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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.

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Social category influence stocks XXXX% technology brands XXXX% finance XXXX% exchanges XXXX% currencies XXXX% countries XXXX%

Social topic influence $csuto #20, $crwd 0.8%, $csu #11, $aapl #44, $amzn #65, $tem 0.32%, up the 0.32%, $amd #321, $meli #23, open ai #2385

Top accounts mentioned or mentioned by @bjmtweets @sergeycyw @alc2022 @stockmarketnerd @firedupwealth @guy_schellekens @european_dgi @fools_gd @grok @cperruna @wolfofharcourt @gabgrowth @tkristjansson @maxthecomrade @swetalp41290270 @jvluijmans @tacticzh @felixonguitar @adamomancino @frameworkwisely

Top assets mentioned Crowdstrike Holdings Inc (CRWD) Apple, Inc. (AAPL) Amazon.com, Inc. (AMZN) Tempus AI, Inc. Class A Common Stock (TEM) Advanced Micro Devices (AMD) MercadoLibre Inc (MELI) NuCypher (NU) NVIDIA Corp. (NVDA) Axon Enterprise, Inc. (AXON) Oracle Corporation (ORCL) PayPal Holdings Inc (PYPL) Kinsale Capital Group, Inc. (KNSL) Sea Limited (SE) Cisco Systems Inc (CSCO) SPDR S&P XXX ETF Trust (SPY) Accenture (ACN) Microsoft Corp. (MSFT) IBM (IBM) Metadium (META) Cream (CRM) Shopify Inc (SHOP) Mario Coin (COIN) Roblox, Corp. (RBLX) Cloudflare, Inc. (NET) Duolingo, Inc. Class A Common Stock (DUOL) Palo Alto Networks Inc (PANW) Broadcom, Inc. (AVGO) QUALCOMM, Inc. (QCOM) Intel Corporation (INTC) Marvell Technology Inc (MRVL) Nu Holdings Ltd. (NU)

Top Social Posts #

Top posts by engagements in the last XX hours

"If you want to know why I don't want $PYPL (besides the fact they blocked my account three times without any reason 😏) this 👇🏻"
X Link @FromValue 2025-10-03T12:25Z 116.1K followers, 11.8K engagements

"Stop thinking of 'tech' as just a sector. It's everything. $AMZN is retail AND tech. $TEM is healthcare AND tech. $KNSL is insurance AND tech"
X Link @FromValue 2025-09-30T20:57Z 116.1K followers, 8131 engagements

"Honey wake up The new Overview Of The Week is out With the $AMD - OpenAI deal the trade war (another TACO) news about $MELI & $NU $SE and much much more. See below to read"
X Link @FromValue 2025-10-13T02:05Z 116.1K followers, 11.4K engagements

"Always (ALWAYS) keep investing"
X Link @FromValue 2025-10-02T00:05Z 116.1K followers, 316.6K engagements

"Honey wake up The new Overview Of The Week is out ➡The math behind 1000x returns ➡The $MELI drop. ➡ Is $NVDA the next $CSCO ➡ $NET's great hiring culture ➡ How many stocks should you own ➡ much more. Look below to find it.👇"
X Link @FromValue 2025-10-06T03:07Z 116.1K followers, 24.2K engagements

"In the stock market being right can feel very wrong for a surprisingly long time"
X Link @FromValue 2025-10-13T21:48Z 116.1K followers, 8066 engagements

"Since its IPO in 2006 Constellation Software $CSU is up 23470%. That's a CAGR of XXXX% per year for XX years. The craziest thing The stock has NEVER been down XX% not even in the Great Financial Crisis. 🤯 Long since January 2022"
X Link @FromValue 2025-09-16T08:59Z 116.1K followers, 12.5K engagements

"$CSU.TO holders and anyone interested in buying the stock need to see this. Repost if you agree. ♻"
X Link @FromValue 2025-09-25T15:10Z 116.1K followers, 7465 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 @FromValue 2025-09-25T15:08Z 116.1K followers, 36.4K engagements

"Quality matters. The XXX Best Companies to Work For have outperformed the S&P500 $SPY by 2000% since 1998. It's not just the numbers it's also the culture"
X Link @FromValue 2025-10-15T11:43Z 116.1K followers, 2420 engagements

"5/ If he succeeds Miller becomes the Tim Cook of $CSU.TO: Not the creator but the operator who proves that the model works without Leonard. If he fails The drop you saw today is just the start. My guess He'll do great as he knows the system as well as Leonard"
X Link @FromValue 2025-09-25T15:08Z 116.1K followers, 5121 engagements

"Top M&A dealmakers 2008 - 2020 $ACN $MSFT $IBM $AAPL $META $AMZN $CRM"
X Link @FromValue 2025-10-15T10:08Z 116.1K followers, 1998 engagements

"6/ Axon - $AXON Modernized law enforcement with body cameras and digital evidence tools Returns: Over 2300% Takeaway: Niche solutions with high impact can yield strong returns Body cameras became essential after social unrest. Axon was ready"
X Link @FromValue 2025-08-07T14:00Z 116.1K followers, 1872 engagements

"🚨Value alert 🚨 The new Potential Multibaggers article looks at Tempus $TEM. I give away the full Quality Score That's the system I have developed to measure the quality of growth stocks. AI in healthcare quality or not See below"
X Link @FromValue 2025-10-09T23:45Z 116.1K followers, 18.8K engagements

"1/ What if every AI agent in the world needed its own bodyguard $CRWD is already building them. Why $ORCL used $CRWD credits for X years in just X year. A roadmap to Security AGI. And a target of $20B revenue. What you may have missed from $CRWD 👇"
X Link @FromValue 2025-10-02T19:57Z 116.1K followers, 15.5K engagements

