@Investmentideen Avatar @Investmentideen Paul, not a CFA

Paul, not a CFA posts on X about $csuto, $acpwa, business, ai the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence finance 36% currencies 8% countries 4% stocks 2% technology brands 2% travel destinations 1% financial services 1%

Social topic influence $csuto #3, $acpwa #1, business 11%, ai #5877, $toiv 6%, $imbax 5%, $sgnwa #1, money 5%, constellation 5%, vibe coding #45

Top accounts mentioned or mentioned by @heyiamdahia @curryornothing @johnie36149708 @derek11010 @marginofdanger @marcwesteneng @bcalusinski @rja907 @4drant @alexbod @returnsjourney @nicoperjes @patfagen @gowzican1 @swansongcapital @longhillroadcap @eladasher @investmenttalkk @iggyoninvesting @amadeusvalue

Top assets mentioned Salesforce Inc (CRM) Alphabet Inc Class A (GOOGL) Chipotle Mexican Grill, Inc. (CMG)

Top Social Posts

Top posts by engagements in the last [--] hours

"@Johnie36149708 Have not many of those situations. CSU is hiking prices in some case up to 200% and attrition is still low"
X Link 2026-02-15T04:56Z 19.4K followers, [---] engagements

"I'm sitting on a pile of cash. Ready to be fully deployed. Any recommendations [---] wired to your bank account If I buy the stock. Criteria: road to be a 2x in [--] years (FCF Yield + EPS growth + multiple expansion) no large caps no commodities. Exit P/E multiple no higher than 15x"
X Link 2024-05-21T13:14Z 19.4K followers, 353.1K engagements

"Excellent announcement by $IMB.AX Johnson Controls signaled a strategic review months ago and is now actively streamlining its portfolio. This transaction looks like a clear bargain. The business was non-core and immaterial for JCI which likely explains the attractive valuation while IMB seized the opportunity. Strong execution by Dennison and the team. Based on current figures and the assumptions outlined on the final slide the asset implies roughly 200% upside on EV/EBITDA and approximately 325% on EV/S from current levels. $IMB.AX very significant and transformative acquisition - NZ 89.5"
X Link 2025-12-10T22:25Z 19.4K followers, 10K engagements

"Im in PHUKET Thailand for [--] months and would add a few weekend trips to other cities in SEA. Drop me a DM if youre based anywhere in SEA / JAPAN and want to catch up"
X Link 2026-02-01T16:08Z 19.4K followers, [----] engagements

"@BCalusinski Ben how much do you know about software businesses and/or $CSU.TO"
X Link 2026-02-04T09:18Z 19.4K followers, [----] engagements

"@rja907 for buybacks to make sense they would have to return at least a 20% cash yield. In other words $CSU.TO would have to trade at 5x earnings the same multiple they acquire businesses for"
X Link 2026-02-04T09:26Z 19.4K followers, [----] engagements

"Simple case. Works for SaaS and $CRM was guiding this number in their presentations: You spend 1$ S&M to earn 1$ perpetually or 100% return. You reinvest 100% annually. Your profit: [-----] You revenue [------] In year [--] you decide to cut s&m to [--] Your profit in year 7: [--] Your profit ex-growth capex: [------] Easier for SaaS. Very difficult for meta amzn google CAPEX. https://twitter.com/i/web/status/2020899534067392824 https://twitter.com/i/web/status/2020899534067392824"
X Link 2026-02-09T16:36Z 19.4K followers, [---] engagements

"@4drant Its a mistake to subtract LUM/TOI as this wont ever be realized"
X Link 2026-02-12T15:53Z 19.4K followers, [----] engagements

"1/ A thread I'm investing in small and micro caps for 5+ years now. I wen't into that space after discovering the "small cap discover lifecycle". This framework is for those who want to become professional small cap investors with better IRRs. Framework below"
X Link 2023-07-16T09:16Z 19.4K followers, 215.7K engagements

"Just to be clear: I dont own $CSU.TO and do not intend to. My analysis could be wrong and I might be screwed in the long term as Ive ownership in $SGN.WA and $ACP.WA"
X Link 2026-01-21T14:44Z 19.4K followers, [----] engagements

