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# ![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1853523284706340864.png) @SimeonResearch_ Simeon Research

Simeon Research posts on X about $pmeax, $acpwa, $csuto, $tvkto the most. They currently have XXXXX followers and 1610 posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1853523284706340864/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1853523284706340864/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +11%
- X Months XXXXXXXXX +135%

### Mentions: XX [#](/creator/twitter::1853523284706340864/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1853523284706340864/c:line/m:posts_active.svg)

- X Month XXX +24%
- X Months XXX +5.90%

### Followers: XXXXX [#](/creator/twitter::1853523284706340864/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1853523284706340864/c:line/m:followers.svg)

- X Week XXXXX +7.10%
- X Month XXXXX +22%
- X Months XXXXX +308%

### CreatorRank: XXXXXXX [#](/creator/twitter::1853523284706340864/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1853523284706340864/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1853523284706340864/influence)
---

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

**Social topic influence**
[$pmeax](/topic/$pmeax) #1, [$acpwa](/topic/$acpwa), [$csuto](/topic/$csuto), [$tvkto](/topic/$tvkto) #1, [nvda](/topic/nvda), [$nvda](/topic/$nvda), [$vhito](/topic/$vhito) #1, [$toiv](/topic/$toiv), [$ffhto](/topic/$ffhto), [$mytilat](/topic/$mytilat)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Neurobro (BRO)](/topic/$bro) [Heima (HEI)](/topic/$hei) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Fair Isaac, Corp. (FICO)](/topic/$fico) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Novo-Nordisk (NVO)](/topic/$nvo) [KLA Corp (KLAC)](/topic/$klac) [Arista Networks Inc (ANET)](/topic/$anet) [Brookfield Corporation (BN)](/topic/$bn) [Applovin Corporation (APP)](/topic/$app) [ODDITY Tech Ltd. Class A Ordinary Shares (ODD)](/topic/$odd) [Roko (ROKO)](/topic/$roko) [Danaher Corporation (DHR)](/topic/$dhr) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [Broadcom, Inc. (AVGO)](/topic/$avgo)
### Top Social Posts [#](/creator/twitter::1853523284706340864/posts)
---
Top posts by engagements in the last XX hours

"My new positions this year and their performance so far 💡 $PME.AX - XX% 🔥 $NVDA - XX% ✅ $ITECH.ST - XX% ✅ $NVO - XX% (sold) ✅ $ACP.WA - Very recent position BE $HEI - XX% (sold) ✅ $MEDP - X% Loss ⛔ What did you folks buy this year Let me know in the comments 🎯"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1921968007833686497) 2025-05-12 16:37:36 UTC 5281 followers, 3221 engagements


"@StockMarketNerd $CSU.TO I don't need to explain why I think"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1945505516974682137) 2025-07-16 15:27:15 UTC 5254 followers, 1288 engagements


"Full Portfolio View & Moves ✍ Ticker - Percentage 📊 $CSU.TO - XX% $NXSN.TA - XX% $TVK.TO - XX% $NVDA - X% $AMZN - X% $ACP.WA - X% $PME.AX - X% $VHI.TO - X% $BRO - X% $ITECH.ST - X% $HIMS - X% $KNSL - X% + X secret position bought very recently try and guess it 🤫 My moves 💡 As you can see I have done some significant moves ⛔ First of all I exited my stake at $GOOG / $GOOGL post is coming to explain my rationale and reasons I have conducted trims in $CSU $AMZN as l have been doing an active effort to increase my stakes in smaller caps which I have been killing it with stellar performance. 📈"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1936060522018873789) 2025-06-20 13:56:13 UTC 5272 followers, 10.5K engagements


"@BerkelKip Gonna fall in the dark side my man"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1945218798350475320) 2025-07-15 20:27:56 UTC 5123 followers, XXX engagements


"@LogicalThesis Given the current retail sentiment and how awful companies are heavily promoted with XX headlines I think we are close"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1945846571733524902) 2025-07-17 14:02:29 UTC 5286 followers, XXX engagements


"Quality companies can be found everywhere 📈 Here are my favorite ones 👇 🏭 Semiconductors - $AVGO $NVDA $ASML $ANET $KLAC 📝 Insurance - $FFH.TO $KNSL $BRO 🌐 Software - $GOOG $CSU.TO $TOI.V $VHI.TO $PME.AX $LMN.V $CHG.DE $SGN.WA 🏥 Healthcare - $HIMS $TMDX ✈ Aerospace - $HEI 🗺 Logistics - $WTC.AX 😏 Bonus Small caps - $SLYG.F $KRI.AT $PNPFF $EXENS.PA Any great I forgot on these categories Feel free to add folks"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1914692256482693265) 2025-04-22 14:46:21 UTC 5287 followers, 4328 engagements


"I will soon reveal the stock I have been building a position on for a while 💡 Hint - If someone guesses it correctly I will send them a private message with my full free thesis when its ready 🤝 Last time no one predicted the stock I bought from"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1945853872104190322) 2025-07-17 14:31:29 UTC 5286 followers, 9359 engagements


"@ryu_tay One of the widest moats available currently in all equities I own"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1945525103040581872) 2025-07-16 16:45:05 UTC 5253 followers, XXX engagements