"The new Potential Multibaggers article is out 🥳 It's a $SHOP mini deep dive. It also looks at its partnerships with $COIN & $RBLX (and shortly about the OpenAI partnership). Mini deep dive completely FRE*E. (see below)"
X Link @FromValue 2025-10-02T09:40Z 116.1K followers, 18.6K engagements

"What stock is high on your watchlist I have been looking at $AXON lately. Well actually I have been looking at it for years and should have bought it years ago.🙈"
X Link @FromValue 2025-10-02T12:07Z 116.1K followers, 5605 engagements

"4/ Mark Miller steps up. He's the longtime $CSU.TO COO. ✅Started as COO XX years ago. ✅On CSUs Board for XX years. ✅Trusted by Leonard for decades. He knows the machine better than anyone. And hes now tasked with proving it works without the founder"
X Link @FromValue 2025-09-25T15:08Z 116.1K followers, 1894 engagements

"FACT: Financial institutions see XXX% more cyberattacks than five years ago. RESULT: Spending on cybersecurity will have to 3x as well. $CRWD $NET etc"
X Link @FromValue 2025-10-03T07:43Z 116.1K followers, 7607 engagements

"The full $DUOL in one tweet 😂"
X Link @FromValue 2025-09-08T05:50Z 116.1K followers, 37K engagements

"Imagine having listened to this permabear.🙈 Been bearish since 2011. This is his January 2023 call 'Back To The Meat Grinder.' The S&P XXX since then +69%. The Nasdaq +105% Great call again Jeremy Grantham.😂"
X Link @FromValue 2025-10-05T18:22Z 116.1K followers, 12.1K engagements

"$CSU.TO has never been down XX% in its time as a public stock since the IPO in 2006. It's up 25000% (a 250-bagger) in the meantime. It's now down almost XX% from its top. If you know you know.😉"
X Link @FromValue 2025-09-22T23:01Z 116.1K followers, 18.4K engagements

"3/ The proof is in the customers: 🔒 Gap XX% of IT on $CRWD ARR likely to double 🔒 $ORCL replaced $PANW with $CRWD scaled X yrs of spend into X The reason they spend so much Cybersecurity is not nice to have. Its pure survival now"
X Link @FromValue 2025-10-02T19:57Z 116.1K followers, 1796 engagements

"2/ At Fal.Con 2025 $CRWD showed the future of cybersecurity: AgentWorks: an army of specialized AI security agents AIDR: the first full AI Detection & Response system Identity protection for the invisible workforce of AI agents"
X Link @FromValue 2025-10-02T19:57Z 116.1K followers, XXX engagements

"$CSU $TOI or $LMN Which One Should You Buy I keep getting this question: If I can only buy one of the Constellation Software trio (Constellation Topicus or Lumine) which should it be My answer All three. 😃 But OK with a gun to my head: Topicus. And heres why. 👇 Lets talk size: Constellation Software: CAD $80B (USD $57.4B) Topicus: CAD $12.4B (USD $8.9B) Lumine: CAD $10.5B (USD $7.5B) Lumine is the smallest sure. But that doesnt automatically make it the best. It operates in the communications VMS market a narrower TAM. Fewer fish in the pond means deals get pricier and growth could slow. On"
X Link @FromValue 2025-10-03T18:07Z 116.1K followers, 14.4K engagements

"4/ $CRWD's CEO George Kurtz: The agentic era = a 100x bigger opportunity.🤯 And $CRWD holds the unassailable moat: Trillions of events logged Millions of label annotations 800+ incident responses a year Data no one else has. We all know AI feeds on data"
X Link @FromValue 2025-10-02T19:57Z 116.1K followers, 9355 engagements

"Here you can find out everything you need to know about $TEM's quality"
X Link @FromValue 2025-10-09T23:46Z 116.1K followers, 4555 engagements

"Am I the only one who thinks today is exactly what you want if you want the bull market to continue. A few more of those James"
X Link @FromValue 2025-10-10T16:17Z 116.1K followers, 13K 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 @FromValue 2025-06-21T06:49Z 116.1K followers, 21.5K engagements

"The Adyen Formula For $ADYEY corporate culture is essential. That's why founder and co-CEO Pieter van der Does installed the Adyen Formula. Adyen employees are not only rewarded when they hit their KPIs but also to how much they live up to the Adyen formula. Here it is: The Adyen Formula The way we work is guided by the eight principles of the Adyen Formula. It keeps us moving with speed and autonomy across teams regions and time zones. ➡We build to benefit all customers (not just one) ➡We make good decisions and consider the long-term benefits for our customers Adyen and the world at large"
X Link @FromValue 2025-10-14T13:44Z 116.1K followers, 6397 engagements

"Nu Holdings $NU Great earnings again💜 Stock +10% pre-market.📈 Revenue: $3.67B+40% YoY FXN ✅ Net income $637M (+42% YoY FXN) adj. net income $695M ROE: XX% 💪 Deposits: $36.6B (+45% YoY) ✅ Customers: 122.7M (+17% YoY) +4.1M QoQ Gross profit margin XXXX% Risk-adjusted NIM XXX% (+100 bps QoQ) Brazil : 107M customers XX% as their primary bank👀 Mexico: 12M customers deposits $6.7B Colombia : 3.4M customers deposits $2.1B (+841% YoY FXN 👀) Potential Multibagger since $XXXX (April X 2023)"
X Link @FromValue 2025-08-15T09:42Z 116.1K followers, 15.1K engagements