@OlivierBib Oli

Oli posts on X about $csuto, $csu, $tvkto, ai the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

• [--] Week [-----] -30%
• [--] Month [-----] -90%
• [--] Months [------] +3,013%

Mentions: [--] #

• [--] Week [--] +25%
• [--] Month [--] -70%
• [--] Months [--] +1,133%

Followers: [---] #

• [--] Week [---] +1.30%
• [--] Month [---] +5.20%
• [--] Months [---] +360%

CreatorRank: [---------] #

Social Influence

Social category influence finance 36.11% countries 6.94% cryptocurrencies 4.17% currencies 2.78% stocks 2.78% technology brands 1.39%

Social topic influence $csuto 27.78%, $csu #57, $tvkto #2, ai 12.5%, $toiv 11.11%, constellation 8.33%, ceo 6.94%, $toi 6.94%, flow 5.56%, $lmnv 5.56%

Top accounts mentioned or mentioned by @remindmeofthis @ashwinjuneja1 @garpandchill @daveyjuice @smartcompounder @stonkmetal @nocapcap @simeonresearch @cj0pp3lsub @lifelonghacker @reladep @arnytrezzi @fromvalue @berkelkip @comptortoise @johanneskillman @anomalyinvest @bullbuzzini @digbabby @pythiar

Top Social Posts

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

"Margin Divergence EBITDA Margin: 16.6% (vs 19.5% in Q4). Compression driven by a softer mix in transport segments. Net Margin: 8.6% (vs 5.1% in Q4). Significant bottom-line expansion as acquisition synergies begin to flow through"
X Link 2026-02-11T13:21Z [---] followers, [---] engagements

"Strategic Working Capital Pivot A massive $69M favorable swing in working capital drove Operating Cash Flow to $96.5M. Management is intentionally accelerating A/R collections and slowing inventory builds in soft sectors to maximize internal liquidity for debt servicing"
X Link 2026-02-11T13:21Z [---] followers, [---] engagements

"Solvency & Interest Coverage Despite $1.3B in Net Debt solvency remains OK Interest Coverage: 4.0x (EBITDA/Interest)"
X Link 2026-02-11T13:21Z [---] followers, [--] engagements

""It's the best swimmers who drown" My conviction in $CSU is high but buying on margin now would be swimming into a storm. Ive bought the dip already now I need to keep the usual safe amount of liquiditybecause liquidity isn't just a buffer its the oxygen you need to survive"
X Link 2026-01-30T21:44Z [---] followers, [----] engagements

"The market doesnt discriminate when it wants out of an asset class $CSU"
X Link 2026-02-02T22:02Z [---] followers, [---] engagements

"How do you spot an Al-resilient software company On yesterday's Q4 call TPG CEO Jon Winkelried highlighted two essentials: 1) Systems of Record: Deeply embedded workflows 2) Proprietary Data: Creates new revenue moats $CSU.TO $TOI.V"
X Link 2026-02-06T11:12Z [---] followers, [----] engagements

"Freight market recovery is gaining momentum as rejection rates climb if this capacity tightness continues it could be a tailwind for $TVK.TO order backlogs"
X Link 2026-02-07T13:56Z [---] followers, [---] engagements

"$TVK.TO Economic activity in the manufacturing sector expanded in January for the first time in [--] months preceded by [--] straight months of contraction say the nations supply executives in the latest ISM Manufacturing PMI Report https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/pmi/january/ https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/pmi/january/"
X Link 2026-02-07T14:56Z [---] followers, [---] engagements

"TerraVest Q1 [----] Analysis Strong quarter defined by aggressive M&A integration and disciplined cash management Revenue: $408.4M (+74% YoY) Organic Growth: 9.3% Adj. EBITDA: $67.8M (+39% YoY) CAFD: $33.1M (+35% YoY) http://TVK.TO http://TVK.TO"
X Link 2026-02-11T13:21Z [---] followers, [----] engagements

"EnTrans: North American trucking market remains persistently soft acting as a primary revenue drag. Tariff Protection: High domestic manufacturing concentration (US plants for US customers) provides a natural hedge against trade volatility"
X Link 2026-02-11T13:21Z [---] followers, [---] engagements