"@escvel0city11 For some weird reason if it is not states no one cares I posted so many stocks like that that did amazing And yet everyone wants to listen about the same stocks all the time I feel you"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1942270674342437179) 2025-07-07 17:13:09 UTC 5264 followers, XXX engagements


"Sp500 YTD -XX% 🔻 NQ YTD -XX% 🔻 These stocks have shown impressive strength 📈 $TOI.V - YTD +13% 🟢 $PNPFF - YTD +42% 🟢 $EXENS.PA - YTD +61% 🟢 $MYTIL.AT - YTD +14% 🟢 $TVK.TO - YTD +18% 🟢 $LDO.MI - YTD +61% 🟢 Any other strong performers in this crazy year 🤔"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1909665215643279797) 2025-04-08 17:50:41 UTC 5264 followers, 3743 engagements


"I appreciate you my friend for the support 🙏 And yes I agree with all of the risks you flagged I would add the NHS Merger as well as I flagged in the deep dive although I do not consider AI a material risk yet the same could be said for the majority of the software stocks but I don't see it yet"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1945493082314768499) 2025-07-16 14:37:50 UTC 5244 followers, XXX engagements


"Spyrosoft Poland - Deep Dive 💡 Market cap - XXX million Euro 📊 Stats - EV/FCF XX Rev CAGR 3yr XX% Gross XX% XX% Insider ownership ⚙ Operations - Their main operation include IT consulting & software development The offering is rather simple clients hire them to design then build and maintain their software solutions. But there is way more to be uncovered here. 🤝 Major clients are in the UK (even in the public sector) DACH region and then Poland ofc. But let us discuss the offerings a bit more they can offer custom software both in Enterprise SE (web backend cloud etc) & Embedded Software"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1943684104353980618) 2025-07-11 14:49:37 UTC 5265 followers, 5238 engagements


"@YodaStockInvest Some of them yes How is fubo gonna grow to 20b"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1944495154758603095) 2025-07-13 20:32:26 UTC 5276 followers, XXX engagements


"@TidefallCapital $knsl $bro and $ffh.to imo are the most compelling cases in insurance which is a very difficult sector to invest"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1937545538288632221) 2025-06-24 16:17:08 UTC 5211 followers, XXX engagements


"@Skeptical1704 It's very speculative in my view yet boss don't get me wrong I have nothing against Iren shareholders I hope but I am wrong and yall make money"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1943782226040435040) 2025-07-11 21:19:31 UTC 5281 followers, XX engagements


"Secret Stock Reveal 💥💥 XXXX% FCF margin Gross XX% ROIC XX% and Rev Cagr XXXX% Trading XX times FCF and at a XX Forward PE while having XX% insider ownership. ✅ Mc - 38mil 👌 Ticker - $IFI.WA 💡 What do they do - Ifirma is the largest cloud-based accounting and invoicing system in Poland serving freelancers and small-to-medium enterprises. They have recently pivoted to online accounting with the launch of ifirma platform and today they combine a subscription-based SaaS model with complementary BPO accounting HR staffing and IT outsourcing services. 🎯 Value Proposition - Simplicity and"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1939695290061103457) 2025-06-30 14:39:29 UTC 5279 followers, 8908 engagements


"@FromValue It's time of the moat to be tested Idk if they will pick competition over $FICO which has been the gold standard and a key partner for them Good luck training all your employees over again"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1942905723588911272) 2025-07-09 11:16:36 UTC 5261 followers, XXX engagements


"This stock is up XXXXX% in the last X years 🎯 It closed a big contract today ✅ One of the strongest moats 🏰 $PME.AX / $PME Secured a 170M XX year contract with UCHealth in Colorado effectively continuing to expand rapidly in the states. 💡 To put the moat into perspective it is very similar to $NVDA and CUDA for clinics finding radiologists is essential and very difficult to do so some of them refuse to work on any other software available. 🤝 I bought in at the recent dip in near $XXX extremely excited on how they continue to deliver the biggest catalyst in my opinion being their potential"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1940778494436254043) 2025-07-03 14:23:45 UTC 5287 followers, 3537 engagements


"🎯 X Under-looked companies with strong moats 👇 $PME.AX - Visage their software is the leading best-in-class for radiology so much so that some refuse to work with any other software they have never lost a client (sticky) and they are in 11/20 of the top USA hospitals. They can complete super complex implementations of the software for new clients in 1/3 of the time competitors need. AI detection in radiology is their new venture. $ITECH.ST - They own a unique patent to the world's best chemical applied in ship painting to stop barnacles from attaching to ships this is extremely helpful as"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1937601725701014005) 2025-06-24 20:00:24 UTC 5279 followers, 11.3K engagements


"Top X countries to fish for undervalued gems right now 💎 X. Poland X. Israel X. Canada X. Sweden What are your top ideas from those countries Let's share ideas"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1938243593648361722) 2025-06-26 14:30:58 UTC 5272 followers, 12.6K engagements


