.com/LionCubsFund/status/1922269447131144475) 2025-05-13T12:35Z 5109 followers, 6603 engagements "My full portfolio as of today: - Momentum Group $MMGR - XXXX% - Camtek $CAMT - XXXX% - Topicus $TOI - XXXX% - Nova $NVMI - XXXX% - Lifco $LIFCO - XXXX% - Lumine Group $LMN - XXXX% - Lagerkrantz $LAGR - XXXX% - Addtech $ADDT - XXXX% - TerraVest $TVK - XXXX% - MedCap $MCAP - XXXX% - Judges Scientific $JDG - XXXX% - Teqnion $TEQ - XXXX% - Bufab $BUFAB - XXXX% - Cerillion $CER - XXXX% What would you change" [X Link](https://x.com/LionCubsFund/status/1938163499013706181) 2025-06-26T09:12Z 5108 followers, 12.8K engagements "My full portfolio as of now: - Camtek $CAMT - XXXXX% - Nova $NVMI - XXXXX% - Topicus $TOI - XXXX% - Momentum Group $MMGR - XXXX% - Lumine Group $LMN - XXXX% - Lagercrantz $LAGR - XXXX% - Lifco $LIFCO - XXXX% - AddTech $ADDT - XXXX% - MedCap $MCAP - XXXX% - TerraVest Industries $TVK - XXXX% - Teqnion $TEQ - XXXX% - Judges Scientific $JDG - XXXX% - Bufab $BUFAB - XXXX% - Cerillion $CER - XXXX% What would you change" [X Link](https://x.com/LionCubsFund/status/1945150645297709538) 2025-07-15T15:57Z 5108 followers, 26.6K engagements "Here is my full portfolio as of today: - Camtek $CAMT - XXXX% - Nova $NVMI - XXXX% - Momentum Group $MMGR - XXXX% - Topicus $TOI - XXXX% - MedCap $MCAP - XXXX% - Lumine Group $LMN - XXXX% - Lagercrantz $LAGR - XXXX% - Addtech $ADDT - XXXX% - Lifco $LIFCO - XXXX% - TerraVest Industries $TVK - XXXX% - Teqnion $TEQ - XXXX% - Bufab $BUFAB - XXXX% - Judges Scientific $JDG - XXXX% - Cerillion $CER - XXXX% No buys or sells since the last announcement" [X Link](https://x.com/LionCubsFund/status/1962442327080812894) 2025-09-01T09:08Z 5108 followers, 11K engagements "Italy also has some high-quality small/mid-caps some of which are not well known: - Carel Industries - Sesa - Davide Campari - Technoprobe - Diasorin - Recordati - Moncler - Cembre Do you hold any of these" [X Link](https://x.com/LionCubsFund/status/1744022490085531838) 2024-01-07T15:45Z 5111 followers, 12.1K engagements "Italy is often overlooked by investors yet it has some of the most promising small/mid-caps: - Diasorin - Recordati - Moncler - Cembre - Carel Industries - Sesa - Davide Campari - Technoprobe Do you hold any of these" [X Link](https://x.com/LionCubsFund/status/1747717420536512662) 2024-01-17T20:27Z 5108 followers, 6224 engagements "Here are some of my favourite high-quality Italian companies: - Ferrari - Moncler - Carel Industries - Campari - Technoprobe - Recordati - Sesa - DiaSorin - Cembre Do you hold any of these" [X Link](https://x.com/LionCubsFund/status/1764267670306787790) 2024-03-03T12:32Z 5111 followers, 2972 engagements "The UK Market is beaten-down Here are some of my favourite small/mid-caps with 5-year average Returns on Invested Capital (ROIC) near or above 30%: Howden Joinery $HWDN Rightmove $RMV Keystone Law $KEYS Cake Box $CBOX Cerillion $CER Spectra Systems $SPSY" [X Link](https://x.com/LionCubsFund/status/1787105263352238451) 2024-05-05T13:01Z 5110 followers, 2978 engagements "My portfolio top-10 as of today: - Momentum Group $MMGR - XXXX% - TerraVest Industries $TVK - XXXX% - Lifco $LIFCO - XXXX% - Topicus $TOI - XXXX% - Lumine Group $LMN - XXXX% - Judges Scientific $JDG - XXXX% - Lagerkrantz $LAGR - XXXX% - ChemoMetec $CHEMM - XXXX% - AddTech $ADDT - XXXX% - Invisio $IVSO - XXXX% - Cerillion $CER - XXXX% Roughly XX% of total assets. Would you change any of these" [X Link](https://x.com/LionCubsFund/status/1928720569903767877) 2025-05-31T07:49Z 5111 followers, 17.6K engagements "Trees dont grow to the sky. 