[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.] #  @MichaelGielkens Michael Gielkens Michael Gielkens posts on X about $csuto, constellation, $lifcobst, $toiv the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1322346961563955201/interactions)  - X Week XXXXX -XX% - X Month XXXXXX -XX% - X Months XXXXXXX +42% - X Year XXXXXXXXX +58% ### Mentions: XX [#](/creator/twitter::1322346961563955201/posts_active)  - X Month XX -XX% - X Months XXX +45% - X Year XXX +67% ### Followers: XXXXX [#](/creator/twitter::1322346961563955201/followers)  - X Week XXXXX +0.79% - X Month XXXXX +2.20% - X Months XXXXX +20% - X Year XXXXX +54% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1322346961563955201/influencer_rank)  ### Social Influence [#](/creator/twitter::1322346961563955201/influence) --- **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [travel destinations](/list/travel-destinations) [luxury brands](/list/luxury-brands) [fashion brands](/list/fashion-brands) [countries](/list/countries) **Social topic influence** [$csuto](/topic/$csuto), [constellation](/topic/constellation), [$lifcobst](/topic/$lifcobst), [$toiv](/topic/$toiv), [$sofbr](/topic/$sofbr), [$csu](/topic/$csu), [$invebst](/topic/$invebst), [ab](/topic/ab), [$cdipa](/topic/$cdipa), [$mcpa](/topic/$mcpa) **Top assets mentioned** [Brookfield Corporation (BN)](/topic/$bn) [Markel, Corp. (MKL)](/topic/$mkl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Danaher Corporation (DHR)](/topic/$dhr) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Neurobro (BRO)](/topic/$bro) [Heima (HEI)](/topic/$hei) [HEICO CORP CL A (HEI.A)](/topic/$heia) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [EQT, Corp. (EQT)](/topic/$eqt) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Brookfield Asset Management Inc (BAM)](/topic/$bam) ### Top Social Posts [#](/creator/twitter::1322346961563955201/posts) --- Top posts by engagements in the last XX hours "@PulsionDe @arnodecouttere I like both but Lagercrantz seems to have a bit more key man risk. AddTech has a more decentralized organization which seems to be ready to scale more. Might be a wrong observation but I see both doing quite well"  [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1935708498836496390) 2025-06-19 14:37:24 UTC 4067 followers, XXX engagements "Sofina in the market to sell their second largest holding to private equity. Would provide them with a significant war chest when private markets seem to be at an attractive time to deploy capital countercyclically. $SOF.BR"  [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1935071710258020641) 2025-06-17 20:27:02 UTC 4074 followers, 1312 engagements "Don't forget the decade-old "it's too expensive" $CSU.TO"  [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1946284905492840901) 2025-07-18 19:04:16 UTC 4073 followers, 2184 engagements "@ArneUlland Small position currently but indeed not doubling down just yet"  [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1944665544910626944) 2025-07-14 07:49:30 UTC 4073 followers, 1360 engagements "1 billion buyback from LVMH $MC.PA $CDI.PA"  [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1891601875616592160) 2025-02-17 21:33:26 UTC 4074 followers, 2483 engagements "Good criteria to keep in mind while assessing serial acquirers. $CSU.TO $LIFCO.ST $LIFCOB.ST $JDG.L $INDT.ST $TOI.V"  [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1815099131116875932) 2024-07-21 18:58:50 UTC 4067 followers, 2380 engagements "$CSU.TO The "wall of worry" exists for individual stocks just like for Mr. Market himself. Knowing there are capable operators with skin in the game surely helps to have and keep conviction. Aptly named sidecar investing 💰"  [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1945973570791682156) 2025-07-17 22:27:08 UTC 4075 followers, 5849 engagements "@Invesquotes $MTRS.AB is owned by the Wallenbergs. Sister company of Investor AB $INVEA.ST $INVEB.ST"  [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1940940045231223119) 2025-07-04 01:05:42 UTC 4071 followers, 1124 engagements "@Quality_stocksA $CSU.TO $TOI.V $INVEB.ST $BN or $KKR $SOF.BR"  [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1888311409844638008) 2025-02-08 19:38:17 UTC 4067 followers, 1373 engagements "Finished the Stockholm trip with a meeting with Per Waldemarson. Candid discussion on the future of Lifco and the standards that they set. $LIFCO.ST $LIFCOB.ST If anything the significant amount of relatively new Swedish serial acquirers strengthened my view that one will do very well with just the larger established players. With so many other things happening in serial acquirer and