"⛔ Removed from watchlist ⛔ $ALL.WA - I presented this company as a potential undervalued gem due to the favourable economics vs valuation. This company trades at EV/FCF of X while growing rev XX% CAGR (lets X years) and has a XX% gross. I now understand why the multiples are low they plan to sale of Software Mind which historically has been one of the fastest growing segments (In 2024 it grew XX% and historically averaged double-digit quarterly growth). The op margin was XX% Reasons for selling the sale process is part of a joint-exit provision embedded in the Software Mind shareholder"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1935348056410497351) 2025-06-18 14:45:08 UTC 5281 followers, 3922 engagements


"@MMoney642 Used to be a shareholder good company meh management amazing moat"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1945509661366436273) 2025-07-16 15:43:43 UTC 5233 followers, XXX engagements


"Important thought on X key positions ⚠ $ACP.WA - I remain very bullish in Polish equities and especially ACP I am a fan of $SGN as well but the diversified acquisitions on Asseco plus the multiple countries they operate and the more favourable valuation made this a no-brainer for me a few months ago. EU funds rapid GDP growth won't only ignite better economic activity in Eastern Europe but they will make investors from all over the world more eager to park money in Polish companies. The Constellation software playbook is being applied which will improve margins synergies and strategy The"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1941208668986356180) 2025-07-04 18:53:07 UTC 5286 followers, 6535 engagements


"@MichaelZero10 It's an interesting name but I avoid consumer company businesses"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1942534280451875302) 2025-07-08 10:40:37 UTC 5261 followers, XXX engagements


"@TheLongInvest $Spy 5yr - Up XX% $Bidu 5yr - Down XX% This ofc does not mean anything about the future but you can't deny long term performance ain't that great"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1942653753867526320) 2025-07-08 18:35:22 UTC 5198 followers, 1215 engagements


"Now that Canada is on the spotlight Here are some great stock ideas 💡 🌐 Software - $CSU.TO $VHI.TO $TOI.V $LMN.V $WELL.TO $KSI.TO 🛢Oil - $SU $CMG.TO $TVK.TO $VLE.TO 👔Assets Management - $PNP.TO $BN 🍃Cannabis - $HASH.V 💼 Insurance - $FFH.TO Drop your best Canadian stock ideas in the comments 👇 Need new research targets 🎯"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1886792971464413415) 2025-02-04 15:04:33 UTC 5267 followers, 10.5K engagements


"@eclecticinvest5 Thanks KPG is def nice i also like $wtc.ax from Australia PNP is venture not a serial acquirer what is the thesis on $WI"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1942970570012070269) 2025-07-09 15:34:17 UTC 5261 followers, XXX engagements


"Some of my top calls announced publicly here 💰 💊 $HIMS +180% +140% $XX - $XX $XX - $XX 🟢 $NVDA +50% $XX - $XXX 🧪 $ITECH +28% XX SEK - XXX SEK 🪖 $NXSN.TA +82% 5800 - XXXXXX 🩻 $PME.AX +46% $XXX - $XXX 💉 $NVO +20% $XX - $XXX 🌐 $ACP.WA +12% XXX PLN - XXX And more Some of my bad calls ⛔ 🏨 $VHI.TO - I did manage to get some shares near nine but my first buys near $XX so far havent been ideal I dont worry at all about this one I am slightly down. I will talk with the CEO & CFO & M&A officer on Monday. 🏭 $AMSL - I did not nail the bottom buys and to an extent I miscalculated the effect of"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1930993880796733943) 2025-06-06 14:23:11 UTC 5287 followers, 14.2K engagements


"$FFH.TO keeps on increasing its stake in $MYTIL.AT 🎯 But why 🤔 A Deep dive into the underlooked Greek Giant 💡 Fairfax has the option to acquire 2.750.000 treasury shares of MElten through an exchangeable bond (110mil euro) within X years at XX per share (1.92% of the share capital) This is company that recently rebranded to Melten from Mytilinaios energy to reflect their next phase in energy transition. This is a company I have covered here and it is time I go deeper. ⚡On their main operations which are metallurgy they are the only fully vertically integrated private aluminium producer"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1935765208447791355) 2025-06-19 18:22:45 UTC 5273 followers, 6548 engagements


"Now that earnings season is upon us. My top watches for Q2 👇 - $TMDX $HIMS $APP $HEI $KNSL $BRO $MELI $DLO $NVDA - $CSU.TO $VHI.TO $TVK.TO $TOI.V $FFH.TO $ZOMD.V +1 - $NXSN.TA $CLBT +1 - $ITECH.ST $INT.ST $IDUN.ST - $ACP.WA $SGN.WA - $MYTIL.AT $ILYDA.AT - $PME.AX $WTC.AX $TEA.AX I will also be posting full analysis of most of these companies here on X so tune in 👌 Which of your holdings are you looking at mostly in Q2🤔"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1946221044651507884) 2025-07-18 14:50:30 UTC 5286 followers, 4810 engagements


"Favourite Companies per Country USA - $NVDA $AMZN $GOOG $NVDA $ANET $HIMS $BRO Canada - $CSU.TO $VHI.TO $TVK.TO $TOI.V $PNP.TO $FFH.TO Sweden - $ITECH.ST $LAGER.ST $ADDT.ST $LIFCO.ST Isreal - $NXSN.TA $SHVA.TA $ODD $QLTU.TA Greece - $MYTIL.AT $KRI.AT $BELA.AT Australia - $PME.AX $WTC.AX $MAD.AX Poland - $SGN.WA $ACP.WA What would you add in these categories 🤔 Drop your best gems 💎"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1918303033634558287) 2025-05-02 13:54:18 UTC 5286 followers, 8122 engagements


