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@Mindset4Money_X Avatar @Mindset4Money_X Mindset for Money, CPA

Constellation Software ($csu.to) is being highlighted as an obvious buy by several investors, with one user stating it's the greatest compounder in Canadian history. The company's free cash flow and growth prospects are being praised, with some investors adding it to their portfolios. It's now X% of one investor's portfolio, and they plan to halt buying for now.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% technology brands XXXXX% cryptocurrencies XXXX%

Social topic influence $csuto #11, $csu #9, constellation #202, $amzn #219, ai 6.45%, business 6.45%, $goog #181, future 4.84%, history 4.84%, $zeta #101

Top accounts mentioned or mentioned by @sojustfollowme @felix__archive @meeijer @bagholderiq @qualityinvest5 @tacticzh @dinodaninvests @wealthmatica @mattmahler5 @j208988 @felixarchive @yep77374227 @jwp626391 @jcarterinvests @thebrilliantbu1 @jeffbro52400644 @invest091 @dissectmarkets @robertc46140159 @cc_video_edit

Top assets mentioned Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) ZetaChain (ZETA) Brookfield Corporation (BN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Uber Technologies, Inc. (UBER) The Root Network (ROOT) DLocal Limited Class A Common Shares (DLO) Dave Inc. (DAVE) Metadium (META) NVIDIA Corp. (NVDA) SPDR S&P XXX ETF Trust (SPY) Vistra, Corp. (VST) Oracle Corporation (ORCL) Morgan Stanley (MS) Eli Lilly and Company (LLY) Welltower Inc (WELL) DoorDash, Inc. (DASH) DraftKings Inc. Class A Common Stock (DKNG) Dutch Bros Inc. (BROS) Micron Technology, Inc. (MU) Celsius Holdings, Inc. Common Stock (CELH) aelf (ELF) 4 (FOUR) TransMedics Group, Inc. Common Stock (TMDX) WELL3 (WELL) Dash (DASH) Novo-Nordisk (NVO) Microsoft Corp. (MSFT) 69Coin (69) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Intuitive Surgical, Inc. (ISRG) Advanced Micro Devices (AMD) CoreWeave, Inc. (CRWV) IREN Limited (IREN) Snowflake, Inc. (SNOW) Salesforce Inc (CRM) Cream (CRM) RAI Finance (SOFI) Robinhood Markets, Inc. (HOOD) Charles Schwab Corporation (SCHW) Frontdoor, Inc. Common Stock (FTDR) Adobe, Inc. (ADBE) Hims & Hers Health, Inc. (HIMS)

Top Social Posts

Top posts by engagements in the last XX hours

"4/ Vistra Corp - $VST Sam Altman has said that AI and energy are essentially the same thing. Vistra is an AI infrastructure play with great power generation exposure. They will benefit from rising electricity demand. Its integration of renewables and energy storage is also a bonus for long term upside. 2Y FWD Rev CAGR: 15.4%"
X Link 2025-10-18T20:35Z 24.3K followers, 7790 engagements

"WTF is Morgan Stanley talking about Oracle wishes they were at 2008 debt levels 😂😂 $ORCL"
X Link 2025-12-05T16:01Z 24.3K followers, 12.7K engagements

"Constellation Software is now X% of the portfolio. Will halt the buying for now. Lets see how the future shapes out here. As Mark Miller said yesterday Its business as usual. $CSU $CSU.TO"
X Link 2025-10-02T12:23Z 24.3K followers, 8459 engagements

"15 companies expected to grow revenues above XX% and trade below 30x future op cashflows: Eli Lilly $LLY: XX% 29x Micron $MU: XX% 7x Welltower $WELL: XX% 30x DoorDash $DASH: XX% 29x DraftKings $DKNG: XX% 18x Celsius $CELH: XX% 23x ELF Beauty $ELF: XX% 28x Dutch Bros $BROS: XX% 21x Shift4 Payments $FOUR: XX% 7x Zeta Global $ZETA: XX% 23x Transmedics $TMDX: XX% 27x Dave Inc $DAVE: XX% 29x Grindr Inc $GRND: XX% 18x Harrow Inc $HROW: XX% 21x WhiteFiber Inc $WYFI: XXX% 26x Which is the best deal here"
X Link 2025-10-05T14:42Z 24.3K followers, 32.9K engagements

