# ![@Sempiterno_Inv Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1638203159209189378.png) @Sempiterno_Inv Aitor-Sempiterno Investments

Aitor-Sempiterno Investments posts on X about in the, if you, $de, $amzn the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1638203159209189378/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1638203159209189378/c:line/m:interactions.svg)

- [--] Week [------] +248%
- [--] Month [------] +20%
- [--] Months [-------] +18%
- [--] Year [-------] +213%

### Mentions: [--] [#](/creator/twitter::1638203159209189378/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1638203159209189378/c:line/m:posts_active.svg)

- [--] Week [--] no change
- [--] Month [--] -22%
- [--] Months [---] +34%
- [--] Year [---] +22%

### Followers: [-----] [#](/creator/twitter::1638203159209189378/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1638203159209189378/c:line/m:followers.svg)

- [--] Week [-----] +0.14%
- [--] Month [-----] +1.10%
- [--] Months [-----] +24%
- [--] Year [-----] +99%

### CreatorRank: [-------] [#](/creator/twitter::1638203159209189378/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1638203159209189378/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  33.33% [finance](/list/finance)  22.81% [technology brands](/list/technology-brands)  9.65% [countries](/list/countries)  2.63% [currencies](/list/currencies)  2.63% [financial services](/list/financial-services)  #2397 [gaming](/list/gaming)  1.75% [cryptocurrencies](/list/cryptocurrencies)  1.75% [luxury brands](/list/luxury-brands)  0.88% [fashion brands](/list/fashion-brands)  0.88%

**Social topic influence**
[in the](/topic/in-the) 15.79%, [if you](/topic/if-you) 8.77%, [$de](/topic/$de) 7.02%, [$amzn](/topic/$amzn) 7.02%, [$atco](/topic/$atco) 7.02%, [$bn](/topic/$bn) 6.14%, [$toiv](/topic/$toiv) 6.14%, [business](/topic/business) 6.14%, [strong](/topic/strong) 5.26%, [sobre](/topic/sobre) 5.26%

**Top accounts mentioned or mentioned by**
[@vbatcapital](/creator/undefined) [@accioneafi](/creator/undefined) [@mdbbolsa](/creator/undefined) [@renesellmann](/creator/undefined) [@csunerd](/creator/undefined) [@invesquotes](/creator/undefined) [@bizalmanac](/creator/undefined) [@olensrud](/creator/undefined) [@jrogrow](/creator/undefined) [@arneulland](/creator/undefined) [@epap4](/creator/undefined) [@idresearch](/creator/undefined) [@ismael27x](/creator/undefined) [@finchatio](/creator/undefined) [@investordotdev](/creator/undefined) [@galiciainvestor](/creator/undefined) [@randraluc](/creator/undefined) [@leolilja](/creator/undefined) [@brettgardner10](/creator/undefined) [@hkuppy](/creator/undefined)

**Top assets mentioned**
[Deere & Company (DE)](/topic/$de) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Brookfield Corporation (BN)](/topic/$bn) [Evotec SE (EVO)](/topic/$evo) [Merit Circle (MC)](/topic/$mc) [QXO, Inc. Common Stock (QXO)](/topic/$qxo) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Boston Omaha Corporation (BOC)](/topic/$boc) [aPriori (APR)](/topic/$apr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [General Electric Company (GE)](/topic/$ge) [GE Vernova Inc. (GEV)](/topic/$gev) [Enerplus Corporation (ERF)](/topic/$erf) [Amphenol Corporation (APH)](/topic/$aph) [GFL Environmental Holdings Inc. (GFL)](/topic/$gfl) [Crane Holdings, Co. (CR)](/topic/$cr) [MercadoLibre Inc (MELI)](/topic/$meli) [Arch Capital Group Ltd (ACGL)](/topic/$acgl) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [APi Group Corporation (APG)](/topic/$apg) [Eagle Materials, Inc. (EXP)](/topic/$exp) [Amrize Ltd (AMRZ)](/topic/$amrz) [Vulcan Materials Company (VMC)](/topic/$vmc) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Mastercard, Inc. (MA)](/topic/$ma) [American Express Company (AXP)](/topic/$axp) [Ferguson plc (FERG)](/topic/$ferg) [#MLM (#MLM)](/topic/$mlm) [Republic Services, Inc. (RSG)](/topic/$rsg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Interesting partnership here $QXO $APO"  
[X Link](https://x.com/Sempiterno_Inv/status/2008132664805769389)  2026-01-05T11:05Z [----] followers, [----] engagements


"It's incredible Notebook LM can create presentations like this one. $GOOGL $BN"  
[X Link](https://x.com/Sempiterno_Inv/status/2014051585089773963)  2026-01-21T19:04Z [----] followers, [----] engagements


"Very happy to own a company like $EPI.A thanks to $INVE.B. High quality company who is creating the next step for the mining industry. I own $DE too that will create the same dynamic within agriculture space"  
[X Link](https://x.com/Sempiterno_Inv/status/2015885016224424150)  2026-01-26T20:30Z [----] followers, [----] engagements


"@MDBBolsa No le vendra mal una reestructuracin tipo $GE $CR con spin offs etc"  
[X Link](https://x.com/Sempiterno_Inv/status/2016477992118010268)  2026-01-28T11:46Z [----] followers, [---] engagements


"I started to research $GEV thanks to @JRogrow and the results are just. -Backlog and orders growing faster than ever -Massive margin expansion potential -Visibility to [----] -Improving unit economics -Eventually Wind segment will be sold -Building a high margin service segment"  
[X Link](https://x.com/Sempiterno_Inv/status/2016597232422736369)  2026-01-28T19:40Z [----] followers, [----] engagements


"I believe $ERF results are very good but somehow the stock price closed today at -6%"  
[X Link](https://x.com/Sempiterno_Inv/status/2016984541735379171)  2026-01-29T21:19Z [----] followers, [---] engagements