"Sweden has some great compounders Some of the best 💎 👇 ⚡Atlas Copco Ab - $ATCO.ST 3yr Rev CAGR - XX% ROIC - XX% WACC - XXXX% 🏗 Lifco Ab - $LIFCO.ST 3yr Rev CAGR - XX% ROIC - XX% WACC - X% 🔰 Assa Abloy ab - $ASSA.ST 3yr Rev CAGR - XXXX% ROIC - XX% WACC - XXXX% 🚬 Swedish Match ab - $SWMA.ST 3yr Rev CAGR - XX% ROIC - XX% WACC - X% ⚡Addtech Ab - $ADDT.ST 3yr Rev CAGR - XX% ROIC - XX% WACC - XX% 🔌Lagercrantz Group Ab - $LAGR.ST 3yr Rev CAGR - XX% ROIC - XX% WACC - XXX% Any Swedish company missing 🤔"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1922296419127304383) 2025-05-13 14:22:35 UTC 5284 followers, 5788 engagements


"@TacticzH Imo only $dlo worth a shot from this list"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1945275780247744850) 2025-07-16 00:14:22 UTC 5286 followers, 6826 engagements


"@HanFarStockUp If you own lager I don't see the reason to go after lifco as well There are plenty smaller serial acquirers you can do for"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1942619636677386534) 2025-07-08 16:19:48 UTC 5137 followers, XXX engagements


"@investlikeiroh $mytil.at $ACP.WA $SGN.WA Those X by far and another one i am not willing to disclose as i am building a position"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1940423595853041738) 2025-07-02 14:53:31 UTC 5267 followers, XXX engagements


"$EVO.ST / $EVO 🎰 So black cube an intelligence firm based in Israel is the one that conducted the research But it's not the one that ordered the research 🤔 After looking I think I found who it is but I don't want to get sued 🙂"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1914679076666925107) 2025-04-22 13:53:59 UTC 5260 followers, 2996 engagements


"Top moat businesses 🏰 ⚡ $AXON - Moat power 9/10 🛒 $AMZN - Moat Power 9/10 💳 $FICO - Moat Power 8/10 🌐 $CSU.TO - Moat Power 9.5/10 🔎 $GOOG - Moat Power 7.5/10 🏢 $FFH.TO - Moat Power 8/10 🩻 $PME.AX - Moat Power - 9/10 🖥 $NVDA - Moat Power 9/10 💰 $KNSL - Moat Power 7.5/10 🏭 $KLAC - Moat Power 8/10 🤳 $META - Moat Power 8/10 🏭 $AMSL - Moat Power 9.5/10 🏥 $LLY - Moat Power 8/10 🚘 $AZO - Moat Power 8/10 💳 $V - Moat Power 9/10 Which of those ratings you didnt agree with and why 🤔 Did I forget any 👇"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1910694566170153213) 2025-04-11 14:00:58 UTC 5203 followers, 8198 engagements


"The constellation software family ✨ Starts with $CSU owning $TOI.V and $LMN.V Then $TOI.V owning stakes in $SGN.WA and $ACP.WA And at the end we have one its own $PNP.TO run by Damien Leonard ✅ I own 2/6 which ones your guys own 🤔"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1927368742855426517) 2025-05-27 14:18:11 UTC 5272 followers, 7955 engagements


"⚠Maybe the worst take I have seen = Stocks outside if the USA = Bad performers ⛔ 🪖 $RHM.DE - XXX% YTD 🪙 $MYTIL.AT - XX% YTD 🌲 $PNP.TO - XX% YTD 🛢 $TVK.TO - XX% YTD 🌐 $SGN.WA - XX% YTD 🌐 $ACP.WA - XX% YTD 🪖 $EXENS.PA - XXX% YTD 🌐 $TOI.V - XX% YTD 📷 $NXSN.TA - XX% YTD 🔌 $SLYG.F - XX% YTD 📢 $ZOMD.V - XX% YTD 🏭 $QLTU.TA - XX% YTD And I am sure I am missing way more strong performers"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1933614583715148018) 2025-06-13 19:56:56 UTC 5286 followers, 8628 engagements


"Serial acquirer mega-list from all over the world 🌎 - $HLMA.L $JDG.L $SFT.L $SDI.L - $LIFCO.ST $ADDT.ST $LAGER.ST $VITB.ST $TEQ.ST - $TVK.TO $TOI.V $LMN.V $FTG.TO $VHI.TO $ATD.TO $DSG.TO $CSU.TO - $WTC.AX - $OMDA.OL - $DSY.PA - $CHG.TO - $SGN.WA $ACP.WA - $HEI $DHR $TMO $BRO $AME - $MYTIL.AT 💡 Very interesting searching for this is that many Greek companies have started to acquire companies to fuel growth What companies would you add on the list 🤔 Let me know"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1940051433702797353) 2025-07-01 14:14:40 UTC 5265 followers, 12.6K engagements