"Cheap stocks: $ROOT $CSU.TO $NVO $DAVE $GAMB Good price for great fundamentals: $AMZN $GOOG $BN $DLO $ZETA $UBER Yes this is basically my portfolio 😂"
X Link 2025-10-07T20:12Z 24.3K followers, 20.9K engagements

"I just finished setting up my sons first investing account What should I buy for him"
X Link 2025-10-18T14:57Z 24.3K followers, 23.9K engagements

"$GOOG: XX straight EPS beats $AMZN: XX straight EPS beats $MSFT: XX straight EPS beats $META: XX straight EPS beats (Still beat Q3 XX without one time tax charge) The hyperscalers will go down as the easiest investments of our lifetime"
X Link 2025-10-30T20:34Z 24.3K followers, 53.5K engagements

"5% FCF yield for the greatest compounder in Canadian history Yes I will add more. $CSU $CSU.TO"
X Link 2025-11-10T14:37Z 24.3K followers, 26.7K engagements

"Like brooo. Literally the rarest opportunity in company history. $CSU $CSU.TO"
X Link 2025-11-10T20:07Z 24.3K followers, 12.1K engagements

"Be greedy when others are fearful You know which stock Im talking about 😏"
X Link 2025-11-11T14:45Z 24.3K followers, 117.8K engagements

""YTD we repurchased over $XXX million of Class A shares in the open market at an avg price of $XX which represents a XX% discount to our view of intrinsic value at quarter end of $69" $BN with a solid Q3 report. AUM continues to climb as does fee bearing capital"
X Link 2025-11-13T14:37Z 24.3K followers, 14.9K engagements

"Ok this one is crazy $4.5B to over $110B OF PROFITS IN XX QUARTERS A XXX% CAGR This will never be repeated. $NVDA"
X Link 2025-11-19T21:57Z 24.3K followers, 27.6K engagements

"3rd double bagger of 2025 😀 How ugly will 2026 be $GOOG $GOOGL"
X Link 2025-11-28T14:16Z 24.3K followers, 9473 engagements

"Market crashing in 2027 bc his squiggly drawing said so guys Beware"
X Link 2025-12-02T13:18Z 24.3K followers, 9308 engagements

"Reddit is filled w examples on why ppl should just buy $SPY and walk away 😂"
X Link 2025-12-02T20:53Z 24.3K followers, 11.3K engagements

"Netflix buying Warner bros for $82B really puts the old Disney deals for Marvel and Lucasfilm into perspective. Disney paid a similar EBITDA multiple but the difference was the intangible value. They gained entire universes and characters that they could basically just plug into an already powerful ecosystem. Netflix on the other hand is buying the full Warner B infrastructure without having the same built in environment. This feels more like eliminating competition than materially improving the core business IMO. $DIS $NFLX $WBD"
X Link 2025-12-05T14:25Z 24.3K followers, 26.6K engagements

"Is $NFLX or paramount aware that $WBD was $XX a share in June And they say retail has FOMO"
X Link 2025-12-08T14:39Z 24.3K followers, 17.3K engagements

"Intuitive Surgical is monopoly porn $ISRG"
X Link 2025-10-21T20:29Z 24.3K followers, 11.4K engagements

"Cathie Wood saw this chart and said: Its the perfect time to buy in 💀 $GOOGL"
X Link 2025-11-26T13:22Z 24.3K followers, 159.6K engagements

"My friend @QualityInvest5 said it best. $ZETA has fantastic fundamentals. FCF Margins are expanding while dilution continues to decline. Customers generating over $1M in rev are growing faster than smaller accts which tells me margins will only keep improving. and yes its cheap"
X Link 2025-12-02T01:08Z 24.3K followers, 15.4K engagements

"If you believe Constellation Software can continue to expand its cashflow per share. Its such a rare opportunity. $CSU $CSU.TO"
X Link 2025-10-26T15:49Z 24.3K followers, 26K engagements

"Ill just leave this here. Q4 2022 marked one of the cheapest valuations this company has ever seen. Yet its capital appreciation since then hasnt even come close to matching its FCF growth. Don't overthink it. $UBER"
X Link 2025-11-05T13:57Z 24.3K followers, 5224 engagements

"Constellation proving yet again why its such an obvious buy $CSU $CSU.TO"
X Link 2025-11-08T00:40Z 24.3K followers, 18.5K engagements

"Insiders at Constellation Software have done only one thing since July. BUY And theres only one reason people buy a stock. $CSU $CSU.TO"
X Link 2025-11-10T20:25Z 24.3K followers, 22.7K engagements