"$ERF shareholders are in good hands with Gilles Martin running the company (despite in the file mentioned Allen Wells). Capital allocation framework is very clear and flexible under him as a CEO"  
[X Link](https://x.com/Sempiterno_Inv/status/2017267810867491289)  2026-01-30T16:04Z [----] followers, [---] engagements


"Excellent results at first glance from $NTDOY My portfolio is very concentrated on $BN $NTDOY $DE $MELI $AMZN $CSU and $TOI.V and I can't be more happy about that😁"  
[X Link](https://x.com/Sempiterno_Inv/status/2018637970442744249)  2026-02-03T10:49Z [----] followers, [----] engagements


"@ReneSellmann We expect to invest about $200 billion in capital expenditures across Amazon but predominantly in AWS because we have very high demand customers really want AWS for core and AI workloads and we're monetizing capacity as fast as we can install it It sounds like a nice ROIIC"  
[X Link](https://x.com/Sempiterno_Inv/status/2019655385398014235)  2026-02-06T06:12Z [----] followers, [--] engagements


"We expect to invest about $200 billion in capital expenditures across Amazon but predominantly in AWS because we have very high demand customers really want AWS for core and AI workloads and we're monetizing capacity as fast as we can install it. That's wrap everything $AMZN"  
[X Link](https://x.com/Sempiterno_Inv/status/2019659559758151961)  2026-02-06T06:28Z [----] followers, [---] engagements


"Market focused on the capex side $AMZN but the transformation to higher margin revenues is overlooked. -Services revenue -- from being 9% of total revenue in [----] to be 59% in [----]. -3P Seller services AWS Subscription and Advertising growing at least low DD -Improving margins"  
[X Link](https://x.com/Sempiterno_Inv/status/2020950033236148384)  2026-02-09T19:56Z [----] followers, [----] engagements


"I have more names in my mind but Addtech $ADDT.B is incredible. Highly unknown yet between most of the investor circles. If you are interested to know more about the company you can check my last post in the 🟠 platform. What are the best performing stocks that nobody talks about What are the best performing stocks that nobody talks about"  
[X Link](https://x.com/anyuser/status/1918990577846177819)  2025-05-04T11:26Z [----] followers, [----] engagements


"I believe that one way to protect yourself against the crowd is to focus more on the duration of growth than on its pace. Companies such as $ACGL have achieved better results by focusing on the latter"  
[X Link](https://x.com/Sempiterno_Inv/status/2009973383392567354)  2026-01-10T12:59Z [----] followers, [---] engagements


"I don't have a position but $APO looks very good here. Strong origination and credit business that will benefit enormously from aging infrastructure and with an incredible businessman like Marc Rowan"  
[X Link](https://x.com/Sempiterno_Inv/status/2020953000815055294)  2026-02-09T20:08Z [----] followers, [----] engagements


"@VBATCAPITAL Eres accionista Estoy mirndola para escribir sobre ella y wow el management es excelente por lo que llevo visto"  
[X Link](https://x.com/Sempiterno_Inv/status/2021319904587051014)  2026-02-10T20:26Z [----] followers, [---] engagements


"@VBATCAPITAL Me di la misma impresin Empec a mirarla recientemente pero me llam la atencin que cotice tan atractivamente teniendo en cuenta su track record. Quizs soy demasiado novato en este sector pero alguna razn que se me escape para esto"  
[X Link](https://x.com/Sempiterno_Inv/status/2021328621999198222)  2026-02-10T21:01Z [----] followers, [--] engagements


"This is my watchlist sorted by thematic. Electrification: $APH $GEV Aerospace: $FTAI $GE Maintenance: $MAD $APG Materials: $EXP $AMRZ $VMC $MLM Financials: $KNSL $IBKR $V $MA $AXP Capital Allocation: $GOOGL $APO $QXO $FERG $ADDT $LAGR $DPLM $HLMA And $GAW $RMS $ATCO"  
[X Link](https://x.com/Sempiterno_Inv/status/2021300283255493025)  2026-02-10T19:08Z [----] followers, [----] engagements


"Excel warriors will not understand this but Bruce Flatt spot on here $BN I own $NTDOY which started selling cards and I see $CSU family pivoting to another industry somewhere in the mid term. Great people build great companies"  
[X Link](https://x.com/Sempiterno_Inv/status/2022002142656217223)  2026-02-12T17:37Z [----] followers, [----] engagements


"@MDBBolsa Mira $SES.TO 😁 El sector en s es top empresas como $GFL and $RSG"  
[X Link](https://x.com/Sempiterno_Inv/status/2022265674911924276)  2026-02-13T11:04Z [----] followers, [---] engagements


"@ArneUlland $SES.TO $AMZN $TVK and our beloved VMS companies 😁"  
[X Link](https://x.com/Sempiterno_Inv/status/2021682569184424363)  2026-02-11T20:27Z [----] followers, [----] engagements


"@AccionEAFI Y -10% hoy.🧐"  
[X Link](https://x.com/Sempiterno_Inv/status/2022328332134793293)  2026-02-13T15:13Z [----] followers, [--] engagements


"Tras este ao invirtiendo he conocido empresas que adems de ser posibles buenas inversiones potenciales son compaas de las que me encanta aprender. Ejemplos: Universo Constellation $CSU $TOI $LMN Nintendo $NTDOY Amazon $AMZN Con qu empresas os pasa a vosotros"  
[X Link](https://x.com/Sempiterno_Inv/status/1745150464251806128)  2024-01-10T18:27Z [----] followers, [---] engagements


