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@RedshirtInsight "7-Eleven would be an amazing prize for $BRK. One last big acquisition for Mr. Buffett before he gives up the CEO seat"
@RedshirtInsight on X 2025-07-15 16:58:59 UTC 2058 followers, 1220 engagements

"$CSU.to The City of Naples is rolling out an AI chatbot for permitting powered by the software stack includes CityView and Questys both owned by a Constellation subsidiary. But the AI layer comes from BlitzAI. Thats where the real value is forming. Constellations strength has always been stable vertical markets. But AI is starting to redraw where value accrues. BlitzAI handles reviews flags compliance issues and produces feedback in minutes. CityView remains the system-of-record (ROC) but the intelligence sits outside it. To stay relevant Constellation needs to shift. The edge isnt in control"
@RedshirtInsight on X 2025-07-08 15:55:09 UTC 2058 followers, XXX engagements

"Why Reddit $RDDT is a case study in CONVERGENCE the way Prasad explained it in What I Learned About Investing from Darwin (a book I was referred to by @MohnishPabrai). A thread 🧵"
@RedshirtInsight on X 2025-07-09 16:12:52 UTC 2058 followers, 3321 engagements

"$CSU.to (Volaris) acquires Surveypal from Finland . Serves its home country and some international customers. Founding Year: 2007 Primary Product: Online Survey Product"
@RedshirtInsight on X 2025-07-15 13:08:17 UTC 2058 followers, XXX engagements

"@SimeonResearch_ Cool to sharing. I've also trimmed some $CSU.to. Same with $GOOGL for me. Though I think I'm being stupid"
@RedshirtInsight on X 2025-06-20 14:23:51 UTC 2059 followers, XXX engagements

"$ATD.to and $BRK are in our coverage universe. I have no crystal ball on this one except that I know Buffett's circle of competence are truck stops and convenience stores. If and that's a big IF Alimentation Couche-Tard does figure out a way to acquire 7&i / 7-Eleven and needs to divest hundreds/thousands of stores in the US to throw the US anti-comp regulators off the scent then I think Abel and Buffett should be ready to pull the trigger. I hope they can get this done. Wouldn't that be lovely for all involved"
@RedshirtInsight on X 2025-07-14 19:54:02 UTC 2060 followers, 5649 engagements

"Does anyone know here if $BABA has a big advertising business"
@RedshirtInsight on X 2025-07-16 16:47:19 UTC 2063 followers, 2025 engagements

"So this is no longer news but is it priced into the market value of $RDDT I think there are reasons to think it could be but when I think about how unique this asset is -- where humans are basically doing re-enforcement learning at scale -- no longer the @OpenAI @grok and other LLMs are using it for both training and test-time/inference. It's not a homogenized mostly contextual data-set that is both long-lived and refreshed (and growing). That's what excited me about the platform as one of the pillars of #AI going forward"
@RedshirtInsight on X 2025-07-17 18:07:23 UTC 2058 followers, XXX engagements

"@acquirers_club perhaps a good refresher on what is a good software roll-up versus the rest and how M&A is done: $CSU.to $TOI.v $LMN.v"
@RedshirtInsight on X 2025-06-26 14:06:40 UTC 2058 followers, XXX engagements

"#AI is eating the world starting with base energy supplies. #OOTT #nuclear #renewables #BatteryStorage"
@RedshirtInsight on X 2025-07-23 14:01:45 UTC 2060 followers, XXX engagements

"$CSU.to Acquisition in Portugal Modaxo acquires SISCOG - Sistemas Cognitivos S.A. (SISCOG) a provider of planning and scheduling technology solutions for the rail industry 🚉"
@RedshirtInsight on X 2025-07-22 13:13:13 UTC 2058 followers, XXX engagements

"$CSU.to This is what it looks like when Constellation gives its operating groups room to go deep instead of wide. Modaxo sits under Constellation Software $CSU.TO and focuses just on people-moving tech i.e. transportation. This new brand Intelliscape came out of their latest move buying SEAs intelligent transport systems. Theyre not treating it like a random bolt-on. Theyre building an ecosystem across traffic parking rail and road. That gives them compounding advantages over timeshared learning credibility with governments and sticky products for civic systems. #software #tech #manda"
@RedshirtInsight on X 2025-07-08 15:46:35 UTC 2063 followers, 1850 engagements

