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@FromValue Avatar @FromValue From Growth To Value

Mark Leonard, the founder of Constellation Software ($CSU), is stepping down as CEO for health reasons and will be replaced by Mark Miller, the current COO. This change has led to a significant drop in the company's stock. The event has sparked discussions about whether the company's success was due to Leonard's leadership or the company's business model.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% cryptocurrencies XXXX% exchanges XXXX% automotive brands XXXX% products XXXX% countries XXXX%

Social topic influence $duol #302, $nvda #872, $meli #65, stocks 7.14%, nvda #299, $nu #42, $asml #76, asml #144, $adyey #3, $csuto XXXX%

Top accounts mentioned or mentioned by @adotham1787 @samhollanders @brechtdonckels @garpandchill @mateuss11694714 @mikefrancais @financefilosoof @marcosgalperin @adrianpdoc @johnobrennan2 @fallacyalarm @qcapital2020 @rajeevaggarwall @gabgrowth @speedwell_llc @sixsigmacapital @thehotmarket @five__talent @zoomyzoomm @andan_swe

Top assets mentioned Duolingo, Inc. Class A Common Stock (DUOL) NVIDIA Corp. (NVDA) MercadoLibre Inc (MELI) NuCypher (NU) Amazon.com, Inc. (AMZN) Apple, Inc. (AAPL) Advanced Micro Devices (AMD) Crowdstrike Holdings Inc (CRWD) Sea Limited (SE) Datadog Inc (DDOG) Berkshire Hathaway Inc. (BRK.A) JPMorgan Chase (JPM) Trade Desk, Inc. (TTD) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) TransMedics Group, Inc. Common Stock (TMDX) Dash (DASH) Celsius Holdings, Inc. Common Stock (CELH) Taiwan Semiconductor (TSM) Hims & Hers Health, Inc. (HIMS) The Official XX Coin (93) Alphabet Inc Class A (GOOGL) Broadcom, Inc. (AVGO) QUALCOMM, Inc. (QCOM) Intel Corporation (INTC) Marvell Technology Inc (MRVL) Palo Alto Networks Inc (PANW) Cloudflare, Inc. (NET) Tesla, Inc. (TSLA) Now Coin (NOW) SAP SE (SAP) Novo-Nordisk (NVO)

Top Social Posts

Top posts by engagements in the last XX hours

"The new Potential Multibaggers article is out 🎉 It's about $DDOG. After the earnings it shot up by XX% now it's down X% compared to the pre-earnings price. Does that present a buying opportunity Find out below"
X Link 2025-12-06T16:11Z 118.2K followers, 15.6K engagements

"Wow that was not on my 2025 bingo card. Todd Combs leaves Berkshire Hathaway $BRK 😮 and goes to $JPM. Do you think there will be more people leaving Berkshire now that Buffett really retires 🤔"
X Link 2025-12-08T12:41Z 118.2K followers, 9748 engagements

"Do you know what made $CSU.TO a XXX bagger Buy and hold. Why can't you do it 🤷♂"
X Link 2025-11-12T22:49Z 118.2K followers, 15.3K engagements

"I'm a top X% learner on Duolingo. $DUOL"
X Link 2025-12-02T22:14Z 118.2K followers, 7929 engagements

"$TTD is down XXXX% from its highs.📉😱 Is it an opportunity or a trap You can find the answer in my new Potential Multibaggers article. How about the $AMZN competition Quality valuation. 👇"
X Link 2025-12-03T23:29Z 118.2K followers, 16.6K engagements

"Here is the article. As usual a generous free part (you will know if the investment thesis is intact or not)"
X Link 2025-12-03T23:30Z 118.2K followers, 3969 engagements

"Wake up honey The new Overview Of The Week is out With among many other things: * My 2026 market prediction * $AMZN's Trainium chips a threat to $NVDA * Will $NFLX buy $WBD * The best stock market memes * The S&P XXX rebalance * Much more. See below"
X Link 2025-12-08T10:04Z 118.2K followers, 11.7K engagements

""Everything that moves will be robotic someday and it will be soon." Jensen Huang $NVDA (pic generated with Grok)"
X Link 2025-12-10T14:19Z 118.2K followers, 4508 engagements

"1/ 🚨 $CSU.TO $CNSWF shares dropped XX% Mark Leonard the Buffett of serial acquirers steps down for health reasons. Hell stay on the board but no longer at the steering wheel. Mark Miller will be the new driver. Can he do to $CSU what Tim Cook did for $AAPL 🧵"
X Link 2025-09-25T15:08Z 118.1K followers, 36.6K engagements

"Now I know why so many can't see $DUOL's moat.🙈 'The stock is still expensive.' They are ALL using the PE ratio. For a growth stock +41% revenue growth WTF🙈 Just give it up. You will lose money. Buy an ETF and call it a day. Seriously. Or learn this"
X Link 2025-11-10T22:01Z 118.2K followers, 30.7K engagements

"My XX stocks for 2025 are doing great. +55.39% 🚀🚀🚀 That's XXXXX% better than the S&P XXX & XXXXX% better than the Nasdaq. $TSM $TMDX $NVDA $NU $MELI $HIMS $DASH $CELH $ASML $AMD Still a bit to go but great results so far.🙂"
X Link 2025-11-12T01:59Z 118.2K followers, 42.3K engagements