"You have a new post available A new edition of Sempiterno Company's. Companies mentioned: -Momentum Group $MMGR.B -Roko $ROKO.B -Lagercrantz $LAGR.B -Addtech $ADDT.B"  
[X Link](https://x.com/Sempiterno_Inv/status/1908802916250435798)  2025-04-06T08:44Z [----] followers, [----] engagements


"@e_pap4 @CSUnerd If you measure a serial acquirer by accounting earnings"  
[X Link](https://x.com/Sempiterno_Inv/status/2021989886123991166)  2026-02-12T16:48Z [----] followers, [--] engagements


"In terms of the integration I meanthat word integration is not a word in the Amphenol lexicon. There are two words we don't use integration and synergy. And -- but what we do talk about is letting them evolve into the Amphenol family. This is what you want to read $APH"  
[X Link](https://x.com/Sempiterno_Inv/status/2019477372341297275)  2026-02-05T18:25Z [----] followers, [---] engagements


"@ID_Research_ @ismael27_X Literal que es el sistema actual jajaja Te calculan el retorno que deberias haber obtenido y pagas en funcin de ello"  
[X Link](https://x.com/Sempiterno_Inv/status/2022375560282771653)  2026-02-13T18:21Z [----] followers, [--] engagements


"El prximo sbado [--] subir una nueva tesis al blog. En este caso se trata de Tonnellerie Francois Frere $TFF Empresa en un sector aburrido pero lucrativo🧐 Si estis interesados podis suscribiros a travs del link de mi bio"  
[X Link](https://x.com/anyuser/status/1791157707296133470)  2024-05-16T17:24Z [----] followers, [----] engagements


"Todo preparado para la prxima tesis del blog. Espero que os resulte contenido de valor y os animo a comentar vuestras opiniones acerca de la empresa"  
[X Link](https://x.com/anyuser/status/1793944117786927342)  2024-05-24T09:56Z [----] followers, [----] engagements


"Tesis de $TFF subida. Os animo enormemente a leerla y comentarme vuestras impresiones acerca de la empresa. Link en mi bio🔗"  
[X Link](https://x.com/anyuser/status/1794297027347763235)  2024-05-25T09:18Z [----] followers, [----] engagements


"Empresas aburridas pero rentables y ubicadas en sectores estables son una fuente de ideas de inversin muy buena. Seguramente durante este ao escriba sobre el sector de las convenience stores y sobre $ATD 🔝"  
[X Link](https://x.com/anyuser/status/1795870016065212789)  2024-05-29T17:29Z [----] followers, [----] engagements


"Evolucin del nmero de supermercados $DNP. Ralentizacin progresiva del nmero de tiendas abiertas. Ninguna conclusin an pero es importante observar la evolucin en los prximos quarters. Tambin me gustara ver alguna novedad sobre Dino Oil. Aumentara el TAM masivamente"  
[X Link](https://x.com/anyuser/status/1806044098681250303)  2024-06-26T19:17Z [----] followers, [----] engagements


"El prximo sbado tendris subido un nuevo post😉 -Modelo mental para concebir vuestro universo de inversin. -Os cuento lo que he aprendido sobre el sector de los relojes de lujo"  
[X Link](https://x.com/anyuser/status/1813217928336056699)  2024-07-16T14:23Z [----] followers, [----] engagements


"Ya lo tenis subido Cualquier tipo de feedback es bienvenido y si os resulta una lectura de inters te agradecera que lo compartieses El prximo sbado tendris subido un nuevo post😉 -Modelo mental para concebir vuestro universo de inversin. -Os cuento lo que he aprendido sobre el sector de los relojes de lujo. https://t.co/sOEZ0TPap7 El prximo sbado tendris subido un nuevo post😉 -Modelo mental para concebir vuestro universo de inversin. -Os cuento lo que he aprendido sobre el sector de los relojes de lujo. https://t.co/sOEZ0TPap7"  
[X Link](https://x.com/anyuser/status/1814595876750246149)  2024-07-20T09:39Z [----] followers, [----] engagements


"Mirando estadsticas del proyecto he encontrado datos curiosos😂 -7% suscriptores de EE.UU a pesar de compartir todo el contenido en espaol -Comparto gran base de suscriptores con posiblemente los mejores blogs de inversin espaoles. Esto me indica que voy por el buen camino"  
[X Link](https://x.com/anyuser/status/1837114238822723729)  2024-09-20T12:59Z [----] followers, [----] engagements


"A medida que leo ms sobre $SKYH para el prximo post sobre Boston Omaha $BOC ms ganas me entran de escribir una tesis sobre ella. No soy experto en real state pero me gusta mucho lo que veo🧐"  
[X Link](https://x.com/anyuser/status/1838558392106770568)  2024-09-24T12:37Z [----] followers, [----] engagements


"I'm a little tired of reading hundreds of tweets about the current market being too expensive. While that might be true you can still find quality companies at attractive prices: - $TISG 7x FCF NTM - $ATD 17x FCF NTM - $EVO 15x FCF NTM (Data from @finchat_io)"  
[X Link](https://x.com/anyuser/status/1850880136419172833)  2024-10-28T12:39Z [----] followers, [----] engagements


"Today I want to talk about a company that management claims is at the top of the top luxury pyramid. This company is $TISG and is trading at 8x P/OCF"  
[X Link](https://x.com/anyuser/status/1856052583246217316)  2024-11-11T19:13Z [----] followers, 28.5K engagements


"Buybacks are an undervalued returns tool for investors. I would argue that $MUSA is the worst company in the convenience store sector (although it is a good company) but it has achieved the highest returns. Why They repurchase 6% shares annually"  
[X Link](https://x.com/anyuser/status/1862420388099068089)  2024-11-29T08:56Z [----] followers, [----] engagements


"Quite happy with my portfolio. The return could be higher (I did some mistakes as everyone) but I believe all my holdings have great future ahead"  
[X Link](https://x.com/anyuser/status/1864036760713347438)  2024-12-03T19:59Z [----] followers, [----] engagements


