@adrivalue Avatar @adrivalue AdriΓ‘n, Head of the arena 

AdriΓ‘n, Head of the arena  posts on X about $csuto, acquisition, ipo, $toiv the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

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

CreatorRank Line Chart

Social Influence

Social category influence finance 34.55% stocks 16.36% cryptocurrencies 9.09% technology brands 7.27% countries 4.55% social networks 2.73% currencies 2.73% luxury brands 0.91% automotive brands 0.91%

Social topic influence $csuto #17, acquisition 5.45%, ipo 5.45%, $toiv 5.45%, ai 3.64%, $csu 2.73%, debt 2.73%, spain 2.73%, $acpwa 2.73%, at least 1.82%

Top accounts mentioned or mentioned by @clarksquarecap @renesellmann @deepsailcapital @notmarkleonard @comptortoise @eshear @lukewolgram @robel2405 @falcon10x @kyleadamsstocks @perseusgroup @redshirtinsight @realjimchanos @ai @samanthasubin @jaredkubin @jggcdn @mjmauboussins @sempiternoinv @dnystedt

Top assets mentioned Snap, Inc. (SNAP) Alphabet Inc Class A (GOOGL) Bitcoin (BTC) SPDR S&P [---] ETF Trust (SPY) The Sandbox (SAND) InMode Ltd. Ordinary Shares (INMD) IonQ, Inc. (IONQ) Quantum Computing Inc. (QUBT) NuScale Power Corporation (SMR) Beyond Meat, Inc. (BYND) Oatly Group AB (OTLY) Spotify Technology (SPOT) General Electric Company (GE) O'Reilly Automotive Inc (ORLY) Autozone Inc (AZO) Reddit, Inc. (RDDT) Pinterest, Inc. (PINS) Astera Labs, Inc. (ALAB) Vixco (VIX) IBM (IBM) Pfizer, Inc. (PFE) Intel Corporation (INTC) Merck & Co., Inc. (MRK) DisChain (DIS) Exxon Mobil (XOM) ICL Group Ltd. (ICL) Mosaic Co (MOS)

Top Social Posts

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

"Welcome to the family Andromeda Software $CSU.TO"
X Link 2026-01-21T09:24Z [----] followers, 13.2K engagements

"$CSU.TO πŸ“’ Significant acquisition πŸ“’ Harris buys GlobalMeet a Zoom-like webcasting app (Yay πŸ˜‚) Pivotal Group a PE firm focused in special situations and carve-outs previously acquired these assets from PGi for an "8-figure sum" in [----] The transaction wasn't published at the CSU level so Harris probably paid between $50-99m for these assets This acquisition will be included in the the Q4 (completed in December [--] 2025) https://twitter.com/i/web/status/2015768457753571773 https://twitter.com/i/web/status/2015768457753571773"
X Link 2026-01-26T12:47Z [----] followers, 10.7K engagements

"$CSU.TO Narrative violation: Organic growth AND AI That's impossible SELL SELL EVERYTHING"
X Link 2026-02-02T20:04Z [----] followers, 11.4K engagements

"@ReneSellmann They didn't acknowledge that. It was basically a marketing call where they mentioned [--] times the greatness of MNDY's useless AI agent πŸ˜‚ https://x.com/adrivalue/status/2021178134389796964 @ai @samantha_subin Wrong. They said exactly the oppossite: https://t.co/w3VxI95oV5 https://x.com/adrivalue/status/2021178134389796964 @ai @samantha_subin Wrong. They said exactly the oppossite: https://t.co/w3VxI95oV5"
X Link 2026-02-10T11:05Z [----] followers, [---] engagements

"Another one is cooking: Constellation HomeBuilder launches an AI agent πŸ‘€ I've curated a list of 700+ $CSU.TO subsidiaries At least [---] of them explicitly mention AI features on their websites This number is likely an underestimate as many companies don't even bother to update their websites πŸ˜‚ CSU has a huge opportunity ahead to boost organic https://t.co/MBq3luvbtK I've curated a list of 700+ $CSU.TO subsidiaries At least [---] of them explicitly mention AI features on their websites This number is likely an underestimate as many companies don't even bother to update their websites πŸ˜‚ CSU has"
X Link 2026-02-10T13:56Z [----] followers, [----] engagements

"@JaredKubin Clever design. You can program the Ferrari washing machine on the screen on the right"
X Link 2026-02-11T14:37Z [----] followers, [---] engagements

"I've curated a list of 700+ $CSU.TO subsidiaries At least [---] of them explicitly mention AI features on their websites This number is likely an underestimate as many companies don't even bother to update their websites πŸ˜‚ CSU has a huge opportunity ahead to boost organic growth. CSU has earned its customers' trust over decades and will be the preferred vendor for any AI functionality it offers If you think its customers will use AI tools connected to their mission-critical software from an unknown company founded a couple of years ago you're delusional. Trust cannot be automated πŸ™„ Bonus:"
X Link 2026-02-06T20:57Z [----] followers, 28K engagements

