@zeroxpectation L

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

Engagements: [-----] #

[--] Week [------] +753%
[--] Month [-------] +124%
[--] Months [-------] +354%
[--] Year [-------] +2,634%

Mentions: [--] #

[--] Week [--] +80%
[--] Month [---] +2%
[--] Months [---] +145%
[--] Year [---] +1,484%

Followers: [---] #

[--] Week [---] +1.40%
[--] Month [---] +2.60%
[--] Months [---] +24%
[--] Year [---] +39%

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

Social Influence

Social category influence stocks 40% finance 35.2% cryptocurrencies 8.8% technology brands 4.8% automotive brands 3.2% currencies 2.4% countries 1.6% luxury brands 1.6% travel destinations 0.8% financial services 0.8%

Social topic influence $csu #14, ai 32.8%, csu #63, growth 11.2%, $1b #276, acquisition #883, $toiv #12, $tyl 6.4%, agentic #1739, systems 4.8%

Top accounts mentioned or mentioned by @capexandchill @elrudyfig @sharogradskym @polarcalorie @rhysdiab @wlep @hellfollower @vladtheinflator @markjperry @partnershipinv @investinjapan @williamgreen72 @picoiyer @investinassets @latticeinvestor @marksauer18 @mosinvesting @florabuilds @michaelgielkens

Top assets mentioned Tyler Technologies, Inc. (TYL) TransDigm Group, Inc. (TDG) Roper Technologies Inc (ROP) Procore Technologies, Inc. (PCOR) Copart, Inc. (CPRT) Exponent Inc (EXPO) HSBC Holdings PLC (HSBC) Ferrari N.V. (RACE) Salesforce Inc (CRM) Progress Software Corp (DE) (PRGS) abrdn Income Credit Strategies Fund (ACP) Roko (ROKO) Karura (KAR) Affiliated Managers Group (AMG) Neurobro (BRO) Toast, Inc. (TOST) Adobe, Inc. (ADBE)

Top Social Posts

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

"$CSU I studied [--] $CSU businesses and picked the [--] that tell the real story. Two face clear AI headwinds. Two get stronger because of AI. And the biggest one is a $700M coin flip. I own $CSU. Here's what I found. Which one should I go deep on next https://t.co/4zVmKui9oo I studied [--] $CSU businesses and picked the [--] that tell the real story. Two face clear AI headwinds. Two get stronger because of AI. And the biggest one is a $700M coin flip. I own $CSU. Here's what I found. Which one should I go deep on next https://t.co/4zVmKui9oo"
X Link 2026-02-11T19:10Z [---] followers, [---] engagements

"$CSU There's a $3B asset hiding on a balance sheet disguised as a $1B liability. Most investors see it and walk away. (1) $CSU controls Topicus $TOI.V but only owns 31% of the economics. The Joday Group owns 29%. Those cash flows roughly $65M/year get subtracted from reported https://t.co/fQlZEhJ4U0 There's a $3B asset hiding on a balance sheet disguised as a $1B liability. Most investors see it and walk away. (1) $CSU controls Topicus $TOI.V but only owns 31% of the economics. The Joday Group owns 29%. Those cash flows roughly $65M/year get subtracted from reported https://t.co/fQlZEhJ4U0"
X Link 2026-02-12T04:25Z [---] followers, [----] engagements

"$CSU buys a Colombian firm Suplos that provides a digital ecosystem that automates the entire sourcing cycle from budget to payment through solutions that integrate artificial intelligence advanced analytics and consultative support. $CSU 12th investment in LatAm"
X Link 2026-02-12T15:49Z [---] followers, 11.3K engagements

"Warren & Susie buffett on his - Susie leaving him. Super candid (and heartbreaking) 95% . https://t.co/au6hYztZXn buffett on his - Susie leaving him. Super candid (and heartbreaking) 95% . https://t.co/au6hYztZXn"
X Link 2026-02-13T02:48Z [---] followers, [---] engagements

"$CSU Cherry picking season might have finally begun. Software probably bottomed. https://t.co/PKIkq7hxOx Software probably bottomed. https://t.co/PKIkq7hxOx"
X Link 2026-02-13T21:18Z [---] followers, [----] engagements

"My $CSU M&A sales multiple estimate tracker (L12M) L12M cash acquisition amount / (L12M rev - prev L12M rev x (1+organic growth)) No major shift in acquisition multiples I will release the latest number once they report their latest results"
X Link 2026-02-14T16:47Z [---] followers, [----] engagements

"$CSU $ROP LatAm copycat $NVNI 4.5x EV/EBITDA 2025F (vs 19x CSU 20x ROP) 4-6x EV/EBITDA acquisition multiple target aim to reduce CoC from 20% to 12% target EBITDA cagr next 5y: 50-60% [----] organic growth 14% COO Gustavo Usero: ex-CSU insider buying in Oct 120% net debt/mkt cap"
X Link 2025-10-20T21:27Z [---] followers, [----] engagements