"Main reason why $LVMH shouldn't trade at the same multiple as $RMS"  
[X Link](https://x.com/anyuser/status/1865704577120551282)  2024-12-08T10:26Z [----] followers, [----] engagements


"$EVO The business is exceptional and the share price seems to reflect all the current fears. The company is doing well so the share price will reflect this at some point in the future. The board should authorize a buyback program to benefit shareholders. It's time to be brave"  
[X Link](https://x.com/anyuser/status/1871234449418977564)  2024-12-23T16:40Z [----] followers, [----] engagements


"I've just finished this amazing book. Brad Jacobs is a true outsider. His thinking and dedication to creating shareholder value are extraordinary. Looking forward to research $QXO and $GXO next year"  
[X Link](https://x.com/anyuser/status/1871297212430376960)  2024-12-23T20:49Z [----] followers, [----] engagements


"It's always interesting to read short reports about the companies you own. In this case this article is for $LVMH $MC It seems worthy to check during the next years to see how it develops🧐 https://t.co/5sRDV0snF2 https://t.co/5sRDV0snF2"  
[X Link](https://x.com/anyuser/status/1873061473339228234)  2024-12-28T17:40Z [----] followers, [----] engagements


"I am truly enjoying this book atm. One of the most insightful finance books I've read"  
[X Link](https://x.com/anyuser/status/1874500365774913748)  2025-01-01T16:58Z [----] followers, [----] engagements


"This is one of the reasons why it is misleading to compare the valuation of today's companies with those of the previous decade. Today's companies are better than ever FCF margins of the [--] largest US stocks over the last [--] years. https://t.co/dc3VzEr9wq FCF margins of the [--] largest US stocks over the last [--] years. https://t.co/dc3VzEr9wq"  
[X Link](https://x.com/anyuser/status/1874774953645732123)  2025-01-02T11:09Z [----] followers, [---] engagements


"Industrial conglomerates by David Giroux. It's basically the reason why $ATCO is such an amazing business"  
[X Link](https://x.com/anyuser/status/1875951342709358974)  2025-01-05T17:03Z [----] followers, [----] engagements


"We have a new CFO in $EVO Jacob Kaplan (former CFO) decided to step down. I don't think this change will bring any change in capital allocation framework but we will see"  
[X Link](https://x.com/anyuser/status/1876632822133473616)  2025-01-07T14:11Z [----] followers, [----] engagements


"The CV from the new CFO does not seem very positive. He was engaged in M&A which destroyed shareholder value. On top of that the capital allocation framework is controlled by the board at $EVO. It doesn't sound like much but it's worth monitoring closely. We have a new CFO in $EVO Jacob Kaplan (former CFO) decided to step down. I don't think this change will bring any change in capital allocation framework but we will see https://t.co/hCyddWvbqX We have a new CFO in $EVO Jacob Kaplan (former CFO) decided to step down. I don't think this change will bring any change in capital allocation"  
[X Link](https://x.com/anyuser/status/1876922253301928233)  2025-01-08T09:21Z [----] followers, [----] engagements


"During [----] I would research deeply the magic of the European serial acquirer. So many insights in these quality companies You can find below a summary for some of the best serial acquirer out there Feel free to share and comment if you are missing any company in the summary"  
[X Link](https://x.com/anyuser/status/1877708705120084407)  2025-01-10T13:26Z [----] followers, 14.4K engagements


"New update of the summary: -Added $JDG $OEM.B $LIFCO.B -New metric called intrinsic value growth. I calculated it as follow: ROCE 5Y AVG * Reinvestment rate 5Y -Special condition formatting to highlight right tail winners for some metrics. These companies are printing money During [----] I would research deeply the magic of the European serial acquirer. So many insights in these quality companies You can find below a summary for some of the best serial acquirer out there Feel free to share and comment if you are missing any company in the summary https://t.co/BFWDmexRQb During [----] I would"  
[X Link](https://x.com/anyuser/status/1879167521213071620)  2025-01-14T14:03Z [----] followers, [----] engagements


"Latest update of my portfolio: New: $WOSG I increased my position in $INVE.B I'm thinking if I should sell $APR. In case of selling the company I would use that cash to buy VanEck Semiconductors ETF"  
[X Link](https://x.com/anyuser/status/1883192315935879356)  2025-01-25T16:36Z [----] followers, [----] engagements


"@investordotdev Preguntale por:"  
[X Link](https://x.com/anyuser/status/1883955388548276272)  2025-01-27T19:09Z [----] followers, [----] engagements


"One of the best business out there: Compressor segment from $ATCO It is impressive how they maintain an 85% ROCE over time. In addition they are growing in the gas and process compressor sector. Management has gone all out over the last few years and they seem to be succeeding"  
[X Link](https://x.com/anyuser/status/1884335998244642949)  2025-01-28T20:21Z [----] followers, [----] engagements


"I own two companies atm which offers a high asymmetric returns-risks relation: $EVO $WOSG"  
[X Link](https://x.com/anyuser/status/1885664656984785308)  2025-02-01T12:21Z [----] followers, [----] engagements


"Just working in a new post for this weekend: A brief comment about $ATCO and $MC results. If you find it interesting I can do more post of this kind in the future"  
[X Link](https://x.com/anyuser/status/1886457821832663411)  2025-02-03T16:52Z [----] followers, [----] engagements


"$NTDOY results: nothing relevant until the new fiscal year arrives and Switch [--] is launched. However this picture shows how valuable the IP is. Even if it is the last year of hardware software sales are still there. Besides this they keep working to extent IP beyond gaming"  
[X Link](https://x.com/anyuser/status/1886706903192924473)  2025-02-04T09:22Z [----] followers, [----] engagements