"Sellers of $CSU.TO stock please explain to the group why you hate compounding"
X Link 2026-02-09T17:53Z [----] followers, 12K engagements

"$CSU M&A team right now"
X Link 2026-02-13T15:58Z [----] followers, [----] engagements

"$CSU.TO Cultura (Food/AgriTech) is attending an agricultural software event 😴😴😴 Customers will learn about the future of the industry do some networking and will have direct conversations with Cultura's leadership Do we know if vibe-coders are attending the event πŸ€”"
X Link 2026-02-14T20:12Z [----] followers, [----] engagements

"The only thing that $SAND is able to grow is its share count πŸ“ˆ Since [----] its share count increased at a CAGR of 12% while its Cash from operations per share grew at a mere CAGR of 3% πŸ€·β™‚ $SAND share price total return since 2013: -13% 🀣🀣🀣"
X Link 2023-09-26T18:30Z [----] followers, [----] engagements

"@ClarkSquareCap Maybe just add the following to the "About" tab Tis site does not offer FINANCIAL PORTFOLIO MANAGEMENT or INVESTMENT ADVISORY SERVICES Which is what their trademark is for πŸ–•πŸ˜‚"
X Link 2023-10-03T20:55Z [----] followers, [---] engagements

"@DeepSailCapital @JGGCDN As a matter of fact is better to focus on the organic recurring revenue growth (70%+ of revenue) The remaining three segments are less relevant and lumpy (30%)"
X Link 2023-11-03T10:26Z [----] followers, [---] engagements

"Here's a management team that doesn't get capital allocation right. They think of buybacks as a way to support the share price that's silly Is okay $INMD is a small cap and they can learnbut will they Read @mjmauboussin's papers ffs you don't need an MBA to get it rightπŸ˜† $INMD 🧐 https://t.co/vb3ZuCX2Cf $INMD 🧐 https://t.co/vb3ZuCX2Cf"
X Link 2023-11-03T11:24Z [----] followers, [----] engagements

"@Sempiterno_Inv @NotMarkLeonard I think is a new country for CSU. If the transaction goes ahead it would open a whole new market for them. Language and culture barriers are real 🀝"
X Link 2023-11-21T18:02Z [----] followers, [--] engagements

"@dnystedt ASML's CEO said a few weeks ago that chinese demand is still catching up these are overdue orders"
X Link 2023-11-25T13:14Z [----] followers, [----] engagements

"@TomasRiba2 TD is targeting a 30% revenue growth for LMN in [----]. LMN probably achieved half of that growth with the two acquisitions from $SNCR A 34% EBITDA margin seems too high to me let's say 29% over that projected revenue would be 190m NTM EV/EBITDA 22x not a crazy valuation IMO"
X Link 2023-11-25T21:20Z [----] followers, [---] engagements

"@DeepSailCapital All these are 🍩🍩🍩: $EH eVTOL Hype $IONQ $QUBT Quantum BS $SMR biggest project canceled due to delays and cost overruns BK in [--] months $SHOT Fake product pump & dump scheme Honorable mention to shitco classics: $DNMR $BYND $OTLY"
X Link 2023-11-28T12:16Z [----] followers, [---] engagements

"About time $SPOT"
X Link 2023-12-04T10:29Z [----] followers, [----] engagements

"@bsg_cap @DakotasTwits Quebec's Bill [--] was a hard setback for PHA. The latest acquisition solved provided diversification now 60%+ of EBITDA comes from outside QC Highly levered tho. Lower rates will help"
X Link 2024-01-03T19:54Z [----] followers, [--] engagements

"$CSU.TO hit $3400 a few minutes ago That's a fresh 200-bagger plus dividends and spin-offs πŸ₯Ή $CSU.TO Seems that we have a fresh new 100-bagger In [----] Constellation Software priced its IPO at C$17 per share. Today its shares closed above C$1700 or [---] times its IPO price in just [--] years. What a ride πŸš€ cc @ChrisMayer https://t.co/ZcxO9pvmmc $CSU.TO Seems that we have a fresh new 100-bagger In [----] Constellation Software priced its IPO at C$17 per share. Today its shares closed above C$1700 or [---] times its IPO price in just [--] years. What a ride πŸš€ cc @ChrisMayer https://t.co/ZcxO9pvmmc"
X Link 2024-01-08T15:52Z [----] followers, 10.8K engagements

"@CompTortoise Black Knight carve-outs will be a growth driver for years. Imagine a bull market in real estate = originations πŸ“ˆ But organic growth will come down at some point it might cause some multiple compression 🀞"
X Link 2024-01-08T18:32Z [--] followers, [---] engagements

"@gezzogero Sad to see a takeover at such a low valuation That's why I defend that companies with a controlling shareholder deserve a permanent discount vs peers because you never know when they're going to stab you in the back Plenty of these cos. in Europe especially in and"
X Link 2024-01-12T20:29Z [----] followers, [--] engagements

"@_inpractise Charging both sides of the transaction is. nasty to say the least Btw Mark Miller mentioned this company as an example of a VC-backed company that did well in a mature market"
X Link 2024-01-18T11:46Z [----] followers, [---] engagements

