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# ![@MichaelGielkens Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1322346961563955201.png) @MichaelGielkens Michael Gielkens

Michael Gielkens posts on X about $csuto, acquisition, $csu, $lifcobst the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1322346961563955201/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1322346961563955201/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXXX +13%
- X Months XXXXXXX +76%
- X Year XXXXXXXXX +4.20%

### Mentions: XX [#](/creator/twitter::1322346961563955201/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1322346961563955201/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX -XX%
- X Months XXX +13%
- X Year XXX +26%

### Followers: XXXXX [#](/creator/twitter::1322346961563955201/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1322346961563955201/c:line/m:followers.svg)

- X Week XXXXX +0.69%
- X Month XXXXX +3%
- X Months XXXXX +21%
- X Year XXXXX +41%

### CreatorRank: XXXXXXX [#](/creator/twitter::1322346961563955201/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1322346961563955201/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1322346961563955201/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXX% [countries](/list/countries)  XXX% [cryptocurrencies](/list/cryptocurrencies)  XXX%

**Social topic influence**
[$csuto](/topic/$csuto) #4, [acquisition](/topic/acquisition) #1717, [$csu](/topic/$csu) #2, [$lifcobst](/topic/$lifcobst) #10, [positions](/topic/positions) 0.8%, [$toiv](/topic/$toiv) #10, [$acpwa](/topic/$acpwa) #4, [private equity](/topic/private-equity) #253, [miller](/topic/miller) #1089, [$orcl](/topic/$orcl) #252

**Top accounts mentioned or mentioned by**
[@arneulland](/creator/undefined) [@comptortoise](/creator/undefined) [@arnodecouttere](/creator/undefined) [@abroninvestor](/creator/undefined) [@castrobeiras](/creator/undefined) [@leolilja](/creator/undefined) [@massivemoats](/creator/undefined) [@east72dynasty](/creator/undefined) [@dutchinvestors](/creator/undefined) [@qcompounding](/creator/undefined) [@cj0pp3l](/creator/undefined) [@lioncubsfund](/creator/undefined) [@brownmarubozu](/creator/undefined) [@olensrud](/creator/undefined) [@ohcapideas](/creator/undefined) [@onebeggar](/creator/undefined) [@sidecarcap](/creator/undefined) [@ernestwongbwm](/creator/undefined) [@fromvalue](/creator/undefined) [@rowannijboer](/creator/undefined)

**Top assets mentioned**
[Oracle Corporation (ORCL)](/topic/$orcl) [Workday Inc (WDAY)](/topic/$wday) [Cream (CRM)](/topic/$crm) [SAP SE (SAP)](/topic/$sap) [Heima (HEI)](/topic/$hei) [HEICO CORP CL A (HEI.A)](/topic/$heia) [Markel, Corp. (MKL)](/topic/$mkl) [Brookfield Corporation (BN)](/topic/$bn) [Brookfield Asset Management Inc (BAM)](/topic/$bam)
### Top Social Posts [#](/creator/twitter::1322346961563955201/posts)
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Top posts by engagements in the last XX hours

"Core of the problem right there. $CDI.PA $MC.PA"  
[X Link](https://x.com/MichaelGielkens/status/1949566635737829818) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-07-27T20:24Z 4787 followers, 1600 engagements


"$INVEB.ST $LIFCOB.ST $ADDTB.ST $INDT.ST"  
[X Link](https://x.com/MichaelGielkens/status/1963398943481745559) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-09-04T00:29Z 4873 followers, 1584 engagements


"Interesting. Though Lifco's Per Waldemarson literally told me they're indifferent whether management is retained after an acquisition because they buy strong companies with good positions in niches and have a deep bench of talent within the firm. Of course it's a great thing if the manager (especially the founder) remains on board to run the company under the umbrella of the serial acquirer. $LIFCOB.ST"  
[X Link](https://x.com/MichaelGielkens/status/1966661804953850295) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-09-13T00:34Z 4794 followers, 9291 engagements


"Here's a report of our meeting with $LIFCOB.ST CEO Per Waldemarson on our website (in English 😉):"  
[X Link](https://x.com/MichaelGielkens/status/1966700628727550397) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-09-13T03:09Z 4861 followers, 2911 engagements


"About XX years after the infamous Muddy Waters report. The discount is still high though. Graduating from deep value to a fundamental quality focus was an important step in further optimizing our returns I'll leave it at that"  
[X Link](https://x.com/MichaelGielkens/status/1969156075401130287) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-09-19T21:46Z 4873 followers, 2602 engagements


"European vertical market software companies have a moat on top of their software being able to navigate the regulatory landscape. Seems to me that serial acquirers like Constellation Software Topicus Chapters Group and Asseco Poland are positioned well to benefit from this rollup opportunity. $CSU.TO $TOI.V $CHG.DE $ACP.WA"  
[X Link](https://x.com/MichaelGielkens/status/1970016216858193972) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-09-22T06:44Z 4789 followers, 42.2K engagements


"Some thoughts after the news broke that Leonard had to step back due to health reasons. First of all wishing him a full recovery of course. While he has been instrumental for Constellation Software as its founder and president he has also built a resilient organization with a lot of talented individuals. Mark Miller and Bernie Anzarouth in particular have been there since the early days so top management seems well-positioned. Importantly pushing responsibility deep down into the organization with one of the best decentralized structures the world has ever seen ensures that $CSU.TO will keep"  
[X Link](https://x.com/MichaelGielkens/status/1971462338399121410) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-09-26T06:30Z 4864 followers, 10.4K engagements


"Here's our perspective on this weeks developments at Constellation Software $CSU.TO. A leadership transition is significant but what does it mean for the company's strategy and capital allocation We dive into the details in our latest newsletter. Subscribe to get our weekly analysis delivered directly to your inbox Special thanks to my colleague @joepify for his excellent work on the analysis and to @michel_salden for his always thought-provoking macro insights. Find our full take in this week's newsletter (Link below)👇 Key takeaways: X AI Strategy: Constellations approach to AI is pragmatic"  
[X Link](https://x.com/MichaelGielkens/status/1972065065106133442) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-09-27T22:25Z 4853 followers, 15.8K engagements


"Excellent thread. While Vista is undoubtedly talking their book they've got significant skin in the game and one of the best data sets to draw conclusions from. Relevant for $CSU.TO $TOI.V $LMN.V $ACP.WA $SGN.WA"  
[X Link](https://x.com/MichaelGielkens/status/1972098778867159353) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-09-28T00:39Z 4785 followers, 8992 engagements


"AI Bubble And $CSU.TO And a happy birthday to Kris"  
[X Link](https://x.com/MichaelGielkens/status/1972569513930694933) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-09-29T07:49Z 4804 followers, 11.1K engagements


"A legend indeed. The legacy will live on with Eric and Victor at the helm. $HEI $HEI.A"  
[X Link](https://x.com/MichaelGielkens/status/1972729971643998645) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-09-29T18:27Z 4817 followers, 3712 engagements


"Kind of poetic that the next acquisition comes from Miller's Volaris. $CSU.TO"  
[X Link](https://x.com/MichaelGielkens/status/1973131085132472676) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-09-30T21:01Z 4805 followers, 2827 engagements


"Food for thought on $CSU.TO"  
[X Link](https://x.com/MichaelGielkens/status/1973132811466055778) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-09-30T21:08Z 4804 followers, 2567 engagements


"$CSU.TO Another one by Volaris"  
[X Link](https://x.com/MichaelGielkens/status/1973459520304369893) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-10-01T18:46Z 4804 followers, 3254 engagements


"Another CSU insider buying about CAD XX million in the open market. $CSU.TO"  
[X Link](https://x.com/MichaelGielkens/status/1973759900489760877) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-10-02T14:40Z 4831 followers, 19K engagements


"Anyone with access to the full article $MKL"  
[X Link](https://x.com/MichaelGielkens/status/1974901024822636908) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-10-05T18:14Z 4860 followers, 3435 engagements


"Just found the GOAT in the zoo with a beard 😆 $CSU.TO"  
[X Link](https://x.com/MichaelGielkens/status/1975160830137098729) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-10-06T11:26Z 4805 followers, 2840 engagements


"@ArenaManCapital @GlobalStockPick As you might already know for Lifco it's not the dental division that moved the needle. This was their original activity and they broadened their focus"  
[X Link](https://x.com/MichaelGielkens/status/1979826063040823472) [@MichaelGielkens](/creator/x/MichaelGielkens) 2025-10-19T08:24Z 4875 followers, XXX engagements