"Brookfield $BN reports good results once again. Good development from $BAM and wealth solutions reaching scale . They continue with the buybacks. They are not offering the same yield as last year but it's positive to use them with the excess cash"  
[X Link](https://x.com/anyuser/status/1890026559484088330)  2025-02-13T13:13Z [----] followers, [----] engagements


"$DE earning calls is one of the best out there. So many insightful info. The net income of farmers are increasing and they're reducing the equipment inventory. This should translate into stronger demand somewhere in the future. The technology adoption in Brazil is exciting too"  
[X Link](https://x.com/anyuser/status/1890128725909598635)  2025-02-13T19:59Z [----] followers, [---] engagements


"I guess I'm missing something about $TEQ because I can't understand why so many people are interested in this company. There are easily 10-15 better serial acquirers out there with a strong management team better underlying businesses and similar growth prospects. $TEQ - From: "We dont work with forecasts or annual targets because we never want to be in a situation we will be forced to make a deal for the sake of making a deal that creates shortermism. We prefer a time horizon of [--] years in which we want to have doubled our earnings $TEQ - From: "We dont work with forecasts or annual targets"  
[X Link](https://x.com/anyuser/status/1892181081979224346)  2025-02-19T11:54Z [----] followers, [----] engagements


"Next Saturday you will have a new investment thesis (you know where). It is one of the best risk-return opportunities I have found in recent months. Hint. This company is selling watches from"  
[X Link](https://x.com/anyuser/status/1894064770145304892)  2025-02-24T16:40Z [----] followers, [----] engagements


"@Invesquotes and @bizalmanac did an amazing podcast recently about the basic drivers of wealth creation: -Cash on cash returns -Reinvestment rate -Valuation I copied this model from Andy and I added intrinsic value growth (returns* AVG RR). This example is from a company"  
[X Link](https://x.com/anyuser/status/1894407789503557951)  2025-02-25T15:23Z [----] followers, [----] engagements


"Very good results (once again) from $CBAV. -Revenue up 17% YoY -EBIT up 11% YoY and net income up 14% (due to UK acquisition which is margin dilutive atm) -Strong cash conversion (152% cfo/net income) -Update of the company strategy until 2027: more growth and profitability"  
[X Link](https://x.com/anyuser/status/1895544434961608909)  2025-02-28T18:39Z [----] followers, [----] engagements


"@GaliciaInvestor Ha sido un bochorno de los que se recuerdan en dcadas.pero bueno algunos estarn contento por acabar lo "woke". No todo vale IMO"  
[X Link](https://x.com/anyuser/status/1895570477558730768)  2025-02-28T20:23Z [----] followers, [----] engagements


"You have just my $WOSG investment thesis available I hope you enjoy it. If you like this content pls share ans comment it. It will be very helpful Enjoy the weekend Next Saturday you will have a new investment thesis (you know where). It is one of the best risk-return opportunities I have found in recent months. Hint. This company is selling watches from. https://t.co/XJvMQTD1Qz Next Saturday you will have a new investment thesis (you know where). It is one of the best risk-return opportunities I have found in recent months. Hint. This company is selling watches from. https://t.co/XJvMQTD1Qz"  
[X Link](https://x.com/anyuser/status/1895786252420653126)  2025-03-01T10:40Z [----] followers, [----] engagements


"The waiting lists we don't give specific numbers but it's not a percentage of annual revenue it's more of a multiple. They are quite significant the depth of the waiting lists. Luxury=Scarcity. 60% of $WOSG sales belong to brands with very restrictive offerings"  
[X Link](https://x.com/anyuser/status/1896141499274015143)  2025-03-02T10:12Z [----] followers, [----] engagements


"I am a shareholder of Mader $MAD.AX and have discovered a newly listed competitor called Tasmea $TEA.AX. Both companies have shown outstanding development and they have an significant management alignment $MAD.AX has done it organically and $TEA.AX with an organic-inorganic mix"  
[X Link](https://x.com/anyuser/status/1900243357948875250)  2025-03-13T17:51Z [----] followers, [----] engagements


"Since I have had my portfolio built I have made two decisions selling one company to buy another. December 2024: -Sold $ATD at 81$ -Bought $TOI.V at 121$ February 2025: -Sold $APR at [--] PLN -Bought $CBAV at [--] EUR At a quick glance both decisions seem wise but still early"  
[X Link](https://x.com/anyuser/status/1902320703803691251)  2025-03-19T11:26Z [----] followers, [----] engagements


"Which sectors are most suitable for the retail investor We have a key advantage: permanent capital We don't have to explain ourselves to anyone I can think of: -Serial acquirers -Luxury -Industrials: specially those with essential products and the following maintenance services"  
[X Link](https://x.com/anyuser/status/1904576840053776561)  2025-03-25T16:51Z [----] followers, [----] engagements


"I am preparing a new post where I will discuss latest $BOC and $TISG earning results. Hopefully it will be ready in the coming days🤞"  
[X Link](https://x.com/anyuser/status/1906722300356940151)  2025-03-31T14:56Z [----] followers, [----] engagements


"So far these last two months: -Doubled my stake at $ATCO and $LMN.V -Increased exposure to $TOI.V $INVE.B and $WOSG -Added slightly to $BN $EVO $AMZN and $TISG Bonus track: I should have bought more $DE last year"  
[X Link](https://x.com/anyuser/status/1907412992506925229)  2025-04-02T12:41Z [----] followers, [----] engagements


"What a letter from Andy Jassy $AMZN The culture of this company is truly worthy of observation and study. Reverse engineering as a problem-solving strategy. With it they open doors to fulfill their mission: to significantly improve and facilitate the lives of their customers"  
[X Link](https://x.com/anyuser/status/1910634580945613024)  2025-04-11T10:02Z [----] followers, [----] engagements