🌲☁ Here are my all my holdings arranged by market cap in . - Lifco AB $LIFCO - 10.67B - Topicus Inc. $TOI - 5.94B - AddTech AB $ADDT - 5.94B - Lumine Group Inc. $LMN - 5.49B - Nova Ltd. $NVMI - 5.16B - Camtek Ltd. $CAMT - 3.71B - Lagercrantz Group $LAGR - 2.76B - Bufab AB $BUFAB - 1.15B - TerraVest Industries Inc. $TVK - 1.12B - Judges Scientific $JDG - 0.73B - Momentum Group $MMGR - 0.69B - Cerillion $CER - 0.58B - MedCap AB $MCAP - 0.47B - Teqnion AB $TEQ - 0.23B Which of these could be a 100-bagger from here" [X Link](https://x.com/LionCubsFund/status/1948674264829231162) 2025-07-25T09:18Z 5111 followers, 8733 engagements "Which of my holdings should I add to at this stage Or do I need to add a new name entirely" [X Link](https://x.com/LionCubsFund/status/1968931826736431530) 2025-09-19T06:55Z 5109 followers, 2946 engagements "Quite big falls for Constellation Software and its constituents like Topicus and Lumine both of which I hold. This seems to be a combination of fears that AI could negatively impact software businesses and also Constellation CEO Mark Leonards resignation due to health reasons. First of all I wish Mark Leonard all the best in making a full recovery from his current health issue. Thoughts with him and his family. Second on my view these are all buying opportunities. Whilst the development of AI Is exciting this could benefit the Constellation universe rather than hinder it. Many businesses and" [X Link](https://x.com/LionCubsFund/status/1971890528905003026) 2025-09-27T10:51Z 5111 followers, 3323 engagements "Camtek now up +103% in the last X months. Apparently it has a short interest of 16%. I hope for their sake these hedge funds opened their shorts at or near current levels. It is now XX% of my fund. $CAMT" [X Link](https://x.com/LionCubsFund/status/1978114941799256488) 2025-10-14T15:05Z 5110 followers, 1535 engagements "I have initiating a new holding in the Lion-Cubs Fund: ROKO $ROKO Roko is another serial acquirer headquartered in Sweden and owns a number of promising subsidiaries across Europe. Followers/holders of Lifco may know the ROKO founder and CEO Fredrik Karlsson was formerly the CEO of Lifco. And hopefully will achieve similarly stellar things at Roko. Welcome to the Cubs" [X Link](https://x.com/LionCubsFund/status/1980287138144174233) 2025-10-20T14:57Z 5111 followers, 9992 engagements "Here are my top XX holdings as of today: - Judges Scientific $JDG - XXXXX% - Nova $NVMI - XXXX% - Momentum Group $MMGR - XXXX% - Camtek $CAMT - XXXX% - Topicus $TOI - XXXX% - MedCap $MCAP - XXXX% - Lagercrantz $LAGR - XXXX% - Lifco $LIFCO - XXXX% - Addtech $ADDT - XXXX% - Lumine Group $LMN - XXXX% Rollercoaster month" [X Link](https://x.com/LionCubsFund/status/1994360281594536301) 2025-11-28T10:58Z 5110 followers, 11.8K engagements "Looking for high ROCE stocks to put in your Great British ISA - Howden Joinery $HWDN.L XXXX% - Rightmove $RMV.L XXXXX% - Auto-Trader $AUTO.L XXXX% - Dominos Pizza $DOM.L XXXX% - Greggs $GRG.L XXXX% - Experian $EXPN.L XXXX% - Relx $REL.L XXXX% What else" [X Link](https://x.com/LionCubsFund/status/1766414631357010343) 2024-03-09T10:44Z 5111 followers, 4219 engagements "Computer Modelling Group $CMG.TO Computer modelling group is a small-cap software business which provides simulation software for reservoirs. As with other software businesses it has taken a hit from fears over AI disruption despite maintaining some reasonably strong financials. 💵 ROCE: XXXX% Gross Margin: XX% EV/EBITDA: XXXX It is currently in a drawdown of over XX% from its recent highs. Is this a buying opportunity or is it a falling knife 🔪 $CMG.TO is interesting to me because it has cut its dividend payout and pivoted its strategy to becoming a serial acquirer in the vein of the" [X Link](https://x.com/LionCubsFund/status/1996481605511020977) 2025-12-04T07:28Z 5111 followers, 1884 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.]