"$ROP framed AI as a transformative tailwind for the vertical market software model reinforcing their conviction and capital deployment even as they admitted this stuff is hard and surprised investors with a confusing buyback announcement this morning"
X Link 2025-10-23T16:57Z [---] followers, [----] engagements

"$TYL sees AI risk as market hype. Its edge is trust data & expertise a moat against new tech. The opportunity is value-based monetization via "Agentic AI". This delivers 10-30% productivity gains charged as a SaaS fee tied to the value letting it capture labor budgets. $CSU"
X Link 2025-10-30T19:51Z [---] followers, [----] engagements

"$XPEL Q3 to increase margins via $75-150m investments in manufacturing supply chain M&A or JVs by end [----] recently acquired China distributor should help cement a global direct distribution model expect to hav excess cash flow for share repurchases (my estimate: 3-10% o/s)"
X Link 2025-11-05T18:44Z [---] followers, [---] engagements

"552m valuation in [----] 11.8b est. valuation (2.8b x $CSU 4.2x mkt cap/rev) +17% cagr past 19y (not bad)"
X Link 2025-11-19T18:07Z [---] followers, [---] engagements

"$ADDT Addtech acquires Bck Holland B.V. and Kramer & Duyvis B.V. BCK and K&D collaborate in the manufacturing and marketing of conveyor systems for various industries The transaction is expected to have a marginally positive impact on eps"
X Link 2025-12-17T16:10Z [---] followers, [---] engagements

"$RACE Ferrari is essentially an aerospace company disguised as a luxury consumer brand"
X Link 2025-12-23T21:39Z [---] followers, [---] engagements

"$TDG buys Stellant Systems for $960M. Stellant is projected to generate $300M in rev in [----] half of rev comes from aftermarket nearly all rev led by proprietary products"
X Link 2025-12-31T15:44Z [---] followers, [---] engagements

"$RACE Ferrari No other carmaker 70+ yrs in F1 not a profit center: F1 prize+sponsorship offset F1 cost strategically priceless protect LT pricing power support luxury valuation premium strengthen brand durability across cycles F1 wins lift demand for special/limited edition cars"
X Link 2026-01-13T20:41Z [---] followers, [---] engagements

"$TYL latest conference courts taxes & public safety too complex for AI-native to manage w/o decades of niche workflow knowledge target full cloud migration by [----] (price hikes for on-premise users; sun-setting legacy versions) -31% from peak more exp less growth than $CSU"
X Link 2026-01-15T22:34Z [---] followers, [---] engagements

"FCF Yield 2026F $CSU: 7% $TYL: 4% $ROP: 5.4% $VEEV: 5.5% $CRM: 6.8% S&P 500: 2.5%+ $CSU has significantly lower capital reinvestment than the S&P [---]. Go figure. Meanwhile AI fears continue to weigh on the sector"
X Link 2026-01-20T19:34Z [---] followers, 11.4K engagements

"$PRGS sees softening gross and net retention rates in smaller private software companies they evaluate for acquisition particularly those heavily exposed to federal government fluctuations. Acquirers will have to be a lot more selective these days"
X Link 2026-01-21T17:15Z [---] followers, [---] engagements

"$PRGS AI fears over 1-3y around software are overblown. CIOs arent planning to build their own ERP HR or finance systems. Switching core apps is costly risky & disruptive. Businesses want tools to run their businessnow AI-enablednot to become software companies themselves"
X Link 2026-01-21T17:27Z [---] followers, [---] engagements

"$ROP "flywheel" remains intact but friction in government & freight markets (DAT) slowed the momentum. It has not baked in recovery in both in [----]. Its childcare software Procare didn't meet expectation as well"
X Link 2026-01-28T14:35Z [---] followers, [---] engagements

"$TYL acquires For The Record for $258m to strengthen AI-driven courtroom infrastructure"
X Link 2026-02-03T14:27Z [---] followers, [---] engagements

"$FDS counter-move to Anthropic threat: announce beta of AI Doc Ingest for Cobalt. Built for private capital managers to automate data extraction from PDFs Excel & board decks. Key edge: zero client-side trainingupload raw files get instant structured audit-ready data"
X Link 2026-02-04T14:28Z [---] followers, [---] engagements

"$TYL: $1b share buyback (7% of o/s) no fixed expiration date 39x P/E 2026F Mgmt is getting ready for a worsening SaaSmageddon"
X Link 2026-02-04T14:37Z [---] followers, [----] engagements

"$CSU Charter Software's AI strategy "It's about enhancing existing workflows in small but meaningful ways that reduce manual effort and help teams work more effectively.""
X Link 2026-02-06T05:21Z [---] followers, [----] engagements