"YES or NO Let me pitch you a company. Decide YES or NO. At the end I reveal it. Don't change your answer. ♻ * 2nd longest streak of 30%+ revenue growth in the whole world (out of 83000) with XX consecutive quarters (and counting) trailing only $MELI * XX% revenue growth in the last quarter. * 20%+ revenue growth expected in the next two years at least. * With free cash flow margins of around XX% (sometimes above 40%) * Trading at a 2026 P/FCF of just 16.4x. * Has beaten EPS estimates XX times out of XX as a public company beaten revenue estimates by XX times out of XX. YES or NO First answer"
X Link 2025-11-25T22:53Z 118.2K followers, 16.1K engagements

"My $DUOL shares I bought yesterday are up 12%. 🥳 PS: Potential Multibagger since $93"
X Link 2025-11-26T18:02Z 118.2K followers, 14.1K engagements

"Most people recognize that the market has been wrong multiple times about stocks in the past. Think $GOOGL. But most can never imagine the market is wrong right now. $DUOL"
X Link 2025-11-26T18:48Z 118.2K followers, 17.3K engagements

"Them: But I read on Reddit that people complain about $DUOL Me: 1406 consecutive days of using the app. You have complainers about everything. Especially the 'it used to be better' crowd is huge. Judge for yourself. I do. And I love it"
X Link 2025-11-27T10:16Z 118.2K followers, 15.2K engagements

"So what stock couldn't you help but talk about at the Thanksgiving dinner 😁"
X Link 2025-11-29T00:01Z 118.2K followers, 9920 engagements

"@brechtdonckels None. I don't own any. If I had to choose I would probably go for Lotus and Sofina"
X Link 2025-12-04T14:11Z 118.2K followers, XXX engagements

"$TSM's top XX customers. X. Apple $AAPL X. Nvidia $NVDA X. Broadcom $AVGO X. Qualcom $QCOM X. AMD $AMD X. Mediatek X. Intel $INTC X. Sony $SONY X. Marvell $MRVL XX. Amazon $AMZN"
X Link 2025-06-21T06:49Z 118.2K followers, 21.6K engagements

"CrowdStrike $CRWD earnings. Revenue: $1.23B (+21.8% YoY) beats by $10M. Non-GAAP EPS: $XXXX beats by $XXXX. Subscription revenue: $XXXX billion +21% YoY. Strong earnings again. Potential Multibaggers pick since $XX too hot to touch now"
X Link 2025-12-02T22:03Z 118.2K followers, 6071 engagements

"@GarpandChill Love the question. 👍🏻 Adyen Great company extremely high quality. Was overvalued a few years ago but fairly valued now and most underestimate how long they will be able to grow at 20%. A few other European stocks I own: $ASML & $RMS.PA And Topicus to a certain extent"
X Link 2025-12-04T13:45Z 118.2K followers, XXX engagements

"You can find the article here. As always a generous free part 👍"
X Link 2025-12-06T16:13Z 118.2K followers, 3197 engagements

"Fear is a terrible financial advisor"
X Link 2025-12-07T09:50Z 118.2K followers, 6635 engagements

"@fallacyalarm When will people FINALLY understand this Revenue growth not FCF not valuation is the most important metric for stock return for the long term"
X Link 2025-12-09T01:06Z 118.2K followers, XXX engagements

"@qcapital2020 Very limited and biased selection. See $CRWD $NET $SE $MELI $PANW $TSLA $NOW etc"
X Link 2025-12-09T10:10Z 118.2K followers, XXX engagements

"@rajeevaggarwall I didn't say it wouldn't disrupt industries because it will. But there will be tons of new (different) jobs that will be created. Just X years ago nobody had heard of a prompt engineer for example"
X Link 2025-12-09T10:11Z 118.2K followers, XXX engagements

"Everyone thinks revolutions will happen in months but they always occur in years or decades. We are in year X of LLMs. This is the internet in 1998. It took at least until the iPhone (2007) before we moved to a totally different paradigm. Will it be faster now Yes because all revolutions go faster than the previous one. So I don't think it will take close to XX years from this moment but probably at least X before we see the real impact. It could be that humanoids are the real application. I don't think the singularity is near (despite the book which I read by the way). It's a horizon that"
X Link 2025-12-09T21:12Z 118.2K followers, XX engagements

"The XX biggest European companies. From this list I'm long only $ASML & $SAP $MC.PA $LVMHF $NESN.SW $NSRGY $ROG.SW $RHHBY $OR.PA $NVO $SIE.DE $AIR.PA I'm also long $ADYEY and a small company which is one of my latest picks. And $TOI.TO"
X Link 2025-10-30T10:44Z 118.2K followers, 27.9K engagements

"$DUOL is the clearest opportunity I see since the stupid $ADYEY crash in August 2023. I made Adyen my largest position at the time"
X Link 2025-11-10T09:06Z 118.2K followers, 19.4K engagements

"$NU Very strong earnings again. Revenue of $4.17B +41.8% YoY beating the consensus by $130M 🚀 Adjusted Net Income $829M a beat by 6.7%💪 Customers +15.8% Deposits: +37.1% Potential Multibagger pick since $XXXX and one of my biggest positions. 🙌"
X Link 2025-11-13T22:32Z 118.2K followers, 13K engagements

"Which X stocks would you buy now if you are not allowed to sell them for XX years I'll start: $MELI $NU $ADYEY You"
X Link 2025-11-25T10:40Z 118.2K followers, 36.2K engagements

"New Potential Multibaggers article 🙌 With a ton of FREE content. It's about $SE. Read it 👇"
X Link 2025-10-26T04:06Z 118.2K followers, 11.1K engagements

"And another acquisition for Topicus. $TOITF.🎯 This time in Romania first time. 🔥 Typical acquisition when it comes to crucial software. 👍🏻"
X Link 2025-12-10T14:49Z 118.2K followers, 4267 engagements