@LionCubsFund Lion-Cubs | Small-Cap Stocks
Lion-Cubs | Small-Cap Stocks posts on X about $addt, $toi, $lagr, $lifco 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 XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +11%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XX -XX%
- X Months XXX +69%
- X Year XXX -XX%
Followers: XXXXX #
- X Week XXXXX +0.20%
- X Month XXXXX +0.49%
- X Months XXXXX +9.50%
- X Year XXXXX +20%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XX% fashion brands XXXX% countries XXXX% luxury brands XXXX% stocks XXXX% cryptocurrencies XXXX% automotive brands XXXX%
Social topic influence $addt #1, $toi #4, $lagr #2, $lifco #2, $camt #3, $nvmi #3, $mmgr #1, $lmn #2, $mcap #1, $tvk #1
Top accounts mentioned or mentioned by @bizalmanac @stockopedia
Top assets mentioned Camtek Ltd (CAMT) Nova Ltd. Ordinary Shares (NVMI) Reality Metaverse (RMV) KEYS (KEYS) Roko (ROKO)
Top Social Posts
Top posts by engagements in the last XX hours
"Here is my full portfolio as of end of September 2025: - Camtek $CAMT - XXXXX% - Nova $NVMI - XXXXX% - Momentum Group $MMGR - XXXX% - Topicus $TOI - XXXX% - Lumine Group $LMN - XXXX% - MedCap $MCAP - XXXX% - Lagercrantz $LAGR - XXXX% - Lifco $LIFCO - XXXX% - AddTech $ADDT - XXXX% - Teqnion $TEQ - XXXX% - TerraVest $TVK - XXXX% - Bufab $BUFAB - XXXX% - Judges Scientific $JDG - XXXX% A change this month was exiting Cerillion in order to take advantage of recent drops on Topicus and Lumine Group which felt are more diversified with longer runways. I am close to adding a brand new holding to the"
X Link 2025-09-30T13:04Z 5111 followers, 5540 engagements
"My two largest holdings are X Israeli semiconductor stocks making up roughly XX% of my entire portfolio: - Nova $NVMI ($9.18bn) - Camtek $CAMT ($4.46bn) Both are picks & shovels plays to the AI/semiconductor boom. They both benefit as demand for higher powered chips increases. What is the bull case for each $NVMI - Makes tools that check chips during production which helps factories avoid mistakes. - Profits from growing demand for AI & cloud chips. - Steady income from software/services. - Serves TSMC Intel Samsung. - Nova is the larger of the two less volatile SP more expensive and more"
X Link 2025-09-20T06:27Z 5111 followers, 5204 engagements
"Here are my top-10 holdings (83.91% of total assets) as of today: - Camtek $CAMT - XXXXX% - Nova $NVMI - XXXXX% - Judges Scientific $JDG - XXXX% - Momentum Group $MMGR - XXXX% - Topicus $TOI - XXXX% - MedCap $MCAP - XXXX% - Lagerkrantz $LAGR - XXXX% - Lifco $LIFCO - XXXX% - Addtech $ADDT - XXXX% - Teqnion $TEQ - XXXX% What would you change"
X Link 2025-11-04T16:39Z 5111 followers, 12.7K engagements
"My UK holdings: - Cerillion $CER.L - YouGov $YOU.L - Calnex $CLX.L - Judges Scientific $JDG.L - Kainos $KNOS.L - Focusrite $TUNE.L - SDI Group $SDI.L - Spectra Systems $SPSY.L - Bytes Technology $BYIT.L - Oxford Instruments $OXIG.L Which ones do you hold"
X Link 2024-04-08T17:14Z 5108 followers, 8431 engagements
"Some falls for Swedish Acquirers today. However drawdowns of XX% and XX% are quite normal. Here are the 10-yr returns of some of my favs: - Lagercrantz $LAGR - 1181% - Lifco $LIFCO - 1110% - Addtech $ADDT - 1452% - HMS Networks $HMS - 1111% - Indutrade $INDT - 795%"
X Link 2024-04-25T17:18Z 5106 followers, 5306 engagements
"5 Battered British Businesses I think look interesting right now: - Spirax Group $SPX.L - Croda International $CRDA.L - Burberry $BRBY.L - YouGov $YOU.L - Focusrite $TUNE.L All once market darlings now on negative 5-year returns. Do you hold any of these"