"Oasis LMF the non-profit open-source catastrophe modelling platform has launched Oasis SaaS an industry-owned vendor-neutral platform aimed at preserving independence & customer choice. $MCO is working closely with the SaaS to integrate it with its Intelligent Risk Platform"
X Link 2026-02-09T15:25Z [---] followers, [---] engagements

"Could this be the structural tailwind for $EXPO growth reacceleration As AI is increasingly delivered through specialized hardware and embedded in safety-critical systems complexity and risk are rising fast along with the potential for high-consequence failure modes"
X Link 2025-10-31T18:00Z [---] followers, [---] engagements

"$TOI.V: The paper loss in Q3 was due to an accounting switch of $ACP Asseco stakefrom an equity to an affiliated bizafter increasing its stake from 10% to 24%. Without this change the stake would have shown a gain of 600M (150% ROI) since the initial purchase in Jan. #CSU"
X Link 2025-11-05T16:48Z [---] followers, [----] engagements

"$ROKO $ROKOF serial acquirer of niche European businesses inspired by $LIFCO $INDT high insider stake paid 8x EV/EBITDA for M&As organic growth+operational improvements ROCE 14%+ sales/s 5y cagr 130%+ bvs 5y cagr 50%+ net debt/EBITDA [---] P/FCF 29x 2025F insider buying lately"
X Link 2025-11-18T20:44Z [---] followers, [----] engagements

"$TDG monetizes scarcity centralized buy high-margin niche monopolies & hike prices ok to accept regulatory scrutiny & customer pushback higher leverage; opportunistic; no fixed dividend $HEICO monetizes adoption decentralized buy founder-led biz less aggressive on pricing"
X Link 2025-12-23T22:05Z [---] followers, [----] engagements

"$CSU Jonas Software's Constellation Payments seeks CTO to lead implementation of AI-enabled features"
X Link 2026-02-08T10:21Z [---] followers, [----] engagements

"$IIIV noted potential headwinds in AI adoption due to "rigorous & hypercontrol" policies among government clients which could slow broader rollout of AI solutions despite having the ability to accelerate the AI process. At the end of the day customers drive adoption"
X Link 2026-02-09T15:37Z [---] followers, [---] engagements

"$CSU Constellation HomeBuilder Systems unveiled Stella AI agent for homebuilders giving them visibility into market trends performance shifts & opportunities through insights from BuilderMetrix (CSU proprietary real-time data analytics & benchmarking platform)"
X Link 2026-02-11T19:09Z [---] followers, [---] engagements

"$ATD update call FY26-30F cagr SSS merchandise 2-3% total merchandise & service 4-5% adj EBITDA 6-8% adj eps 10%+"
X Link 2026-02-11T19:35Z [---] followers, [---] engagements

"$KAR Karnov - another victim of Anthropic's legal AI -15% on Feb [--] -47% from peak # AI users 5x during [----] aim to launch content-drive workflow tools in [----] up buyback from 5% to 10% o/s "AI models are only as good as the data they are trained on" 18x P/E 2027F"
X Link 2026-02-11T20:08Z [---] followers, [---] engagements

"$CSU Vela APX seeks an AI expert for APAC region location: Melbourne/Brisbane Not an academic or research role it's hands-on cross-functional & designed to bring emerging AI capabilities into the everyday operations and products of $CSU businesses. https://www.linkedin.com/jobs/view/4362255322 https://www.linkedin.com/jobs/view/4362255322"
X Link 2026-02-12T16:01Z [---] followers, [---] engagements

"$AMG liquid alternatives +36% organic growth private markets +18% organic growth those inflows offset by traditional equity outflows exited Comvest & MDI at 35% IRR deploy $1b+ into [--] new partnership buyback reduced share count by 40% past 6y economic eps +22%"
X Link 2026-02-12T16:20Z [---] followers, [---] engagements

"$BRO announces entry into accelerated share repurchase program"
X Link 2026-02-12T16:35Z [---] followers, [---] engagements

"$TYL -13% Texas State payment expiry: 1% pt impact '26 growth tight govt budgets: longer approvals lumpy orders large clients' transition to cloud could be delayed SaaS rev +20% ARR +11% FCF margin up $1b buyback: 8% o/s move from AI hype to disciplined integrated deployment"
X Link 2026-02-12T19:33Z [---] followers, [---] engagements

"$TOST -13% today -56% from peak AI agents handle 70% customer support rapidly diversify into retail & international AI helps free up resources for R&D shift to "vertical" dominance higher hardware cost tariff pressure lower SBC by 5% pt to 12% recurring GP $0.5b buyback: 3% o/s"
X Link 2026-02-13T01:13Z [---] followers, [---] engagements