holdco land I'll probably spread some of my XX pages of notes out over a couple of newsletters. Most will be for internal use but several tidbits offer interesting insights I'd like to share"  [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1902432524367728793) 2025-03-19 18:50:33 UTC 4075 followers, 3965 engagements "The weekly newsletter is live again Companies discussed: $BN $BRO $CSU.TO $DHR $HEI $HEI.A $INDT.ST $INVEA.ST $INVEB.ST $LIFCOB.ST $MKL $SOF.BR and $TOI.V - Our view on Danaher following the recent drop - The topic of NAV growth versus the level of NAV discount at Investor AB - The welcome surprise about the insurance review at Markel - The stellar year at Topicus which has deployed more capital in 2025 than all past X years combined. Special shoutout to @olensrud and @CJ0pp3l"  [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1888314183101608393) 2025-02-08 19:49:19 UTC 4074 followers, 9245 engagements "Many thanks @massivemoats Right back at you great analysis of 3i Group $III.L"  [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1941868281717018855) 2025-07-06 14:34:11 UTC 4070 followers, 1470 engagements "Weekly newsletter time :) Aalberts $AALB.AS Berkshire Hathaway $BRK.A $BRK.B Christian Dior $CDI.PA $MC.PA Constellation Software $CSU $CSU.TO Danaher $DHR Indutrade $INDT.ST Markel $MKL and Sofina $SOF.BR Text is in Dutch translation in other languages available via the desktop version"  [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1746316270646042773) 2024-01-13 23:40:18 UTC 4064 followers, 6452 engagements "Excellent podcast on $EQT.ST. Undervalued and growing faster interesting setup for their largest shareholder and co-founder Investor AB as well $INVEA.ST $INVEB.ST"  [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1940017044063207560) 2025-07-01 11:58:01 UTC 4073 followers, 2735 engagements "Both Indutrade and Lifco with strong results this morning. Construction finally stable and even increasing at Lifco. Strong operational development at both companies 💪 $LIFCOB.ST $INDT.ST"  [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1915649437101101224) 2025-04-25 06:09:51 UTC 4074 followers, 2879 engagements "@Stijn22846075 @SimeonResearch_ Lifco no contest $LIFCOB.ST"  [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1942954071830282376) 2025-07-09 14:28:43 UTC 4069 followers, XXX engagements "@olensrud @yetundiscovered Good summary on the podcast @yetundiscovered. Which tool did you use to generate it Very high quality"  [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1948284127129608350) 2025-07-24 07:28:27 UTC 4075 followers, XXX engagements "@arnodecouttere Investor AB Lifco en AddTech"  [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1935595421931368847) 2025-06-19 07:08:04 UTC 4067 followers, XXX engagements "Price drops on earnings and the CEO is buying. $LIFCOB.ST"  [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1944926412818760090) 2025-07-15 01:06:06 UTC 4073 followers, XXX engagements "Weekly newsletter for clients (in Dutch translation button on the top right) on the importance of ROIC for returns Buffett on the Fitch downgrade $BN $CSU.TO $MKL (+ SOPT NAV) $AALB.AS $PRX.AS $PROSY $SOF.BR and $RIGD.LN"  [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1687613052076625920) 2023-08-04 23:54:40 UTC 4073 followers, 6275 engagements "News from Belgium @tijd on the $TOI.V $CSU.TO acquisition of Cipal Schaubroeck. --- 🧩 Strategic Acquisition Cipal Schaubroeck a dominant IT provider for over two-thirds of Flemish municipalities was acquired by Total Specific Solutions (TSS) a Dutch subsidiary of Constellation Software for an estimated 200+ million representing 10x EBITDA. The acquisition gives Constellation Software and Topicus a quasi-monopoly position in public sector IT in Flandersspecifically in municipal administration systems (finance HR citizen services). Through Cipals partnerships and own IP this acquisition"  [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1933823157195948185) 2025-06-14 09:45:44 UTC 4073 followers, 14.2K engagements "Just published the first weekly newsletter of 2024 Constellation Software $CSU.TO Christian Dior/LVMH $MC.PA $CDI.PA Prosus $PRX.AS $PROSY Brookfield $BN $BAM MBB $MBB.DE Reliance Industries $RIGD.UK and Sofina $SOF.BR Deep dive on the Degroof Petercam holding conference presentation of Sofina and some of the gems in their portfolio. (newsletter translated from Dutch by Google Translate)"  [@MichaelGielkens](/creator/x/MichaelGielkens) on [X](/post/tweet/1743371222778351648) 2024-01-05 20:37:44 UTC 4073 followers, 9428 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.]