"Telus $T.TO and Telus Digital $TIXT (formerly Telus International) are in the news today and wanted to share a tale of two cities. Digital spun off from Telus and IPO'ed in Feb 2021 while still being a minority shareholder. Fast forward to today and the parent is looking to reincorporate the spin-off again. IPO price: $XX Telus offering today: $X (I rounded up) Now having followed TIXT closely enough through the last X years it was certainly bad timing but also speaks to the fickleness of #tech. One story I want to highlight and is a microcosm for creative destruction is how TIXT lost a key"
@RedshirtInsight on X 2025-06-12 14:30:25 UTC 2062 followers, 1528 engagements

"$RDDT has the ability for advertisers to target high intent high context ads within subreddits"
@RedshirtInsight on X 2025-07-21 11:30:50 UTC 2062 followers, XXX engagements

"$RDDT is become a true platform especially as AI is leveraged to create value for Users and Advertisers alike. This is a small sample of Reddit is increasingly become a surface area for brands to advertise. Word of mouth still holds sway people like to buy from other people still and RDDT is the larger platform that still has a human-voice to the homogeneity that is AI content"
@RedshirtInsight on X 2025-07-21 20:25:02 UTC 2062 followers, XXX engagements

"$GOOGL Q2-25 Earnings. Looking to see if there how AI Overviews are doing and how that attributes to $RDDT. No direct mention of Reddit on any materials but still good to hear that Sundar says Overviews are performing well"
@RedshirtInsight on X 2025-07-24 12:02:44 UTC 2059 followers, XXX engagements

"$MTY.to 2025-Q2 Results out today: The thing about MTY foods is covered by X things in my opinion and similar to most serial acquirers and compounders. I'm really most interested in their major capital allocation decisions and how far they are coming along with what they said they were going to do. To me it's: 1) How much they repaid their debt 2) How many shares and what price point did they repurchase shares 3) What their revolving line of credit outstanding and the interest rate 4) Did they make any acquistions. Sure did they grow storecount did they acquire any new banners are great when"
@RedshirtInsight on X 2025-07-11 12:46:14 UTC 2058 followers, 1517 engagements

"@PointBreakout This one is on my watchlist and has been for years. I feel like it still need to fall more before it gets interesting"
@RedshirtInsight on X 2025-07-20 01:05:06 UTC 2058 followers, XX engagements

"$CSU.to I've been a one-time Founder business owner. And it was a #SaaS product. Around the same time I realized there were others that were already doing the same -- Mark Leonard of Constellation since 1995. I think I originally really clued into them in around 2009 and didn't really invest until I had my own software company up and running which was around 2013. Full disclosure I've been a shareholder since and I own a sizeable portion of the company. Through the years I've actually email ML a couple times (and he replied) and I've been a fan of ML for years and also the company. It's"
@RedshirtInsight on X 2025-07-09 15:22:27 UTC 2062 followers, XXX engagements

"10/ Aer is more street-smart. Based in San Francisco their bags lean urban and modulara favourite among remote workers gym-goers and digital nomads. The Aer Travel Pack is basically a carry-on built like a tactical backpack: Sleek exterior Laptop + tech gear pockets Expandable for multi-day trips Theyre quietly building a cult following by targeting travellers who want to fly with just one bagand look sharp doing it"
@RedshirtInsight on X 2025-03-25 16:03:47 UTC 2062 followers, XXX engagements

"Further into Nuvini $NVNI's presentation is a comparison of it as a software rollup to the likes of $CSU.to $VITB.ST $ROP $TYL"
@RedshirtInsight on X 2025-06-17 13:16:51 UTC 2062 followers, XXX engagements

"#AI is eating the world one volt at a time"
@RedshirtInsight on X 2025-07-23 14:02:19 UTC 2062 followers, XXX engagements

"this is perhaps fuelled by my recent trip to asia but i'm quite obsessed with the 7-Eleven and the potential interest from $atd.to $atd to buy them. i can see why. they have mind-share very important locations/real estate and devotion depending the country you are in. in the news today is the existing shareholders voting to install new management a ceo previously from $wmt having concerns that the deal won't close because of regulatory concerns in the US. on the other side couche-tard seems to be putting out all the stops in the courtship. they went to tokyo recently and have a dedicated"
@RedshirtInsight on X 2025-05-27 14:42:24 UTC 2061 followers, XXX engagements

"BREAKING: $ATD.to on their interest in acquiring 7-Eleven (7&i) Withdrawing from it's proposal to acquire them due to "lack of engagement" from the acquiree"
@RedshirtInsight on X 2025-07-16 22:42:36 UTC 2060 followers, 11.4K engagements