"$PCOR +10% huge proprietary data makes AI adoption inevitable moved from basic AI to agentic AI volume pricing protection (not by seats) new growth: US fed & state govt construction mkt remains challenging international sluggishness slows AI scaling SBC hit 23% rev (dilulation)"
X Link 2026-02-13T01:22Z [---] followers, [---] engagements

"$PCOR prices its construction management software with 80%+ GPM mainly using a volume-based pricing model. If $CSU hasnt already transitioned it should have little difficulty shifting from seat-based pricing to a similar volume-based structure. $PCOR +10% huge proprietary data makes AI adoption inevitable moved from basic AI to agentic AI volume pricing protection (not by seats) new growth: US fed & state govt construction mkt remains challenging international sluggishness slows AI scaling SBC hit 23% rev (dilulation) $PCOR +10% huge proprietary data makes AI adoption inevitable moved from"
X Link 2026-02-13T01:28Z [---] followers, [---] engagements

"Anthropic $380 valuation based on latest $30b funding round 27x $14b current run rate 38x $10b last yr Open AI 500b valuation based on [----] secondary share sale 25-40x last yr rev $800b-$1t valuation (potential IPO) 38-50x last yr rev typical high-growth SaaS 8-20x rev"
X Link 2026-02-13T01:53Z [---] followers, [---] engagements

"$CSU HSBC Can AI replace software The answers youve been looking for Despite recent sensational AI market commentary key software vendors look set to flourish via embedded AI The Software Sector looks best positioned to use and deploy AI to significantly expand TAMs https://t.co/eTDff4iYIn HSBC Can AI replace software The answers youve been looking for Despite recent sensational AI market commentary key software vendors look set to flourish via embedded AI The Software Sector looks best positioned to use and deploy AI to significantly expand TAMs https://t.co/eTDff4iYIn"
X Link 2026-02-13T09:48Z [---] followers, [----] engagements

"Stocks are rarely fairly valued. Herd narratives constantly skew prices and valuations"
X Link 2026-02-13T23:21Z [---] followers, [---] engagements

"$CPRT CEO insider transactions sell [-----] shares @ $40.17 ($1m) exercise options: [----] @ $6.78 ($36k) [------] @ $8.7 ($390m) [-----] @ [--] net: +74413 (+12%) to [------] total shares $570k cash proceeds to him SBC is kind of annoying; it's what it is"
X Link 2026-01-16T19:39Z [---] followers, [---] engagements

"$EXPO a failure investigator grows as AI spreads. AI predicts from history $EXPO wins on edge casesnovel real-world conditions where AI systems fail. LLMs automate lower-level work freeing PhDs for higher-value analysis & positioning AI as a margin expander not a threat"
X Link 2026-02-06T13:39Z [---] followers, [---] engagements

"Not here to pitch the $EXPO thesis but to illustrate AIs uneven impact. As noted before there will be winners & losers in the AI race. Over time investors will move from indiscriminate selling across software & consulting to cherry-picking the true winners. $EXPO a failure investigator grows as AI spreads. AI predicts from history $EXPO wins on edge casesnovel real-world conditions where AI systems fail. LLMs automate lower-level work freeing PhDs for higher-value analysis & positioning AI as a margin expander not a threat. $EXPO a failure investigator grows as AI spreads. AI predicts from"
X Link 2026-02-06T13:43Z [---] followers, [---] engagements

"$CSU M&A intensity tracker (L12M) L12M cash acquisition / L12M sales M&A activity over the past several quarters has been below average but I expect it accelerate again given the recent significant rerating of software valuations"
X Link 2026-02-14T17:00Z [---] followers, [----] engagements

"@rhysdiab Every time I use SBC as a filter I eliminate over 99% of potential ideas. If diversification werent a consideration Id probably end up with a portfolio of just a couple of stocks"
X Link 2026-02-15T05:33Z [---] followers, [---] engagements

"$IBKR saw a 32% jump in customer account growth in [----] and expects similar pace in 2026"
X Link 2026-01-14T20:04Z [---] followers, [---] engagements

"Indiscriminate selling in software may continue until more cherry pickers return. The real risk isnt AI killing softwareits flattening differentiation. Incumbents hold an edge where AI is weakest: distribution trust proprietary data & entrenched workflows $CSU $TOI.V $LMN.V Software stocks continue to get absolutely creamed. I think proving that AI is accelerating growth and/or expanding margins is the only thing that can turn them around. They need to prove they benefit and not be disrupted by AI. $CSU $TOI $INTU $ADBE $CRM https://t.co/jSh5Bmz5ng Software stocks continue to get absolutely"
X Link 2026-01-14T20:41Z [---] followers, [----] engagements