@MichaelGielkens Michael Gielkens
Michael Gielkens posts on X about $csuto, constellation, $lifcobst, $toiv the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +42%
- X Year XXXXXXXXX +58%
Mentions: XX #
- X Month XX -XX%
- X Months XXX +45%
- X Year XXX +67%
Followers: XXXXX #
- X Week XXXXX +0.79%
- X Month XXXXX +2.20%
- X Months XXXXX +20%
- X Year XXXXX +54%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance stocks technology brands cryptocurrencies travel destinations luxury brands fashion brands countries
Social topic influence $csuto, constellation, $lifcobst, $toiv, $sofbr, $csu, $invebst, ab, $cdipa, $mcpa
Top assets mentioned Brookfield Corporation (BN) Markel, Corp. (MKL) Alphabet Inc Class A (GOOGL) Danaher Corporation (DHR) KKR & Co, Inc. (KKR) Neurobro (BRO) Heima (HEI) HEICO CORP CL A (HEI.A) Berkshire Hathaway Inc. (BRK.A) Berkshire Hathaway Inc Class B (BRK.B) EQT, Corp. (EQT) Uber Technologies, Inc. (UBER) Brookfield Asset Management Inc (BAM)
Top Social Posts #
Top posts by engagements in the last XX hours
"@PulsionDe @arnodecouttere I like both but Lagercrantz seems to have a bit more key man risk. AddTech has a more decentralized organization which seems to be ready to scale more. Might be a wrong observation but I see both doing quite well"
@MichaelGielkens on X 2025-06-19 14:37:24 UTC 4067 followers, XXX engagements
"Sofina in the market to sell their second largest holding to private equity. Would provide them with a significant war chest when private markets seem to be at an attractive time to deploy capital countercyclically. $SOF.BR" @MichaelGielkens on X 2025-06-17 20:27:02 UTC 4074 followers, 1312 engagements
"Don't forget the decade-old "it's too expensive" $CSU.TO" @MichaelGielkens on X 2025-07-18 19:04:16 UTC 4073 followers, 2184 engagements
"@ArneUlland Small position currently but indeed not doubling down just yet" @MichaelGielkens on X 2025-07-14 07:49:30 UTC 4073 followers, 1360 engagements
"1 billion buyback from LVMH $MC.PA $CDI.PA" @MichaelGielkens on X 2025-02-17 21:33:26 UTC 4074 followers, 2483 engagements
"Good criteria to keep in mind while assessing serial acquirers. $CSU.TO $LIFCO.ST $LIFCOB.ST $JDG.L $INDT.ST $TOI.V" @MichaelGielkens on X 2024-07-21 18:58:50 UTC 4067 followers, 2380 engagements
"$CSU.TO The "wall of worry" exists for individual stocks just like for Mr. Market himself. Knowing there are capable operators with skin in the game surely helps to have and keep conviction. Aptly named sidecar investing 💰" @MichaelGielkens on X 2025-07-17 22:27:08 UTC 4075 followers, 5849 engagements
"@Invesquotes $MTRS.AB is owned by the Wallenbergs. Sister company of Investor AB $INVEA.ST $INVEB.ST" @MichaelGielkens on X 2025-07-04 01:05:42 UTC 4071 followers, 1124 engagements
"@Quality_stocksA $CSU.TO $TOI.V $INVEB.ST $BN or $KKR $SOF.BR" @MichaelGielkens on X 2025-02-08 19:38:17 UTC 4067 followers, 1373 engagements
"Finished the Stockholm trip with a meeting with Per Waldemarson. Candid discussion on the future of Lifco and the standards that they set. $LIFCO.ST $LIFCOB.ST If anything the significant amount of relatively new Swedish serial acquirers strengthened my view that one will do very well with just the larger established players. With so many other things happening in serial acquirer and holdco land I'll probably spread some of my XX pages of notes out over a couple of newsletters. Most will be for internal use but several tidbits offer interesting insights I'd like to share" @MichaelGielkens on X 2025-03-19 18:50:33 UTC 4075 followers, 3965 engagements