"📅 Reporting schedule 2026: FY2025 Stand-alone & Consolidated Annual Reports: Mar [--] [----] Q1 [----] Report: May [--] [----] H1 [----] Semi-Annual Report: Aug [--] [----] Q3 [----] Report: Nov [--] [---] $ACP.WA letter to shareholders https://t.co/SZF19cy5Tv $ACP.WA letter to shareholders https://t.co/SZF19cy5Tv"
X Link 2026-01-23T09:50Z 19.4K followers, [----] engagements

"What if the drawdown in software has nothing to do with the risk of being commoditized but investors just pulling out money out of software and investing it towards AI businesses $CSU.TO"
X Link 2026-01-28T11:30Z 19.4K followers, 16.5K engagements

"If I would have cash right now I would spend all the time on finding software investments in the public market. If someone has cash right now but not the time to research software businesses I am willing to exchange my time for money"
X Link 2026-02-04T10:14Z 19.4K followers, 27.6K engagements

"Why $CSU.TO should do buybacks makes no sense from a capital allocation perspective (assuming CSU continues its policy of never selling shares) Ive seen the argument pop up repeatedly on my timeline that Constellation Software should do share buybacks. That claim doesnt hold up once you look at CSUs capital allocation framework. First some context: CSU has never reduced or increased its share count. Thats not accidental. It reflects how management evaluates and thinks about capital allocation decisions. CSUs internal hurdle rate for capital deploymentprimarily through M&Ais north of 20% IRR."
X Link 2026-02-05T16:09Z 19.4K followers, 11.2K engagements

"YTD -11% YTD -7% https://t.co/geHKHIityv YTD -7% https://t.co/geHKHIityv"
X Link 2026-02-05T17:22Z 19.4K followers, [----] engagements

"@alex__bod This what majority of CSUs acquisitions are"
X Link 2026-02-15T10:56Z 19.4K followers, [---] engagements

"Call me out in a few years when all my software investments go to zero: AI (incl. vibe coding) commoditizes code not systems of record. CSU owns missioncritical systems of record in niche markets. Those moats are data workflows integrations & switching costs not the difficulty of writing code. Think about what CSU actually buys: 20yearold billing practice management municipal utility hospital etc. systems that are completely entangled with how that vertical runs. Replacing them is a multiyear capex + careerrisking project. AI doesnt change that risk calculus. Vibe coding makes it cheap to"
X Link 2026-01-21T08:10Z 19.4K followers, 271.5K engagements

"$ACP.WA letter to shareholders https://inwestor.asseco.com/en/about-asseco/press-releases/letter-from-the-chairman-of-the-supervisory-board-of-asseco-poland-sa-to-shareholders-5649/smclient=b58d950d-f2b7-11ef-ab4f-40a6b73c97e4&utm_source=salesmanago&utm_medium=email&utm_campaign=NEWSLETTR_IR_ENG https://inwestor.asseco.com/en/about-asseco/press-releases/letter-from-the-chairman-of-the-supervisory-board-of-asseco-poland-sa-to-shareholders-5649/smclient=b58d950d-f2b7-11ef-ab4f-40a6b73c97e4&utm_source=salesmanago&utm_medium=email&utm_campaign=NEWSLETTR_IR_ENG"
X Link 2026-01-23T09:04Z 19.4K followers, 11.4K engagements

"Why [--] Years of Data Is a Bigger Moat Than Any AI Model Everyone is excited about AI. Vibe coding lets anyone spin up an app in a weekend. Entire SaaS products can now be recreated with a few prompts. This has led to a popular conclusion: software is being commoditized. That conclusion is both true and deeply misleading. Yes AI is commoditizing code. But it is not commoditizing what actually matters in serious software businesses: systems of record historical data and institutional trust. And this is exactly why companies like Constellation Software (CSU) are structurally insulated from the"
X Link 2026-02-15T04:43Z 19.4K followers, 16.3K engagements

"Yes I am lazy. Obviously I would let it write by AI. Second in which product do you think the data is stored or do you think that companies pay a different data provider to state the data in a database Third its not about predicting or analyzing data but more of the data that is stored as a record or data on processed and edgy cases"
X Link 2026-02-15T10:13Z 19.4K followers, [---] engagements

"@ReturnsJourney You mix two different things together: Database engine (MySQL/Postgres/etc) running on a server hosted in a cloud (Azure/AWS/GCP) or on-premises"
X Link 2026-02-15T12:29Z 19.4K followers, [---] engagements