"$4443 Sansan (Enterprise SaaS) Q2 missed forecast from a high bar still respectable key metrics w/ great momentum minimal churns no major cracks "GenAI only delivers substantially value when primary info ties w/ biz activities" - even more so for VMS $CSU $TOI.V $LMN.V"
X Link 2026-01-14T21:21Z [---] followers, 11.3K engagements

"$3994 Money Forward Q4 y/y metrics: ARR+34% clients+18% ARPA+13% 1% churn [----] mid-pt rev +10% w/o M&A rev 30%+ cagr 3Y expect OP breakeven [----] SaaS adoption still slow in JP due to lack of cloud data Where is the AI fear If accounting SaaS can navigate so can VMS $CSU"
X Link 2026-01-14T22:46Z [---] followers, [---] engagements

"$CSU 143k shares traded todaythe last comparable high volume was Sep [----] when ML resignation was announced. Today's capitulation was driven less by company-specific news & more by broad-based selling across software sector. $CNSWF volume was high but nothing too drastic"
X Link 2026-01-15T02:57Z [---] followers, [----] engagements

"$ADBE Q4 conservative [----] guidance & current market pricing suggest that the massive AI investments are currently a defensive moat rather than an offensive growth engine betting its future on the enterprise content supply chainfrom idea generation to delivery using AI"
X Link 2026-01-15T03:28Z [---] followers, [---] engagements

"@wlep capitulation not done yet The bears seem to be treating VMS no differently from horizontal/enterprise software"
X Link 2026-01-15T22:07Z [---] followers, [--] engagements

"The same principle applies to portfolio diversification A "Paradox" is a statement that seems contradictory but actually contains a hidden truth. Once you see them your worldview changes forever. Here are my [--] favorite mind-bending paradoxes that will upgrade your thinking & decision making: 🧵 [--]. The Paradox of Choice https://t.co/Bwy9nlmsc4 A "Paradox" is a statement that seems contradictory but actually contains a hidden truth. Once you see them your worldview changes forever. Here are my [--] favorite mind-bending paradoxes that will upgrade your thinking & decision making: 🧵 [--]. The"
X Link 2026-01-16T20:42Z [---] followers, [---] engagements

"No matter how much info or analysis is available bears tend to sell first & evaluate the facts later w/ some hoping to buy back at lower levels if weakness persists. Many investors expect their money to work constantly leaving little to [--] tolerance for temporary setbacks. $CSU Thoughts on $CSU: $CSU is dealing with something it has almost never dealt with before a roughly 40% percent drawdown. The largest in the companys history. That alone feels strange because this has been a business that for decades has done nothing but compound Thoughts on $CSU: $CSU is dealing with something it has"
X Link 2026-01-19T03:01Z [---] followers, [----] engagements

"@SharogradskyM consensus kind of close to my own calculation"
X Link 2026-01-20T21:26Z [---] followers, [---] engagements

"@hell_follower @SharogradskyM For trailing my number is pretty close to yours. I'm looking forward to 2026"
X Link 2026-01-20T22:10Z [---] followers, [--] engagements

"@polarcalorie For like-for-like comparison vs other SaaS I looked at FCF yield from the market consensus different from the FCFA2S (a more conservative measure)"
X Link 2026-01-20T23:09Z [---] followers, [---] engagements

"@polarcalorie Agree I use fcfs2s for my own internal vakuation. I was using that fcf yield provided by consensus merely for peer comparison since the data provider will never provide fcfs2s for all SaaS"
X Link 2026-01-21T00:02Z [---] followers, [--] engagements

"$CSU spun out Andromeda Software as an independent operating entity focused on LatAm VMS. Decentralization continues"
X Link 2026-01-21T02:20Z [---] followers, [----] engagements

"@VladTheInflator Some people can't get out of that under-water mortgage even if they want to. They would rather suck it up and hope for a valuation rebound"
X Link 2026-01-21T02:51Z [---] followers, [---] engagements

"$SCHW 5% retail clients use managed investing solutions 2x return on client assets vs standard retail assets lending: key to rev diversification & client retention 9% of UHNW clients do securities lending $1m+ clients allocate 5% to alternatives"
X Link 2026-01-21T19:26Z [---] followers, [---] engagements

"$UAL The tale of the widening wealth gap goes on. premium cabin rev +12% (+7% capacity +5% price) main cabin rev +1% (+6% capacity -5% price) premium PRASM outperformed by 10% pt PRASM: Passenger Revenue per Available Seat Mile"
X Link 2026-01-21T19:38Z [---] followers, [---] engagements

"@Mark_J_Perry Unfortunately buying and watching too many TVs can be quite unhealthy"
X Link 2026-01-26T08:39Z [---] followers, [---] engagements

"@PartnershipInv Considering all things which one do you think is the closest to $CSU in terms quality of capital allocation management culture and corporate governance"
X Link 2022-04-19T17:54Z [---] followers, [--] engagements