"@thejobchick What year will a Walmart greeter be a humanoid robot"
@RedshirtInsight on X 2025-07-20 11:54:20 UTC 2060 followers, 2480 engagements

"does $csu.to have an invisible psychological ceiling at 5k"
@RedshirtInsight on X 2025-07-23 13:51:59 UTC 2062 followers, 2371 engagements

"In June which websites took top ten in traffic $GOOGL takes two top spots $META 3rd 4th 7th $RDDT 8th @Similarweb"
@RedshirtInsight on X 2025-07-11 17:00:36 UTC 2058 followers, XXX engagements

"Apparently there is an epilogue written by 7&i. Responding to the allegations that $ATD.to was a good faith partner they said that some of the conjectures made in $ATD.to press release were mischaracterizations and that 7&i didnt grok Japanese business culture and they didnt properly derisk the US anticompetitive regulatory hurdles. Talk about lost in translation"
@RedshirtInsight on X 2025-07-23 01:09:38 UTC 2060 followers, XXX engagements

"Lest we forget $NVDA has only done equity investments in a limited number of companies. You can count them on one hand. And one of them is $RXRX. The main thesis: #techbio #biotech with our modern technology particular data science and #AI as well as robotics is making it possible to bridge the offline to online and back to make drug discovery not just a trial and error process but one that is fast becoming an engineering discipline. What Recursion would call the industrialization of the process"
@RedshirtInsight on X 2025-07-26 14:34:02 UTC 2062 followers, XXX engagements

"How big can licensing be to $RDDT top and bottom lines I think one can assume if there continues to be moderate growth in the Reddit flywheels thru active users brands passive users (ie search LLM traffic) its possible that it dominates as a source of human chatter and crowdsourced human reenforced learning at scale"
@RedshirtInsight on X 2025-07-22 12:00:12 UTC 2063 followers, XXX engagements

"$BRK Comes as no surprise. I've really been one of those groupies though I've never been to Omaha. I've read so much of their materials both Mr. Buffett and Mr. Munger and I've followed them for more than a decade now. I don't see why I would stop here and how their principles extend to other companies for long-term investing"
@RedshirtInsight on X 2025-07-09 15:19:33 UTC 2060 followers, XXX engagements

"$CSU.to (Vela) in Australia has acquired the Retail and Data solutions business from Cox Automotive"
@RedshirtInsight on X 2025-07-22 13:16:07 UTC 2060 followers, XXX engagements

"How $RDDT stands out in the #AI landscape"
@RedshirtInsight on X 2025-07-18 19:51:00 UTC 2059 followers, XXX engagements

"The OG of digital marketing @neilpatel wrote a piece recently on how to properly use Reddit as an emerging critical advertising surface. It's a porthole into how Reddit is becoming even more relevant and it has implications on how strong $RDDT's moat is and how they'll continue to juice their economic flywheel in years to come -- a 🧵. #investors $META $SNAP"
@RedshirtInsight on X 2025-07-16 13:53:25 UTC 2062 followers, 1712 engagements

"Constellation Software (Volaris) $CSU.to just shared their blueprint for M&A and what they look for. They published a 60-page guide showing exactly how it wins software acquisitions. Heres what shareholders should pay attention to🧵 $TOI.v $LMN.v #VMS #privateequity #rollups #investing"
@RedshirtInsight on X 2025-06-25 20:17:46 UTC 2062 followers, 29.3K engagements

"$CSU.to $BRK bookmarking this in ten years time"
@RedshirtInsight on X 2025-07-11 01:45:21 UTC 2058 followers, XXX engagements

"$META building a renewable facility with $ENB for data center operations"
@RedshirtInsight on X 2025-07-22 11:36:54 UTC 2062 followers, XXX engagements

"$BRK has only a few more months till Buffett steps down as CEO. I maintain a glimmer of hope that something right will come along where he can deploy some cash though Im not holding my breath"
@RedshirtInsight on X 2025-07-21 11:23:18 UTC 2059 followers, XXX engagements

"In light of the marriage falling through between $ATD.to and 7-11 -- for what its worth -- I want to push this thought into the universe: $BRK + 7&i. 😇"
@RedshirtInsight on X 2025-07-17 18:53:42 UTC 2058 followers, XXX engagements