"@LogicalThesis Historically Q3 & Q4 are much weaker for transplants plus there the current flight data is trending weaker"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1946225947327283481) 2025-07-18 15:09:59 UTC 5286 followers, XXX engagements


"If you love $CSU.TO you will adore $PME.AX / $PME 🩻 💡It is rare you find software companies outside of the USA at a market cap of XX billion with a XX% gross XX% FCF margin and a XX% average ROIC while growing revenue the last X years at a XX% CAGR with X debt. 📊 The model- Simple provide the best enterprise medical image software with a contract model. Their flagship product is Visage which offers advanced visual tool for radiologists the software is extremely sticky and they have never lost a client average contract lasts X years and they have so far a XXX% renewal rate. The already work"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1921938525475189051) 2025-05-12 14:40:27 UTC 5203 followers, 7490 engagements


"@Sopcaja @iancassel Very interested to learn your holdings"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1943048421222551584) 2025-07-09 20:43:38 UTC 5126 followers, XXX engagements


"@ThijsThijsT Could have made this clearer Both are solid imo I am more interested in $MYTIL.AT atm"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1935812005522190470) 2025-06-19 21:28:42 UTC 5124 followers, XXX engagements


"Stock I would buy at lower prices and why 👇 $SGN.WA - Software provider in Poland which experiences rapid growth in the need for VMS both in public and& private sector (Exposure through $ACP.WA) $SLYG.F - Electronic parts/smart home products controlled under a single API open source approach $PNP.TO - Venture Capital in software run by Mark Leonard very expensive relative to NAV and BV $AXON - It is completely integrated with the L.E ecosystem & cloud data and ai analytics (priced for perfection) $FICO - Credit scoring system domination via heavy regulation & network effects (very expensive)"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1932141782349041878) 2025-06-09 18:24:33 UTC 5269 followers, 6287 engagements


"@TacticzH At current prices $app is my favorite Like $hood $four $ftnt own $nvda Hate $iren"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1941234473657671861) 2025-07-04 20:35:39 UTC 5211 followers, 1188 engagements


"Canada has some fantastic companies to buy shares from In my portfolio 📈 $CSU.TO - Vertical Software $TVK.TO - Propane Tanks $VHI.TO - Medical Software I am doing research on 🧐 $KSI.TO $CMG.TO $VLE.TO What do you guys have from Canada"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1869119495547330968) 2024-12-17 20:36:28 UTC 5116 followers, 20.3K engagements


"$ACP.WA Most think it is just a bet on Poland Incorrect ⛔ 👉Central Europe - Czech Republic Slovakia Hungary 👉Southeastern Europe - Albania Bosnia and Herzegovina Bulgaria Croatia Kosovo North Macedonia Moldova Montenegro Romania Serbia Slovenia 👉Western Europe - Germany Switzerland Austria 👉Formula Systems segment - XX% of revenue in this segment comes from Israel in total Israel contributes around XX% of Asseco Revenues It is worth noting that Israel has the highest CAGR growth over XX% for Saas 2025-2030. Other key areas average around X% CAGR which is very good ✅ Thats quite a big"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1943307039196782828) 2025-07-10 13:51:17 UTC 5286 followers, 3658 engagements


"Very few know this about the biggest sleeper company in Greece 🤔🤔 $MYTIL.AT which is on my radar share has compounded a very cool XX% per year for the last X years (549% in total) and still trades at a X PE ratio.😱 👉 Recently they invested 500m to build X new factories in Romania & Greece. Their unique patent allows them to extract XX% of metals (overall industry range is 60-80% in general) while having X% emissions. (Moat) They will expand on way more metals and get this their new method of extraction they will reduce costs significantly and increase margins so even if there is trouble"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1922377846162407886) 2025-05-13 19:46:09 UTC 5281 followers, 3113 engagements


"Equity report issue #1 ✅ Here are all the companies I have taken an interest and actively looking to start a new position For me $SLYG.F $ITECH.ST $ODD $MUX.DE stand out the most 🤔 Let me know who is the best on the list in your opinion A big thank to my community for some the ideas"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1915042564270366779) 2025-04-23 13:58:21 UTC 5281 followers, 2979 engagements


"@mycreditjourney If you like insurance take a look at $BRO $KNSL $FFH.TO (best rn imo)"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1945509427181683142) 2025-07-16 15:42:47 UTC 5286 followers, XXX engagements


"If you think you lost out on Constellation software $csu.to Take a look at these businesses that all are fully in vertical software at reasonable valuations. $TOI.V 🦎 $LMN.V 🌐 $CHG.DE $PNPFF 🌲 Thank me later 😊"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1902390347419844637) 2025-03-19 16:02:58 UTC 5274 followers, 6817 engagements


"@Titouflores $SYS is very interesting did not expect you to own CHG"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1945168054586904590) 2025-07-15 17:06:18 UTC 5126 followers, XXX engagements


"ITS OUT 💥💥💥 Free $VHI.TO Deep dive ✅ 23+ pages 🫡 Management qna ⛔ Don't miss it out You know where to find it 😏"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1945166595942162604) 2025-07-15 17:00:30 UTC 5286 followers, 29.3K engagements