"@InvestInJapan @WilliamGreen72 @PicoIyer By the way who are the most/must followed fintwits focusing on Japanese firms in your opinion"
X Link 2023-07-16T14:59Z [---] followers, 12.8K engagements

"$PNP (run by MLs son) trades more actively than its long-term mission suggests new: $TBRG $ENGH $HSN.AX add: $TOI.V $OMDA.OL $APTD.L $SPNS trim: $SGN.WA exit: $CSU $SSNC $CNDT $TCXT.V P/B jumped from 1x to 2.2x since early 2023Markets gladly pricing in $PNPs timing edge"
X Link 2025-05-02T20:00Z [---] followers, [----] engagements

"@InvestInAssets Any good Swiss-listed serial acquirers or compounders"
X Link 2025-09-15T21:06Z [---] followers, [--] engagements

""The shift isnt fully toward build. Many firms still opt for vendor or hybrid solutions. Building makes sense with strong capabilities data and long-term goals but off-the-shelf AI is improving fast and high POC failure rates temper the build everything push." $CSU $ROP It's clear that AI will have a large impact on $CSU.TO IMO it's a bit of a "rorschach test". There are strong arguments for and against AI's affect on the $CSU biz model Regardless what side of the trade you're on this should serve as a chance to turn speculation into answers https://t.co/duFcKi0mBj It's clear that AI will"
X Link 2025-09-16T20:09Z [---] followers, [----] engagements

"$TYL vs $CSU EV/sales: 8.8x vs 4.7x EV/EBITDA: 30x vs 17x sales growth est: 10% vs 15-20% Despite $TYLs solid business model Im not sure how its valuation is justifiable. It also tends to pay higher acquisition multiples than $CSU. Someone will have to enlighten me on that. $TYL sees AI risk as market hype. Its edge is trust data & expertise a moat against new tech. The opportunity is value-based monetization via "Agentic AI". This delivers 10-30% productivity gains charged as a SaaS fee tied to the value letting it capture labor budgets. $CSU $TYL sees AI risk as market hype. Its edge is"
X Link 2025-10-30T20:47Z [---] followers, [----] engagements

"Norwegian serial acquirer Visma AS mission-critical software (payroll accounting ERP) [--] M&As YTD 320+ firms past 10y 2m SME & Govt customers in Europe & LatAm 3b ARR +15% organic growth: 11% 13% est. after spin-out 0.3b ARR potential IPO in London around [----] $CSU"
X Link 2025-11-19T17:46Z [---] followers, [----] engagements

"Auto insurance dynamics rates finally started falling from [----] record highs 7% customers avoided filing a claim some forgo collision coverage altogether many customers take higher deductibles to lower rates claim severity continues to grow. repair cycle times improve $CRPT $BRK $CPRT global vol -7% (-5% ex catastrophic vol last yr) US insurance -10% (-7% ex cat vol) non-insurance +5% less insured vehicles despite higher # vehicles & miles global insurance ASP +7% (US +8%) total loss freq +8-bps 22.6% (likely rise to 25-30%) US inventory cycle -9% $CPRT global vol -7% (-5% ex catastrophic vol"
X Link 2025-11-21T21:12Z [---] followers, [---] engagements

"$ATD organic growth & internal strategic initiatives for now add [---] stores in 5y 1% network expansion per yr SSS+efficiency gain 3% buyback yield 4% div yield 1% 9% eps cagr going forward w/o M&A (1+3+4+1) call options for M&A value creation biz strategy update in Feb 2026"
X Link 2025-11-25T19:49Z [---] followers, [---] engagements

"Insiders often sell shares right after exercising stock options to avoid putting up any capital. Not my place to judge thats capitalism the line btw SBC management incentives & shareholder interests is often quite blurred. $CPRT lastest SBC-related share sale @ $39.07/shr"
X Link 2025-11-26T20:33Z [---] followers, [---] engagements

"OpenAI capex / rev '21: $85b / $28m '22: $104b / $200m '23: $110b / $1.6b '24: $165b / $3.7b '25F: $200b / $13b '26-30F capex $1.4t ($280b/yr) rev $343b (220m x $130/m x [--] mths) 92% cagr '30F capex/sales: [---] (1st yr salesCAPEX) LT EBITDA%: 70% self-funding begins in 2030"
X Link 2025-11-27T05:33Z [---] followers, [---] engagements

"$ROKO Rko $ROKO is a nascent Swedish serial acquirer founded by the former CEO of Lifco. The interesting twist is that Rko is 100% sector agnostic with an underwriting framework heavily driven by financial characteristics like consistent earnings growth. https://t.co/6zAq8IoEOo Rko $ROKO is a nascent Swedish serial acquirer founded by the former CEO of Lifco. The interesting twist is that Rko is 100% sector agnostic with an underwriting framework heavily driven by financial characteristics like consistent earnings growth. https://t.co/6zAq8IoEOo"
X Link 2025-12-03T16:53Z [---] followers, [---] engagements

"$UL electrolyte drinks & hair loss remedies are growing fast $1B sales US brands Nutrafol 53% cagr from $120M; acquired in [----] Liquid I.V. 66% cagr from $220M; acquired in [----] crazy how pricey this sugary drink mix is $2 per stick Someone's laughing all the way to the bank"
X Link 2025-12-11T22:48Z [---] followers, [---] engagements

"$CHKP Im amazed investors are willing to buy a 5Y zero-coupon convertible w/ a 2530% conversion premium. This implies strong optimism the stock will rise far beyond 30%. To earn 5% annually shares must be up 60% (90% for a 10% IRR). Are bond guys this desperate lately"
X Link 2025-12-12T23:41Z [---] followers, [---] engagements

"$HEI buys electric power generation component repair companiesEthosEnergy Accessories and Components Limited and EthosEnergy Accessories and Components LLC"
X Link 2025-12-16T18:09Z [---] followers, [---] engagements

"@CapexAndChill @elrudyfig I assume $TDG is comfortable with the current elevated leverage given their contractual cash flows. If they were able to securitize these contracts they could potentially reduce their borrowing costs"
X Link 2025-12-24T17:05Z [---] followers, [---] engagements

"$TDG Regulatory risk appears limited based on relative stagnant annual lobbying spending in recent years following a surge in [----]. $TDG monetizes scarcity centralized buy high-margin niche monopolies & hike prices ok to accept regulatory scrutiny & customer pushback higher leverage; opportunistic; no fixed dividend $HEICO monetizes adoption decentralized buy founder-led biz less aggressive on pricing $TDG monetizes scarcity centralized buy high-margin niche monopolies & hike prices ok to accept regulatory scrutiny & customer pushback higher leverage; opportunistic; no fixed dividend $HEICO"
X Link 2025-12-24T17:31Z [---] followers, [---] engagements

"@CapexAndChill @elrudyfig How far is $TDG willing to push its leverage"
X Link 2025-12-24T17:32Z [---] followers, [---] engagements

"@LatticeInvestor @CapexAndChill @elrudyfig In the unlikely event of a sudden interest rate spike $TDG might need to securitize contractual cash flows sell assets issue shares or face a takeoverall scenarios would be a nightmare for shareholders (securitization is the best option). Leverage is a double-edged sword"
X Link 2025-12-25T16:50Z [---] followers, [---] engagements

"$CPRT A turnaround in unit sales growth may require investor patience. Copart $CPRT sits on a fortress balance sheet: - $5.2B in cash (from Q1 FY2026 ended Oct [--] 2025) - zero debt. - No treasury stock - Retained earnings are growing quarter after quarter It's just a matter of time until they start doing buybacks again or launch a bigger https://t.co/RSEt2bu9TZ Copart $CPRT sits on a fortress balance sheet: - $5.2B in cash (from Q1 FY2026 ended Oct [--] 2025) - zero debt. - No treasury stock - Retained earnings are growing quarter after quarter It's just a matter of time until they start doing"
X Link 2025-12-29T05:43Z [---] followers, [---] engagements

"$CSU $CSU.TO M&A guys go back to work after vacation. $CSU $CSU.TO Harris acquires GlobalMeet. The snowball continues to roll. https://t.co/NsbduMt6a8 https://t.co/GMSlVSL0YO $CSU $CSU.TO Harris acquires GlobalMeet. The snowball continues to roll. https://t.co/NsbduMt6a8 https://t.co/GMSlVSL0YO"
X Link 2026-01-16T02:04Z [---] followers, [----] engagements

"@MarkSauer18 $CASY 2% FCF yield FY4/26F. What am I missing here"
X Link 2026-01-16T04:45Z [---] followers, [---] engagements

"$TRV 50%+ claims are eligible for AI processing closed [--] of [--] claim call centers use GenAI for faster & more accurate risk classification lower attachment pt (reinsurer steps in sooner to cover) higher cat exposure vs past average monitor rapidly evolving cyber-crime loss pattern"
X Link 2026-01-21T19:14Z [---] followers, [---] engagements

"$INDT one-off mismanaged UK project costs & rev recogz organic order recovery weaker demand in US & China due to tariff strategic M&A acceleration acquisition of ATM Group marked first entry into Spain recent acquisitions are margin-accretive target 10% growth & 14% EBITA margin"
X Link 2026-01-29T14:15Z [---] followers, [---] engagements

"Investors chase momentum because rising prices validate beliefs FOMO & offer social safety. Buying whats working feels smarter than waiting even if it means paying more & arriving late to the trade. Comfort beats patience & recent gains feel safer than uncertain value"
X Link 2026-01-31T15:37Z [---] followers, [---] engagements