"@NicoperJES @patfagen Didnt thought of that"
X Link 2026-02-15T15:34Z 19.4K followers, [---] engagements

"What if $CSU.TO starts vibe coding VMS instead of buying $SGN.WA $TOI.V $ACP.WA"
X Link 2026-02-16T06:36Z 19.4K followers, [----] engagements

"The point on diversification is that the less research you put in the less boxes it ticks the more diversification makes sense. If one buys net-nets without a clear catalyst it might improve IRR. While having a catalyst + net-net it might make sense to concentrate. In general youre playing the odds and it certainly makes sense to concentrate on high EV bets. Diversification is often looked down upon in investing. Its when You dont know what youre doing etc Arguably for Microcaps diversification is highly recommended if not mandatory Even if you do know what youre doing 😉 Diversification is"
X Link 2025-09-15T05:38Z 18.7K followers, [----] engagements

"Seems like we had some overhang. Ive no idea who is selling and why but I am certain we wont see another pullback. Friends and family bought more shares today. I am already super long. $ACP.WA The $ACP.WA pullback makes no sense to me. If I would have cash I would be a buyer here. The $ACP.WA pullback makes no sense to me. If I would have cash I would be a buyer here"
X Link 2025-10-10T09:50Z 18.7K followers, 11.4K engagements

"@Gowzican1 Valuation is the most important reason why I prefer ACP over SGN"
X Link 2025-10-12T19:49Z 18.8K followers, [---] engagements

"$SHSP cheapest SaaS company I know. Trading at 20x owners earnings but growing by [--] percent per annum. No Analyst Coverage. Do I miss something"
X Link 2020-10-17T15:49Z 18.8K followers, [--] engagements

"@swansongcapital @LongHillRoadCap I don't get the investment case for $ntdo. For me it seems to be a hardware selling and franchise squeezing company without any recurring revenues and therefore uncertain future cash-flows. Even selling more hardware and more games are one-offs. No grants for future success"
X Link 2021-02-10T20:34Z 18.8K followers, [--] engagements

"$PLBY 3rd Quarter Update Good to see that Licensing grew (14% YoY) One-offs slowly coming down too. The main issue I see is that SG&A isn't scaling at all. Adjusted SG&A went from $9.8m in Q1 [----] to $30.5m in Q3 [----]. Probably part of it related to HB"
X Link 2021-11-15T21:39Z 18.8K followers, [--] engagements

"*Share-based compensation is part of Adjusted SG&A as I see it as recurring expenses"
X Link 2021-11-15T21:48Z 18.8K followers, [--] engagements

"Got a mistake in the adjusted SG&A. Amortization of Inventory Step Up is part of the COGS. Hence shouldn't be included in SG&A. Looks a little bit worse now. $PLBY"
X Link 2021-11-15T22:13Z 18.8K followers, [--] engagements

"If you like $CMG you might also like #MEX. Trading at 2x Revenue and first time in history profitable. Insane L4L comps: 36% Rev Growth [----] vs [----] Waiting for the full [----] financials before spending more time researching but seems that it came to market cheaply"
X Link 2022-01-10T20:37Z 18.8K followers, [--] engagements

"@elad_asher @InvestmentTalkk Wouldn't underestimate how many people are willing to pay for SFW content just to follow their influencers"
X Link 2022-01-19T20:12Z 18.8K followers, [--] engagements

"8/ The second reason is that the impairment of goodwill and intangibles of $208m is "non-cash" and should be adjusted. Usually amortizations without investments in intangibles and goodwill impairments are related to an acquisitive history"
X Link 2022-08-23T09:20Z 18.8K followers, [--] engagements

"9/ The next clue was on the balance sheet. APG had $1069m in intangible assets. On top of that we could see that APG had $400m+ cash on hand. On page [--] you could find the appendix that showed the intangibles"
X Link 2022-08-23T09:20Z 18.8K followers, [--] engagements

"@Derek11010 1) I do not believe that a P/E ratio would make sense here as it is more likely that they'll exit the business at some point in time. 2) My calculation was as follows: = EBT 2.33m - TAX 25% = E 1.74m - 20% minority ownership = E 1.39m "
X Link 2023-03-22T17:50Z 18.8K followers, [--] engagements