"Canada has a heck of super interesting businesses 👇👇 🛡 $FFH.TO - One of the best insurance names on the global market 🍃 $HASH.V - A very unique approach to Cannabis 💰 $BN - A misunderstood asset management business 🏢 $MEQ.TO - Very disciplined R.E company with excellent performance ✈ $FTG.TO - Fully integrated Aerospace & Defence products with the ability to customize them in house. 🛢 $CMG.TO - Top notch reservoir software & acquisitions 🌲 $PNP.TO - Vertical market software disguised as venture capital with the csu playbook 🏥 $VHI.TO - Hollistic VMS approach in Healthcare 🌐 $LMN.V -"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1925559100923916788) 2025-05-22 14:27:19 UTC 5172 followers, 6445 engagements


"@Th34ccountant @david_katunaric There are actually more than X The ones I am willing to share All the constellation family $tvk.to $pme.ax $nxsn.ta $MYTIL.AT $zomd.v $wtc.ax $QLTU.TA $itech.st $lifco.st $addt.st And some others Hope you find interesting names here"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1939595938802078019) 2025-06-30 08:04:42 UTC 5265 followers, XXX engagements


"@PronkDaniel Just senseless pumping from fomo retailers I am sure it will end well like in 2021"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1946228151903785037) 2025-07-18 15:18:45 UTC 5286 followers, XXX engagements


"@AGNombela Thesis on $DPLM $VHI would have gotten that spot if it wasn't for so much dilution (I own)"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1942643510399688746) 2025-07-08 17:54:40 UTC 5137 followers, XXX engagements


"New serial acquirer star on the rise 🤔 One of the most interesting and lesser known companies within the constellation software universe is $ACP.WA - Asseco The business model is simple and straightforward especially if you are familiar with $CSU it is a federation of IT companies that uses the Merger and acquisition business model for software businesses in Central and astern Europe. It provides solutions for finance industrials banking trade and public services. Majority of their revenue come from mainly finance XX% and the playbook is simple mission critical software. May I add the niches"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1917645437240238560) 2025-04-30 18:21:15 UTC 5265 followers, 6108 engagements


"@TacticzH Buy $DLO That's the only one I like as a buy rn All solid but stretched valuations"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1943686582050955702) 2025-07-11 14:59:27 UTC 5287 followers, 2565 engagements


"Why I am bullish in stocks like $SGN.WA & $ACP.WA (own) 👇 One word - Poland - GDP per capita is approaching Japan levels which much more room to grow 📈 - GDP is expected to grow XXX% in 2025🎯 - Poland is a major beneficiary of the EUs post-pandemic package and 20212027 Cohesion Policy receiving over XXX billion for digital and infrastructure projects. - Tourism is booming with major cities investing heavily on infrastructure 🏙 - Digital Poland Program has attracted a lot of IT talent 💡 - It accounts for XX% of all Eu road Transport for freights they also have the 5th busiest port in"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1934608182946451542) 2025-06-16 13:45:08 UTC 5287 followers, 7737 engagements


"@AcadianDGI What are the reasons you think it will make a comeback 🤔"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1941187460270289335) 2025-07-04 17:28:50 UTC 5138 followers, XXX engagements


"You wished for a correction now its here TAKE ADVANTAGE OF THE CORRECTION The ultimate guide 1) Active DCA here - $NVDA - $VHI.TO - $AMZN 2) Watching closely for new positions - $PME.AX - (Secret name from France) - $FFH.TO - $AXON - $LAGER.ST - $FICO - $TOI.V - $PNPFF - Some small caps I will reveal soon (Europe) 3) From my positions i will buy in these price points $KNSL under $XXX $GOOG under $XXX $HIMS under $XX I dont think this is over but it has started to look very attractive no one will remember this dip in X years from now Excited about the money we will all make from this"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1907802552239878186) 2025-04-03 14:29:08 UTC 5276 followers, 2776 engagements


"@dgmarkoulis @david_katunaric I can definitely add $TVK.TO $WTC.AX and some other But there are X names I am not willing to share until I finish my dd"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1939441074910466151) 2025-06-29 21:49:19 UTC 5261 followers, XXX engagements


"High PE Low PE at XX% of the cases ⚠ My highest PE ratio stocks are always my best performers $HIMS $PME.AX $TVK.TO $NVDA etc Buy the winners not the losers ✅ Took me a while to understand this concept 😉 Thoughts 🤔"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1927076395487727799) 2025-05-26 18:56:30 UTC 5258 followers, 5458 engagements


"@3Plantey2 $WELL is undervalued in your opinion"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1945168110182453566) 2025-07-15 17:06:31 UTC 5139 followers, XXX engagements


"My Canadian stock watchlist & why I am interested 🎯 🏦 $FFH.TO - One of the best insurance businesses Prem has a 40yr track record of very solid capital allocation 📈 $ZOMD.V - Stellar q1 2025 with XXX% YoY Rev growth and a XX% gross actively digging here. 🏥 $WELL.TO - Enjoys network effects via the clinics but has problems in scaling it is gonna IPO their software business that is very similar to vitalhub 🤔 $KSI.TO - XX% gross and XX% rev cagr for the last X years on this software name 🌐 $LMN.V - Remains the most under-appreciated of the constellation software family ⚡ $MCB.TO - Very"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1932796896579354910) 2025-06-11 13:47:44 UTC 5286 followers, 11K engagements


