# ![@LionCubsFund Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1495494215924596738.png) @LionCubsFund Lion-Cubs | Small-Cap Stocks

Lion-Cubs | Small-Cap Stocks posts on X about $addt, $lifco, $lagr, $mmgr the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1495494215924596738/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1495494215924596738/c:line/m:interactions.svg)

- [--] Week [-----] -55%
- [--] Month [------] +62%
- [--] Months [-------] -33%
- [--] Year [-------] -26%

### Mentions: [--] [#](/creator/twitter::1495494215924596738/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1495494215924596738/c:line/m:posts_active.svg)

- [--] Week [--] -10%
- [--] Month [---] -17%
- [--] Months [---] -8.60%
- [--] Year [---] +8.20%

### Followers: [-----] [#](/creator/twitter::1495494215924596738/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1495494215924596738/c:line/m:followers.svg)

- [--] Week [-----] no change
- [--] Month [-----] +0.93%
- [--] Months [-----] +4.50%
- [--] Year [-----] +17%

### CreatorRank: [-------] [#](/creator/twitter::1495494215924596738/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1495494215924596738/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  90.24% [stocks](/list/stocks)  12.2% [cryptocurrencies](/list/cryptocurrencies)  11.38% [fashion brands](/list/fashion-brands)  6.5% [countries](/list/countries)  4.88% [exchanges](/list/exchanges)  3.25% [luxury brands](/list/luxury-brands)  3.25% [technology brands](/list/technology-brands)  2.44% [travel destinations](/list/travel-destinations)  2.44% [automotive brands](/list/automotive-brands)  2.44%

**Social topic influence**
[$addt](/topic/$addt) #1, [$lifco](/topic/$lifco) #1, [$lagr](/topic/$lagr) #1, [$mmgr](/topic/$mmgr) #1, [$toi](/topic/$toi) #9, [$teq](/topic/$teq) #3, [$lmn](/topic/$lmn) #1, [$jdg](/topic/$jdg) #1, [$mcap](/topic/$mcap) #2, [momentum](/topic/momentum) #1112

**Top accounts mentioned or mentioned by**
[@ziayusufuk](/creator/undefined) [@stockopedia](/creator/undefined) [@dtmesswithtexas](/creator/undefined) [@thecriticaldri1](/creator/undefined) [@youtube](/creator/undefined) [@realmaalouf](/creator/undefined) [@meljstride](/creator/undefined) [@matthewstadlen](/creator/undefined) [@gbnews](/creator/undefined) [@keirstarmer](/creator/undefined) [@benjaminderebel](/creator/undefined) [@charliebilello](/creator/undefined) [@michaelgielkens](/creator/undefined) [@andrewlilico](/creator/undefined) [@profbriancox](/creator/undefined) [@skynews](/creator/undefined) [@njtimothy](/creator/undefined) [@donmcgowan](/creator/undefined) [@dailymail](/creator/undefined) [@owenjonesjourno](/creator/undefined)

**Top assets mentioned**
[Nova Ltd. Ordinary Shares (NVMI)](/topic/$nvmi) [Camtek Ltd (CAMT)](/topic/$camt) [Clorox Co (CLX)](/topic/$clx) [Reality Metaverse (RMV)](/topic/$rmv) [RELX PLC (RELX)](/topic/$relx) [Unilever plc (UL)](/topic/$ul) [RigoBlock (GRG)](/topic/$grg) [CLEAR Secure, Inc. (YOU)](/topic/$you) [Roko (ROKO)](/topic/$roko) [Strong Global Entertainment, Inc. (SGE)](/topic/$sge) [Alcon Inc. Ordinary Shares (ALC)](/topic/$alc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@TheCriticalDri1 CGI Roger Moore is the way to go"  
[X Link](https://x.com/LionCubsFund/status/2022683873486983264)  2026-02-14T14:46Z [----] followers, [---] engagements


"IC Interviews: UK equity manager Nick Train via @YouTube In this interview Train states that the new $FGT.L holding has the FTSE 100s biggest data asset within its industry. So its not YouGov My prediction: Autotrader $AUTO.L or Rightmove $RMV.L. https://youtu.be/7fxbr8MUhHYsi=tdMyai2TPpw7b3j1 https://youtu.be/7fxbr8MUhHYsi=tdMyai2TPpw7b3j1"  
[X Link](https://x.com/LionCubsFund/status/1719688144792993959)  2023-11-01T12:09Z [----] followers, [---] engagements


"#Fundsmith now only holds just [--] UK stocks in the main fund: Unilever and Diageo. If Fundsmith was to add another UK large-cap which would it be $EXPN.L $LSEG.L $RELX.L $HLN.L $ULVR $DGE.L $DEO Experian London Stock Exchange Haleon Relx Experian London Stock Exchange Haleon Relx"  
[X Link](https://x.com/LionCubsFund/status/1725415352580907350)  2023-11-17T07:27Z [----] followers, [---] 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 [----] followers, [----] engagements


"Here are a few other high-quality small/mid-caps I am researching at the moment: - Kadant - Pro Medicus - Equasens - Amadeus Fire - Technoprobe - Borregaard - Choice Hotels - Howden Joinery - Catalyst Pharmaceuticals - CellaVision Do you hold any of these"  
[X Link](https://x.com/LionCubsFund/status/1754136308362977739)  2024-02-04T13:34Z [----] followers, [----] 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 [----] followers, [----] engagements


"Looking for high ROCE stocks to put in your Great British ISA - Howden Joinery $HWDN.L 21.3% - Rightmove $RMV.L 342.6% - Auto-Trader $AUTO.L 51.4% - Dominos Pizza $DOM.L 45.6% - Greggs $GRG.L 20.6% - Experian $EXPN.L 19.2% - Relx $REL.L 27.7% What else"  
[X Link](https://x.com/LionCubsFund/status/1766414631357010343)  2024-03-09T10:44Z [----] followers, [----] engagements


"Five FTSE [---] stocks that have beaten the SP500 over the last [--] yrs: - London Stock Exchange $LSEG.L +482% - Relx $RELX.L +374% - Halma $HLMA.L +352% - Sage $SGE.L +284% - Experian $EXPN.L +279% - SP500 $SPY +232% Does Quality matter more than Country"  
[X Link](https://x.com/LionCubsFund/status/1774898191197954455)  2024-04-01T20:34Z [----] followers, [----] engagements


"Here are some of my favourite UK Small/Mid-caps: - Cerillion $CER - Judges Scientific $JDG - Calnex Solutions $CLX - SDI Group $SDI - Spectra Systems $SPSY - Bytes Technology $BYIT - Kainos $KNOS - Oxford Instruments $OXIG - Greggs $GRG Any others Im missing"  
[X Link](https://x.com/LionCubsFund/status/1782870688992301193)  2024-04-23T20:34Z [----] followers, [----] engagements


"The UK market is still bombed-out. Here are some of my fav under-the-radar UK Small-Caps: - Clarkson $CLK - Calnex Solutions $CLX - Cake Box $CBOX - Spectra Systems $SPSY - SDI Group $SDI - Bytes Technology $BYIT - Kainos $KNOS - YouGov $YOU"  
[X Link](https://x.com/LionCubsFund/status/1819297433722949889)  2024-08-02T09:01Z [----] followers, [----] engagements


"Which Lion-Cubs have roared the loudest YTD in [----] 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 [----] followers, [----] engagements


"🚨 [--] Themes for outperformance in [----] 🚨 📈- Proven decentralised acquisition models to continue from strength to strength in [----]. There are huge unconsolodated runways of potential acquisitions within the public and private markets for stalwarts like Lagercrantz $LAGR and Lifco $LIFCO to continue to benefit from. 💶 - Business Software to continue to be highly profitable cash generative and very difficult and expensive for customers to move away from. The prospect of LLMs disrupting this in the foreseeable future is low whilst there could be several benefits to the likes of Topicus $TOI.TO"  
[X Link](https://x.com/LionCubsFund/status/2006703045061546351)  2026-01-01T12:24Z [----] followers, [----] engagements


"Good to see $NVMI and $CAMT getting more media interest. Together these now make up 25% of my entire portfolio. Basically small/mid-cap plays on Moores Law. High quality high growth huge runway. In my view the most exciting businesses in the semiconductor space right now. https://finance.yahoo.com/news/nova-ltd-nvmi-bull-case-180035908.html https://finance.yahoo.com/news/nova-ltd-nvmi-bull-case-180035908.html"  
[X Link](https://x.com/LionCubsFund/status/2013872815137517649)  2026-01-21T07:14Z [----] followers, [----] engagements


"Just expanded my position in Momentum Group $MMGR. Now 11% of assets. New capital no selling. In my view this is a potential 100-bagger over the next decades"  
[X Link](https://x.com/LionCubsFund/status/2014005671453245710)  2026-01-21T16:02Z [----] followers, [----] engagements


"More bullish news for Nova. $NVMI. https://uk.finance.yahoo.com/news/nova-announces-adoption-metrion-two-130000838.html https://uk.finance.yahoo.com/news/nova-announces-adoption-metrion-two-130000838.html"  
[X Link](https://x.com/LionCubsFund/status/2017019658256232491)  2026-01-29T23:38Z [----] followers, [---] engagements


"Lion-Cubs Fund monthly report [--] January [----] Full portfolio breakdown: $NVMI Nova - 14.1% $CAMT Camtek - 12.2% $MMGR Momentum Group - 10.03% $TEQ Teqnion - 9.9% $JDG Judges Scientific - 9.1% $MCAP MedCap - 7.2% $TOI Topicus - 7.1% $LAGR Lagercrantz - 6.9% $LIFCO Lifco - 6.7% $ADDT AddTech - 6.5% $TVK TerraVest - 5.5% $LMN Lumine Group - 4.4% YTD Performance 2026: +0.31% Activity: - No sells whatsoever - Added to Momentum Group $MMGR Commentary: - This month belonged to the [--] Israeli mid-cap semiconductor tooling companies I hold - $NVMI (+49%) and $CAMT (+44%) now constituting over 26% of"  
[X Link](https://x.com/LionCubsFund/status/2017138112263057483)  2026-01-30T07:29Z [----] followers, [----] engagements


"Momentum Group acquires Hglandets Kompressorservice strengthens its position in industrial services $MMGR"  
[X Link](https://x.com/LionCubsFund/status/2019377093705101479)  2026-02-05T11:46Z [----] followers, [----] engagements


"Lagercrantz $LAGR Further impressive numbers from Lagercrantz 🚀"  
[X Link](https://x.com/LionCubsFund/status/2019714285954556267)  2026-02-06T10:06Z [----] followers, [----] engagements


"@realMaalouf Anybody advocating first cousin marriage in Europe has completely failed the integration test and should be deported"  
[X Link](https://x.com/LionCubsFund/status/2019816625491550651)  2026-02-06T16:53Z [----] followers, [----] engagements


"@ZiaYusufUK @MelJStride Mel Stride is not offering remotely radical enough economic solutions. He has said nothing about the absurd 60% marginal tax rates (70%+ for graduates) or cutting quango spending. Its all tinkering and handing out tax breaks to boomers. We need far more fundamental reform"  
[X Link](https://x.com/LionCubsFund/status/2020102825447997703)  2026-02-07T11:50Z [----] followers, [---] engagements


"@MatthewStadlen Sacking him before May elections is like sacking a football manager before the hardest game of the season. Labour will not want Starmers successors first test to be an inevitable defeat. Starmer will be sacked after May"  
[X Link](https://x.com/LionCubsFund/status/2021124538537251327)  2026-02-10T07:30Z [----] followers, [---] engagements


"@GBNEWS Once again Zia providing the most articulate take on this complex and important issue"  
[X Link](https://x.com/LionCubsFund/status/2021710092371152989)  2026-02-11T22:17Z [----] followers, [----] engagements


"@Keir_Starmer The brass neck of this Are you really celebrating 0.1% GDP growth"  
[X Link](https://x.com/LionCubsFund/status/2021882629230866718)  2026-02-12T09:42Z [----] followers, [---] engagements


"My Top-10 portfolio holdings. 1.Calnex Solutions 14.6% [--]. SDI Group 11.66% [--]. Cerillion 10.98% [--]. YouGov 6.06% [--]. Judges Scientific 5.73% [--]. Lifco 5.73% [--]. Focusrite 5.59% [--]. Kainos 5.31% [--]. Topicus 5.31% [--]. Addtech 5.03% #SmallCap"  
[X Link](https://x.com/LionCubsFund/status/1716082974804906449)  2023-10-22T13:23Z [----] followers, [----] engagements


"An under-the-radar sector for high-quality small/mid-caps is consultancy: Technology One Softcat Wavestone Mensch und Maschine Kainos SII Prevas Keystone Law Exponent Next [--] Neurones Bytes Technology Do you hold any of these"  
[X Link](https://x.com/LionCubsFund/status/1736056415083474998)  2023-12-16T16:11Z [----] followers, 17.6K engagements


"The battered UK market is widely tipped to outperform in [----]. Heres some UK mid-caps with high ROCE: Rightmove $RMV 317.08% Games Workshop $GAW.L 61.56% Auto Trader $AUTO.L 49.01% Croda International $CRDA.L 25.79% Burberry $BRBY.L 23.49% Greggs $GRG.L 21.33%"  
[X Link](https://x.com/anyuser/status/1741424487449436377)  2023-12-31T11:42Z [----] followers, 10.4K engagements


"France is known for luxury titans like $MC.PA and $RMS.PA. Yet in the small/mid-cap space it is mainly IT companies that stand-out: - Wavestone - Infotel - Neurones - Esker - Equasens - Societe Pour LInformatique Industrielle (Under-Offer) - Ipsen"  
[X Link](https://x.com/anyuser/status/1743760526528713026)  2024-01-06T22:24Z [----] followers, [----] 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 [----] followers, 12.1K engagements


"The bombed-out UK market is tipped to out-perform over the next decade. Heres some high-quality mid-caps Im researching: - Intertek - Burberry - IHG - Greggs - Croda International - Games Workshop - Halma - Diploma - Howden Joinery Do you hold any of these"  
[X Link](https://x.com/anyuser/status/1754977038069313700)  2024-02-06T21:15Z [----] followers, 10.1K engagements


"X-Ray of Magnificent Seven - Teqnion $TEQ - HMS Networks $HMS - Lifco $LIFCO - Addtech $ADDT - Lagercrantz $LAGR - Vitec Software $VIT - Indutrade $INDT FCF Yld: 2.58% Rev CAGR 5yr: 19.36% EPS CAGR 5yr: 20.04% ROCE 5y: 19.11% Op Margin: 16.88% Gross Margin: 44.34%"  
[X Link](https://x.com/LionCubsFund/status/1776177515259728232)  2024-04-05T09:18Z [----] followers, 12.5K engagements


"My favourite Italian small/mid-caps: - Carel Industries $CRLM - Brunello Cucinelli $BCUCY - The Italian Sea Group $TISG - Sesa $SES - Recordati $REC - Moncler $MONC - San Lorenzo $SL - Campari $CPR - Cembre $CMB - Technoprobe $TPRO Do you hold any of these"  
[X Link](https://x.com/LionCubsFund/status/1781331942610178263)  2024-04-19T14:40Z [----] followers, 10.5K engagements


"My favourite German Small/Mid-caps: - Atoss Software $AOF - Mensch und Maschine $MUM - Amadeus Fire $AAD - Nemetschek $NEM - Rational $RAA - Ringmetall $HP3A - Elmos Semiconductor $ELG Any others I am missing"  
[X Link](https://x.com/anyuser/status/1781745133433594171)  2024-04-20T18:01Z [----] followers, 17.5K engagements


"Portfolio update: - Lumine Group $LMN - 6.15% - Momentum Group $MMGR - 5.78% - Teqnion $TEQ - 5.76% - TerraVest $TVK - 5.46% - Lifco $LIFCO - 5.46% - Lagerkrantz $LAGR - 4.85% - ChemoMetec $CHEMM - 4.91% - Cerillion $CER - 4.83% - MedCap $MCAP - 4.80% - Topicus $TOI - 4.57% - Kadant $KAI - 4.56% - Addtech $ADDT - 4.53% - Manhattan Associates $MANH - 4.16% - Camtek $CAMT - 3.60% - Judges Scientific $JDG - 3.44% - HMS Networks $HMS - 3.31% - Bufab $BUFAB - 2.93% - Nova $NVMI - 2.68% - Axcelis Technologies $ACLS - 2.54% - Clinica Baviera $CBAV - 2.50% - Prevas $PREV - 2.22% - Fortnox $FNOX -"  
[X Link](https://x.com/LionCubsFund/status/1862083902913061359)  2024-11-28T10:39Z [----] followers, 17.2K engagements


"My portfolio as of today: - Momentum Group $MMGR - 9.45% - Topicus $TOI - 9.38% - Lifco $LIFCO - 8.62% - Camtek $CAMT - 8.35% - Lumine Group $LMN - 8.19% - Lagerkrantz $LAGR - 8.19% - Nova $NVMI - 7.76% - Addtech $ADDT - 7.23% - TerraVest $TVK - 7.19% - MedCap $MCAP - 6.21% - Judges Scientific $JDG - 5.36% - Teqnion $TEQ - 5.27% - Cerillion $CER - 4.53% - Bufab $BUFAB - 4.28% Do you hold any of these https://twitter.com/i/web/status/1932796843601035430 https://twitter.com/i/web/status/1932796843601035430"  
[X Link](https://x.com/LionCubsFund/status/1932796843601035430)  2025-06-11T13:47Z [----] followers, 13.3K engagements


"My full portfolio as of today: - Momentum Group $MMGR - 9.60% - Camtek $CAMT - 8.87% - Topicus $TOI - 8.72% - Nova $NVMI - 8.58% - Lifco $LIFCO - 8.37% - Lumine Group $LMN - 7.93% - Lagerkrantz $LAGR - 7.87% - Addtech $ADDT - 7.13% - TerraVest $TVK - 7.04% - MedCap $MCAP - 6.50% - Judges Scientific $JDG - 5.96% - Teqnion $TEQ - 5.51% - Bufab $BUFAB - 4.27% - Cerillion $CER - 3.66% What would you change https://twitter.com/i/web/status/1938163499013706181 https://twitter.com/i/web/status/1938163499013706181"  
[X Link](https://x.com/LionCubsFund/status/1938163499013706181)  2025-06-26T09:12Z [----] followers, 12.9K engagements


"@BenjaminDeRebel Why was the video of the kick released so early but this was held back It reeks of another cover up"  
[X Link](https://x.com/LionCubsFund/status/1943359460879274290)  2025-07-10T17:19Z [----] followers, [----] engagements


"AddTech earnings today proving more palatable to the market than Lifcos yesterday. Up 8% currently Glad I backed up the truck last month 💷 $ADDT"  
[X Link](https://x.com/LionCubsFund/status/1945021184455635421)  2025-07-15T07:22Z [----] followers, [----] engagements


"My full portfolio as of now: - Camtek $CAMT - 10.41% - Nova $NVMI - 10.06% - Topicus $TOI - 8.97% - Momentum Group $MMGR - 8.67% - Lumine Group $LMN - 8.51% - Lagercrantz $LAGR - 7.80% - Lifco $LIFCO - 7.14% - AddTech $ADDT - 7.01% - MedCap $MCAP - 6.95% - TerraVest Industries $TVK - 6.41% - Teqnion $TEQ - 5.55% - Judges Scientific $JDG - 5.05% - Bufab $BUFAB - 4.08% - Cerillion $CER - 3.39% What would you change https://twitter.com/i/web/status/1945150645297709538 https://twitter.com/i/web/status/1945150645297709538"  
[X Link](https://x.com/LionCubsFund/status/1945150645297709538)  2025-07-15T15:57Z [----] followers, 26.7K engagements


"Lots of people asking me why I dont yet own $ROKO. Roko looks like an interesting acquirer but is it better than all the others I have Would buying Roko be better than buying more Bufab Momentum Group Topicus Lagercrantz or Addtech If so why"  
[X Link](https://x.com/LionCubsFund/status/1947615911952978301)  2025-07-22T11:13Z [----] followers, [----] 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 https://twitter.com/i/web/status/1948674264829231162"  
[X Link](https://x.com/LionCubsFund/status/1948674264829231162)  2025-07-25T09:18Z [----] followers, [----] engagements


"Here is my full portfolio as of today: - Camtek $CAMT - 9.88% - Nova $NVMI - 9.71% - Momentum Group $MMGR - 9.01% - Topicus $TOI - 8.93% - MedCap $MCAP - 8.70% - Lumine Group $LMN - 8.31% - Lagercrantz $LAGR - 7.80% - Addtech $ADDT - 7.20% - Lifco $LIFCO - 7.16% - TerraVest Industries $TVK - 5.91% - Teqnion $TEQ - 5.34% - Bufab $BUFAB - 4.49% - Judges Scientific $JDG - 4.24% - Cerillion $CER - 3.32% No buys or sells since the last announcement. https://twitter.com/i/web/status/1962442327080812894 https://twitter.com/i/web/status/1962442327080812894"  
[X Link](https://x.com/LionCubsFund/status/1962442327080812894)  2025-09-01T09:08Z [----] followers, 11.2K engagements


"Here are my top [--] holdings as of today: - Judges Scientific $JDG - 10.11% - Nova $NVMI - 9.52% - Momentum Group $MMGR - 9.40% - Camtek $CAMT - 9.04% - Topicus $TOI - 8.17% - MedCap $MCAP - 8.08% - Lagercrantz $LAGR - 7.71% - Lifco $LIFCO - 7.57% - Addtech $ADDT - 7.25% - Lumine Group $LMN - 6.57% Rollercoaster month https://twitter.com/i/web/status/1994360281594536301 https://twitter.com/i/web/status/1994360281594536301"  
[X Link](https://x.com/LionCubsFund/status/1994360281594536301)  2025-11-28T10:58Z [----] followers, 12.4K engagements


"The [--] Lion Cubs as of today: - Judges Scientific $JDG - 10.43% - Teqnion $TEQ - 10.22% - Nova $NVMI - 9.83% - Topicus $TOI - 9.25% - Momentum Group $MMGR - 8.89% - Camtek $CAMT - 8.77% - MedCap $MCAP - 7.97% - Lifco $LIFCO - 7.61% - Lagercrantz $LAGR - 7.52% - Addtech $ADDT - 7.25% - TerraVest $TVK - 6.66% - Lumine Group $LMN - 5.60% Which of these stocks do you hold https://twitter.com/i/web/status/2003425517630881863 https://twitter.com/i/web/status/2003425517630881863"  
[X Link](https://x.com/LionCubsFund/status/2003425517630881863)  2025-12-23T11:20Z [----] followers, 10.5K engagements


"Do historic returns factor into your investing Here are the 10-year CAGRs for some of the stocks in my portfolio. - Camtek $CAMT +47.7% - Nova $NVMI +41.9% - TerraVest Industries $TVK.TO +37.3% - MedCap $MCAP +33.1% - Addtech $ADDT +24.4% - Lifco $LIFCO +23.2% - Lagercrantz $LAGR +22.9% - Judges Scientific $JDG.L +14.6% Other stock I hold havent been public for [--] years yet so are omitted. https://twitter.com/i/web/status/2007095369574851001 https://twitter.com/i/web/status/2007095369574851001"  
[X Link](https://x.com/LionCubsFund/status/2007095369574851001)  2026-01-02T14:23Z [----] followers, [----] engagements


"My full [--] stock portfolio as of today: $NVMI Nova - 12.7% $CAMT Camtek - 11.8% $JDG Judges Scientific - 10.1% $TEQ Teqnion - 9.6% $MMGR Momentum group - 8.3% $TOI Topicus - 7.8% $MCAP MedCap - 7.3% $LIFCO Lifco - 7% $LAGR Lagercrantz - 6.9% $ADDT Addtech - 6.8% $TVK TerraVest - 6.6% $LMN Lumine Group - 5% https://twitter.com/i/web/status/2011867369564749940 https://twitter.com/i/web/status/2011867369564749940"  
[X Link](https://x.com/LionCubsFund/status/2011867369564749940)  2026-01-15T18:25Z [----] followers, [----] engagements


"Im going to have some more capital to deploy in the next week or so. Equivalent to +2.5% of total portfolio value. What would you do VMS Acquirers Small Acquirer $MMGR Battered Acquirer $JDG Medium Acquirer $LIFCO VMS Acquirers Small Acquirer $MMGR Battered Acquirer $JDG Medium Acquirer $LIFCO"  
[X Link](https://x.com/LionCubsFund/status/2012098333083353539)  2026-01-16T09:43Z [----] followers, [---] engagements


"Thanks. 1.I did briefly own Roko but only a tiny insignificant holding and sold it as I wanted to only have [--] stocks. I feel my blend of Swedish Acquirers captures the best of the larger ones (Lifco Lagercrantz Addtech) and small-caps (Momentum Group Teqnion Medcap). I didnt think further diversification was needed. Time will tell if that is a good idea or not. Chapters I am not familiar with but again I would have to think it was better to own rather than more of what I already have. Currently o would like more of all my current holdings so will stick to this and never sell or trim. 2.Well"  
[X Link](https://x.com/LionCubsFund/status/2017172922377372036)  2026-01-30T09:47Z [----] followers, [---] engagements


"Addtech $ADDT acquires RAMME Electric Machines GmbH 💪"  
[X Link](https://x.com/LionCubsFund/status/2019522355526021510)  2026-02-05T21:23Z [----] followers, [----] engagements


"Strong numbers from Addtech yesterday in what was a difficult macro-environment. $ADDT https://q32025.reports.addtech.com/the-interim-period/summary https://q32025.reports.addtech.com/the-interim-period/summary"  
[X Link](https://x.com/LionCubsFund/status/2019674632060604917)  2026-02-06T07:28Z [----] followers, [----] engagements


"Walmart $WMT at [--] P/E and Costco $COST at [--] P/E is nifty fifty pricing. Valuations not remotely justified by earnings or growth potential. Is this because people see them as AI resistant"  
[X Link](https://x.com/LionCubsFund/status/2020039461988626703)  2026-02-07T07:38Z [----] followers, [----] engagements


"Was trying to come up with some wanky Ark-Invest style themes for my portfolio. 1.Atomic Quality Control $NVMI $CAMT - 25% 2.Invisible Industrial Galaxy $TVK $MMGR $TEQ $LIFCO $LAGR $ADDT - 49% 3.Lab-to-Life $JDG $MCAP - 16% 4.The Undisruptables $LMN $TOI - 10% What do you think https://twitter.com/i/web/status/2020054600615657889 https://twitter.com/i/web/status/2020054600615657889"  
[X Link](https://x.com/LionCubsFund/status/2020054600615657889)  2026-02-07T08:38Z [----] followers, [----] engagements


"Blimey $RELX $LSEG $EXPN all down big despite holding their own proprietary data as a result of Anthropic AIs new legal AI tool. If this sentiment continues there will be a lot of stocks in the $PYPL bucket of being profitable businesses having to buy back their cheap stock due to unrelenting disruption fears. Disclosure - I hold and shall continue to hold $LMN and $TOI. https://twitter.com/i/web/status/2018734656615518572 https://twitter.com/i/web/status/2018734656615518572"  
[X Link](https://x.com/LionCubsFund/status/2018734656615518572)  2026-02-03T17:13Z [----] followers, [----] engagements


"Bad day for Finsbury Growth and Income Trust. The trust holds huge enormous allocations to software and data $RELX $EXPN $SGE $RMV $AUTO $LSEG. All clobbered today. $FGT"  
[X Link](https://x.com/LionCubsFund/status/2018828837040382334)  2026-02-03T23:27Z [----] followers, [---] engagements


"Teqnion $TEQ Full [----] earnings are out Looks like the business has turned a corner. https://www.teqnion.se/en/investor-relations/news/slug=year-end-report-2025-teqnion-ab-01474 https://www.teqnion.se/en/investor-relations/news/slug=year-end-report-2025-teqnion-ab-01474"  
[X Link](https://x.com/LionCubsFund/status/2022573118598848868)  2026-02-14T07:26Z [----] followers, [----] engagements


"@charliebilello Good lord Microsoft Palantir Fartcoin It seems nothing is safe"  
[X Link](https://x.com/LionCubsFund/status/2022705169230659908)  2026-02-14T16:11Z [----] followers, [---] engagements


"Spectra Systems $SPSY.L Spectra Systems is a UK small-cap in the niche-area of security technology. Products include software and advanced materials and verification devices for use in banknotes product authentication and gaming. Think ultra-high value physical documents such as lottery tickets where there is a huge risk of forgery Spectras advanced optical systems provide the mechanism for security of these areas. The stock is classed as a High Flyer on @Stockopedia which means its Quality and Momentum factors are high but you have to pay for the privilege. Momentum is certainly strong with"  
[X Link](https://x.com/LionCubsFund/status/1776896088831619219)  2024-04-07T08:53Z [----] followers, [----] engagements


"My holdings: - Lime Technologies $LIME - Bufab $BUFAB - Momentum Group $MMGR - MedCap $MCAP - Prevas $PREV - Teqnion $TEQ - HMS Networks $HMS - Lifco $LIFCO - Lagercrantz $LAGR - Addtech $ADDT - Fortnox $FNOX - Indutrade $INDT - Vitec Software $VIT"  
[X Link](https://x.com/anyuser/status/1777963870927126612)  2024-04-10T07:36Z [----] followers, 11.1K engagements


"My top [--] holdings: - Lagercrantz $LAGR 5.66% - Cerillion $CER 5.11% - Lifco $LIFCO 5.08% - Addtech $ADDT 5.02% - Teqnion $TEQ 4.57% - Fortnox $FNOX 4.56% - ChemoMetec $CHEMM 4.16% - HMS Networks $HMS 4.05% - Topicus $TOI 3.74% - Judges Scientific $JDG 3.38%"  
[X Link](https://x.com/anyuser/status/1778726682079236597)  2024-04-12T10:07Z [----] followers, [----] engagements


"Here are some under-the-radar small-caps that Im currently researching: - The Italian Sea Group - Norbit - Hexatronic - Clarkson - Amadeus Fire - cBrain - CorVel - Fabasoft - Thermador Group - Keystone Law - GoFore Do you hold any of these"  
[X Link](https://x.com/LionCubsFund/status/1780165023895048664)  2024-04-16T09:23Z [----] followers, 11.8K engagements


"My top 10-holdings: Lagercrantz $LAGR Cerillion $CER Addtech $ADDT Lifco $LIFCO Fortnox $FNOX Teqnion $TEQ HMS Networks $HMS Topicus $TOI Calnex Solutions $CLX Judges Scientific $JDG 44.64% of total assets. What would you change if anything"  
[X Link](https://x.com/anyuser/status/1784217538257199167)  2024-04-27T13:46Z [----] followers, 11.5K engagements


"Portfolio holdings 21-30: - Vitec Software $VIT - Lumine Group $LMN - LF Rovi $ROVI - Prevas $PREV - Nordic Semiconductor $NODO - NAPCO Security $NSSC - Revenio $ROV - Momentum Group $MMGR - MedCap $MCAP - Aehr Test Systems $AEHR 14.9% of total assets"  
[X Link](https://x.com/LionCubsFund/status/1784554484590333978)  2024-04-28T12:05Z [----] followers, [----] engagements


"Here are some high-quality under-the-radar small-caps I am researching at the moment: Norbit $NORBT The Italian Sea Group $TISG Altia Consoltores $ALC GoFore $GOFORE Mader $MAD Troax Group $TROAX Clarkson $CKN cBrain $CBRAIN Amadeus Fire $AAD"  
[X Link](https://x.com/LionCubsFund/status/1797534205288878308)  2024-06-03T07:42Z [----] followers, [----] engagements


"Here is my full portfolio breakdown as of today. Weighted Averages: Market Cap = $3292m 5-yr Rev CAGR = 18.77% 5-yr EPS CAGR = 27.35% ROCE = 26.32% Gross Margin = 55.51% Op Margin = 20.07% FCF Yield = 3.35% Cash Conversion Cycle = 138.5% Current Ratio = 2.37"  
[X Link](https://x.com/LionCubsFund/status/1797568530721968521)  2024-06-03T09:58Z [----] followers, [----] engagements


"Here is my full portfolio breakdown as of today. Weighted average metrics: Market Cap: $3.39bn ROCE: 25.08% ROIC: 22.67% Gross Margin: 53.94% Op Margin: 19.77% FCF Yield: 3.16%"  
[X Link](https://x.com/LionCubsFund/status/1808107810791530537)  2024-07-02T11:57Z [----] followers, [----] engagements


"My [--] Holdings as of today: Lifco $LIFCO 5.17% AddTech $ADDT 4.74% Lagercrantz $LAGR 4.59% Cerillion $CER 4.49% Fortnox $FNOX 4.42% Teqnion $TEQ 3.95% ChemoMetec $CHEMM 3.82% HMS Networks $HMS 3.26% Topicus $TOI 3.17% Judges Scientific $JDG 3.00%"  
[X Link](https://x.com/anyuser/status/1813312922291941532)  2024-07-16T20:41Z [----] followers, [----] engagements


"Performance update - July 24: July: +3.69% Annualised since inception: +13.20% New holdings: Burberry $BRBY.L Elmos Semiconductor $ELG.DE Rambus $RMBS Top [--] performers: AEHR Test Systems $AEHR Addtech $ADDT Bottom [--] Laggards: BE Semi $BESI Camtek $CAMT"  
[X Link](https://x.com/LionCubsFund/status/1818892286928806275)  2024-08-01T06:11Z [----] followers, [----] engagements


"Here is my full portfolio as of today:"  
[X Link](https://x.com/LionCubsFund/status/1818931643274449404)  2024-08-01T08:47Z [----] followers, 15.6K engagements


"Looking for quality companies in huge drawdowns Here are some of my favs: - YouGov -65% - Remy Cointreau -68% - Lattice Semiconductor -49% - Carel Industries -39% - Sartorius Stedim -68% - Spirax Group -56% - Amadeus Fire -53% - Croda Int -62.18%"  
[X Link](https://x.com/LionCubsFund/status/1824444454280786080)  2024-08-16T13:53Z [----] followers, [----] engagements


"Looking for high-quality small-caps that dont get talked about Here are some of my favs: - Altia Consultores - Spectra Systems - Prevas - Amadeus Fire - Calnex Solutions - Revenio - Neurones - Bytes Technology Group - Clinica Baviera - Lime Technologies"  
[X Link](https://x.com/LionCubsFund/status/1825071531598192905)  2024-08-18T07:25Z [----] followers, [----] engagements


"YTD Performance of the Magnificent Seven: - AddTech +50.93% - Lagerkrantz +35.86% - Lifco +30.76% - Indutrade +19.48% - Vitec Software -6.23% - HMS Networks -11.38% - Teqnion -19.83% Do you hold any of these"  
[X Link](https://x.com/anyuser/status/1827672235563237601)  2024-08-25T11:39Z [----] followers, [----] engagements


"Four Spanish compounders that nobody talks about. - Altia Consultores $ALC - Clinica Baviera $CBAV - Proeduca Altus $PRO - Laboratorios Farmaceuticos Rovi $ROVI"  
[X Link](https://x.com/LionCubsFund/status/1827966504505090453)  2024-08-26T07:09Z [----] followers, [----] engagements


"Here is my full portfolio breakdown as of today:"  
[X Link](https://x.com/LionCubsFund/status/1830567322274131989)  2024-09-02T11:23Z [----] followers, [----] engagements


"@MichaelGielkens Thanks glad you find the portfolio interesting. Which of the overlap stocks are you most bullish about"  
[X Link](https://x.com/LionCubsFund/status/1830699068714283262)  2024-09-02T20:07Z [----] followers, [---] engagements


"Is Momentum Group $MMGR a future Lifco or Addtech The Directors Dealings feature on @Stockopedia shows there has been consistent insider buying. I like to see skin in the game Followers of this channel can claim a 25% discount on @Stockopedia by using the code LCS25"  
[X Link](https://x.com/LionCubsFund/status/1832460615215874177)  2024-09-07T16:47Z [----] followers, [----] engagements


"New-look top-10 as of today: - Lifco - 5.73% - Teqnion - 5.50% - Cerillion - 5.07% - Lagerkrantz - 5.00% - Addtech - 4.80% - Topicus - 4.76% - TerraVest - 4.72% - Momentum Group - 4.70% - MedCap - 4.70% - Lumine Group - 4.61%"  
[X Link](https://x.com/LionCubsFund/status/1833171991689371816)  2024-09-09T15:53Z [----] followers, [----] engagements


"My top-10 holdings as of today: - Momentum Group - 6.13% - Lifco - 5.90% - Teqnion - 5.57% - Lagerkrantz - 5.08% - TerraVest - 4.88% - Cerillion - 4.87% - AddTech - 4.85% - Topicus - 4.74% - MedCap - 4.66% - Lumine Group - 4.63% Do you hold any of these"  
[X Link](https://x.com/LionCubsFund/status/1836745721699070298)  2024-09-19T12:34Z [----] followers, [----] engagements


"My top [--] holdings as of today: - Teqnion - 6.89% - Momentum Group - 6.09% - Lifco - 5.69% - Topicus - 4.86% - Lagerkrantz - 4.85% - TerraVest - 4.75% - Lumine Group - 4.73% - Cerillion - 4.61% - Addtech - 4.58% - MedCap - 4.49%"  
[X Link](https://x.com/LionCubsFund/status/1843639976719749203)  2024-10-08T13:09Z [----] followers, [----] engagements


"Nice summary of Manhattan Associates earnings results a major holding of mine. I felt these results were very positive but the stock is down 4% in aftermarket at the time of writing likely because its priced to perfection. Anyone else hold Manhattan Manhattan Associates $MANH Q3 [--] results Revenue $266.7M Q3 [--] $238.4M +11.9% 🟢 Est. $263M beat 🟢 EPS $1.03 Q3 [--] $0.79 +30.4% 🟢 Est. $0.75 beat 🟢 Growth by category Cloud subs +33% License -3% Maintenance -2% Services +7% Hardware -21% https://t.co/QO7cW2UnVM Manhattan Associates $MANH Q3 [--] results Revenue $266.7M Q3 [--] $238.4M +11.9% 🟢"  
[X Link](https://x.com/LionCubsFund/status/1848973377765040524)  2024-10-23T06:23Z [----] followers, [----] engagements


"My full portfolio as of today: - Teqnion $TEQ - 6.67% - Momentum Group $MMGR - 5.72% - Lifco $LIFCO - 5.52% - Lagerkrantz $LAGR - 5.19% - TerraVest Industries $TVK - 4.91% - MedCap $MCAP - 4.87% - Lumine Group $LMN - 4.83% - Topicus $TOI - 4.70% - Cerillion $CER - 4.61% - AddTech $ADDT - 4.51% - ChemoMetec $CHEMM - 4.17% - Manhattan Associates $MANH - 3.96% - Camtek $CAMT - 3.86% - Kadant $KAI - 3.55% - HMS Networks $HMS - 3.42% - Judges Scientific $JDG - 3.42% - Axcelis Technologies $ACLS - 3:09% - Clinica Baviera $CBAV - 2.88% - Nova $NVMI - 2.84% - Bufab $BUFAB - 2.55% - Aehr Test-Systems"  
[X Link](https://x.com/LionCubsFund/status/1850523902939717769)  2024-10-27T13:04Z [----] followers, 18.4K engagements


"October Performance Update October: -0.61% Annualised Since Dec-21 Inception: +7.41% Top [--] Performers: Invisio $IVSO Aehr Test Systems $AEHR Laboratorios Farmaceuticos Rovi $ROVI Bottom [--] Performers: Vitec Software $VIT Axcelis Technologies $ALCS Prevas $PREV"  
[X Link](https://x.com/LionCubsFund/status/1852226175185109081)  2024-11-01T05:48Z [----] followers, [----] engagements


"The Lion-Cubs Fund holdings as of [--] Jan 2025: [--]. Lumine Group $LMN - 5.80% [--]. Momentum Group $MMGR - 5.61% [--]. Teqnion $TEQ - 5.45% [--]. Lifco $LIFB - 5.28% [--]. MedCap $MCAP - 5.27% [--]. TerraVest $TVL - 5.22% [--]. Lagerkrantz $LAGR - 5.16% [--]. ChemoMetec $CHEMM - 4.85% [--]. Cerillion $CER - 4.56% [--]. Topicus $TOI - 4.48% [--]. Addtech $ADDT - 4.40% [--]. Camtek $CAMT - 4.02% [--]. Manhattan Associates $MANH 3.89% [--]. Kadant $KAI - 3.87% [--]. HMS Networks $HMS - 3.63% [--]. Judges Scientific $JDG - [----] [--]. Bufab $BUFAB - 3.06% [--]. Nova $NVMI - 3.04% [--]. Aehr Test Systems $AEHR - 2.75% [--]. Prevas $PREV - 2.45%"  
[X Link](https://x.com/anyuser/status/1874483566194647549)  2025-01-01T15:51Z [----] followers, 15.6K engagements


"Performance update for Jan 25: January 2025: +3.27% Annualised Since Inception Dec-21: +9.08% No new outright buys or sells. Top [--] Winners: - Nova $NVMI - Invisio $IVSO - HMS Networks $HMS Bottom [--] Laggards: - Manhattan Associates - Aehr Test Systems - MedCap"  
[X Link](https://x.com/LionCubsFund/status/1885655672697524227)  2025-02-01T11:45Z [----] followers, [----] engagements


"The Lion-Cubs Portfolio Top-10: - Momentum Group $MMGR - 7.71% - Lifco $LIFCO - 5.99% - TerraVest $TVK - 5.81% - Lagerkrantz $LAGR - 5.59% - Teqnion $TEQ - 5.55% - Lumine Group $LMN - 5.37% - ChemoMetec $CHEMM - 5.21% - Topicus $TOI - 5.11% - Judges Scientific $JDG - 4.95% - Addtech $ADDT - 4.59% https://twitter.com/i/web/status/1887238114403299707 https://twitter.com/i/web/status/1887238114403299707"  
[X Link](https://x.com/LionCubsFund/status/1887238114403299707)  2025-02-05T20:33Z [----] followers, 14.1K engagements


"Lion-Cubs Portfolio Update as of today: - Momentum Group $MMGR - 7.56% - Lifco $LIFCO - 6.70% - TerraVest Industries $TVK - 6.63% - Lumine Group $LMN - 6.23% - Topicus $TOI - 6.02% - Lagerkrantz $LAGR - 5.93% - Teqnion $TEQ - 5.71% - Invisio $IVSO - 5.45% - AddTech $ADDT - 5.17% - ChemoMetec $CHEMM - 4.82% - Judges Scientific $JDG - 4.48% - Cerillion $CER - 4.33% - Bufab $BUFAB - 4.25% - MedCap $MCAP - 4.16% - Indutrade $INDT - 4.13% - HMS Networks $HMS - 3.93% - Kadant $KAI - 3.15% - Camtek $CAMT - 3.10% - Nova $NVMI - 2.88% - Manhattan Associates $MANH - 2.53% - Axcelis Technologies $ACLS -"  
[X Link](https://x.com/anyuser/status/1917881469042671988)  2025-05-01T09:59Z [----] followers, 10.3K engagements


"Which Lion-Cubs have had the toughest YTD Aehr Test-Systems $AEHR -48.04% Manhattan Associates $MTTN -31.20% Camtek $CAMT -18.73% MedCap $MCAP -18.66% Axcelis Technologies $ACLS -15.62% [--] of these are small-cap semiconductor stocks hurt by tariffs and declining market sentiment. Some are very cheap now however as a result. I intend to make no trades at all. Luckily most of these were smaller holdings so havent negatively impacted overall performance that much. Which holdings have had the toughest time in [----] for your portfolio https://twitter.com/i/web/status/1922286976151257497"  
[X Link](https://x.com/LionCubsFund/status/1922286976151257497)  2025-05-13T13:45Z [----] followers, [----] engagements


"If I had to put together an all-cap UK Quality Fund right now these are the stocks I would hold in equal splits: - Halma $HLMA - Diploma $DPLM - Intertek $ITRK - Cerillion $CER - Relx $RELX - Experian $EXPN - Sage $SGE - Judges Scientific $JDG - Greggs $GRG - London Stock Exchange $LSEG - Unilever $ULVR - YouGov $YOU - Rightmove $RMV - Auto Trader $AUTO - Croda International $CRDA - Diageo $DGE - Clarkson $CKN - AstraZeneca $AZN - Dominos Pizza Group $DOM - Spirax Sarco $SPX https://twitter.com/i/web/status/1922604464373964843 https://twitter.com/i/web/status/1922604464373964843"  
[X Link](https://x.com/LionCubsFund/status/1922604464373964843)  2025-05-14T10:46Z [----] followers, 12.8K engagements


"My portfolio top-10 as of today: - Momentum Group $MMGR - 7.81% - TerraVest Industries $TVK - 7.37% - Lifco $LIFCO - 6.60% - Topicus $TOI - 6.43% - Lumine Group $LMN - 6.13% - Judges Scientific $JDG - 5.62% - Lagerkrantz $LAGR - 5.55% - ChemoMetec $CHEMM - 5.05% - AddTech $ADDT - 4.95% - Invisio $IVSO - 4.76% - Cerillion $CER - 4.69% Roughly 60% of total assets. Would you change any of these https://twitter.com/i/web/status/1928720569903767877 https://twitter.com/i/web/status/1928720569903767877"  
[X Link](https://x.com/anyuser/status/1928720569903767877)  2025-05-31T07:49Z [----] followers, 17.6K engagements


"These are the insider buys and sells for AddTech. The banter in the office must be mint $ADDT"  
[X Link](https://x.com/LionCubsFund/status/1934285575668002817)  2025-06-15T16:23Z [----] followers, [----] engagements


"@ZiaYusufUK If you can afford to spend your benefits on leasing a brand new BMW including on the deposit then you dont need your benefits and they should be withdrawn. Most working people cant afford to lease brand new BMWs. Welfare state should be a safety net nothing more"  
[X Link](https://x.com/LionCubsFund/status/1940077209462743144)  2025-07-01T15:57Z [----] followers, 44.7K engagements


"20% of all new cars sold are due to the motorbility scheme. This is a fact. This is unsustainable unnecessary and unaffordable for the taxpayer. Nobody NEEDS a brand new BMW. It is a luxury car. Anybody who can afford to spend their benefits on leasing a brand new BMW should have their benefits stopped. Most taxpayers cant afford to lease a brand new car every [--] years"  
[X Link](https://x.com/LionCubsFund/status/1940262740746018889)  2025-07-02T04:14Z [----] followers, 14.6K engagements


"Rachel Reeves had an impossible job. The Tories failed through mistakes you would normally associate with a left-wing Labour government: - Record high taxes - Wasteful public spending - Open borders - Lost control of law and order The answer to these problems was never going to be a Labour government. 🥀"  
[X Link](https://x.com/LionCubsFund/status/1940407433848885653)  2025-07-02T13:49Z [----] followers, 13.9K engagements


"@andrew_lilico Precisely right. The Tories failed for mistakes usually associated with a left-wing Labour Party: - Too high tax - Too much spending - Too much immigration - Too much crime - Too much debt Labour was never the answer to these problems and we are seeing that now"  
[X Link](https://x.com/LionCubsFund/status/1941083451249275059)  2025-07-04T10:35Z [----] followers, [----] engagements


"@ProfBrianCox rather than make cheap jokes it would be interesting to hear your actual counter argument to net zero being unaffordable in its current guise and whether it is worth bankrupting Uk industry and people for a unilateral target which wont make any difference to the global temperature anyway. And also whether these massive subsidies offer value for money for the British taxpayer"  
[X Link](https://x.com/LionCubsFund/status/1945583407075135745)  2025-07-16T20:36Z [----] followers, [----] engagements


"@SkyNews Of course they should. This isnt controversial. Capitalism REQUIRES failing businesses to go bust. Bail outs are an abomination and unbalance the system"  
[X Link](https://x.com/LionCubsFund/status/1947038184023691749)  2025-07-20T20:57Z [----] followers, [----] engagements


"@NJ_Timothy What an absolutely disgraceful waste of taxpayers money"  
[X Link](https://x.com/LionCubsFund/status/1949887256795513326)  2025-07-28T17:38Z [----] followers, [----] engagements


"@donmcgowan 36% is still remarkably high. What is the lefts response to this"  
[X Link](https://x.com/LionCubsFund/status/1950151261522633141)  2025-07-29T11:07Z [----] followers, [----] engagements


"@DailyMail Surely there would be CCTV of that part of the station which would shed light on the truth of events"  
[X Link](https://x.com/LionCubsFund/status/1950170534798410225)  2025-07-29T12:24Z [----] followers, [----] engagements


"@owenjonesjourno Never thought Id say this but I actually agree with Owen Jones"  
[X Link](https://x.com/LionCubsFund/status/1950187990778589187)  2025-07-29T13:33Z [----] followers, 11.9K engagements


"@BBCNewsnight Alongside Farage Zia is the most important politician of the current generation"  
[X Link](https://x.com/LionCubsFund/status/1950433134413033903)  2025-07-30T05:47Z [----] followers, 12.1K engagements


"@ZackPolanski @JeremyVineOn5 The is a weak response Zack. The huge rise in the numbers of claimants in this country are not supported by any plausible medical explanation. People are obviously on the take because work doesnt pay"  
[X Link](https://x.com/LionCubsFund/status/1955598953057329344)  2025-08-13T11:54Z [----] followers, [----] engagements


"You are the one being disingenuous Gavin. You know full well Connolly was denied bail and bullied into pleading guilty while Jones wasnt and had his trial delayed. Why the difference The majority now accept two tier justice is a sad reality and want it to change. The long-term consequences of two-tier justice will turn out to be disastrous"  
[X Link](https://x.com/LionCubsFund/status/1956583301415661663)  2025-08-16T05:06Z [----] followers, [----] 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. https://twitter.com/i/web/status/1980287138144174233 https://twitter.com/i/web/status/1980287138144174233"  
[X Link](https://x.com/LionCubsFund/status/1980287138144174233)  2025-10-20T14:57Z [----] followers, 10.2K engagements


"@big_manniex $MMGR is high-quality but has also become a reasonable price lately. Superb scalable strategy excellent leadership niche markets with huge runways. Tiny market cap that could become a 100-bagger over the next 15-20 years"  
[X Link](https://x.com/LionCubsFund/status/2018019135439966670)  2026-02-01T17:50Z [----] followers, [--] engagements


"Remy Cointreau now selling for the same price it was at the March [----] Covid lows. Looks a buying opportunity to me. $RCO.PA"  
[X Link](https://x.com/LionCubsFund/status/1745502816326627529)  2024-01-11T17:47Z [----] followers, [----] engagements


"This $RCO.PA @LionCubsFund @rjs899 Cognac is higher longevity than tech. There is so much cash in inventory (and it is high cash conversion inventory). The business is a an unique type of asset. @LionCubsFund @rjs899 Cognac is higher longevity than tech. There is so much cash in inventory (and it is high cash conversion inventory). The business is a an unique type of asset"  
[X Link](https://x.com/LionCubsFund/status/1745733476219838819)  2024-01-12T09:04Z [----] followers, [----] engagements


"Here are some high-quality small/mid-caps I am researching at the moment: - Europris - Clarkson - New Wave - Universal Forest Products - Esker - Elmos Semiconductor - Catalyst Pharmaceuticals - Dominos Pizza - Fabasoft - Sectra - XPel - Pro Medicus"  
[X Link](https://x.com/LionCubsFund/status/1768211478274863605)  2024-03-14T09:44Z [----] followers, [----] engagements


"Some potentially high-quality small/mid-caps I am currently researching: Greggs Catalyst Pharmaceuticals Nemetschek Sesa Games Workshop CorVel Vitec Software Wingstop Wavestone AG Barr Medistim Universal Forestry Products"  
[X Link](https://x.com/LionCubsFund/status/1729177343460343930)  2023-11-27T16:36Z [----] followers, 10.2K engagements


"A market-cap of roughly $500m/392m is seen as the sweet-spot for multi-baggers. - Terravest 463m - Lime Technologies 313m - Amadeus Fire 552m - cBrain 481m - Cerillion 473m - Medistim 305m - Infotel 291m - Teqnion 330m Small - but not too small. 🎯"  
[X Link](https://x.com/LionCubsFund/status/1743618200716058743)  2024-01-06T12:59Z [----] followers, 25.1K engagements


"The bombed-out UK market is tipped to outperform over the next [--] years. Heres some quality small-caps that could stage a rebound: - Kainos - Tatton Asset Mgmt - James Halstead - Keystone Law - Calnex Solutions - SDI Group - Focusrite Do you hold any of these"  
[X Link](https://x.com/LionCubsFund/status/1747325337803821447)  2024-01-16T18:29Z [----] followers, [----] engagements


"Roughly 10% of my entire net-worth is invested in the healthcare sector mainly medical devices. An aging population high barriers-to-entry high gross margins and high returns on capital - boom or bust people still need healthcare. So here are some of my favourite healthcare small/mid-cap businesses: - ChemoMetec - Revenio - Sectra - Pro Medicus - Catalyst Pharmaceuticals - Laboratorios Farmaceuticos Rovi - CellaVision - Medistim - Fisher & Paykel - MedCap - MedPace"  
[X Link](https://x.com/LionCubsFund/status/1756960084821778707)  2024-02-12T08:35Z [----] followers, 13.6K engagements


"If you had to invest you and your familys entire net worth in a single stock for the rest of your lives what would it be and why Mine would be Lifco. A high-quality serial acquirer with a winning strategy that can run and run"  
[X Link](https://x.com/LionCubsFund/status/1763988984512839906)  2024-03-02T18:05Z [----] followers, [----] engagements


"If you are interested in Nordic Serial Acquirers (and you should be) I recommend checking out REQ Capitals deep dive on the sector below. Also pictured is a list of the Nordic Acquirers REQ tracked along with their 20-year performance (19.4% CAGR): https://req.no/wp-content/uploads/2023/12/REQ-Deep-Dive-Acquisition-driven-Compounders-December-2023.pdf https://req.no/wp-content/uploads/2023/12/REQ-Deep-Dive-Acquisition-driven-Compounders-December-2023.pdf"  
[X Link](https://x.com/LionCubsFund/status/1764245918230958534)  2024-03-03T11:06Z [----] followers, [----] engagements


"Canada has some of the highest quality compounders in the world. - Constellation Software - LuluLemon - Boyd Group - TerraVest - Topicus - Canadian Pacific Railway - Canadian National Railway - Lumine Group - Waste Connections Do you hold any of these"  
[X Link](https://x.com/LionCubsFund/status/1764263985795268795)  2024-03-03T12:18Z [----] followers, [----] engagements


"European IT small-caps vs NASDAQ - [--] yr CAGR. Mensch und Maschine $MUM.DE - 28.7% Bouvet $BOUV.OL - 26.9% Sesa $SES.IT - 25.1% Softcat $SCT.L - 21.6% Wavestone $WAVE.PA - 21.3% Kainos $KNOS.L - 20.9% Nasdaq $QQQ - 18.6% Picks shovels and consultants"  
[X Link](https://x.com/LionCubsFund/status/1771924360187510828)  2024-03-24T15:37Z [----] followers, 13.2K engagements


"@ringogrumio @KemiBadenoch Badenoch is leader of the opposition and it is her job to hold the government to account. I feel sorry for Reeves but shes made a lot of mistakes as have the Labour Party and they now need to account for them. Today was Kemis best day so far"  
[X Link](https://x.com/LionCubsFund/status/1940480370602135694)  2025-07-02T18:39Z [----] followers, [----] engagements


"France is a safe country. Nobody from France is in dire need of coming to the UK. The UK is nowhere near the countries the asylum seekers are coming from their reasons for choosing the UK are discretionary. This is not sustainable economically or culturally and is a national security disaster waiting to happen"  
[X Link](https://x.com/LionCubsFund/status/1943544404167344159)  2025-07-11T05:34Z [----] followers, [----] engagements


"@CDP1882 Does anybody even on the far-left fringes of Labour or the Green Party think this is a good idea This should be front page news on every paper"  
[X Link](https://x.com/LionCubsFund/status/1944337042999071082)  2025-07-13T10:04Z [----] followers, [----] engagements


"Decisions like this are why our economy is collapsing and we cant build anything. What an appalling capitulation to the vegetable lobby from this spineless Labour government. I say fuck the bats. If you are going to drain the swamp you dont consult the frogs. Build baby build"  
[X Link](https://x.com/LionCubsFund/status/1946112180887150607)  2025-07-18T07:37Z [----] followers, [----] engagements


"@afneil This country doesnt need a Trump it needs a Milei. Any politician which refuses to dramatically cut the size of the state is not serious. And so far no politicians have set out clear plans of what would be cut"  
[X Link](https://x.com/LionCubsFund/status/1947565391720444229)  2025-07-22T07:52Z [----] followers, [----] engagements


"@jeremycorbyn Reforms odds of gaining a majority at the next GE now massively shortened. Well done Jezza"  
[X Link](https://x.com/LionCubsFund/status/1948346840736219418)  2025-07-24T11:37Z [----] followers, 17.1K engagements


"Difference is Farage champions wealth creation and wants lower taxes as he should do. Rayner and her supporters hate capitalism hate success and want to confiscate peoples hard earned savings and give them to the feckless. She champions this with a straight face knowing she is buying an 800k THIRD home. What shameless hypocrisy"  
[X Link](https://x.com/LionCubsFund/status/1959668232404574558)  2025-08-24T17:24Z [----] followers, [----] engagements


"@AlisonA70131826 If you actually read what that text says it verifies the majority of Rylans comments as correct"  
[X Link](https://x.com/LionCubsFund/status/1961682001003491505)  2025-08-30T06:46Z [----] followers, [----] 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 [----] followers, [----] engagements

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