"@Derek11010 . management fee is 650k - 25% tax = 0.4875m = E 0.902m Do not know which number would be right here. It is either 0.9m or 1.4m. Anyways the business seems to be undervalued at current price"
X Link 2023-03-22T17:52Z 18.8K followers, [--] engagements

"@IggyOnInvesting Interesting. Ive a very different experience. I find one potential Investment a month in the UK"
X Link 2023-04-09T14:19Z 18.8K followers, [---] engagements

"@AmadeusValue $INSTAL should be in that bucket"
X Link 2023-06-23T17:31Z 18.8K followers, [----] engagements

"Seems that Derek CEO is interested in spreading the word about GEE Group. More publicity will hopefully add to the coverage. $JOB"
X Link 2023-07-07T18:09Z 19.3K followers, [----] engagements

"In general dilution is not a problem as it always depends. Second take any SaaS company that is growing top line but not having any earnings. Investors assume that at some point in time X the business will start restructuring and get profitable by pulling out growth opex. This moment the business would turn profitable and capital would be returned to shareholders. The same logic applies to amazon. Further I do not know what amazon is worth. I consider this hard to assess. At the end all is about future cash-flows that will be returned to shareholders"
X Link 2023-08-10T08:47Z 18.8K followers, [---] engagements

"ADVERTISEMENT My friend @CJ0pp3l has resently launched a subscription service over at @CJ0pp3l_Sub priced at $10 per month. He's tracking the news financials acquisitions and anything else related to Constellation Software $CSU.TO and it's subsidiaries $TOI.V $SGN.WA $LMN.V. (Below is just an excerpt) On top of that he's delving into discussions about some of his other holdings like $TKV.TO. For those of you who happen to be shareholders of Constellation Software and are keen on supporting CJ let it be known that he's currently actively engaged full-time in social work striving to make a"
X Link 2023-08-20T13:07Z 18.8K followers, 35K engagements

"Anyone knows a press release of a US company that had closed down or sold of an unprofitable business unit I would like to try something out"
X Link 2023-08-30T09:10Z 18.8K followers, [----] engagements

"Anyone knows how I can buy $MACT It is an OTC stock. Interactive broker doesn't allow me to"
X Link 2023-09-06T18:34Z 18.9K followers, 10.8K engagements

"Jan is a former Constellation Software colleague. If you ever wanted to become part of $TOI.V or $CSU.TO then this is your opportunitiy. We are looking to hire more people in M&A and Finance in Germany at TSS (full-time intern working student). TSS is part of Topicus $TOI / Constellation Software $CSU. It's a very interesting environment to be in with lots of opportunities to learn. Fluent German is required We are looking to hire more people in M&A and Finance in Germany at TSS (full-time intern working student). TSS is part of Topicus $TOI / Constellation Software $CSU. It's a very"
X Link 2023-09-27T17:05Z 18.9K followers, 11.9K engagements

"THE MORE I THINK ABOUT IT the more I start to believe that MICRO CAPS ARE INEFFICIENT IN GENERAL and that many opportunities trade at a discount for no reason besides the fact that theyre illiquid and/or undiscovered. The bigger the market cap the more likely it is that its trading where its trading for a reason. This seems not to be the same for micro caps. Even simple stock screening should be able to find good opportunities. Ill go one step further. I start to believe that its likely possible to apply modern Buffett to micro caps and be able to find the combination of long runway for"
X Link 2023-10-08T14:51Z 19.3K followers, 154K engagements

"@InvestRoiss You really think that PBR will return 50% dividend yield going forward and those profits being sustainable [--]. ANNUAL EBIT [--]. TTM EBIT [--]. Dividend Yield"
X Link 2023-10-08T20:40Z 18.8K followers, [---] engagements

"Couldnt agree more. This is what I am talking about all the time. Here's mine: Buying stocks that are undervalued by 20-30% is a lot riskier than people think because a lot is already baked in the current price. The real returns in investing come from an inflection in the business or industry that accelerates or sets the business on a Here's mine: Buying stocks that are undervalued by 20-30% is a lot riskier than people think because a lot is already baked in the current price. The real returns in investing come from an inflection in the business or industry that accelerates or sets the"
X Link 2023-11-22T16:49Z 18.9K followers, 12K engagements

"@marginofdanger @ClarkSquareCap @puppyeh1 @Kreuzmann13 @LaughingH20Cap @Symmetry_Invest @Adam_Wyden @DV_Situations @ToffCap @CapitalShipyard @dirtcheapstocks @InvestSpecial @alluvialcapital @PaulAndreola I am aware of his reputation. Nevertheless I consider him as a great stock picker and have to give ADW credits. I studied everything I was able to find ever published by ADW. There've been some real gems"
X Link 2023-12-25T20:42Z 18.8K followers, [----] engagements

"$TSRI was today sold at a 73% premium. I sold my shares last week at a loss. 😅 Didnt expect this outcome considering current market environment. The multiple paid seems quite aggressive as well"
X Link 2024-05-15T22:23Z 18.8K followers, [----] engagements

"2x in [--] years*"
X Link 2024-05-21T13:23Z 19.4K followers, 28.2K engagements

"Got myself a present. SMP compounded at a 16% CAGR over 40+ years"
X Link 2024-08-17T10:01Z 18.8K followers, 51.4K engagements

"YTD Update: Account [--] (1/4): 28.22% Account [--] (3/4): 63% Current positions (order by size): $KINO.L $IMB.AX $SGN.WA $COV.V $IVFH $SUP.L $TR1.MC $JAKK $JOB Biggest driver of returns this Q was $IMB.AX. $KINO.L is lagging behind. I assume that after solving DCB investors have expected a much stronger move towards 100p and likely sold out putting the share price under pressure. I opened up a second account on IBKR this year which is about 4x the size of my previous account and grew YTD by 57%. The other one which I was tracking over the past years returned 28.50% https://t.co/XlY3ssFu3M I opened"
X Link 2024-10-07T08:22Z 17.9K followers, 59.8K engagements

"Ive recently sold some investments and taken a significant position in Asseco Poland $ACP.WA. I believe the downside is limited while the upside is compelling. Quick Investment Thesis with napkin math (All numbers out of my head. Hence Double-check all details if you find this interesting): At first glance Asseco appears expensive trading at 20x LTM profits (PLN 500m) with a PLN 10bn equity value. However I see strong justification for this multiple: Market leader: Asseco is Polands largest software company often compared to $CSU.TO (Constellation Software)though with lower operational"
X Link 2025-02-18T09:38Z 18.9K followers, 30.8K engagements

"Didnt expect to turn -10% to +29% in just a month"
X Link 2025-05-16T22:22Z 18.8K followers, 24K engagements

"Anyone got some Tegus Transcripts on $EVO.ST Drop me a DM"
X Link 2025-06-16T14:25Z 18.8K followers, [----] engagements

"As I dont have any US equities here is my YTD performance for account [--] (+40%) and account [--] (+28%). The performance update no one has been waiting for: Account [--] (1/4) - 41% CAGR 2021: +148% 2022: -12.5% 2023: +35.12% 2024: +34.80% Account [--] (3/4) 2024: +52.67% Strategy is simpel but effective: Cheap good capital allocation inflection point above average business. https://t.co/2FqnIeMz54 The performance update no one has been waiting for: Account [--] (1/4) - 41% CAGR 2021: +148% 2022: -12.5% 2023: +35.12% 2024: +34.80% Account [--] (3/4) 2024: +52.67% Strategy is simpel but effective: Cheap good"
X Link 2025-06-30T15:46Z 18.9K followers, 62.1K engagements

"@david_katunaric $NTWK no one talking about this small software company with insider purchases and announced share buyback"
X Link 2025-07-16T17:35Z 18.8K followers, [----] engagements

"I usually like anecdotes that show good capital allocation and it's usually about asking questions on how they make decisions. High level questions I like to start with: [--]. How do you track performance of employees or investments inside the company [--]. How do you conclude if m&a buying back shares or reinvesting into the business is the best use of capital $IMB.AX shared once a story about how he reduced salesforce by 80% when he figured out that majority is not contributing to growth. $KINO.L shared once a story how they handled unproductive employees inside the company. $TBRG shared in their"
X Link 2025-07-17T11:35Z 18.8K followers, [----] engagements