"Investing is difficult because even tough you're owning a company like $LVMH you can think it's good time to sell. Horrible results and in combination with last year makes two really bad years for the company. $LVMH Q1 [----] Organic revenue growth by business group (y/y): https://t.co/Gsn7bUoKyF $LVMH Q1 [----] Organic revenue growth by business group (y/y): https://t.co/Gsn7bUoKyF"  
[X Link](https://x.com/anyuser/status/1911821291818017279)  2025-04-14T16:38Z [----] followers, [----] engagements


"New post available (you know where) about Addtech AB. This company has compounded +20% CAGR TSR since [----]. It's one of the best serial acquirer out there. I hope you enjoy the post"  
[X Link](https://x.com/anyuser/status/1916063903827869738)  2025-04-26T09:36Z [----] followers, [----] engagements


"Very good Q from Lumine $LMN.V. Negative organic growth as they sometimes buy distressed assets but the cash flow pile continues to grow at a healthy rate. $LMN.V first quarter earnings out 🚨 https://t.co/GwZk1oivVU $LMN.V first quarter earnings out 🚨 https://t.co/GwZk1oivVU"  
[X Link](https://x.com/anyuser/status/1918254690283757790)  2025-05-02T10:42Z [----] followers, [----] engagements


"@randraluc Both are very popular here I didnt analyze them yet but both looking great. Also Arch Capital seems interesting"  
[X Link](https://x.com/Sempiterno_Inv/status/1919074043262599624)  2025-05-04T16:58Z [----] followers, [--] engagements


"This is the portfolio at the moment. I didn't do almost anything since the tariff's fear disappeared. Almost 50% invested in the top 5"  
[X Link](https://x.com/anyuser/status/1921642232362279122)  2025-05-11T19:03Z [----] followers, [----] engagements


"Whenever we speak about serial acquirer sometimes we don't include $ATCO here but they have acquired [---] companies since [----]. $ATCO 25-30% ROCE and 40% ROIIC. One of the best European companies. Atlas Copco $ATCO 11th acquisition of 2025: Clearpro Australian-based specialty water treatment rental company 💧 In total: [--] completed acquisitions in [----] for Atlas Copco. Atlas Copco $ATCO 11th acquisition of 2025: Clearpro Australian-based specialty water treatment rental company 💧 In total: [--] completed acquisitions in [----] for Atlas Copco"  
[X Link](https://x.com/anyuser/status/1922018754466042245)  2025-05-12T19:59Z [----] followers, 12.4K engagements


"Topicus +41% YTD $TOI.V I think you have 1-2 good ideas per year and it might be that some of them are already part of your portfolio. I bought significantly around 110$ but I should have bought more 😅"  
[X Link](https://x.com/anyuser/status/1922704893971759308)  2025-05-14T17:25Z [----] followers, [----] engagements


"Not all the decisions are good. I delayed my buy decision here for not reason (quite busy atm but its not an excuse) and I missed the train in my face 🙃 Lesson learned as well and noted in my agenda to not forge it. Topicus +41% YTD $TOI.V I think you have 1-2 good ideas per year and it might be that some of them are already part of your portfolio. I bought significantly around 110$ but I should have bought more 😅 Topicus +41% YTD $TOI.V I think you have 1-2 good ideas per year and it might be that some of them are already part of your portfolio. I bought significantly around 110$ but I"  
[X Link](https://x.com/anyuser/status/1922721358812704908)  2025-05-14T18:31Z [----] followers, [----] engagements


"Tbh this platform is much worse than it was a few years ago but you can still find good deals Part of my portfolio are ideas from others great investors in this platform: Clinica Baviera @LeoLilja John Deere @Invesquotes Investor AB @olensrud Lets support who does it well"  
[X Link](https://x.com/anyuser/status/1924049338340184245)  2025-05-18T10:28Z [----] followers, 15.1K engagements


"I'm quite happy with the current portfolio. Low steady compounders with a management who is smart about capital allocation as an investing goal. I'm trying to achieve it learning every day. Still far away to be close to be a good investor"  
[X Link](https://x.com/anyuser/status/1925611027699249387)  2025-05-22T17:53Z [----] followers, [----] engagements


"The latest company added to the portfolio is a cannibal"  
[X Link](https://x.com/anyuser/status/1925993127547977924)  2025-05-23T19:11Z [----] followers, [----] engagements


"For those interested in Clinica Baviera $CBAV this thread from Leo will be interesting. Besides the notes very good results from 1Q [----]. They keep growing double digits with an increasing net cash position. One of the best European small caps💎 My notes on the Clinica Baviera AGM $CBAV Thread 👇👇👇 My notes on the Clinica Baviera AGM $CBAV Thread 👇👇👇"  
[X Link](https://x.com/anyuser/status/1927401388268478599)  2025-05-27T16:27Z [----] followers, [----] engagements


"This article is really good (once again) from Leandro. I personally have made so many mistakes. 1) Overpay $MAD.AX 2) High opportunity cost $BOC 3) Not build a good size $V 4) FOMO $MC And so on.but those who keep learning will rise as someone very smart said once Published an article discussing my (thus far) [--] biggest mistakes and how they have shaped my investment philosophy (with real examples) Not all have resulted in permanent capital losses but all have resulted in lower returns. Hope you enjoy it and hope it's useful. https://t.co/MLSOmDawWj Published an article discussing my (thus"  
[X Link](https://x.com/anyuser/status/1927789428983886335)  2025-05-28T18:09Z [----] followers, [----] engagements


"41% subscriber growth this year so far. I hope to keep posting stuff at least one per month but sometimes I struggle to find any interesting idea. Anyways I am planning to write two thesis during the next months. Thank you all for the support"  
[X Link](https://x.com/anyuser/status/1927790627879555528)  2025-05-28T18:14Z [----] followers, [----] engagements