"Management outlook shifted toward the "Data Center" vertical. The Processing and Compressed Gas divisions are pivoting to meet surging demand for specialized cooling and power infrastructure. AI tailwinds are now a core part of the TVK thesis"
X Link 2026-02-11T13:21Z [---] followers, [---] engagements

"$TVK.TO National Bank of Canada raises target price to CA$190"
X Link 2025-05-02T14:40Z [--] followers, [----] engagements

"$LMN.V RBC Capital raised its price target to CA$53 following Lumine's Q1 [----] report"
X Link 2025-05-02T17:36Z [--] followers, [---] engagements

"@SmartCompounder CSU LTM multiple is around 50x my friend watch out for NCI and the fact that CSU reports in USD. Easier to use FCFA2S per share for that calculation in my opinion"
X Link 2025-05-13T14:01Z [--] followers, [--] engagements

"@stonkmetal Interesting thank you May I ask what is your recent take on Frosta Do you think that they can keep up with the fcf growth despite the low revenue growth Started to do my DD on them recently. Any insights would be helpful 🙂"
X Link 2025-06-03T15:08Z [--] followers, [--] engagements

"$TVK.TO Heil Trailer Asia grows global footprint with [--] new channel partner expansion Thailand Malaysia Singapore Brunei Philippines South Pacific Islands Micronesia New Zealand and the UAE. https://www.globaltrailermag.com/heil-trailer-asia-grows-global-footprint/ https://www.globaltrailermag.com/heil-trailer-asia-grows-global-footprint/"
X Link 2025-07-12T13:21Z [--] followers, [---] engagements

"@no_cap_cap Also why would someone update a price target [--] week before earnings report Weird"
X Link 2025-08-06T13:09Z [--] followers, [---] engagements

"@SimeonResearch_ $TVK.TO $TOI.V $CSU.TO $LMN.V $SGN.WA"
X Link 2025-08-22T11:40Z [--] followers, [---] engagements

"When people are afraid they don't want to buy stocks. When they're greedy they want to buy. But it should be just like hamburgers. People always want to pay less for a good hamburger. If you liked $CSU.TO at 5000$ you should like it even more below 4000$"
X Link 2025-09-24T15:00Z [--] followers, [---] engagements

"Quote from CFO of $CSU Jamal Baksh"
X Link 2025-09-30T00:26Z [--] followers, [---] engagements

"@CJ0pp3l_Sub Thats about 1.2% of market cap so the equivalent of a CA$1 B acquisition for CSU 👏🏼"
X Link 2025-10-03T01:05Z [--] followers, [--] engagements

"@lifelonghacker Here you go my friend: https://financialpost.com/investing/who-mark-leonard-reclusive-founder-constellation-software https://financialpost.com/investing/who-mark-leonard-reclusive-founder-constellation-software"
X Link 2025-10-21T23:12Z [--] followers, [--] engagements

"Volatility is the conviction shakeout. If you're only half-in on your thesis the market will find you. Do the deep work then put your capital to work. After that Stay zen my friends 🙏🏼 $CSU.TO $TOI.V $TVK.TO"
X Link 2025-10-30T20:32Z [--] followers, [---] engagements

"Desjardins Securities initiated coverage on a few names (Oct 31): $CSU.TO PT of $5300 $LMN.V PT of $52 $TOI.V PT of $195"
X Link 2025-11-04T20:41Z [--] followers, [----] engagements

"TPG President Todd Sisitsky on the earnings call today : "Vertical Market Software is a major focus for our recent investments. We see VMS as a net beneficiary with real opportunities driven by the impact of AI.'' $CSU.TO"
X Link 2025-11-04T21:01Z [--] followers, [---] engagements

"RBC Capital Markets cuts its price target for Topicus from $220 to $190. The stock closed at $136 on November 4th $TOI.V $CSU.TO"
X Link 2025-11-05T11:04Z [--] followers, [----] engagements

"Customers don't care if the software is a shiny high-tech widget. They want a solution. Most mission-critical softwares running the economy are customized data infrastructure designed around the workflow with a feedback loop that impact directly the P&L. That's where the value is @RelaDep @arny_trezzi @FromValue Yes more competition but it would have been lucrative if someone still could have cracked each $5mn market prior and they couldn't bc the issue is you can't wedge customers from their existing solutions. AI lowers cost to produce software but that doesn't offer any incremental"
X Link 2025-11-06T20:39Z [--] followers, [----] engagements

"The world is still heavily analog-based. More AI means cheaper faster coding which translates to a greater volume of new software. That is a massive net positive both for the global economy and for VMS operators who manage and integrate these growing software layers $CSU.TO"
X Link 2025-11-06T20:54Z [--] followers, [---] engagements

"$CSU.TO M&A deployment: $415M in Q3 + $454M post-quarter commitment. That's $869M in capital committed to acquisitions. The growth engine is still on Constellation Software $CSU.TO Q3: 46% fcfa2s growth 33% OP cash flow growth 16% revenue growth 5% organic growth Solid performance continues https://t.co/u9jzt0ws9a Constellation Software $CSU.TO Q3: 46% fcfa2s growth 33% OP cash flow growth 16% revenue growth 5% organic growth Solid performance continues https://t.co/u9jzt0ws9a"
X Link 2025-11-07T22:29Z [---] followers, [----] engagements

"@BerkelKip $1.8 B deployed YTD including Topicus investment in Asseco and [--] months to go before end of year. Should be close fully deploying fcfa2s by YE"
X Link 2025-11-08T13:05Z [--] followers, [---] engagements

"RBC Capital on constellation (10/11): Deployed $1.83B YTD which is 112% of FY24 capital and CSU's 2nd highest year (100% FCF). Maintains Outperform lowers PT to $5600 CAD from $6000 "given the downwards valuation re-rating of peers." 66% upside implied in PT $CSU.TO $TOI.V @CompTortoise Updated today at [----] https://t.co/Dexh5hXZ4Q @CompTortoise Updated today at [----] https://t.co/Dexh5hXZ4Q"
X Link 2025-11-10T12:31Z [---] followers, [----] engagements

"We believe that Constellation Software is likely to generate one of the highest returns for shareholders over the long term in our coverage universe RBC Capital mentioned in their report (9/11) $CSU.TO $TOI.V $LMN.V RBC Capital on constellation (10/11): Deployed $1.83B YTD which is 112% of FY24 capital and CSU's 2nd highest year (100% FCF). Maintains Outperform lowers PT to $5600 CAD from $6000 "given the downwards valuation re-rating of peers." 66% upside implied in PT $CSU.TO $TOI.V RBC Capital on constellation (10/11): Deployed $1.83B YTD which is 112% of FY24 capital and CSU's 2nd highest"
X Link 2025-11-10T12:39Z [---] followers, [----] engagements

"From NBC - Constellations ROIC $CSU.TO"
X Link 2025-11-10T20:24Z [--] followers, [---] engagements

"The $CSU.TO stock price bottom Could be past could be far awayI have no idea and guessing is futile. I'm biased and the future is full of surprises. But watching that herd mentality train reverse the narrative on Constellation will be a beautiful thing to see"
X Link 2025-11-13T11:56Z [--] followers, [---] engagements

"The only thing I hate about investing is the urge it creates to fast forward time to see the next earnings reports. I counter it by maximizing presence: Surfing nature quality time w/ loved ones. Investment is competing against ourselves; feeling whole is the ultimate edge"
X Link 2025-11-13T17:57Z [--] followers, [--] engagements

"In Saas new leads are the chocolate (what they want) while retention is the broccoli (what they need). It's easy to pay ads for new leads. The hard part is solving problems so clients stay long term. $CSU.TO clients stay for [--] yrs on avg. Don't forget to eat your greens 🥦"
X Link 2025-11-29T21:47Z [---] followers, [----] engagements

"Words of wisdom from the GOAT Mark Leonard 🙏🏼 $CSU.TO There is our businesses moats and then there is our moatmost investors confuse the two. In [----] Mark Leonard clarifies Constellations competitive advantage. $CSU https://t.co/oIuc03d1Z5 There is our businesses moats and then there is our moatmost investors confuse the two. In [----] Mark Leonard clarifies Constellations competitive advantage. $CSU https://t.co/oIuc03d1Z5"
X Link 2025-12-06T15:04Z [---] followers, [---] engagements

"68% of European organisations still run less than half their workloads in the cloud Mck-insey estimates Long European VMS $CSU.TO $TOI.V $SGN.WA $CHG.DE Thoma Bravo: Europe is the next buyout frontier Europes software market is the largest mispriced asset in global tech. 13000+ software companies are waiting EU software spending grew close to ten times the continents GDP growth rate. https://t.co/Rvkle2ig6J Thoma Bravo: Europe is the next buyout frontier Europes software market is the largest mispriced asset in global tech. 13000+ software companies are waiting EU software spending grew close"
X Link 2025-12-09T11:42Z [---] followers, [----] engagements

"@AshwinJuneja1 CEO discusses the Teledyne parallel at 01:04:50. He breaks down Singletons 30-year pivot: 10yrs of 10x share growth 10yrs of M&A and 10yrs repurchasing 90% of stock. Interesting view on using the right capital allocation tools for the circumstances https://open.spotify.com/episode/06OI84dUgNmeau1vLH1Ms7si=cWoQgsqsSCaruu9MKQOlcA&t=991&ct=863 https://open.spotify.com/episode/06OI84dUgNmeau1vLH1Ms7si=cWoQgsqsSCaruu9MKQOlcA&t=991&ct=863"
X Link 2025-12-25T19:59Z [---] followers, [--] engagements

"Vibe coding shifts software from syntax to intent but its current struggle with backend suggests $CSU moat is intact (for now) The LT risk: AI lowering entry barriers and margin. I remain bullish on $CSU their moat is regu & switching costs not just code https://www.theglobeandmail.com/business/article-vibe-coding-ai-tools-software-app-development/ https://www.theglobeandmail.com/business/article-vibe-coding-ai-tools-software-app-development/"
X Link 2025-12-27T14:41Z [---] followers, [---] engagements

"KPIs to watch going forward: [--]. Organic Growth: Does DIY tech reduce maintenance fees and increase churn (Target growth 2%). [--]. Revenue/Developer: Is AI lowering maintenance costs per employee head count [--]. M&A Multiples: Does "AI panic" make acquisitions cheaper"
X Link 2025-12-27T14:45Z [---] followers, [---] engagements

"According to RBC projections $CSU is currently the least expensive of the CSI family at 22x P/AEPS. $TOI trades at a bit higher at 25x but is eyeing massive growth in [--] (24% AEPS) following a record year of deployment. What are thoughts on the CSI family at current valuation"
X Link 2025-12-29T17:17Z [---] followers, [--] engagements

"According to RBC's projections $CSU is currently the least expensive of the CSI family at 22x P/AEPS. $TOI trades at a bit higher at 25x but is eyeing higher growth in [----] (24% AEPS) following a record year of deploy. What are thoughts on the CSI family at current valuation"
X Link 2025-12-29T17:26Z [---] followers, 13K engagements

"@JohannesKillman Im super biased but I think that watching that herd mentality train reverse the narrative on Constellation will be a beautiful thing to see"
X Link 2025-12-29T22:12Z [---] followers, [---] engagements

"@Anomaly_Invest Agreed cant know for sure - but AI could be a tailwind rather than a headwind. Small TAM mission critical deeply integrated workflows low cost as % of client revenue heavy regulations and high switching cost/risk. CSUs moat is way deeper than only code lines"
X Link 2025-12-29T22:23Z [---] followers, [---] engagements

"@bull_buzzini Not very familiar w/ engh but csu decentralized model w/ +1k diff softwares feels like a diff beast. Even with org growth at 2-4% csu still compound FCF at 20%+. Capital deploy has to scale as they grow to move the needle but so far theyre able to reinvest almost all FCF"
X Link 2025-12-29T23:53Z [---] followers, [---] engagements

"@DigBabby Yeah 22% is feels like on the optimistic side Q3 YTD is 15%. But the 3-yr CAGR is 22% and the 5-yr is 24% so the track record is there - its not impossible. Perso Id be satisfied with 15-18% revenue growth plus a few pts of margin expansion"
X Link 2025-12-30T01:59Z [---] followers, [---] engagements

"@RemindMe_OfThis in [--] years"
X Link 2025-12-31T02:36Z [---] followers, [---] engagements

"@PythiaR @RemindMe_OfThis in [--] years"
X Link 2026-01-01T22:28Z [---] followers, [--] engagements

"The panic accelerated when founder Mark Leonard stepped down as CEO. The market is pricing in "key man risk" and a vague fear that AI will disrupt $CSU software moats. Its a convenient narrative for big funds to justify locking in 1000% gains on an expensive looking stock"
X Link 2026-01-07T04:32Z [---] followers, [----] engagements

"The numbers tell a different story: Q3 FCF increased 46% and new CEO Mark Miller just added skin in the game with a $5M personal share purchase. The price is cratering while the business keeps printing cash 💵"
X Link 2026-01-07T04:32Z [---] followers, [---] engagements

"@rja907 1.Correct this is the whole portfolio (plus some legacy S&P 500) 2.$3200 CSUs look-through is $236 in $TOI $197 in $LMN .$SGN: Controlled by TOI so not competition. $CHG: Tiny Europe focus just an exploratory stake for me to analyze. CSI is the VMS GOAT hands down 🐐"
X Link 2026-01-07T17:42Z [---] followers, [---] engagements

"@1eng12345 At $3200/share CSUs look-through value is $236 in $TOI and $197 in $LMN. I wanted a bigger exposition to TOI after record deployment year and bullish on European VMS but Im still small-ish in LMN as valuation is a bit richer and I understand a bit less the biz"
X Link 2026-01-07T17:46Z [---] followers, [---] engagements

"@SamJohnston724 @RemindMe_OfThis in [--] years"
X Link 2026-01-07T22:57Z [---] followers, [---] engagements

"@TidefallCapital Thats right they finished [----] at -25% and the only other year in the red since IPO in [----] was -10% in [----]. To call CSUs historical performance mind-boggling is an understatementone of the most consistent stocks in market history"
X Link 2026-01-08T14:23Z [---] followers, [---] engagements

"@GarpandChill @davey_juice But keep in mind that the avg monthly salary in Brazil is [---] USD (min salary is 300) so cheap options like shopee are well received. MELI has a huge first mover advantage and it looks like they will keep it for a while Amazon is way behind and not investing much here lately"
X Link 2026-01-09T01:54Z [---] followers, [--] engagements

"@GarpandChill @davey_juice I'm still in the homework phase I tend to move very slowly on DD. Amazing company and the revenue growth is undeniable but the credit risk in Brazil is one variable I'm still trying to pencil out. Whats your view on current valuation and Brazil credit risk"
X Link 2026-01-09T03:14Z [---] followers, [--] engagements

"One more stair in the staircase 📈 $TVK.TO TerraVest adds KBK to the portfolioanother solid move for their energy processing segment https://ca.finance.yahoo.com/news/terravest-announces-acquisition-kbk-industries-135000151.html https://ca.finance.yahoo.com/news/terravest-announces-acquisition-kbk-industries-135000151.html"
X Link 2026-01-09T14:57Z [---] followers, [---] engagements

"$CSU is the ultimate masterclass in mitigating key man risk. Mark Leonard didn't just build a company-he built a self-sustaining ecosystem of decentralized CEOs. The playbook on succession was written here years ago $csu $csu.to https://t.co/8a7xgDcNvq $csu $csu.to https://t.co/8a7xgDcNvq"
X Link 2026-01-09T19:08Z [---] followers, [----] engagements

"Agree directionallythis is a fair assessment. Id add that the market is largely momentum-influenced nowadays broke its 200-day moving avg in Oct/25) were seeing quant funds and algorithmic selling accelerate the drawdown🧵 http://CSU.TO Saturday morning raw unedited thoughts on $CSU.TO the stock deserves to be down. Mark Leonard gone it was expensive capital deployment was softer AI can build basic and complex applications. Now Ill unpack those 1) ML gone sucks but its basically the parallel to http://CSU.TO Saturday morning raw unedited thoughts on $CSU.TO the stock deserves to be down. Mark"
X Link 2026-01-11T02:13Z [---] followers, [----] engagements