"BREAKING: Alimentation Couche-Tard $ATD.to after stopping the acquisition process for 7-Eleven has reinstated its share buyback program for the year. Authorized to purchase up to XX% (or 77M) of outstanding shares which stand at 948M"
@RedshirtInsight on X 2025-07-21 12:24:43 UTC 2061 followers, XXX engagements

"@NewcomerInvest Great news for all involved $T.to $BIPC"
@RedshirtInsight on X 2025-07-17 11:48:18 UTC 2058 followers, XX engagements

"Taobao growing with local language version. $BABA"
@RedshirtInsight on X 2025-07-24 02:43:28 UTC 2062 followers, 3292 engagements

"Featuring Volaris Group of $CSU.to on how it's building a mini-empire in the Nordic countries"
@RedshirtInsight on X 2025-07-22 13:14:43 UTC 2062 followers, XXX engagements

"This is from @OpenAI on how to build agents. For $CSU.to $TOI.v $LMN.v we've talked about the promise and threat of #agenticAI. Here is the explanation and I could've have said this better myself. For the #VMS software that CSU typically holds and buys it's not just about changing the thing that shows on your screens it's a complete reworking of the work it takes to have the same outcome. I continue to hold the same opinion: when humans are no longer the end-users of the "software" that's when the true disruption happen for VMS software businesses and owners"
@RedshirtInsight on X 2025-06-16 16:01:56 UTC 2058 followers, XXX engagements

"this is a random question but any of ya'll out there know of analysts (pro or amateur) that focuses on the leisure travel industries $BKNG $ABNB $MAR $HLT $CHH $FUN $DAL $TRIP"
@RedshirtInsight on X 2025-07-17 13:06:41 UTC 2060 followers, XXX engagements

"FYI: $BABA is an investor in @Kimi_Moonshot. Rough tally so far: $1B USD from Series B funding"
@RedshirtInsight on X 2025-07-17 12:57:43 UTC 2058 followers, XXX engagements

"Being an investor is like being a good doctor; youre looking for the signs and symptoms to understand the health of the underlying business. It could very well be that the patient is unhealthy. It could be that the patient is healthy but needs more discipline. It could be that the patient should be on the operating table today. Or it could be that the patient will live much much longer. We also never know whats going to happen tomorrow. All you can do is look for those signs and symptoms and place your bets"
@RedshirtInsight on X 2025-07-26 14:24:12 UTC 2062 followers, XXX engagements

"@AJButton2 it is. i think we're seeing the ability to "translate" things going to open up new markets for a lot of these digital companies and platforms. $rddt also seems to be doing the same thing and being able to open things up to new geos too or accelerate new geo growth"
@RedshirtInsight on X 2025-07-24 12:04:11 UTC 2061 followers, XX engagements

"Software is safe (for now). Until March 2026 it seems. 🤡 $SHOP.TO $CSU.TO $BB.TO $CLS.TO $DSG.TO $ENGH.TO $KXS.TO $LSPD.TO $OTEX.TO $REAL.TO $TOI.TO $CTC.A $GIB.A $SFTC.TO $TIXT.TO $NCIB.TO $NVEI.TO $PAY.TO $QTRH.TO $SANG.V $SYZ.TO $TC.TO $TCL.A $TCS.TO $TIXT.TO $VDY.TO $WELL.V $XTC.TO #tariffs"
@RedshirtInsight on X 2025-03-04 21:39:33 UTC 2062 followers, 1582 engagements

"Punchcard investing. Thats our jam here at @RedshirtInsight. Covering $CSU.to $META $RDDT $BABA $BRK $ATD.to $MTY.to $RXRX $GOOGL"
@RedshirtInsight on X 2025-07-19 22:48:19 UTC 2061 followers, XXX engagements

"We must realize that this cannot go on forever. #redqueeneffect $meta"
@RedshirtInsight on X 2025-07-21 11:48:57 UTC 2058 followers, XXX engagements

"It takes only one bad answer from your local friendly neighbourhood #LLM to leave a bad impression in your mouth to the point you dont trust it the same anymore. And frankly it takes more time to sift thru the hallucination mumble jumble friction"
@RedshirtInsight on X 2025-07-21 11:18:11 UTC 2058 followers, XXX engagements

"What are the chances that in 2025 a consortium of a combination of all the big asset managers + business community both public or private in Canada (like $BN CCPIB AIMco $ENB $ATRL.to $WSP.to etc.) will announce plans for new #oilandgas pipelines in Canada"
@RedshirtInsight on X 2025-07-17 13:25:08 UTC 2062 followers, XXX engagements