"I'm very positive about companies which follows this business model: 5-7% organic growth and 5-7% M&A growth with slightly EBIT margin expansion. They're usually cash rich buy at attractive prices enjoy tailwinds and have a decentralized culture. $ATCO $DPLM $ADDT"  
[X Link](https://x.com/anyuser/status/1929137735404523776)  2025-06-01T11:27Z [----] followers, [----] engagements


"One change I noticed in my investing framework is to be more careful towards valuation. I'm deeply oriented to quality but I've made the mistake of overpaying a few times At the moment I'm assessing it carefully. Also the term quality can be found in unexpected places like $SES"  
[X Link](https://x.com/anyuser/status/1929961476913029160)  2025-06-03T18:00Z [----] followers, [---] engagements


"4 acquisitions just in June. $ATCO keep buying small/mid size companies with an oustanding ROIIC. I have been adding recently as I can see 10-12% IRR going forward. Whenever we speak about serial acquirer sometimes we don't include $ATCO here but they have acquired [---] companies since [----]. $ATCO 25-30% ROCE and 40% ROIIC. One of the best European companies. https://t.co/d56F4RgAYl Whenever we speak about serial acquirer sometimes we don't include $ATCO here but they have acquired [---] companies since [----]. $ATCO 25-30% ROCE and 40% ROIIC. One of the best European companies."  
[X Link](https://x.com/anyuser/status/1935256158928859553)  2025-06-18T08:39Z [----] followers, [----] engagements


"My next write-up will be a company with: -17% NOPAT margin -176% AVG Cash conversion in the last 7Y -Net cash position -37% ROIC LTM with 60% ROIIC last 5Y -Trading at 10% TSR yield"  
[X Link](https://x.com/anyuser/status/1937587914642497847)  2025-06-24T19:05Z [----] followers, [----] engagements


"As an investor I consider a must to have more hobbies beyond investing. To have a clear mind to make the right decisions you must be in good mental condition. If you spend all day thinking about what you should do you're encouraging yourself to do anything which is not great"  
[X Link](https://x.com/anyuser/status/1939351745269756094)  2025-06-29T15:54Z [----] followers, [----] engagements


"@bizalmanac My latest add to the portfolio and the quality of the management is outstanding"  
[X Link](https://x.com/anyuser/status/1940136647473209821)  2025-07-01T19:53Z [----] followers, [----] engagements


"I want to be exposure to right tail events where any optionality will benefit my returns. If you expose yourself to left tail events you will end up with no good results. Companies like $SES.TO or $DE represent it in my portfolio"  
[X Link](https://x.com/anyuser/status/1940510674851188768)  2025-07-02T20:39Z [----] followers, [----] engagements


"Next saturday I will be upload a new post (you know where) about one of my latest investments $CBAV. It's an amazing unknown company and I will explain why I have invested there. Brief reminder that any of my post is an investment recommendation just a guy sharing his ideas"  
[X Link](https://x.com/anyuser/status/1941469730843525347)  2025-07-05T12:10Z [----] followers, [----] engagements


"This is my latest portfolio update for a while. The portfolio is more concentrated and balanced. I don't think it adds any value to report it monthly since I don't make changes often"  
[X Link](https://x.com/anyuser/status/1941494722750710097)  2025-07-05T13:49Z [----] followers, [----] engagements


"I'm biased to not touch too much the portfolio but I was active here and: $APR flat $ATD -12% $TOI.V +58% $CBAV +37% Cutting the garden time to time seems to be a good decision Since I have had my portfolio built I have made two decisions selling one company to buy another. December 2024: -Sold $ATD at 81$ -Bought $TOI.V at 121$ February 2025: -Sold $APR at [--] PLN -Bought $CBAV at [--] EUR At a quick glance both decisions seem wise but still early. Since I have had my portfolio built I have made two decisions selling one company to buy another. December 2024: -Sold $ATD at 81$ -Bought $TOI.V at"  
[X Link](https://x.com/anyuser/status/1942526234367304084)  2025-07-08T10:08Z [----] followers, [----] engagements


"Ready for next Saturday 😉 You know where to find it"  
[X Link](https://x.com/anyuser/status/1943006633627652478)  2025-07-09T17:57Z [----] followers, [----] engagements


"There is one new post pending in your inbox😉 Any feedback and support is welcome"  
[X Link](https://x.com/anyuser/status/1943966222883995735)  2025-07-12T09:30Z [----] followers, [----] engagements


"I researched $TFF last year and it's since been killed. the industry is still suffering from covid and it doesn't look like it's going to end anytime soon"  
[X Link](https://x.com/anyuser/status/1945476090434146387)  2025-07-16T13:30Z [----] followers, [----] engagements


"I have sold $MC and $TISG today. I am thinking to explain better my reasoning in a post but both thesis are broke IMO 1) Besides numbers brand equity seems to be worse than expected $MC 2) The CEO cannot said one contract is almost done to sell a boat [--] months later nothing"  
[X Link](https://x.com/anyuser/status/1948684690270847155)  2025-07-25T10:00Z [----] followers, [----] engagements


"Another good quarter for $CBAV -Slightly slower growth but nothing to worry about IMO -Strong results in Spain -Germany is fine -Italy and UK are in the middle of restructuring process so I won't take their results very seriously. I hope both markets will turn up positive in m/t"  
[X Link](https://x.com/anyuser/status/1950249360798744607)  2025-07-29T17:37Z [----] followers, [----] engagements


""Expensive" for a reason $RMS +15% in L&D meanwhile $MC is down 8%. Not apple to apple but worthy to be aware of business performances to judge valuation later. What a company 💯 $RMS Q2 [----] "The solid first-half results across all regions reflect the strength of the Herms model" Axel Dumas CEO Revenue growth by business line: https://t.co/IB33TGBuH5 $RMS Q2 [----] "The solid first-half results across all regions reflect the strength of the Herms model" Axel Dumas CEO Revenue growth by business line: https://t.co/IB33TGBuH5"  
[X Link](https://x.com/anyuser/status/1950445309160739194)  2025-07-30T06:36Z [----] followers, [----] engagements


