@bigpoppastonk Avatar @bigpoppastonk BigPoppaStonk

BigPoppaStonk posts on X about $csuto, $tbrg, ai, $lmnv 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 20% stocks 8% countries 1% technology brands 1%

Social topic influence $csuto #13, $tbrg 11%, ai 8%, $lmnv 6%, $atex #6, in the 5%, $dcbo 5%, business 5%, $cmgto 5%, $toiv 4%

Top accounts mentioned or mentioned by @atelicinvest @grok @nicoperjes @jerrycap @trentblair19 @toronto242m @variantview @redshirtet @varunvmalhotra @michaelgielkens @barryschwartzbw @realroseceline @investmentideen @shravanrayhaan @kairospraxis @gubben89 @akanan33167651 @stonkmetal @mosinvesting @garpandchill

Top assets mentioned Docebo Inc. (DCBO) Twist Bioscience Corporation Common Stock (TWST) monday.com Ltd. (MNDY) Oxygen (OXY)

Top Social Posts

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

"@varunv_malhotra @deepvalueco Big difference between buying at $5000 and holding at $5000"
X Link 2026-02-13T18:21Z [---] followers, [----] engagements

"Me after a day of $CSU.TO being green after several weeks of red"
X Link 2026-02-04T22:48Z [---] followers, 10.7K engagements

"Better late than never Sorry for the delay life has been obscenely busy. Here is my refreshed portfolio for [----] My smallest is unnamed as it is illiquid and I may not be done adding. What surprised you the most [----] was the worst performance I have had since beginning my investing journey and Ive never been more excited. I can already hear my [--] followers ask But BPS how could you be excited about underperforming Because down years provide many opportunities that are often [----] was the worst performance I have had since beginning my investing journey and Ive never been more excited. I can"
X Link 2026-02-11T01:18Z [---] followers, [----] engagements

"Does this qualify as a GARP portfolio"
X Link 2026-02-11T02:03Z [---] followers, [---] engagements

"Pump it BREAKING: U.S. House votes to overturn Trumps tariffs on Canada [------]. BREAKING: U.S. House votes to overturn Trumps tariffs on Canada 219211"
X Link 2026-02-12T00:35Z [---] followers, [---] engagements

"Theres a lot of argument taking place on whether the $CSU.TO sell off is justified or not. The answer is it WAS justified - but that justified sell off has now turned into unjustified panic. Its important to recognize the difference. Im in the streets looking for my baby $CSU.TO Im in the streets looking for my baby $CSU.TO"
X Link 2026-02-12T13:14Z [---] followers, [----] engagements

"For those who are trying to decide which to buy before earnings $CSU.TO $LMN.V $TOI.V @varunv_malhotra Note: for CSU I subtract the market value of their TOI & LMN stakes from their EV and use CSU-only cash/debt/sales/EBITA. For CSU FCFA2S I add back the IRGA liability. For TOI I subtract ACP market value from their EV SGN doesn't include today's pre-announcement Full metrics: https://t.co/Dk8WNaObKz Note: for CSU I subtract the market value of their TOI & LMN stakes from their EV and use CSU-only cash/debt/sales/EBITA. For CSU FCFA2S I add back the IRGA liability. For TOI I subtract ACP"
X Link 2026-02-12T16:45Z [---] followers, [----] engagements

"Thankfully I diversified and own $ATEX and $TWST to round out my 75% SaaS exposure.😅"
X Link 2026-02-13T15:56Z [---] followers, [---] engagements

"@joinyellowbrick I own one.kinda $ATEX Its attractive because nobody writes about it"
X Link 2026-02-13T20:19Z [---] followers, [---] engagements

"RT @MichaelGielkens: $CSU.TO $LMN.V"
X Link 2026-02-13T23:02Z [---] followers, [--] engagements

"Docebo Inc. $DCBO.TO $DCBO [--]. Business Overview Docebo is a vertical SaaS company specializing in corporate eLearning solutions. Its flagship product is a customizable learning management system (LMS) used for employee training compliance onboarding and partner education. Clients include enterprise organizations in healthcare financial services retail and tech. The company earns recurring revenue from SaaS licenses and offers integrations analytics and add-ons such as content marketplaces and AI automation tools. [--]. Fit vs Strategy ✅ Vertical Market Software ✅ Mission-Critical Use Case ✅"
X Link 2025-07-02T02:55Z [---] followers, [---] engagements

"@NestBetter @TrentBlair19 $PNP.TO $ATEX $TWST $WI.V - basically most of my portfolio (its a prerequisite)"
X Link 2026-01-21T20:58Z [---] followers, [---] engagements

"Me in [----] after buying back into $CSU.TO"
X Link 2026-01-29T03:53Z [---] followers, [---] engagements

"@Toronto242M I think you may be confusing trading and Investing - its also amusing that you seem to think you have the ability to call tops in hindsight. Lets see you call the MU top next 🔮"
X Link 2026-02-13T19:09Z [---] followers, [--] engagements

"@Toronto242M @BarrySchwartzBW What proof do you have otherwise Everyone is trying to predict the future - Ill let the numbers decide"
X Link 2026-02-10T13:00Z [---] followers, [---] engagements

"Are you using tarot cards or the crystal ball People who think they can predict the future often lose. Investors who stay disciplined with their approach and strategy while accounting for different possibilities are the ones who win in the long run. Its not about predicting what will happen it about estimating what its likely to happen and pricing risk"
X Link 2026-02-12T13:46Z [---] followers, [---] engagements

"@Toronto242M Not many people can successfully anticipate the future - accounting for multiple potential futures and pricing those in is where success is found. Are you suggesting at todays prices you think MU will outperform CSU over the next 3-5 years"
X Link 2026-02-12T15:59Z [---] followers, [---] engagements

"@F_Compounders @TrentBlair19 $ATEX"
X Link 2026-02-05T02:49Z [---] followers, [---] engagements

"$ATEX - Quite the price disconnect. Disappointed to not see $NN featured on Chairman Carr's most recent blog post but I remain optimistic (and hedged) heading into March. On a different note based on the blog language highlighted below it looks like Anterix $ATEX will soon be allowed a full 5x5 MHz block vs https://t.co/8MqPjgZtqQ Disappointed to not see $NN featured on Chairman Carr's most recent blog post but I remain optimistic (and hedged) heading into March. On a different note based on the blog language highlighted below it looks like Anterix $ATEX will soon be allowed a full 5x5 MHz"
X Link 2026-02-07T23:02Z [---] followers, [---] engagements

"Good news everyone - I got AI to do an stress test assessment of my portfolio and the first line in the report was The users portfolio is currently experiencing maximum pain Sounds like just one more leg down to go"
X Link 2026-02-15T13:11Z [---] followers, [---] engagements

"Unpopular opinion - $ENGH.TO will out perform $CSU.TO over the next [--] years"
X Link 2025-03-04T13:14Z [---] followers, [----] engagements

"Added to $CMG.TO - I have trained myself to hit the green button when the urge to hit the red one is high"
X Link 2025-03-10T18:51Z [---] followers, [---] engagements

"@MrSeymourDuck Curious why you sold TOI/LMN for CSU"
X Link 2025-03-31T22:16Z [---] followers, [---] engagements

"🚨New Position Alert 🚨 $TBRG 🏥 - TruBridge serves rural hospitals with mission-critical RCM + IT systems. Vertically focused low churn deeply embedded. The market misunderstands rural healthcare as in declineyet these clients are captive subsidized and loyal. Quiet cash-flowing compounder hiding in plain sight trading at a discount in a defensive sector"
X Link 2025-05-27T20:29Z [---] followers, [----] engagements

"$CMG.TO Case Study for $OXY Oxy unlocked 45% more oil with 30% lower completion costby optimizing what they already had. In Colombias mature La Cira-Infantas field early water breakthrough and low sweep efficiency were limiting recovery from a multi-layered reservoir. Instead of defaulting to new wells or major rework the team reevaluated their waterflood strategy using advanced wellbore modeling and multi-objective optimization. By adjusting valve counts tuning injection rates and optimizing valve opening positions in a selectively completed injector the team achieved: - 45% increase in"
X Link 2025-05-28T13:07Z [---] followers, [----] engagements

"@InvestorMexican There are deals out there but definitely few and far between. Positions I am either adding to or recently purchased that I think are below FV are $DCBO.TO $QIS.V $TBRG I also think $CMG.TO is a great buy at current prices but I have a full position in that name already"
X Link 2025-05-28T15:54Z [---] followers, [---] engagements

"@realroseceline $TBRG & $DCBO fit the bill"
X Link 2025-06-18T17:59Z [---] followers, [---] engagements

"Lumine Group $LMN.V [--]. Business Overview Lumine Group partners with leading tech corporations to carve out communications and media software assetssuch as Nokias Device Management & Service Management Platforms Casa Systems Axyom 5G Core Arvatos Vidispine Ubersmith and others. Its operative model focuses on securing long-term mission-critical software businesses preserving those units and reinvesting to scale them globally. Theyve completed 15+ carve-outs since [----] each integrated with minimal disruption and provided with capital best practices and operational autonomy. [--]. Fit vs Strategy ✅"
X Link 2025-06-28T14:54Z [---] followers, [---] engagements

"$TBRG could only fly under the radar for so longgreat summary of the opportunity by a new fellow investor @Investmentideen 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 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"
X Link 2025-07-21T20:11Z [---] followers, [----] engagements

"$TBRG The grass isnt greener on the other side apparently. Always good to see a returning customer. https://www.businesswire.com/news/home/20250804655921/en/TruBridge-Re-Establishes-Partnership-With-Jackson-Parish-Hospital-to-Boost-Financial-Performance-and-Outcomes https://www.businesswire.com/news/home/20250804655921/en/TruBridge-Re-Establishes-Partnership-With-Jackson-Parish-Hospital-to-Boost-Financial-Performance-and-Outcomes"
X Link 2025-08-04T14:29Z [---] followers, [---] engagements

"$TBRG Fun fact: Epic the world's largest EMR (competitor to $TBRG et al.) runs on MUMPS from [----]. Pre-dates relational databases moon landing etc. "Legacy" software is sticky. Now they can just put an LLM on top of that tech. $CSU.TO / $TOI.V have many years to go IMO. Fun fact: Epic the world's largest EMR (competitor to $TBRG et al.) runs on MUMPS from [----]. Pre-dates relational databases moon landing etc. "Legacy" software is sticky. Now they can just put an LLM on top of that tech. $CSU.TO / $TOI.V have many years to go IMO"
X Link 2025-08-19T01:39Z [---] followers, [---] engagements

"@grok @shravanrayhaan I could be wrong but I dont think these numbers are accurate. Maybe ask ChatGPT 😉"
X Link 2025-08-20T15:50Z [---] followers, [--] engagements

"@grok @shravanrayhaan I have the total trailing 12m stock purchase being 903k"
X Link 2025-08-20T15:58Z [---] followers, [--] engagements

"Let them eat cake By popular demand here is Bigpoppas $TBRG thesis. I share all my ideas for free because I need all the luck and good karma I can get. Continue reading to learn why I think this is a mispriced steady compounder with decent asymmetry👇"
X Link 2025-08-24T15:15Z [---] followers, [----] engagements

"@AndrewDoPaco1 Thanks for pointing this out. If I incorporate these adjustments it does make the downside and upside slightly worse but by no means breaks the thesis - its currently less asymmetrical now though"
X Link 2025-08-25T17:27Z [---] followers, [--] engagements

"Looks like it could be a good time to buy healthcare and O&G 🤷🏻♂ $TBRG $CMG.TO Those health care flows tho https://t.co/io5IdomRnm Those health care flows tho https://t.co/io5IdomRnm"
X Link 2025-08-28T01:54Z [---] followers, [----] engagements

"The new mystery stock I purchased recently making up 3% of my portfolio is $HTLD (Heartland Express). Ive had this company on my watch-list for a few years now but the RR is too good to refuse at the current valuation. Let me know your thoughts on the biz"
X Link 2025-08-28T21:24Z [---] followers, [---] engagements

"After further DD Ive exited my position in $HTLD - although I like the set up and price I just couldnt justify it as a long term position. It appears to be a great swing play though"
X Link 2025-09-12T13:42Z [---] followers, [---] engagements

"They copied me $TBRG Strikwerda family added to Trubridge in September. Did not notice this. https://t.co/H780r08uDu Strikwerda family added to Trubridge in September. Did not notice this. https://t.co/H780r08uDu"
X Link 2025-09-30T17:19Z [---] followers, [---] engagements

"@atelicinvest @KairosPraxis @ferglinger Soundsa bit speculative to me 🤷"
X Link 2025-10-23T23:57Z [---] followers, [--] engagements

"@atelicinvest $CMG.TO - a low risk / high reward turnaround moving from cash rich low growth no debt VMS business to a growth via bolt-on/M&A copying the $CSU.TO playbook. Valuations are compressed due to strategy change uncertainty dividend cut (to fund M&A) and sector cyclically (O&G)"
X Link 2025-10-29T00:03Z [---] followers, [---] engagements

"@permastonks @Gubben89 Over what timeframe If I recall correctly you used to say anything above 5x sales was expensive 😆"
X Link 2025-11-01T20:20Z [---] followers, [---] engagements

"@Wise_Token @DeItaone Inflation is over when governments stop overspending - not a bet Id be looking to make"
X Link 2025-11-02T14:16Z [---] followers, [--] engagements

"@grok @3Plantey2 Thanks @grok this guy has a history of hyperbole"
X Link 2025-11-07T19:47Z [---] followers, [--] engagements

"@NicoperJES @Akanan33167651 @stonkmetal Why would that merit caution Do their competitors have access to AI and CSU doesnt How do you know its not a tailwind for them"
X Link 2025-11-08T13:07Z [---] followers, [--] engagements

"@NotMarkLeonard @NicoperJES @Akanan33167651 @stonkmetal Not sure Id be placing my bet on the kid vibe coding with AI in their moms basement disrupting CSU. If AI is that useful its the large businesses that will successfully implement it and expand their moats even further imo"
X Link 2025-11-08T13:11Z [---] followers, [--] engagements

"@HighTierChad @MichaelWigginsO Good luck timing the market 🤞"
X Link 2025-11-13T15:55Z [---] followers, [---] engagements

"@KairosPraxis What caused the pullback"
X Link 2025-11-14T17:50Z [---] followers, [---] engagements

"@MoS_Investing @Mr_Derivatives Being right and making money are positively correlated"
X Link 2025-11-23T19:48Z [---] followers, [--] engagements

"I hear this a ton and Im not sure where it comes from - Im not seeing that in the numbers. From what I can tell the reduction in renewals is mainly caused by cyclical prices. They did lose [--] customer who decided to go in house recently but other than than a few outliers Im fairly certain they are running a healthy 95%+ retention rate on a growing 650+ customers base"
X Link 2025-11-26T19:56Z [---] followers, [--] engagements

"@SimeonResearch_ You really think theres much alpha left to be found in names like this Simeon It feels like you are all over the place now buying nano cap funeral home roll ups one day then into trillion dollar mega cap tech firms the next. What happened to your investment strategy"
X Link 2025-11-30T13:18Z [---] followers, [---] engagements

"@Gubben89 No like actually - whats the ticker"
X Link 2025-11-30T15:07Z [---] followers, [--] engagements

"Youre right its not a coded number where it ends but it is a fact thats backed by math. [--]. The bigger you are the harder it is to grow. [--]. All companies die eventually - you dont know when but its usually later in their life cycle. These arent fallacies they are facts. I guess the point I was trying to make is unless you have tons of money to invest - why bother playing on hard mode"
X Link 2025-11-30T18:27Z [---] followers, [--] engagements

"@GarpandChill I still think its a tailwindtheres actually more evidence supporting that theory than the contrary"
X Link 2025-12-18T21:55Z [---] followers, [---] engagements

"@JerryCap Copart.I guess"
X Link 2026-01-02T19:04Z [---] followers, [---] engagements

"@VariantView @JerryCap No offense but it may be helpful to do a deeper dive into the business and their strategy rather than making a quick judgment off some graphs"
X Link 2026-01-05T23:26Z [---] followers, [---] engagements

"Again Id recommend you do a deeper dive because it sounds like you dont know what youre talking about. [--]. They said theyd consider lowering their hurdle rate for very large specific strategic deals - not a broad reduction across the board. [--]. Their strategy is to deploy capital - the more they deploy the more ROIC will be impacted they are coming off multiple years of higher than average deployment. [--]. What exactly in the AI call caused you concerns I didnt hear anything concerning and based on what other experts are saying AI is more likely to be a tailwind for them."
X Link 2026-01-06T00:02Z [---] followers, [---] engagements

"@VariantView @JerryCap [--]. Management also doesnt use ROIC as a KPI - but one metric they do use is FCFA2S. Heres how thats been trending: 3year FCF per share CAGR: 23.1% 5year FCF per share CAGR: 22.6% 10year FCF per share CAGR: 21.9% Seems fine to me"
X Link 2026-01-06T00:12Z [---] followers, [---] engagements

"ROIC drops temporarily from the acquisitions - not materially its impacted by the processs of integrating the businesses and the larger the longer the compression due to complexity. Its not about growing the ROIC its about growing their FCFA2S. Thats why mgmt doesnt use ROIC as a KPI. If FCFA2S starts to decline thats a 🚩 as long as they keep a healthy margin between ROIC and the WACC then they are fine. https://twitter.com/i/web/status/2008341949154251205 https://twitter.com/i/web/status/2008341949154251205"
X Link 2026-01-06T00:56Z [---] followers, [--] engagements

"@VariantView @GarpandChill @JerryCap Correct its about deploying capital to generate high rates of free cash flow - Thats what causes the compounding effect. There are many copycats but theres only one CSU 😉 Just some points for you to consider"
X Link 2026-01-06T01:28Z [---] followers, [--] engagements

"@sellsideburner Looks like you should be able to beat inflation at leastlove the DP btw 😆"
X Link 2026-01-06T15:31Z [---] followers, [--] engagements

"@MichaelGielkens Its all gobbledygook anyways - most analysts just adjust the targets based on current price momentum"
X Link 2026-01-09T18:05Z [---] followers, [---] engagements

"@NicoperJES Curious why you decided to buy Trubridge rather than just add to your PNP position"
X Link 2026-01-09T23:20Z [---] followers, [---] engagements

"@BradoCapital [--]. ML isnt gone. [--]. Fair. [--]. The have deployed record capital over the last [--] years. [--]. AI is more likely a tailwind than a headwind"
X Link 2026-01-10T23:25Z [---] followers, [---] engagements

"@william_R2Rclub @TacticzH Bingo Wait until the public realizes AI is a tailwind rather than a headwind😬"
X Link 2026-01-14T22:42Z [---] followers, [--] engagements

"Fear is a wonderful thing - everyone wants to buy at a discountuntil it arrives. I cant wait for the $CSU.TO re-rerating 🤑"
X Link 2026-01-14T23:46Z [---] followers, [----] engagements

"@FundasyInvestor Curious what are you basing those assumptions on"
X Link 2026-01-15T03:00Z [---] followers, [---] engagements

"@FundasyInvestor I understand your reasoning and you may end up right. That being said - theres a lot of guesses there from my experience focusing on the numbers wins long term. 22xFCFA2S is cheap"
X Link 2026-01-15T03:13Z [---] followers, [---] engagements

"@NicoperJES Hold up - how much did you sell Im surprised I expected adds here"
X Link 2026-01-15T18:48Z [---] followers, [---] engagements

"@ValueByMarkus @BerkelKip Ok - and so whos making the sales call meeting with the board and convincing them to change their perfectly fine inexpensive niche system and risk downtime or critical errors for a slightly cheaper vibe coded one with no reputation or support"
X Link 2026-01-15T19:45Z [---] followers, [--] engagements

"@ValueByMarkus @BerkelKip Second question - what if CSU added the same functionality Who do you think they are choosing Kid the basement Or Mark Miller"
X Link 2026-01-15T19:53Z [---] followers, [--] engagements

"@MarkSauer18 Doesnt sound to me like youve got much to back any of that up other than the momentum of the chart - are you a trader or are you an investor The question you shouldve asking is whether the business is valued cheap enough to give you a reasonable return overtime"
X Link 2026-01-17T12:13Z [---] followers, [---] engagements

"@maxwellhouse99 Like I said - analysts dont analyze they just adjust targets based on momentum. They are useless"
X Link 2026-01-22T22:09Z [---] followers, [---] engagements

"$ENGH.TO - too cheap to ignore. Pinetree $PNP.TO build a position in $ENGH.TO - very interesting with stock still near the lows. Pinetree $PNP.TO build a position in $ENGH.TO - very interesting with stock still near the lows"
X Link 2025-03-06T18:27Z [---] followers, [----] engagements

"Week [--] of $ENGH.TO $CSU.TO (+2.83%) ✅"
X Link 2025-03-15T13:02Z [---] followers, [---] engagements

"@redshirtet A large margin of safety and very little for $CSU.TO - and Im not a CSI hater I held that name for several years Im just immune to cults 🙃"
X Link 2025-03-15T13:13Z [---] followers, [---] engagements

"@redshirtet Thats the name of the game. You cant fall in love if you do youll end up with a 💔 - $CSU.TO will be a buy again at $3500 but until then shes for the streets"
X Link 2025-03-15T13:30Z [---] followers, [----] engagements

"$DCBO.TO / $DCBO - The next Salesforce of corporate Learning & Development https://youtu.be/REZXjwG5ID4si=KJVztSGrvtrr9FCk https://youtu.be/REZXjwG5ID4si=KJVztSGrvtrr9FCk"
X Link 2025-04-18T17:06Z [---] followers, [----] engagements

"TruBridge $TBRG [--]. Business Overview TruBridge provides mission-critical software and services to small and rural healthcare providers in the U.S. including solutions for revenue cycle management (RCM) electronic health records (EHR) and patient engagement. In March [----] it was spun out from CPSI and now operates independently with a pure-play focus on technology-driven financial and clinical solutions for the underserved hospital market. [--]. Fit vs Strategy ✅ Vertical market software (healthcare SaaS) ✅ Mission-critical operations ✅ Recurring revenue (94% via SaaS and contracts) ✅ Financial"
X Link 2025-06-30T13:17Z [---] followers, [---] engagements

"@realroseceline $TBRG if you want lower valuation but lower growth or $DCBO if you are looking for higher valuation to justify the high growth tough to get both 😉"
X Link 2025-07-06T00:09Z [---] followers, [----] engagements

"I have existed my position in $DCBO for a small gain - opportunity cost"
X Link 2025-08-20T18:12Z [---] followers, [---] engagements

"$LMN.V - Apparently $CSU.TO can use AI too 🤔 $LMN.V $CSU.TO Leveraging AI with Purpose and Responsibility Across our companies AI moved from concept to execution. Teams applied AI to support R&D streamline workflows and enhance customer experiences always with a focus on responsible use and measurable outcomes. Our $LMN.V $CSU.TO Leveraging AI with Purpose and Responsibility Across our companies AI moved from concept to execution. Teams applied AI to support R&D streamline workflows and enhance customer experiences always with a focus on responsible use and measurable outcomes. Our"
X Link 2026-01-16T12:10Z [---] followers, [----] engagements

"Couldnt agree more - all the fear and downside is now being priced in with no upsideoh and dont forget ML didnt actually leave either.🧙♂ $CSU.TO $LMN.V $TOI.V Is software truly doomed My thoughts on the continued software sell off: [--]. I don't think anyone knows truly what the software landscape will look like in [--] years. There's more uncertainty and risk in this space as a whole. [--]. Software stocks were selling for all time high Is software truly doomed My thoughts on the continued software sell off: [--]. I don't think anyone knows truly what the software landscape will look like in [--] years."
X Link 2026-01-17T12:57Z [---] followers, [----] engagements

"Ive been pounding the table on this for months - Nothing has changed but some day to day activates and formalities I even think this is to $CSU.TO s benefit having ML focused on the big stuff rather than operations. Picked this up as well through the grapevine $CSU.TO Picked this up as well through the grapevine $CSU.TO"
X Link 2026-01-17T16:39Z [---] followers, [----] engagements

"And even longer for VMS imo $CSU.TO $LMN.V $TOI.V Software is all dead likely goes down as a Matt Ball 7T dollar metaverse level of retarded If any of you have recently been through an RFP youd know that even if the bluest of sky scenario play out nothing changes for 3-5 years. Minimum Software is all dead likely goes down as a Matt Ball 7T dollar metaverse level of retarded If any of you have recently been through an RFP youd know that even if the bluest of sky scenario play out nothing changes for 3-5 years. Minimum"
X Link 2026-01-19T18:44Z [---] followers, [----] engagements

"@atelicinvest $MNDY"
X Link 2026-01-19T22:26Z [---] followers, [---] engagements

"@calvinfroedge Why isnt this already priced in"
X Link 2026-01-20T21:11Z [---] followers, 25.4K engagements

"@justsomeguy1020 @QualityInvest5 $CSU.TO and $MNDY arent in the same boat when it comes to AI disruption"
X Link 2026-01-21T11:36Z [---] followers, [---] engagements

"Just to play devils advocate - a big reason people buy metals is as a savings vehicle opting out of inflation and currency risk. Most people do not factor this in. Gold could never increase in price for another [--] years - but if your currency goes way of the bolvar your return is extraordinary in real terms. The speculative price increase is just a bonus https://twitter.com/i/web/status/2016186788088631710 https://twitter.com/i/web/status/2016186788088631710"
X Link 2026-01-27T16:29Z [---] followers, [---] engagements

"@QualityInvest5 Nah $CSU.TO is better"
X Link 2026-01-27T20:12Z [---] followers, [---] engagements

"@atelicinvest During Covid I got addicted to hunting for stocks. It was like finding buried treasuretheres worse addictions"
X Link 2026-01-29T02:43Z [---] followers, [---] engagements

"With AI companies can automate tasks traditionally performed by human experts capturing a greater share of their customers value chains. For example instead of merely offering software to manage claims an insurance-focused platform could automate claim approvals or fraud detection. This change in delivery of value allows the vertical software vendor to price based on value rather than relative to employee salary and the net result is profound. We have seen examples of where the vertical AI vendor is capturing 25% or 50% or more of an employee salary. This would suggest vertical markets will"
X Link 2026-01-31T12:27Z [---] followers, [----] engagements

"@WolfOfOakville Anyone pressing the green button needs to be isolated from society"
X Link 2026-02-01T13:36Z [---] followers, [---] engagements

"@TreyHenninger @HatedMoats I hear you however P/E isnt great for valuing CSU - Accounting earnings understate reality due to amortization and reinvestment. CSU is a capital allocator compounding FCF at high ROIC. P/E works only as a sentiment check vs history - FCF & ROIC matter more"
X Link 2026-02-01T22:41Z [---] followers, [--] engagements

"@Investmentideen @carot_little And what happens if they prove it to be a tailwind 👀"
X Link 2026-02-04T13:03Z [---] followers, [---] engagements

"@MoS_Investing @BarrySchwartzBW Pretty sure they have said multiple times it goes against their philosophy"
X Link 2026-02-04T21:16Z [---] followers, [--] engagements

"@david_katunaric @TrentBlair19 😢"
X Link 2026-02-05T01:37Z [---] followers, [---] engagements

"Im in the streets looking for my baby $CSU.TO @redshirtet Thats the name of the game. You cant fall in love if you do youll end up with a 💔 - $CSU.TO will be a buy again at $3500 but until then shes for the streets. @redshirtet Thats the name of the game. You cant fall in love if you do youll end up with a 💔 - $CSU.TO will be a buy again at $3500 but until then shes for the streets"
X Link 2025-09-26T20:32Z [---] followers, [----] engagements

"2025 was the worst performance I have had since beginning my investing journey and Ive never been more excited. I can already hear my [--] followers ask But BPS how could you be excited about underperforming Because down years provide many opportunities that are often overlooked. I have made significant changes to my portfolio over the past few months and this is how I approached it: [--]. Sharpened Capital Allocation Discipline Higher hurdle rates for new ideas Less tolerance for story risk Better sizing discipline Clearer sell rules [--]. Improved Error Attribution Was I wrong on business quality"
X Link 2026-01-01T14:27Z [---] followers, [----] engagements

"@sammccolgan $ATEX"
X Link 2026-01-29T13:19Z [---] followers, [---] engagements

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