"@no_cap_cap My issue is not getting filled beforehand lol Rather being labeled as a pumper but I guess everyone is responsible for their own decisions"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1943468009554620926) 2025-07-11 00:30:56 UTC 5123 followers, XXX engagements


"The biggest winners operate on niches 📈 Some of my favourite niche businesses 👇 📊 $WTC.AX - Logistics Software Performance 5yr XXX% 🪄 $CSU.TO - Vertical Software Performance 5yr XXX% 🪖 $NXSN.TA - Drone Cameras under 2kg Performance 5yr XXXXX% ✈ $HEI - Parts for Aircrafts Performance 5yr XXX% 🩻 $PME.AX - Radiology software Performance 5yr XXX% 🛢 $TVK.TO - Propane tanks & H/C systems Performance 5yr XXX% 👔 $KNSL - Casualty and Property insurance Performance 5yr XXX% 🔌$SLYG.F - Electronic Part (smart home) Performance 2yr XXX% 🌐 $CDNS - Verification & Simulation software Performance"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1920536200315875841) 2025-05-08 17:48:06 UTC 5256 followers, 5354 engagements


"Simeon how much do you like software ❓ My Portfolio 👇 $CSU.TO - Vertical Market Software $ACP.WA - Vertical Market Software $VHI.TO - EHRs Workflows and Operational visibility software $PME.AX - The best radiology software available on the market Which software companies do you own 🤔 ⚠ BTW VHI deep dive is almost finished it's massive and very detailed I am fixing some mistakes and adding some parts XXX% coming tomorrow morning I prefer to take my time and delay rather than post something of bad quality"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1944761835414032596) 2025-07-14 14:12:08 UTC 5286 followers, 8076 engagements


"@MichaelGielkens $bro $ffh and $knsl are some of the best insurance names on the market"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1932168794845458862) 2025-06-09 20:11:53 UTC 5240 followers, 1993 engagements


"Latest moves on the Simeon portfolio & Thoughts 👇 Buys & Adds 🟢 $ITECH.ST at XX SEK per share (New) $NVDA at $XXX (Added X% to position) $GOOG at $XXX (Added X% to position) $PME.AX at $XXX per share (The New secret position) Sold/Trimmed 🔴 $HIMS at $XX (15% of the position Thoughts 🗨 Not much activity and opportunities currently I consider still that NVDA for current multiple vs growth and demand still remains the best large cap in the USA market second best is Google which you also see I purchased some the market is not pricing in properly their potential. The secret position I teased a"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1920122869046038613) 2025-05-07 14:25:40 UTC 5137 followers, 2623 engagements


"@Pioutiful NFA i bought recently $ACP.WA I like $MYTIL.AT"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1940424426920837182) 2025-07-02 14:56:49 UTC 5267 followers, XXX engagements


"@Stijn22846075 @MichaelGielkens Teqnion is not a good serial acquirer at least yet Lifco is very very good but has lots of room before it is considered one of the goats it is close though $ROKO is interesting"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1942971013387469222) 2025-07-09 15:36:02 UTC 5272 followers, XXX engagements


"@meeijer That will be reserved for a substack deep dive Glad you like itech"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1944044495978586501) 2025-07-12 14:41:41 UTC 5283 followers, XXX engagements


"@HanFarStockUp I almost had larg in the goat list Tremendous company And great choices man"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1942612287690305650) 2025-07-08 15:50:36 UTC 5137 followers, XXX engagements


"$EVO.ST for some reason has all the spotlight in Sweden but there are many way better niche businesses growing over XX% a year while dominating niche areas that deserve more attention. 🤔 One of my favourites being $ITECH.ST YTD - XX% and I am up XX% on my position 🎯 They have complete control of a very unique niche 👇 ❓The problem they solve is simple barnacles get attached to ships costing them speed thus time more fuel thus costs and trouble with very strict environmental laws especially in Europe. 💡Their patented chemical solution is mixed with the ship paint Already 3k ships use the"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1945504568458244139) 2025-07-16 15:23:29 UTC 5286 followers, 7923 engagements


"Current positions by country 🌍 USA - $AMZN $GOOG $HIMS $NVDA $BRO $KNSL Canada - $CSU.TO $VHI.TO $TVK.TO Poland - $ACP.WA Israel - $NXSN.TA Australia - $PME.AX Sweden - $ITECH.ST Any great idea for more stocks to research on those countries Name em 👇"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1924518454670844207) 2025-05-19 17:32:10 UTC 5281 followers, 6718 engagements


"@Eyal__Weiss Ofc they could be in honorable mentions Lagr is very close to goat status imo Broadcom has done acquisitions but I don't think it can be considered a serial acquirer"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1942612090511880657) 2025-07-08 15:49:49 UTC 5204 followers, XXX engagements