"@natstewart5 @rubicon59 That's the exec who pitched Heydude as an acquisition target πŸ˜†"
X Link 2024-01-21T16:55Z [--] followers, [--] engagements

"$KPG.AX made official earlier today the cessation of the dividend to reinvest more capital in the business Shares closed in green πŸ‘Œ Name a company with a high ROIC that decided to cut its dividend to prioritize growth πŸ€” I wonder how shareholders reacted to the announcement. I'd also like to compare the stock returns before/after the cut πŸ‘€ Name a company with a high ROIC that decided to cut its dividend to prioritize growth πŸ€” I wonder how shareholders reacted to the announcement. I'd also like to compare the stock returns before/after the cut πŸ‘€"
X Link 2024-02-05T07:27Z [----] followers, [----] engagements

"This comparison makes absolutely no sense Deals like MSFT-OpenAI/AMZN-Antherion/NVDA-CW are simply put CAC. Besides they've effectively locked-in hungry cloud customers Big Tech cos. have net cash or low debt. Not a single one of them will go down if the AI hype evaporates Study this chart of General Electric. That massive uptrend from 1981-2001 happened under Jack Welch's leadership. Business school professors eulogized him and financial journalists wrote fawning articles about his leadership style. Everyone praised him as America's greatest CEO. https://t.co/w2fzXPd2yb Study this chart of"
X Link 2024-02-10T17:48Z [----] followers, [----] engagements

"@kashyap286 AI was a tailwind that's a fact but this could last for years Valuation reset maybe maybe not. EPS growth could slow but multiples might hold if USTs yields keep going down Point being nobody can possibly know for sure what will happen in the future"
X Link 2024-02-10T21:49Z [----] followers, [--] engagements

"@LogicalThesis Please wake me up when EV/TAM becomes a "valuation" metric againπŸ˜†"
X Link 2024-02-11T15:18Z [----] followers, [---] engagements

"@NotMarkLeonard Boring is beautiful πŸ˜†"
X Link 2024-02-13T14:03Z [----] followers, [---] engagements

"Interesting conclusions in this "mini-study" about 10-baggers over the last decade in the software industry Most of them were small caps with a median initial market cap of $70m πŸ‘€ Musing #1 - [--] Baggers in Small Cap Software Observations on 10x plus returns in public SW from the last decade. https://t.co/382QzLoKRe cc: @JohnHuber72 @chriswmayer @SaaSletter @OnlyCFO @27XVII @ArdaCapital @CapitalShipyard @ClarkSquareCap @BreakingSaaS @willschoebs https://t.co/esTBAOW1li Musing #1 - [--] Baggers in Small Cap Software Observations on 10x plus returns in public SW from the last decade."
X Link 2024-02-15T16:17Z [----] followers, [----] engagements

"@LionCubsFund $APR.WA Auto parts. Countercyclical similar dynamics as $ORLY and $AZO $DOM.L Junk food. Resilient $KPG.AX Corporate taxes ain't going away $SHVA.TA Card rails. V/MA among top shareholders"
X Link 2024-02-21T10:25Z [----] followers, [---] engagements

"@Chrisbagmancap @AlteraHealth The rationale for spin-offs is financing (at least for now.) so it won't happen unless they acquire a big competitor and that would be a risk you can't "merge" different EHRs/RCMs"
X Link 2024-02-21T16:50Z [----] followers, [--] engagements

"@eshear That's incorrect - 50% RSUs were already vested on the grant date - The remaining 50% RSUs will be vested quarterly over the next [--] years (5% per Q) - Options will also vest quarterly 5% per Q so in [--] years 100% of the options will be vested regardless what the max. term is"
X Link 2024-02-25T17:33Z [----] followers, [---] engagements

"DAUs matter yes but FCF per share growth is even more important i.e. $SNAP DAUs tripled since its IPO in [----] yet share price is down 55% because this business barely generates any FCF Cash is king πŸ‘‘ Reality Narrative 3/ Everyone is focused on revenue and profit but for social media what really matters is daily uniques (DAUq in the S-1). On page [--] we finally get to the good stuff. The short version: consistent +20% YOY growth. At reddits size thats very strong. https://t.co/rehn99hR7m 3/ Everyone is focused on revenue and profit but for social media what really matters is daily uniques"
X Link 2024-02-25T17:56Z [----] followers, [----] engagements

"@eshear That's the theory but not all DAUs are created equal FB was profitable since late [----] [--] years before IPO with 180m DAUs $SNAP still loses money with 400m+ DAUs $PINS barely breaks even with 500m MAUs $RDDT has a difficult journey ahead that's for sure"
X Link 2024-02-25T20:02Z [----] followers, [--] engagements

"@CJ0pp3l Oopsie Why am I not surprised πŸ˜… Allscripts $MDRX has an awful record of overpaying for acquisitions. Their financials are full of impairments and HUGE "integration costs"πŸ™„ MDRX paid $2.2bn for acquisitions over the last [--] years and its EV is $2.6bn this is not exactly value creation πŸ’ΈπŸ”₯ https://t.co/ljXbmw1NkN Allscripts $MDRX has an awful record of overpaying for acquisitions. Their financials are full of impairments and HUGE "integration costs"πŸ™„ MDRX paid $2.2bn for acquisitions over the last [--] years and its EV is $2.6bn this is not exactly value creation πŸ’ΈπŸ”₯"
X Link 2024-02-28T09:47Z [----] followers, [---] engagements

"@ToffCap They've missed big in a previous guidance and BaFin investigation didn't help either I mean the market does not trust the management team"
X Link 2024-02-29T19:29Z [----] followers, [---] engagements

"I'm reading plenty of critics about $TOI.V paying $200m in special dividends C'mon guys this isn't the first time it's happened $CSU.TO paid a special div of $400m+ in [----]. Shares x4 since then Special divs impose discipline on capital allocation. Let them do their thing"
X Link 2024-03-06T09:13Z [----] followers, [----] engagements

"Bonus: Topicus has 500m+ in undrawn credit facilities Acquisitions will happen is just a matter of time. Be patient"
X Link 2024-03-06T09:16Z [----] followers, [---] engagements

"Astera IPO is valued @ $4.5bn $ALAB An "AI pick-and-shovel play" at only 40x revenue A hardware business with a 73% net loss margin Relying in only one supplier Material weaknesses Just [---] employees Who cares It's AI Count me in πŸ’ΈπŸ’ΈπŸ’Έ What business is this https://t.co/sl5frTpPnD What business is this https://t.co/sl5frTpPnD"
X Link 2024-03-11T18:43Z [----] followers, [----] engagements

"@oscar100_x Place your bets Latest target from the management was 11k+. And that's just in Poland Comp table via @atmosinvest"
X Link 2024-03-17T10:24Z [----] followers, [----] engagements

"Told ya $CSU.TO bought [---] million $TOI.V shares from a founder that - probably - left the business My napkin math says that's a +1% stake in $TOI.V πŸ€‘ h/t @wlep Since the spin-off $TOI.V return was 92% vs 36% for $CSU.TO Y'all know that CSI has the right to acquire an additional 30% stake in Topicus right πŸ€” https://t.co/sDeVrq5IdH Since the spin-off $TOI.V return was 92% vs 36% for $CSU.TO Y'all know that CSI has the right to acquire an additional 30% stake in Topicus right πŸ€” https://t.co/sDeVrq5IdH"
X Link 2024-04-02T15:14Z [----] followers, [----] engagements

"Total return since Topicus' was spun out: CSU 122% TOI 98% How the tables have turned πŸ™ƒ"
X Link 2024-04-02T18:35Z [----] followers, [---] engagements

"@patientinvestt Former $SAND πŸ‚ here They'll find new ways to destroy value. They always do. The only thing that $SAND is able to grow is its share count πŸ“ˆ Since [----] its share count increased at a CAGR of 12% while its Cash from operations per share grew at a mere CAGR of 3% πŸ€·β™‚ $SAND share price total return since 2013: -13% 🀣🀣🀣 https://t.co/XKda0HX0Yy https://twitter.com/adrivalue/status/1706737982969942063 The only thing that $SAND is able to grow is its share count πŸ“ˆ Since [----] its share count increased at a CAGR of 12% while its Cash from operations per share grew at a mere"
X Link 2024-04-03T10:04Z [----] followers, [---] engagements

"@NestBetter SL management does not look like the best capital allocators. They've raised equity in the IPO back in [----] what for it has been [--] years c'mon do something πŸ˜‚"
X Link 2024-04-09T13:24Z [----] followers, [---] engagements

"@CompTortoise I love "idiotic glitches": - Amazon UK blocking Visa cards in late [----]. It was obvious that both parts will reach an agreement. $V +24% in a few weeks - Alphabet is a woke company is so over $GOOG +20% during the last month"
X Link 2024-04-11T09:53Z [----] followers, [---] engagements

"@ReneSellmann This data seems misleading maybe it's the % of stocks owned by the household that do invest in financial ssets I.e. in Spain only 12% of households own stocks. These households invest 43% in equities and mutual funds"
X Link 2024-05-05T11:01Z [----] followers, [----] engagements

"@LukeWolgram I never wanted to run a fund but I can say about #3 that you never know. I thought the same as you back in [----] but in [----] I started working part-time in finance switched jobs a few months later and this has become my FT job a few months back and I enjoy it 😎"
X Link 2024-05-05T11:11Z [----] followers, [---] engagements

"@LukeWolgram Fun facts: - My background is in IT no formal education in finance - Never applied for a job in finance - I've just published some deep dives in YouTube. I was contacted by the two companies that I've worked for. They liked my work and offered me a position just like that"
X Link 2024-05-05T11:15Z [----] followers, [---] engagements

"@yesandnotyes @AccionEAFI @LibertyRPF That would make sense. He always tried to keep expectations low. They also want their employees to purchase shares at a fair price My favorite metric for CSI always has been FCF ex-CWC. Since the spin-offs happened I just substract the minority interests"
X Link 2024-05-11T07:09Z [----] followers, [--] engagements

"@ClarkSquareCap In Micro Cap land we have $TR1.MC Undiscovered VMS Growing mostly organically Profitable with net cash position never issued shares 40%+ insider ownership even long-term employees own stock Crazy cheap. Illiquid. Scanned AR materials in doesn't help either πŸ˜‚"
X Link 2024-05-13T19:33Z [----] followers, [---] engagements

"@BarrySchwartzBW Gotta love sell-side analysts MS valued the company at 22x in early [----] only to double the multiple six months later πŸ˜†"
X Link 2024-05-19T09:05Z [----] followers, [---] engagements

"@Uzo_Investor The IR sends the PRs and quarterly reports translated to english a couple of days after they're published in hebrew is sub-optimal I kmow πŸ˜† Google translate also does a good job translating entire PDFs now even the tables look good"
X Link 2024-05-22T21:58Z [----] followers, [--] engagements

"@Robel2405 @Falcon10X PHA made a huge acquisition financed with VERY expensive debt Result Interest Expense EBIT ☠"
X Link 2024-05-28T17:37Z [----] followers, [---] engagements

"@Robel2405 @Falcon10X They need to improve margins real fast IMO the most likely outcome is to raise capital to reduce debt. 17m market cap vs 45m+ debt = Dilution through the roof"
X Link 2024-05-28T18:02Z [----] followers, [--] engagements

"@lfg_cap 🀑🀑🀑"
X Link 2024-06-06T09:28Z [----] followers, [---] engagements

"@invest091 @CCM_Brett This is not exactly what I'd call "rational capital allocation""
X Link 2024-06-13T10:50Z [----] followers, [--] engagements

"Wait this 🀑 was still $TSN's CFO πŸ˜†πŸ˜†πŸ˜†"
X Link 2024-06-13T17:58Z [----] followers, [----] engagements

"@InvestInJapan CSU's JV in was terminated a few months ago. They've only completed one acquisition over there in [--] years"
X Link 2024-06-16T08:12Z [----] followers, [---] engagements

"@hectorchamizo No lo creo. Esa tendencia es anterior al "boom" en GenIA OpenAI lanz su demo en noviembre de [----] cuando el n de devs ya llevaba varios trimestres cayendo Muchas compaas se pasaron de frenada contratando devs durante 2020-2021 y despus lleg el golpe de realidad"
X Link 2024-07-04T13:16Z [----] followers, [--] engagements

"@finphysnerd Welcome aboard glad to hold but is a small position for me due to the controlling shareholder limited float and operating in an EM"
X Link 2024-07-12T16:47Z [----] followers, [---] engagements

"@DiogoPrnt Their earnings are closely correlated to overall market volatility just look at their quarterly earnings during volmageddon (Q1'18) or after market drawdowns It is ultimately a bet on higher $VIX"
X Link 2024-07-28T12:58Z [----] followers, [---] engagements

"@FundasyInvestor Food inflation increased in during the Q2 but Biedronka suffered from deflation. Lagging effect or Biedronka lowering prices to keep foot traffic πŸ€” They also called for deflation during the H2 but this is not the trend Dino results will shed some light about this πŸ‘€"
X Link 2024-08-08T13:25Z [----] followers, [----] engagements

"@KyleAdamsStocks When someone blames others for their own investing mistakes is proof that they didn't do their own DD and they're not honest with themselves in acknowledging their OWN mistakes Keep up the good work and ignore/mute/block negative people"
X Link 2024-08-28T10:44Z [----] followers, [---] engagements

"$TYL Best business model definition ever: "Its product portfolio is a libertarians brain worm providing endless applications for the public sector" Quite a line on $TYL here: "The inefficiencies of government bureaucracy have left Tyler practically immune to disruption in recent years despite a long history of software flaws release delays and user complaints and lawsuits. https://t.co/fKQrum6tfx Quite a line on $TYL here: "The inefficiencies of government bureaucracy have left Tyler practically immune to disruption in recent years despite a long history of software flaws release delays and"
X Link 2024-09-05T20:12Z [----] followers, [----] engagements

"$CSU.TO What about some organic growth Sure I'll take it"
X Link 2024-09-24T13:36Z [----] followers, [----] engagements

"@GeoffWilsonWAM @evfcfaddict Tax advantages in Spain that's funny Our socialist Government is trying to tax REITs at the usual corporate rate and to raise the marginal rate on savings"
X Link 2024-11-18T22:58Z [----] followers, [--] engagements

"@KyleAdamsStocks I'm sure you will recover fast stay strong πŸ’ͺ"
X Link 2025-01-04T11:19Z [----] followers, [--] engagements

"@masticmensch @zeroxpectation Even if the software is replicated how do you sell it is really hard to make a customer switch provider for a critical mission software program this is an existential risk for the customer "If it works don't touch it.""
X Link 2025-01-07T23:36Z [----] followers, [--] engagements

"We Europoors dig our own graves πŸͺ¦ Spain proposes 100% tax on property purchases for non-EU buyers https://t.co/AZTwlAEyle Spain proposes 100% tax on property purchases for non-EU buyers https://t.co/AZTwlAEyle"
X Link 2025-01-13T22:49Z [----] followers, [---] engagements

"Rko IPO is coming in [----] Is one of the newest serial acquirers managed by the legendary CEO of Lifco Fredrik Karlsson [--] acquisitions to date since inception in [----] usually paying up to 8x EBITA Although ROCE is not spectacular at least for now Thoughts"
X Link 2025-01-14T12:56Z [----] followers, [----] engagements

"Finally a biggie one for $TOI.V cc $CSU.TO Topicus acquires Cipal Schaubroeck adding [---] million in annual revenue. Not bad for a Europoorean company founded in [----] Awful reviews on Glasdoor if you trust them"
X Link 2025-01-14T13:55Z [----] followers, [----] engagements

"@breadcrumbsre New SEC Rule on short selling has entered the chat"
X Link 2025-01-23T18:36Z [----] followers, [---] engagements

"$VRLA.PA +11% due to buyout rumors via Bbg @orrdavid @backoftheenvelo @RodriGo_ethe Gotta love it I'm currently doing DD on $VRLA.PA almost a consumer staple 🍾 you might like it Better margins and ROIC than its main competitor $VID.MC but with a 30% multiple discount πŸ˜‚ And. management guided for a better H2'24 vs H1 πŸ™ƒ @orrdavid @backoftheenvelo @RodriGo_ethe Gotta love it I'm currently doing DD on $VRLA.PA almost a consumer staple 🍾 you might like it Better margins and ROIC than its main competitor $VID.MC but with a 30% multiple discount πŸ˜‚ And. management guided for a better H2'24 vs H1"
X Link 2025-01-31T17:33Z [----] followers, [---] engagements

"Nice find $CSU.TO strikes back in after the failed JV experiment with Hikari @volarisgroup is now trying to find acquisition targets in the Japanese market Looking forward to seeing what they can achieve thereπŸ‘€ $CSU officially relaunching in tho this time not via HQ & Mark but a Euro division of CSU Focused on late stage startups & carve outsnot their traditional approach which makes sense here in . Team of [--] in place https://t.co/OaCXWrRMYr $CSU officially relaunching in tho this time not via HQ & Mark but a Euro division of CSU Focused on late stage startups & carve outsnot their"
X Link 2025-03-06T09:26Z [----] followers, [----] engagements

"Solid [----] results for $ACP.WA βœ…Revenue up βœ…Margins up That's all we need to know cc $TOI.V $CSU.TO $TOI.V acquired a 10% stake in $ACP.WA for [---] million Is a VMS holding co. w/ [--] billion in revenue πŸ‘€ I'm really enjoying the corporate structure: minority stakes SIX publicly traded subsidiaries (marked in green) and weird things πŸ˜‚ #Europoor https://t.co/oGyY8mkOLR $TOI.V acquired a 10% stake in $ACP.WA for [---] million Is a VMS holding co. w/ [--] billion in revenue πŸ‘€ I'm really enjoying the corporate structure: minority stakes SIX publicly traded subsidiaries (marked in green) and weird"
X Link 2025-03-27T20:07Z [----] followers, [----] engagements

"$CSU.TO From [----] to [----] the volume of SaaS deals increased by approximately 20% In [----] we anticipate that the high volume of SaaS M&A deals will continue to have a ripple effect across the technology sector πŸ‘€ via @Perseus_Group"
X Link 2025-04-24T17:56Z [----] followers, [----] engagements

"@GothamResearch At least four companies have posponed its annual results Perhaps auditors are feeling increased scrutiny from BaFin following the Wirecard scandal"
X Link 2025-04-29T10:14Z [----] followers, [---] engagements

"$TOI.V Those minority equity investments ain't fun uh I feel for the accounting guys keep that β˜• going πŸ’ͺ"
X Link 2025-05-01T22:13Z [----] followers, [----] engagements

"$CSU.TO .@Perseus_Group is doing a great job communicating with potential sellers This interview with Co-President Daniel Zinman provides insights on scaling adapting improving. https://csiperseus.com/resources/daniel-zinman-two-decades-of-growth-leadership-and-legacy-at-csi/ $CSU.TO From [----] to [----] the volume of SaaS deals increased by approximately 20% In [----] we anticipate that the high volume of SaaS M&A deals will continue to have a ripple effect across the technology sector πŸ‘€ via @Perseus_Group https://t.co/gX0SdQMEiA"
X Link 2025-05-02T13:23Z [----] followers, [----] engagements

"@TihoBrkan B rarely works unless the #1 player is asleep at the wheel: AMD vs Intel (PC Processors) AIR vs BA When it works #2 is usually priced to perfection too i.e. MA gaining share vs V with MA trading at a premium Exceptions can happen for sure maybe in smaller/niche industries"
X Link 2025-05-21T22:13Z [----] followers, [---] engagements

"$ACP.WA Great Q guys Shares +80% YTD πŸ‘€ $TOI.V acquired a 10% stake in $ACP.WA for [---] million Is a VMS holding co. w/ [--] billion in revenue πŸ‘€ I'm really enjoying the corporate structure: minority stakes SIX publicly traded subsidiaries (marked in green) and weird things πŸ˜‚ #Europoor https://t.co/oGyY8mkOLR $TOI.V acquired a 10% stake in $ACP.WA for [---] million Is a VMS holding co. w/ [--] billion in revenue πŸ‘€ I'm really enjoying the corporate structure: minority stakes SIX publicly traded subsidiaries (marked in green) and weird things πŸ˜‚ #Europoor https://t.co/oGyY8mkOLR"
X Link 2025-05-27T16:50Z [----] followers, [----] engagements

"$CSU.TO Insightful podcast with a Portfolio CEO from Cora Group part of the Vela Software operating group Main topic is M&A: due diligence red flags KPIs contract terms valuation people. πŸ‘€ Transcript here: h/t @BehindFintech @Gowzican1 https://smallpdf.com/file#s=35b9a004-639a-4fcc-bc35-9c481db65c52 https://smallpdf.com/file#s=35b9a004-639a-4fcc-bc35-9c481db65c52"
X Link 2025-07-04T14:39Z [----] followers, [----] engagements

"That's a interesting one: - SaaS with virtually no competition - Rolled out in 95%+ of aussie pharmacies - 20%+ rev. growth - 70%+ recurring rev. - 87%+ gross margins but unprofitable - (Probably) Poorly managed Classic hunting ground for $CSU.TO let's turn it around baby $CSU just purchased the ANZ & UK segments πŸ™‚ https://t.co/H2OlQToOra $CSU just purchased the ANZ & UK segments πŸ™‚ https://t.co/H2OlQToOra"
X Link 2025-07-09T11:06Z [----] followers, 12.3K engagements

"@KairosPraxis Yeah and the future looks even bleaker. Imagine spending $17B in a state-of-the-art foundry only to found that you won't have customers 😐 https://semiwiki.com/forum/threads/samsung-delaying-completion-of-us-chip-plant-due-to-lack-of-customers.23133/ https://semiwiki.com/forum/threads/samsung-delaying-completion-of-us-chip-plant-due-to-lack-of-customers.23133/"
X Link 2025-07-10T07:12Z [----] followers, [--] engagements

"@RedshirtInsight Serial acquirer with negative organic growth = ☠"
X Link 2025-07-11T19:57Z [----] followers, [---] engagements

"@Inaki_Beroiz @RedshirtInsight They could get a decent IRR while they were paying 5x EBITDA and org. growth was 0% that's why it wasn't an issue in the past the math worked anyway That doesn't work when they're paying 7-10x EBITDA but org. growth is worse"
X Link 2025-07-12T09:56Z [----] followers, [--] engagements

"@RealJimChanos "Equinix executives received compensation and bonuses based on that inflated AFFO" 🎯"
X Link 2025-07-17T08:41Z [----] followers, [---] engagements

"Saving this πŸ’Ž to revisit in [--] months We're so back πŸ˜†"
X Link 2025-07-18T13:36Z [----] followers, [----] engagements

"@RealJimChanos "half the rate of things like Google or Facebook" Comparing paying vs free users a conservative assumption indeed πŸ˜‚"
X Link 2025-08-19T20:16Z [----] followers, [---] engagements

"$CSU.TO "There must be a lines of code behind it (.) This is a of mission-critical software that is hard to replace." (Trapeze Product Manager) Good luck vibe coding that. This is the easy part πŸ˜‚ And that's just 20% of the job. Now try to sell it. Every software investor should read the post below 🎯 Is crucial to understand that coding is a small part of the business. Go ahead try selling clones of Excel SAP or whatever VMS is out there. C'mon is easier than ever with LLMs right Not all software is created equal Every software investor should read the post below 🎯 Is crucial to understand"
X Link 2025-08-21T14:17Z [----] followers, [----] engagements

"Interesting read 🧐 TL;DR AI is being studied experimented with planned. since [----] and is transforming every layer of the organization $CSU.TO As AI races ahead how ready is your business to turn it into a competitive edge That question brought 4200+ Volaris employees together at our 2nd AI Summitsharing insights use cases and tools shaping the future. Read more: https://t.co/7OhKaFnqCN #VolarisGroup As AI races ahead how ready is your business to turn it into a competitive edge That question brought 4200+ Volaris employees together at our 2nd AI Summitsharing insights use cases and tools"
X Link 2025-08-27T14:23Z [----] followers, 11.8K engagements

"@SimeonResearch_ I'd rather the market continue to view CSI as a loser. It offered a decent IRR last week more opportunities to come maybe"
X Link 2025-08-28T10:06Z [----] followers, [---] engagements

"$ACP.WA Great Q guys βœ… Revenue growth on every segment βœ… Organic growth +5%) βœ… Margins up βœ… [--] acquisitions YTD cc $TOI.V $CSU.TO $ACP.WA Great Q guys Shares +80% YTD πŸ‘€ https://t.co/Aaym26lyMA $ACP.WA Great Q guys Shares +80% YTD πŸ‘€ https://t.co/Aaym26lyMA"
X Link 2025-09-03T16:52Z [----] followers, [----] engagements