"Short-term volatility is often noise until its validated by the numbers. If the price were to rip 40% higher in a month the narrative would flip. Investors would suddenly "rediscover" how integrated VMS actually are and how the decentralized model is its biggest strength"
X Link 2026-01-11T02:13Z [---] followers, [---] engagements

"Constellation Software $CSU.TO Q3: 46% fcfa2s growth 33% OP cash flow growth 16% revenue growth 5% organic growth Solid performance continues"
X Link 2025-11-07T22:19Z [---] followers, [----] engagements

"@BradoCapital Interesting companystill digging in. I highly recommend this @JoysCompounding episode with CEO Jan Mohr he lays out his thesis in a clear way. With backing from the Danaher founders and Will Thorndike. Im bullish on European VMS in general. https://open.spotify.com/episode/06OI84dUgNmeau1vLH1Ms7si=BZcNRq0dT-yQsNYi87wRcw https://open.spotify.com/episode/06OI84dUgNmeau1vLH1Ms7si=BZcNRq0dT-yQsNYi87wRcw"
X Link 2025-12-24T19:10Z [---] followers, [---] engagements

"@AshwinJuneja1 Dilution is a concern so my position is small. But w/ Danahers founder & Thorndike on the board I trust the LT vision. Reminds me of Singleton at Teledyne: early dilution + debt to scale then later aggressive buybacks. If incentives align it can be powerful tool for growth"
X Link 2025-12-25T17:19Z [---] followers, [---] engagements

"$CSU.TO has taken a 35% haircut from its [----] peak sliding from $5300 to roughly $3160. This isn't just a "dip"it's the stock's worst performance in years driven by a mass exodus of momentum traders after it broke its 200-day moving average"
X Link 2026-01-07T04:32Z [---] followers, 10.5K engagements

"Last few trading days of [----] My Coffee Can Portfolio of serial acquirers: $TVK.TO Infrastructure on wheels $CSU The Mothership of VMS $TOI Mini-CSU in Europe $SGN VMS in Poland w/ TSS playbook $CHG Smaller European VMS $LMN Mini-CSU in Media/Comms Whats in your port"
X Link 2025-12-23T21:34Z [---] followers, [----] engagements

"Can't read this @naval thread enough Here are a few of my favorite bits : Build Knowledge That Feels Like Playfocus on specific knowledge that feels like fun to you but looks like hard work to everyone else. Which resonates the most with you 🧵👇 How to Get Rich (without getting lucky): How to Get Rich (without getting lucky):"
X Link 2026-01-14T14:46Z [---] followers, [---] engagements

"Prioritize Doing Over Watching: Reading is a faster way to learn than listening and actually doing the work is faster than watching others do it"
X Link 2026-01-14T14:46Z [---] followers, [--] engagements

"Study Hard Sciences and Psychology: Build a foundation in microeconomics game theory psychology persuasion ethics math and computing"
X Link 2026-01-14T14:46Z [---] followers, [--] engagements

"TerraVest $TVK.TO is a "pick and shovel" play for the data center boom. While everyone focuses on the chips (Nvidia) the grid reality requires massive physical fuel storage. TerraVest is a major player in that niche https://finance.yahoo.com/news/us-calls-data-centers-prepare-011548875.html https://finance.yahoo.com/news/us-calls-data-centers-prepare-011548875.html"
X Link 2026-01-25T15:07Z [---] followers, [----] engagements

"Understanding the concept of compounding interest is easy the challenge is staying constant with the everyday action (and inaction) required to reach our long term goals consistency is underrated while intensity is overrated"
X Link 2026-01-26T17:43Z [---] followers, [---] engagements

"$TVK.TO Steel Prices December 2025: -17.3% yoy and flat MoM"
X Link 2026-01-30T19:36Z [---] followers, [---] engagements

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