"@danieldimitrov For example $TBRG in Q4 2024: We implemented additional reviews on all our major investments with an increased focus on ROI we have taken steps to rationalize our spend and sunset projects with a low ROI.""
X Link 2025-07-17T11:37Z 18.8K followers, [---] engagements

"@InteropabilityS As a former CSU I had certainly an edge"
X Link 2025-07-17T13:39Z 18.8K followers, [---] engagements

"Why I Added TruBridge $TBRG to My Portfolio As always: This is not investment advise. Do your own research. Below is my interpretation of the information available. Some of you may have noticed that Ive recently added TruBridge $TBRG to my portfolio. At first glance this might seem like an odd pick. After all TruBridge has a history of poor capital allocation including a few acquisitions that in hindsight destroyed more value than they created. But something has changed and I believe the current setup is worth a closer look. Lets start with the past. A History of Missteps TruBridge formerly"
X Link 2025-07-21T08:31Z 18.8K followers, 25.2K engagements

"@SharogradskyM The reason I only had [--] hours of sleep last night"
X Link 2025-07-25T14:37Z 18.8K followers, [---] engagements

"Now that $CSU.TO / $TOI.V has acquired a stake in $ACP.WA with shares now trading above [---] PLN and Topicus publicly stating theyre not a passive shareholder the key question is: what does this mean for Asseco Constellation Softwares strategy centers on cash returns not share price appreciation. Their focus isnt on multiple expansion but on the cash the business can sustainably generate. The initial purchase at [--] PLN wasnt based on current free cash flows but on what CSU calls look-through earnings. Internally CSUs valuation models are based on discounted cash flows and post-optimization"
X Link 2025-10-06T12:59Z 18.9K followers, 29K engagements

"$ACP.WA extraordinary meeting on the 4th of November. $CSU.TO $SGN.WA $LMN.V $TOI.V"
X Link 2025-10-08T15:17Z 18.8K followers, [----] engagements

"The $ACP.WA pullback makes no sense to me. If I would have cash I would be a buyer here"
X Link 2025-10-10T09:22Z 18.8K followers, 20K engagements

"$ASE.WA is sending us a clue whats happening right now inside the $ACP.WA ecosystem and everything before TSS having any Board seats"
X Link 2025-10-24T11:54Z 18.8K followers, [----] engagements

"$ACP.WA Board member proposals: - Robin van Poelje - Ramon Zanders - Christopher Siemiaszko All of them are TSS/CSU"
X Link 2025-10-27T13:53Z 18.8K followers, [----] engagements

"@stockmeme4 Its not statutory profit but expected FCF after restructuring the business"
X Link 2025-10-28T13:23Z 18.8K followers, [--] engagements

"Looked into $EDR.MC after subscribing for a good deal at edreams. IMO their business model wont work: they gift discounted subscriptions customers get a decent voucher and they hope people forget to cancel. The cancelation process is complicated prices arent always the best not all flights are offered and their best price guarantee is tricky to use. Plus most people dont travel often enough to benefit. Overall the model feels unethical to some extent. What a release from eDream $EDR. Management says its getting progressively harder to target Ryanair capacity as the airline tightens its"
X Link 2025-11-19T11:17Z 18.8K followers, [----] engagements

"@CatNyanpital @marginofdanger If half your gains go to taxes you open up a Ltd company and compound through that Ltd company"
X Link 2026-01-02T08:02Z 18.9K followers, [---] engagements

"@shravanrayhaan @InvestorMexican Do the math or calculate the expected IRR from here"
X Link 2026-01-08T17:08Z 18.8K followers, [---] engagements

"Call me out in a few years when all my software investments go to zero: AI (incl. vibe coding) commoditizes code not systems of record. CSU owns missioncritical systems of record in niche markets. Those moats are data workflows integrations & switching costs not the difficulty of writing code. Think about what CSU actually buys: 20yearold billing practice management municipal utility hospital etc. systems that are completely entangled with how that vertical runs. Replacing them is a multiyear capex + careerrisking project. AI doesnt change that risk calculus. Vibe coding makes it cheap to"
X Link 2026-01-21T08:07Z 19.3K followers, [---] engagements

"@HeyIamDahia No worries. Could you show me what youre talking about or share the website of your friends Need to see a vibe coded ERP or any other core software solution that is currently replacing large competitors like SAP or any other highly integrated mission critical solutions"
X Link 2026-01-21T11:36Z 19.3K followers, [---] engagements