X Link 2024-09-04T18:41Z 5108 followers, 3436 engagements
"The Lion-Cubs Portfolio Top-10: - Momentum Group $MMGR - XXXX% - Lifco $LIFCO - XXXX% - TerraVest $TVK - XXXX% - Lagerkrantz $LAGR - XXXX% - Teqnion $TEQ - XXXX% - Lumine Group $LMN - XXXX% - ChemoMetec $CHEMM - XXXX% - Topicus $TOI - XXXX% - Judges Scientific $JDG - XXXX% - Addtech $ADDT - 4.59%"
X Link 2025-02-05T20:33Z 5107 followers, 14K engagements
"Which Lion-Cubs have roared the loudest YTD in 2025 TerraVest Industries $TVK +45.75% Topicus $TOI +42.82% Invisio $IVSO +42.61% Lifco $LIFCO +34.32% Addtech $ADDT +26% Which of your holdings has outperformed this year"
X Link 2025-05-13T12:35Z 5109 followers, 6603 engagements
"My full portfolio as of today: - Momentum Group $MMGR - XXXX% - Camtek $CAMT - XXXX% - Topicus $TOI - XXXX% - Nova $NVMI - XXXX% - Lifco $LIFCO - XXXX% - Lumine Group $LMN - XXXX% - Lagerkrantz $LAGR - XXXX% - Addtech $ADDT - XXXX% - TerraVest $TVK - XXXX% - MedCap $MCAP - XXXX% - Judges Scientific $JDG - XXXX% - Teqnion $TEQ - XXXX% - Bufab $BUFAB - XXXX% - Cerillion $CER - XXXX% What would you change"
X Link 2025-06-26T09:12Z 5108 followers, 12.8K engagements
"My full portfolio as of now: - Camtek $CAMT - XXXXX% - Nova $NVMI - XXXXX% - Topicus $TOI - XXXX% - Momentum Group $MMGR - XXXX% - Lumine Group $LMN - XXXX% - Lagercrantz $LAGR - XXXX% - Lifco $LIFCO - XXXX% - AddTech $ADDT - XXXX% - MedCap $MCAP - XXXX% - TerraVest Industries $TVK - XXXX% - Teqnion $TEQ - XXXX% - Judges Scientific $JDG - XXXX% - Bufab $BUFAB - XXXX% - Cerillion $CER - XXXX% What would you change"
X Link 2025-07-15T15:57Z 5108 followers, 26.6K engagements
"Here is my full portfolio as of today: - Camtek $CAMT - XXXX% - Nova $NVMI - XXXX% - Momentum Group $MMGR - XXXX% - Topicus $TOI - XXXX% - MedCap $MCAP - XXXX% - Lumine Group $LMN - XXXX% - Lagercrantz $LAGR - XXXX% - Addtech $ADDT - XXXX% - Lifco $LIFCO - XXXX% - TerraVest Industries $TVK - XXXX% - Teqnion $TEQ - XXXX% - Bufab $BUFAB - XXXX% - Judges Scientific $JDG - XXXX% - Cerillion $CER - XXXX% No buys or sells since the last announcement"
X Link 2025-09-01T09:08Z 5108 followers, 11K engagements
"Italy also has some high-quality small/mid-caps some of which are not well known: - Carel Industries - Sesa - Davide Campari - Technoprobe - Diasorin - Recordati - Moncler - Cembre Do you hold any of these"
X Link 2024-01-07T15:45Z 5111 followers, 12.1K engagements
"Italy is often overlooked by investors yet it has some of the most promising small/mid-caps: - Diasorin - Recordati - Moncler - Cembre - Carel Industries - Sesa - Davide Campari - Technoprobe Do you hold any of these"
X Link 2024-01-17T20:27Z 5108 followers, 6224 engagements
"Here are some of my favourite high-quality Italian companies: - Ferrari - Moncler - Carel Industries - Campari - Technoprobe - Recordati - Sesa - DiaSorin - Cembre Do you hold any of these"
X Link 2024-03-03T12:32Z 5111 followers, 2972 engagements
"The UK Market is beaten-down Here are some of my favourite small/mid-caps with 5-year average Returns on Invested Capital (ROIC) near or above 30%: Howden Joinery $HWDN Rightmove $RMV Keystone Law $KEYS Cake Box $CBOX Cerillion $CER Spectra Systems $SPSY"
X Link 2024-05-05T13:01Z 5110 followers, 2978 engagements
"My portfolio top-10 as of today: - Momentum Group $MMGR - XXXX% - TerraVest Industries $TVK - XXXX% - Lifco $LIFCO - XXXX% - Topicus $TOI - XXXX% - Lumine Group $LMN - XXXX% - Judges Scientific $JDG - XXXX% - Lagerkrantz $LAGR - XXXX% - ChemoMetec $CHEMM - XXXX% - AddTech $ADDT - XXXX% - Invisio $IVSO - XXXX% - Cerillion $CER - XXXX% Roughly XX% of total assets. Would you change any of these"