"For a second I thought $CSU.TO had acquired Jgermeister is time for me to grab a drink πŸ˜‚ Have a great weekend"
X Link 2025-09-12T19:06Z [----] followers, [----] engagements

"@Marlin_Capital YOLO"
X Link 2025-10-16T09:38Z [----] followers, [---] engagements

"Top #10 Gain "Safer" Dividend DOW Dogs $IBM $PFE $HD $INTC $MRK $CSCO $DIS $MSFT $XOM $UTX #DividendGrowth https://seekingalpha.com/article/4100371-dow-safer-dividend-dogs-hound-ibm-pfizer-home-depot-top-gainers-per-august-broker-targets https://seekingalpha.com/article/4100371-dow-safer-dividend-dogs-hound-ibm-pfizer-home-depot-top-gainers-per-august-broker-targets"
X Link 2017-08-21T07:34Z [----] followers, [--] engagements

"Another candidate for fertilizers/farmingthe russian PhosAgro $PHOR.Competitors: $POT $ICL $MOS. P/E 8x EV/EBITDA 42xNet debt/EBITDA 1x"
X Link 2017-09-10T11:09Z [----] followers, [--] engagements

"We could be seeing the cryptocurrencies #bubble crash on live these days. πŸ“‰πŸŽˆπŸ“Œ#Bitcoin https://es.investing.com/crypto/ https://es.investing.com/crypto/"
X Link 2017-09-17T09:31Z [----] followers, [--] engagements

"Eurona $EWT cambia su sede y sube un 11% copiando a $ORY fascinantes locuras de los "seguidores de tendencias""
X Link 2017-10-05T08:30Z [----] followers, [--] engagements

"Just ignore analysts recommendations and do your own study. Long on $NVO #ValueInvesting (Premarket: +22%)"
X Link 2017-10-18T13:16Z [----] followers, [--] engagements

"Taiwan Semiconductor $TSM reports Q3 results (2016 Q3 was specially good) and provides Q4 guidance #ValueInvesting http://www.tsmc.com/tsmcdotcom/PRListingNewsAction.doaction=detail&language=E&newsid=THHKSTHITH http://www.tsmc.com/tsmcdotcom/PRListingNewsAction.doaction=detail&language=E&newsid=THHKSTHITH"
X Link 2017-10-19T10:22Z [----] followers, [--] engagements

"PER Shiller del S&P [---] $SPY a mi estas cosas me marean"
X Link 2017-11-04T21:22Z [----] followers, [--] engagements

"Top #10 #Bitcoin wallets worth $6 Billion. By the way [--] seem inactive πŸ€” $BTC $BTCUSD https://bitinfocharts.com/top-100-richest-bitcoin-addresses.html https://bitinfocharts.com/top-100-richest-bitcoin-addresses.html"
X Link 2017-11-28T22:31Z [----] followers, [--] engagements

"Groupe Guillin $ALGIL sigue dando oportunidades de entrada todava con mucho volumen #ValueInvesting"
X Link 2017-12-01T09:59Z [----] followers, [--] engagements

"$CET will publish Q4 [----] Q4 and AR on 9th March my guess: πŸ“ˆ https://x.com/adrivalue/status/961910974793093120 Nueva entrada en el blog: πŸ’‘ "Idea de inversin: Cathedral Energy Services" https://t.co/y0PAbyuuHP #ValueInvesting $CET https://t.co/dxaBc8Desv https://x.com/adrivalue/status/961910974793093120 Nueva entrada en el blog: πŸ’‘ "Idea de inversin: Cathedral Energy Services" https://t.co/y0PAbyuuHP #ValueInvesting $CET https://t.co/dxaBc8Desv"
X Link 2018-02-20T14:22Z [----] followers, [--] engagements

"Ficha mensual @ValentumFI $OHL $DOM $IPCO #Covestro πŸ’Ά Liquidez 24% #ValueInvesting http://www.valentum.es/wp-content/uploads/2018/03/VALENTUM-FEBRERO-2018.pdf http://www.valentum.es/wp-content/uploads/2018/03/VALENTUM-FEBRERO-2018.pdf"
X Link 2018-03-08T10:42Z [----] followers, [--] engagements

"S&P500 Buyback Index widely beats Div. Aristocrats $SPYB $SPY $NOBL https://vintagevalueinvesting.com/buybacks-are-better-than-dividends/ https://vintagevalueinvesting.com/buybacks-are-better-than-dividends/"
X Link 2018-03-13T07:29Z [----] followers, [--] engagements

"Cambria interim results revenue -4% Adj. EPS -13% OCF -22% YoY LFL: - New -14% - Used LFL -08% - Aftersales +8% #ValueInvesting $CAMB https://www.investegate.co.uk/cambria-automobiles/camb/interim-results-2018/201805080700102662N https://www.investegate.co.uk/cambria-automobiles/camb/interim-results-2018/201805080700102662N"
X Link 2018-05-08T06:30Z [----] followers, [--] engagements

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