"@HeyIamDahia And if you dont reply Ill just assume that your friends either dont exist or theyre vibe coding calendly 2.0"
X Link 2026-01-21T11:42Z 19.3K followers, [---] engagements

"@HeyIamDahia @RemindMe_OfThis Obviously youve no idea how the stock market works. Track the financials not the share price"
X Link 2026-01-21T12:10Z 19.3K followers, [---] engagements

"@jackefeller Valuation wise theyre cheaper"
X Link 2026-01-22T22:14Z 19.4K followers, [--] engagements

"1/ Guys just want to release a little bit of content and share a few things I wished I would have learned much earlier in my investing career. Here's some stuff that changed how I think about investing today vs [--] years ago"
X Link 2022-08-22T12:17Z 19.4K followers, [---] engagements

"What are some of the most exciting Microcap opportunities available Comment with name and current P/E-multiple 👇🏼"
X Link 2023-10-22T08:03Z 19.4K followers, 18.8K engagements

"@hauschild_paul If youre able to find a commodity business with a cost advantage that trades at a reasonable P/E while returning everything back to shareholders you certainly triggered my interest"
X Link 2024-05-21T21:49Z 19.4K followers, [----] engagements

"Is there any evidence that $EVO.ST s largest shareholder is a forced seller because of ESG 7/ Forced Selling = Golden Opportunity 🚨 Capital Group (15% holder) must dump shares due to ESG regulationsflooding the market with supply. Retail panics but this is NOT fundamental weakness. Market cant absorb volume artificial price drop. Uninformed investors flee https://t.co/GbAohTj43O 7/ Forced Selling = Golden Opportunity 🚨 Capital Group (15% holder) must dump shares due to ESG regulationsflooding the market with supply. Retail panics but this is NOT fundamental weakness. Market cant absorb"
X Link 2025-05-10T20:20Z 19.4K followers, 22.9K engagements

"I don't get it. Why is $EVO.ST trading where it's trading Revenue growing EBITDA growing margins expanding but valuation declining for the last [--] years. Does the market expects more scrutiny from regulators or anything different"
X Link 2025-06-17T16:10Z 19.4K followers, 35.1K engagements

"After researching hundreds of companies Ive realized that the hardest part of investing is finding capable management teams. Thats why I now try to speak with management earlybefore committing to deep research. Ive lost count of how many cheap high-quality businesses Ive passed on simply because they were run by poor capital allocators. In my view even a great business becomes a bad investment in the wrong hands. Think about it: in many cases all they need to do is return capital to shareholders. Instead they choose to reinvest at low IRRs"
X Link 2025-07-17T11:24Z 19.4K followers, 64.5K engagements

"TSS open Letter to Shareholders of Asseco Poland $CSU.TO $ACP.WA"
X Link 2025-10-02T20:34Z 19.4K followers, 29.4K engagements

"@h_varma14 @FromValue lol. Obviously copied. Why doesnt AI commoditize Constellation Software Because its moat doesnt consist of lines of code"
X Link 2026-01-21T23:23Z 19.4K followers, [---] engagements

"Yeah youre right. CSU would have to return 20% IRR solely from cash and no multiple expansion BUT as CSU has almost no organic growth the equation would look like this: 100% reinvestment into buybacks at 20% IRR (5x earnings) + 0% organic growth + 0% dividend yield = 20% IRR. https://twitter.com/i/web/status/2019005857749410212 https://twitter.com/i/web/status/2019005857749410212"
X Link 2026-02-04T11:11Z 19.4K followers, [---] engagements

"Disagree because even then the Q would be buying back shares or deploying at lower IRR. Lets say lowering to 15% hurdle rate helps with deploying the remaining 25% it would make sense to reinvest it at lower IRR over buybacks. Further the next assumption would be if the shareholder has a better use of that money to deploy it at higher IRRs CSU could. At 13x earnings were talking about a 8% yield. If shareholder able to deploy at 10% IRR dividend would be a better move (not taking tax disadvantage into account). https://twitter.com/i/web/status/2019012672038039677"
X Link 2026-02-04T11:38Z 19.4K followers, [---] engagements