"The weekly newsletter is live again Companies discussed: $BN $BRO $CSU.TO $DHR $HEI $HEI.A $INDT.ST $INVEA.ST $INVEB.ST $LIFCOB.ST $MKL $SOF.BR and $TOI.V - Our view on Danaher following the recent drop - The topic of NAV growth versus the level of NAV discount at Investor AB - The welcome surprise about the insurance review at Markel - The stellar year at Topicus which has deployed more capital in 2025 than all past X years combined. Special shoutout to @olensrud and @CJ0pp3l" @MichaelGielkens on X 2025-02-08 19:49:19 UTC 4074 followers, 9245 engagements
"Many thanks @massivemoats Right back at you great analysis of 3i Group $III.L" @MichaelGielkens on X 2025-07-06 14:34:11 UTC 4070 followers, 1470 engagements
"Weekly newsletter time :) Aalberts $AALB.AS Berkshire Hathaway $BRK.A $BRK.B Christian Dior $CDI.PA $MC.PA Constellation Software $CSU $CSU.TO Danaher $DHR Indutrade $INDT.ST Markel $MKL and Sofina $SOF.BR Text is in Dutch translation in other languages available via the desktop version" @MichaelGielkens on X 2024-01-13 23:40:18 UTC 4064 followers, 6452 engagements
"Excellent podcast on $EQT.ST. Undervalued and growing faster interesting setup for their largest shareholder and co-founder Investor AB as well $INVEA.ST $INVEB.ST" @MichaelGielkens on X 2025-07-01 11:58:01 UTC 4073 followers, 2735 engagements
"Both Indutrade and Lifco with strong results this morning. Construction finally stable and even increasing at Lifco. Strong operational development at both companies 💪 $LIFCOB.ST $INDT.ST" @MichaelGielkens on X 2025-04-25 06:09:51 UTC 4074 followers, 2879 engagements
"@Stijn22846075 @SimeonResearch_ Lifco no contest $LIFCOB.ST" @MichaelGielkens on X 2025-07-09 14:28:43 UTC 4069 followers, XXX engagements
"@olensrud @yetundiscovered Good summary on the podcast @yetundiscovered. Which tool did you use to generate it Very high quality" @MichaelGielkens on X 2025-07-24 07:28:27 UTC 4075 followers, XXX engagements
"@arnodecouttere Investor AB Lifco en AddTech" @MichaelGielkens on X 2025-06-19 07:08:04 UTC 4067 followers, XXX engagements
"Price drops on earnings and the CEO is buying. $LIFCOB.ST" @MichaelGielkens on X 2025-07-15 01:06:06 UTC 4073 followers, XXX engagements
"Weekly newsletter for clients (in Dutch translation button on the top right) on the importance of ROIC for returns Buffett on the Fitch downgrade $BN $CSU.TO $MKL (+ SOPT NAV) $AALB.AS $PRX.AS $PROSY $SOF.BR and $RIGD.LN" @MichaelGielkens on X 2023-08-04 23:54:40 UTC 4073 followers, 6275 engagements
"News from Belgium @tijd on the $TOI.V $CSU.TO acquisition of Cipal Schaubroeck. --- 🧩 Strategic Acquisition Cipal Schaubroeck a dominant IT provider for over two-thirds of Flemish municipalities was acquired by Total Specific Solutions (TSS) a Dutch subsidiary of Constellation Software for an estimated 200+ million representing 10x EBITDA. The acquisition gives Constellation Software and Topicus a quasi-monopoly position in public sector IT in Flandersspecifically in municipal administration systems (finance HR citizen services). Through Cipals partnerships and own IP this acquisition" @MichaelGielkens on X 2025-06-14 09:45:44 UTC 4073 followers, 14.2K engagements
"Just published the first weekly newsletter of 2024 Constellation Software $CSU.TO Christian Dior/LVMH $MC.PA $CDI.PA Prosus $PRX.AS $PROSY Brookfield $BN $BAM MBB $MBB.DE Reliance Industries $RIGD.UK and Sofina $SOF.BR Deep dive on the Degroof Petercam holding conference presentation of Sofina and some of the gems in their portfolio. (newsletter translated from Dutch by Google Translate)" @MichaelGielkens on X 2024-01-05 20:37:44 UTC 4073 followers, 9428 engagements