X Link 2025-05-31T07:49Z 5111 followers, 17.6K engagements
"Trees dont grow to the sky. 🌲☁ Here are my all my holdings arranged by market cap in . - Lifco AB $LIFCO - 10.67B - Topicus Inc. $TOI - 5.94B - AddTech AB $ADDT - 5.94B - Lumine Group Inc. $LMN - 5.49B - Nova Ltd. $NVMI - 5.16B - Camtek Ltd. $CAMT - 3.71B - Lagercrantz Group $LAGR - 2.76B - Bufab AB $BUFAB - 1.15B - TerraVest Industries Inc. $TVK - 1.12B - Judges Scientific $JDG - 0.73B - Momentum Group $MMGR - 0.69B - Cerillion $CER - 0.58B - MedCap AB $MCAP - 0.47B - Teqnion AB $TEQ - 0.23B Which of these could be a 100-bagger from here"
X Link 2025-07-25T09:18Z 5111 followers, 8733 engagements
"Which of my holdings should I add to at this stage Or do I need to add a new name entirely"
X Link 2025-09-19T06:55Z 5109 followers, 2946 engagements
"Quite big falls for Constellation Software and its constituents like Topicus and Lumine both of which I hold. This seems to be a combination of fears that AI could negatively impact software businesses and also Constellation CEO Mark Leonards resignation due to health reasons. First of all I wish Mark Leonard all the best in making a full recovery from his current health issue. Thoughts with him and his family. Second on my view these are all buying opportunities. Whilst the development of AI Is exciting this could benefit the Constellation universe rather than hinder it. Many businesses and"
X Link 2025-09-27T10:51Z 5111 followers, 3323 engagements
"Camtek now up +103% in the last X months. Apparently it has a short interest of 16%. I hope for their sake these hedge funds opened their shorts at or near current levels. It is now XX% of my fund. $CAMT"
X Link 2025-10-14T15:05Z 5110 followers, 1535 engagements
"I have initiating a new holding in the Lion-Cubs Fund: ROKO $ROKO Roko is another serial acquirer headquartered in Sweden and owns a number of promising subsidiaries across Europe. Followers/holders of Lifco may know the ROKO founder and CEO Fredrik Karlsson was formerly the CEO of Lifco. And hopefully will achieve similarly stellar things at Roko. Welcome to the Cubs"
X Link 2025-10-20T14:57Z 5111 followers, 9992 engagements
"Here are my top XX holdings as of today: - Judges Scientific $JDG - XXXXX% - Nova $NVMI - XXXX% - Momentum Group $MMGR - XXXX% - Camtek $CAMT - XXXX% - Topicus $TOI - XXXX% - MedCap $MCAP - XXXX% - Lagercrantz $LAGR - XXXX% - Lifco $LIFCO - XXXX% - Addtech $ADDT - XXXX% - Lumine Group $LMN - XXXX% Rollercoaster month"
X Link 2025-11-28T10:58Z 5110 followers, 11.8K engagements
"Looking for high ROCE stocks to put in your Great British ISA - Howden Joinery $HWDN.L XXXX% - Rightmove $RMV.L XXXXX% - Auto-Trader $AUTO.L XXXX% - Dominos Pizza $DOM.L XXXX% - Greggs $GRG.L XXXX% - Experian $EXPN.L XXXX% - Relx $REL.L XXXX% What else"
X Link 2024-03-09T10:44Z 5111 followers, 4219 engagements
"Computer Modelling Group $CMG.TO Computer modelling group is a small-cap software business which provides simulation software for reservoirs. As with other software businesses it has taken a hit from fears over AI disruption despite maintaining some reasonably strong financials. 💵 ROCE: XXXX% Gross Margin: XX% EV/EBITDA: XXXX It is currently in a drawdown of over XX% from its recent highs. Is this a buying opportunity or is it a falling knife 🔪 $CMG.TO is interesting to me because it has cut its dividend payout and pivoted its strategy to becoming a serial acquirer in the vein of the"
X Link 2025-12-04T07:28Z 5111 followers, 1884 engagements