"Short but sweet introduction I am Alex I am XX years old living in the UK. From XX years old my passion was the stock market I love and breathe it the numbers game is fascinating to me. I worked super hard to make money as a teen just to invest in my first stock which was $BYND I was thrilled when I made a XX% profit oh good times. After some very lucky hits in the beginning I was overconfident and lost majority of my portfolio I was devastated. I almost gave up but I couldn't give up on my dream I studied relentlessly and went and got my Masters in Business and Finance. Haven't looked back"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1861096402904064031) 2024-11-25 17:15:34 UTC 5286 followers, 52.8K engagements


"@RedshirtInsight is berk pursuing this acquisition"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1945243078794576350) 2025-07-15 22:04:25 UTC 5126 followers, XXX engagements


"@david_katunaric Only X companies come in mind when I was reading this I own X and I am gonna get the third this week"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1939435304873807990) 2025-06-29 21:26:24 UTC 5279 followers, 1013 engagements


"@PerceptronCodex @hypergrowth102 Having talked with some $lmnd investors I came into the conclusion that they don't know anything about insurance companies I like $ffh.to $knsl"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1924990594356527125) 2025-05-21 00:48:16 UTC 5286 followers, XXX engagements


"Australia has some very unique companies that are relative unknown 💡 Here are some you should know 👇 🩻 $PME.AX (fav) MC - XX B P/FCF - XXX ROIC - XX% FCF margin - XX% 🌐 $WTC.AX MC - XXXX B P/FCF - XX ROIC - XXXX% FCF margin - XX% 🏗 $MAD.AX MC - XXXX B P/FCF - XX ROIC - XX% FCF margin - XXX% 📊 $XRO.XA MC - XX B P/FCF - XX ROIC - XX% FCF margin - XX% To all investors that invest there what stock is worth looking there under X billion market cap"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1904896789884657723) 2025-03-26 14:02:40 UTC 5137 followers, 1696 engagements


"5 businesses I would love to own but I dont ⛔ ⚡ $AXON - Im aware their platform capabilities and cloud expension could be a very lucrative opportunity and there are multiple growth levers to pull but I personally wouldnt pay XXX times EV/FCF for these prospects. 🪖 $RHM.DE - In my humble opinion it is (was) one of the best picks to capture the EU defense trade that is still very strong given recent developments in the NATO summit. While being of extreme quality if you check previous years growth was meh and it is currently on the expensive side of valuation there are better more"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1938626646678122600) 2025-06-27 15:53:05 UTC 5287 followers, 4867 engagements


"Revisiting $PNP.TO $PNPFF thesis 🌲 Pinetree Capital remains in my opinion one of the most intriguing companies in the Constellation software universe. 💡 🎯 I published my deep dive on S. when it was just $XXXX per share and it reached $XXXX and now trades at $17ish. I thought it was a good time to revisit the thesis/valuation What they do different vs the family ( $CSU $TOI.V $LMN.V $SGN.WA $ACP.WA ) is that instead of buying software companies directly they take non-control stakes often working with existing management teams to accelerate growth instead of assuming full operational control"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1942966999384039817) 2025-07-09 15:20:05 UTC 5286 followers, 5548 engagements


"Brutally rating the X most popular fintwit stocks 🎯 🫁 $TMDX - They are doing a great job controlling the logistics network which arguably is the most important aspect of their business as they can reduce time and expand their TAM by a large mile. They are threatened only by NPRs and new tech replacing the efficiency of OCS (although difficult) 📊 Rating - 7/10 💊 $HIMS - The platform capabilities are massive scaling & launch of key verticals like home testing/peptides/menopause/TRT still keep this in my portfolio although I am not very happy with how they are handling GLP-1ns I still"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1943767089862640060) 2025-07-11 20:19:22 UTC 5277 followers, 11K engagements


"The Mount Rushmore of serial acquirers 👑 $CSU.TO - Since inception 27000% $HEI - Since inception XXXXXX% $DHR - Since inception 399094% $VITB.ST - Since inception 23968% The rising stars 🌟 $ACP.WA - Software $TOI.V - Software $SGN.WA - Software $TVK.TO - Propane Tanks $CHG.DE - Software Would you change anything in my list 🤔"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1942588395051520475) 2025-07-08 14:15:39 UTC 5287 followers, 22K engagements


"Started a new small-cap portfolio 🎯 Just bought the first position Hints - Under a billion market cap ✅ If someone guesses correctly I will send them my full thesis 🤝 Some of you know don't spoil 😉"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1940494736378507698) 2025-07-02 19:36:12 UTC 5286 followers, 11.8K engagements


"I feel the biggest winners in the next X years for my portfolio will be these companies 🎯 $HIMS - First Buy near $XX $PME.AX - First Buy at $XXX $NXSN.TA - First Buy at 5800 $ITECH.ST First Buy at XX SEK $TVK.TO - First buy near $XX $VHI.TO - First buy was near $XX Which of your holdings you believe are gonna be the biggest winners Let me see those quality names"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1923017360723575116) 2025-05-15 14:07:21 UTC 5280 followers, 4496 engagements


"@mvcinvesting Someone told me yeah bro value $LMND by doing a DFC 🤣🤣🤣"  
![@SimeonResearch_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1853523284706340864.png) [@SimeonResearch_](/creator/x/SimeonResearch_) on [X](/post/tweet/1944042613759521196) 2025-07-12 14:34:12 UTC 5260 followers, 11K engagements