"In a similar vein. $CSU $CSU.TO"
X Link 2025-11-11T01:51Z 24.3K followers, 18.5K engagements

"Nov XX 2025 - PORTFOLIO UPDATE New Position: $NBIS Increased Position: $CSU.TO $BN $DAVE $ROOT $AMZN $DLO Trimmed Position: $ASML $AMD $GOOG Sold Position: $GAMB This is likely my most active update yet the last week or so has been busy. I took advantage of the dip this week to add to the five positions listed above in order of highest allocation. I also used the dip to finally start a position in $NBIS. While the market might not agree right now I think this companys outlook is far more positive in the near future than the contrary. At a valuation of about $22B when I bought I wanted to make"
X Link 2025-11-15T19:12Z 24.3K followers, 31.9K engagements

"Anyone else in the same boat 😂"
X Link 2025-11-21T15:25Z 24.3K followers, 62.6K engagements

"I find it interesting when I see neocloud investors using EBITDA. Using EBITDA is reasonable when the excluded costs arent core to the business. But for neoclouds renting depreciating assets is part of operations so ignoring it is pretty misleading. $NBIS $CRWV $IREN"
X Link 2025-11-30T16:48Z 24.3K followers, 3988 engagements

"Marc Boroditsky CRO at $NBIS on AI capex bubble: "Inferencing is growing XX% faster on a monthly growth basis than CapEx investment is. I think we're actually still lagging the demand that's out there.""
X Link 2025-12-03T19:54Z 24.3K followers, 9626 engagements

"Snowflake is down X% AH Revenue growth has accelerated YoY and the fundamentals look incredible The problem It was priced for perfection. $SNOW"
X Link 2025-12-03T21:44Z 24.3K followers, 11.3K engagements

"Salesforces market cap is lower than it was in Oct 2021 but operating profit is up over XXX% since then. $CRM"
X Link 2025-12-04T16:16Z 24.3K followers, 11.3K engagements

"If you bought $SOFI four years ago your stake has been diluted by roughly 50%. Yesterdays announcement means your slice just got even smaller"
X Link 2025-12-05T14:35Z 24.3K followers, 64.6K engagements

"5/ $SCHW $HOOD isnt the only one capturing the future. At Schwab: XX% of clients are under XX XX% are under XX Growth will come from more young accounts combined with expansion in wealth management and advisory services"
X Link 2025-08-28T15:17Z 24.3K followers, 8671 engagements

"6/ $FTDR Frontdoor has a simple actionable plan to continue expanding profitability: - invest in tech to improve customer service and contractor efficiency - expand service offering This business isn't talked about enough but it is priced well for its moderate growth"
X Link 2025-08-28T15:17Z 24.3K followers, 8126 engagements

"The market continues to SELL SELL SELL So NOW is a better opportunity than ever to present my XX favorite names in the market. Lets dive right into them: 1/ $AMZN Amazon is in a great spot here. They just reported a strong quarter of reaccelerated growth in revenue streams like advertising and AWS their high margin operations. It is dominating its fast growing segments. Research firms estimate that e commerce sales will remain in low double digit growth through 2027 which is reassuring for those concerned about potential reductions in consumer spending. This business should also experience"
X Link 2025-11-14T16:50Z 24.3K followers, 162.2K engagements

"2/ $CSU.TO The org structure at Constellation is to die for. Total autonomy employees feel responsible no exceptions are made and employees are rewarded by the returns they are provided. AI presents opportunities and the misjudgment of Constellation Software is one of them. In Q3 Constellation deployed $415M in capital and didnt compromise historical hurdle rates so clearly the action is far from over. Want to read more about $CSU Below is a thread I've written on them:"
X Link 2025-11-14T16:50Z 24.3K followers, 19.1K engagements

"Im sitting at X% cash. and my gut is telling me it should be X% in $ADBE"
X Link 2025-12-02T16:09Z 24.3K followers, 49.9K engagements

"Only $AMZN could announce something this huge and still have no movement in their stock 😂"
X Link 2025-12-02T16:56Z 24.3K followers, 298.9K engagements

"Why not cut XXX% and send this bad boy flying 😂 $META"
X Link 2025-12-04T14:33Z 24.3K followers, 45.1K engagements

"Saw this commercial last night look familiar $HIMS"
X Link 2025-12-09T14:43Z 24.3K followers, 3705 engagements