"Good results from $LMN.V This has been the quarter with slowest growth but the cash conversion has improved significantly. [--] acquisitions so far this year. David Nylan & Co is doing an amazing job🔥"  
[X Link](https://x.com/anyuser/status/1951565663408906675)  2025-08-02T08:48Z [----] followers, [----] engagements


"I sit down today to write my view about two companies Ive sold recently and. new post available in the orange platform right now. This post is very simple and unexpected but I hope you like it. Any feedback and support is welcome"  
[X Link](https://x.com/anyuser/status/1951991473458589727)  2025-08-03T13:00Z [----] followers, [----] engagements


"I forget to comment $TOI.V but very good results too. -Strong organic growth -CFO generation in line with previous years (excl 2024) as Q2 is the worst quarter for the company in this aspect [---] acquisitions so far this year I'm a very happy shareholder🔝 Good results from $LMN.V This has been the quarter with slowest growth but the cash conversion has improved significantly. [--] acquisitions so far this year. David Nylan & Co is doing an amazing job🔥 https://t.co/KGoEp6LS3c Good results from $LMN.V This has been the quarter with slowest growth but the cash conversion has improved"  
[X Link](https://x.com/anyuser/status/1952414484636508160)  2025-08-04T17:01Z [----] followers, [----] engagements


"Enjoying so far this work by @brettgardner_10 Very good analysis from some unknown investments (at least for me) from the goat🐐"  
[X Link](https://x.com/anyuser/status/1953159928602141163)  2025-08-06T18:23Z [----] followers, [----] engagements


"$BN very good results once again The wealth solutions segment is very promising. The capacity of the company to get access to high quality assets and financing is such as underrated moat Also their worldwide focus allows them to increase reinvestment rate and compound capital🔥"  
[X Link](https://x.com/anyuser/status/1953512867862299127)  2025-08-07T17:45Z [----] followers, [----] engagements


"My (failed) investment in $TISG has been a massive humbling experience. I'm glad I sold it some weeks ago but wow. From being able to sell it around 12/share to see the company trading below 5/share. The management has made so many mistakes that let's see how it ends"  
[X Link](https://x.com/anyuser/status/1953806774819082647)  2025-08-08T13:13Z [----] followers, [----] engagements


"Highly agreed here. Another point is partnering with strong CEOs who can lead you through uncertainty in the right direction. Eg $DE $RMS are some example of companies where I know the decisions will be taken looking the next decade instead next quarter. Some interesting thoughts shared by @hkuppy here. This is the reason why I have increasingly gravitated to secular but cyclical growers. There will be a time when few want to own these waiting for the inflection and they might be dead money for a while but the downside can be https://t.co/Sad0jch1gO Some interesting thoughts shared by @hkuppy"  
[X Link](https://x.com/anyuser/status/1955356014238425295)  2025-08-12T19:49Z [----] followers, [----] engagements


"Waste management industry = excellent place to pick-up long steady winners If you see the top [--] are doing very good.you have something special in your hands"  
[X Link](https://x.com/anyuser/status/1957502020027576435)  2025-08-18T17:57Z [----] followers, 12.9K engagements


"A big big thank you The support in this post has been amazing so far🤯 1'7K followers here + [---] subs in the 🟠 platform is a result never expected to reach from my side. Thank you New post available you know where I talk this time about $ses.to 😉 https://t.co/662nQMzlCT New post available you know where I talk this time about $ses.to 😉 https://t.co/662nQMzlCT"  
[X Link](https://x.com/anyuser/status/1957881212808122385)  2025-08-19T19:03Z [----] followers, [----] engagements


"After analyzing $SES.TO I'm checking $GFL and it's very interesting. The WM sector is highly fragmented and all relevant stakeholders are seeking to consolidate it. $GFL was a PE backed company who pursued aggressive M&A but it seems they're focused now to de-leverage BS Waste management industry = excellent place to pick-up long steady winners If you see the top [--] are doing very good.you have something special in your hands https://t.co/sZsJ3IZFIE Waste management industry = excellent place to pick-up long steady winners If you see the top [--] are doing very good.you have something special in"  
[X Link](https://x.com/anyuser/status/1958599888687558999)  2025-08-21T18:39Z [----] followers, 11.9K engagements


"$DE customer value proposition in Brazil seems to be excellent. Huge market ahead to keep delivering l/t steady results. Just a reminder: 60% ROIIC for $DE in the last decade. Absolutely astonishing. https://www.youtube.com/live/15sb4JPHJMAsi=T9VwDcaFwlhBRdWH https://www.youtube.com/live/15sb4JPHJMAsi=T9VwDcaFwlhBRdWH"  
[X Link](https://x.com/anyuser/status/1962130736615399707)  2025-08-31T12:29Z [----] followers, [----] engagements


"My top [--] positions right now is: -Nintendo $NTDOY -Brookfield $BN -Amazon $AMZN -John Deere $DE -Constellation Software $CSU My goal is never reduce the overall quality of the portfolio. I have made a lot of mistakes but that's part of the game 🌹"  
[X Link](https://x.com/anyuser/status/1986540123006140761)  2025-11-06T21:04Z [----] followers, [----] engagements


"@AccionEAFI Totalmente de acuerdo. Soy muy escptico con nuevas serial acquirers como $TEQ y $ROKO. No hay barreras de entradas pero la ejecucin de empresas como Lifco Addtech son muy muy complejas de igualar"  
[X Link](https://x.com/Sempiterno_Inv/status/1928391013057315062)  2025-05-30T10:00Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing