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@Teemacsj
"Updated personal port & results at Dec XX 2024. Port is $1MM CDN HNY Const Software XXXX% (owned since 2011) $CSU Couche Tard XX% $ATD Cash XX% Danaher XXX% $DHR Terravest XXX% $TVK Amazon XXX% $AMZN Roper XXX% $ROP Metro XXX% $MRU Dollarama XXX% $DOL Ametek XXX% $AME"
X Link @Teemacsj 2025-01-06T15:29Z 3437 followers, 23.6K engagements
"As expected Miller comes across as a pragmatic and thoughtful CEO who is focused on developing talent preparing $CSU.to businesses for the long term and capital deployment. Business as usual"
X Link @Teemacsj 2025-10-01T19:07Z 3438 followers, 3846 engagements
"We write to you today to reaffirm our conviction in Constellation Software which has been a top five position in the fund for some time"
X Link @Teemacsj 2025-10-08T14:18Z 3438 followers, 1514 engagements
"Fragmentation $ATD.to"
X Link @Teemacsj 2024-08-25T19:54Z 3437 followers, 6999 engagements
"Current personal portfolio weights and long-term performance Constellation Software $CSU XXXX% Alimentation Couche Tard $ATD XXXX% Danaher $DHR X% Roper Technologies $ROP XXX% Alphabet $GOOGL XXX% Amazon $AMZN XXX% TerraVest $TVK.to XXX% Metro $MRU XXX% Topicus $TOI.v 2.2%"
X Link @Teemacsj 2024-02-16T15:58Z 3437 followers, 50.1K engagements
"$ROP also a VMS serial acquirer this year acquired CentralReach the #1 AI-powered Autism and IDD Care software platform for applied behavior analysis (ABA) practices multidisciplinary practices and PreK-12 special education. $CSU.to #AI"
X Link @Teemacsj 2025-09-27T01:07Z 3438 followers, 2316 engagements
"No wonder Bouchard and partners are billionaires.34% CAGR since 1995 invested in $ATD $ATD.to"
X Link @Teemacsj 2024-08-26T14:05Z 3437 followers, 32.4K engagements
"Akre team weighs in on $CSU.to at Letter from the investment team"
X Link @Teemacsj 2025-10-08T14:10Z 3437 followers, 20.8K engagements