"$BRK sold $DVA shares at $120.56 on Jan [--]. And $DVA surged +24% to $137 around market open on Feb [--]. Interesting timing"
X Link 2026-02-03T14:53Z [---] followers, [---] engagements

"$6027 Bengo4 -8% on the back of Anthropic's release of AI tools for lawyers"
X Link 2026-02-04T01:08Z [---] followers, [----] engagements

"Big money won't get back in unless SaaS can demonstrate irrefutably that AI is a sustainable tailwind to growth rather than a longer-term headwind. Everyone is closely watching for early signs"
X Link 2026-02-04T15:12Z [---] followers, [---] engagements

"Overextending valuation compression should lift IRRs a core pillar of the M&A strategy. In that sense $CSU may need industry turbulence to foster a more durable acquisition runway. Persistently high valuations slow the M&A engine. AI fear may be a blessing in disguise"
X Link 2026-02-05T02:47Z [---] followers, [----] engagements

"@MoS_Investing How so One concern I have is the greater management buyout risk of a terribly beaten down microcap stock"
X Link 2026-02-06T01:07Z [---] followers, [--] engagements

"$TOI.V leverage remains manageable following its second $ACP Asseco stake purchase. With strong cash flow generation the firm can likely sustain 1520% annual rev growth w/o stretching its b/sprovided it continues to deploy free cash flow each year into attractive acquisitions"
X Link 2025-11-05T17:14Z [---] followers, [----] engagements

"Most know $DHL few know $DSV disciplined serial acquirer 3rd-party logistics player #1 share return: 70x since [----] DHL: 2x asset-light & flexible w/o owning all trucks & planes profit per shipment 1st volume 2nd cyclical bumpy eps P/E 32x18x 2YF as M&A synergy being realized"
X Link 2025-11-21T22:18Z [---] followers, [---] engagements

"Software acquirers' # M&A deals since inception $CSU 1k+ Alpine Investors [---] New Mountain Capital [---] Vista Equity Partners [---] Thoma Bravo [---] EQT [---] Accel-KKR [---] Battery Ventures [---] Franciso Partners [---] most hav fewer holdings than # deals as they buy & sell investments"
X Link 2025-11-23T03:27Z [---] followers, [----] engagements

"Stocks are rarely fairly valued. Herd narratives constantly skew prices and valuations"
X Link 2026-02-13T23:21Z [---] followers, [---] engagements

"Software probably bottomed"
X Link 2026-02-13T17:13Z 55.7K followers, 30.3K engagements

"HSBC Can AI replace software The answers youve been looking for Despite recent sensational AI market commentary key software vendors look set to flourish via embedded AI The Software Sector looks best positioned to use and deploy AI to significantly expand TAMs We believe the AI versus Software debate is flawed and illogical Software: still alive and is set to thrive https://twitter.com/i/web/status/2022106445807071307 https://twitter.com/i/web/status/2022106445807071307"
X Link 2026-02-13T00:32Z 12.6K followers, 45.5K engagements

"buffett on his - Susie leaving him. Super candid (and heartbreaking) 95% . . . . . . . . ive gone through a lot of stuff on the guy and I dont think hes ever this candid again (and my understanding is this was the key breaking issue w Schroeder) All the usual lessons here basically impossible to be a great man and a good man kleos v nostos etc"
X Link 2026-02-12T13:16Z [----] followers, 78K engagements

"$BRO announces entry into accelerated share repurchase program"
X Link 2026-02-12T16:35Z [---] followers, [---] engagements

"There's a $3B asset hiding on a balance sheet disguised as a $1B liability. Most investors see it and walk away. (1) $CSU controls Topicus $TOI.V but only owns 31% of the economics. The Joday Group owns 29%. Those cash flows roughly $65M/year get subtracted from reported FCFA2S. (2) Under the IRGA (Investor Rights and Governance Agreement) CSU can buy Joday's stake at a formula price based on Topicus' recurring revenue and book value That formula price today: $1B. Market value of that stake: $3B. (3) Every quarter Topicus grows the formula price goes up. CSU records that increase as a charge"
X Link 2026-02-12T02:54Z [----] followers, 24.5K engagements

"$ATD update call FY26-30F cagr SSS merchandise 2-3% total merchandise & service 4-5% adj EBITDA 6-8% adj eps 10%+"
X Link 2026-02-11T19:35Z [---] followers, [---] engagements

"I studied [--] $CSU businesses and picked the [--] that tell the real story. Two face clear AI headwinds. Two get stronger because of AI. And the biggest one is a $700M coin flip. I own $CSU. Here's what I found. Which one should I go deep on next"
X Link 2026-02-11T18:09Z [----] followers, [----] engagements

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