"@carot_little Some generic answer: There might be a higher risk premium which would mean that theyll have some discount to it but as soon as they proof that its less of a risk multiples should recover"
X Link 2026-02-04T12:39Z 19.4K followers, [----] engagements

"@notjaso79646447 Good for you if you don't need me"
X Link 2026-02-04T14:34Z 19.4K followers, [----] engagements

"What is CSU platform It requires to lower internal hurdle rates first to make sense to do buybacks. Theres no value created through further acquisitions if everything is spend on buybacks as theres no cash left for m&a. Do the math yourself. Youll see that buybacks make only sense if they dont manage to deploy all incremental capital but returning cash would like be preferred over deploying lower IRR"
X Link 2026-02-05T16:57Z 19.4K followers, [---] engagements

"The multiple would move either way if or if not done buybacks. EPS would grow in case of buybacks but you wont benefit from multiple arbitrage if they dont sell their shares theyve acquired. Check it via excel. Only makes sense if incremental capital cant be deployed at similar rates or higher rates as buybacks. As I mentioned we know from the past that CSU prefers dividends over low IRR investments"
X Link 2026-02-05T17:01Z 19.4K followers, [---] engagements

"@marcwesteneng Not willing to sell my non-software which is super cheap as well. Would like to diversify further if I get additional money flowing in. 50% is VMS"
X Link 2026-02-05T17:17Z 19.4K followers, [---] engagements

"@CurryorNothing Nope this is wrong. Do the math in an excel sheet. If they bought back stock [--] years ago and not deployed it into M&A it would have returned a worse EPSs and weakened the blended IRR"
X Link 2026-02-05T19:49Z 19.4K followers, [---] engagements

"Nope. Show me the excel. Im 100% sure youre wrong in your thought process. Buybacks increase EPS. Share price has no impact on EPS. You issue shares at higher price lower your EPS but get cash in the bank. So you buy back at lower IRR and increase EPS but then sell at double the multiple for double the money and increase EPS at a similar rate. You end up with value creation by issuing shares. If you dont sell the whole value creation was EPS. Do the math. Check your facts. As long as Yield + perpetual organic EBITDA-Growth hurdle rate youll always be worse off."
X Link 2026-02-05T19:57Z 19.4K followers, [--] engagements

"@CurryorNothing As long as CSU is not issuing shares theres no multiple arbitrage to benefit from"
X Link 2026-02-05T19:59Z 19.4K followers, [--] engagements

"YTD Performance Account [--] (+46.85%) Account [--] (+40.57%) As I dont have any US equities here is my YTD performance for account [--] (+40%) and account [--] (+28%). https://t.co/J0HBgaXaqM As I dont have any US equities here is my YTD performance for account [--] (+40%) and account [--] (+28%). https://t.co/J0HBgaXaqM"
X Link 2025-10-03T07:05Z 19.4K followers, 51.4K engagements

"FY2025 Performance Update Account [--] (+50.33%) Account [--] (+48.83%) Account [--] (1/4) 2021: +148% 2022: -12.5% 2023: +35.12% 2024: +34.80% 2025: +50.33% Account [--] (3/4) 2024: +52.67% 2025: +48.83% Same strategy as last year: cheap good capital allocation inflection point above average business. Thanks for following. Hope you had a good year as well. YTD Performance Account [--] (+46.85%) Account [--] (+40.57%) https://t.co/HOhjYiBjun YTD Performance Account [--] (+46.85%) Account [--] (+40.57%) https://t.co/HOhjYiBjun"
X Link 2025-12-31T07:07Z 19.4K followers, 31.2K engagements

"I once wrote about insider trades and whether theyre a good signal. Usually they arent but if the DoB is someone who understands capital allocation and valuation in these instances it is. $IMB.AX insider trade by the chair. 200k shares bought https://t.co/mA8MaxGHyo $IMB.AX insider trade by the chair. 200k shares bought https://t.co/mA8MaxGHyo"
X Link 2026-01-04T21:50Z 19.4K followers, [----] engagements

"$IMB.AX largest shareholder BOD bought [-------] shares"
X Link 2026-01-05T23:57Z 19.4K followers, [----] engagements

"RT @icemancapital: $TOI.V $CSU.TO $CSU Kees Mastenbroek Interview (Co-Founder of Topicus Education)"
X Link 2026-01-30T20:48Z 19.4K followers, [--] engagements

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