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@Mindset4Money_X Avatar @Mindset4Money_X Mindset for Money, CPA

Constellation Software ($csu.to) is being highlighted as an obvious buy by several investors, with one user stating it's the greatest compounder in Canadian history. The company's free cash flow and growth prospects are being praised, with some investors adding it to their portfolios. It's now X% of one investor's portfolio, and they plan to halt buying for now.

Engagements: XXXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXX #

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Social Influence

Social category influence finance #1060 stocks #842 technology brands #7235 cryptocurrencies XXXX% social networks XXXX% automotive brands XXXX%

Social topic influence $csuto #11, $amzn #14, $csu #7, cash flow #235, ai 5.88%, $bn #27, constellation 5.88%, flow 5.88%, $adbe #71, $zeta XXXX%

Top accounts mentioned or mentioned by @tacticzh @stockstormx @bagman31814 @meeijer @william_r2rclub @alexandrang1991 @capexandchill @sojustfollowme @kiddodoc @rampcapitalllc @wealthmatica @jcarterinvests @thebrilliantbu1 @ashton1nvests @qualityinvest5 @billackman @uber @pedro_mcalves @mark3tmav3rick @nickhoward

Top assets mentioned Amazon.com, Inc. (AMZN) Brookfield Corporation (BN) Adobe, Inc. (ADBE) ZetaChain (ZETA) Uber Technologies, Inc. (UBER) Novo-Nordisk (NVO) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) The Root Network (ROOT) DLocal Limited Class A Common Shares (DLO) Dave Inc. (DAVE) Oracle Corporation (ORCL) Eli Lilly and Company (LLY) Welltower Inc (WELL) DoorDash, Inc. (DASH) DraftKings Inc. Class A Common Stock (DKNG) Dutch Bros Inc. (BROS) Micron Technology, Inc. (MU) Celsius Holdings, Inc. Common Stock (CELH) aelf (ELF) 4 (FOUR) TransMedics Group, Inc. Common Stock (TMDX) WELL3 (WELL) Dash (DASH) Duolingo, Inc. Class A Common Stock (DUOL) 69Coin (69) SPDR S&P XXX ETF Trust (SPY) Morgan Stanley (MS) Hims & Hers Health, Inc. (HIMS) Vistra, Corp. (VST) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Nebius Group N.V. Class A Ordinary Shares (NBIS) Advanced Micro Devices (AMD) Opendoor Technologies Inc Common Stock (OPEN) Robinhood Markets, Inc. (HOOD) RAI Finance (SOFI) Tesla, Inc. (TSLA) UiPath, Inc. (PATH)

Top Social Posts

Top posts by engagements in the last XX hours

"Only $AMZN could announce something this huge and still have no movement in their stock 😂"
X Link 2025-12-02T16:56Z 24.8K followers, 299.5K engagements

"15 companies expected to grow revenues above XX% and trade below 30x future op cashflows: Eli Lilly $LLY: XX% 29x Micron $MU: XX% 7x Welltower $WELL: XX% 30x DoorDash $DASH: XX% 29x DraftKings $DKNG: XX% 18x Celsius $CELH: XX% 23x ELF Beauty $ELF: XX% 28x Dutch Bros $BROS: XX% 21x Shift4 Payments $FOUR: XX% 7x Zeta Global $ZETA: XX% 23x Transmedics $TMDX: XX% 27x Dave Inc $DAVE: XX% 29x Grindr Inc $GRND: XX% 18x Harrow Inc $HROW: XX% 21x WhiteFiber Inc $WYFI: XXX% 26x Which is the best deal here"
X Link 2025-10-05T14:42Z 24.7K followers, 33K engagements

"Cheap stocks: $ROOT $CSU.TO $NVO $DAVE $GAMB Good price for great fundamentals: $AMZN $GOOG $BN $DLO $ZETA $UBER Yes this is basically my portfolio 😂"
X Link 2025-10-07T20:12Z 24.8K followers, 20.9K engagements

"If you believe Constellation Software can continue to expand its cashflow per share. Its such a rare opportunity. $CSU $CSU.TO"
X Link 2025-10-26T15:49Z 24.7K followers, 26K engagements

"Constellation proving yet again why its such an obvious buy $CSU $CSU.TO"
X Link 2025-11-08T00:40Z 24.8K followers, 18.5K engagements

"Over time stock prices follow free cash flow. A X% FCF yield on a business growing at least XX% annually sounds fine to me. $DUOL"
X Link 2025-11-08T19:33Z 24.7K followers, 25.3K engagements

"Like brooo. Literally the rarest opportunity in company history. $CSU $CSU.TO"
X Link 2025-11-10T20:07Z 24.8K followers, 12.1K engagements

"In a similar vein. $CSU $CSU.TO"
X Link 2025-11-11T01:51Z 24.7K followers, 18.7K engagements

""YTD we repurchased over $XXX million of Class A shares in the open market at an avg price of $XX which represents a XX% discount to our view of intrinsic value at quarter end of $69" $BN with a solid Q3 report. AUM continues to climb as does fee bearing capital"
X Link 2025-11-13T14:37Z 24.7K followers, 15K engagements

"2/ $CSU.TO The org structure at Constellation is to die for. Total autonomy employees feel responsible no exceptions are made and employees are rewarded by the returns they are provided. AI presents opportunities and the misjudgment of Constellation Software is one of them. In Q3 Constellation deployed $415M in capital and didnt compromise historical hurdle rates so clearly the action is far from over. Want to read more about $CSU Below is a thread I've written on them:"
X Link 2025-11-14T16:50Z 24.7K followers, 19.1K engagements

"Anyone else in the same boat 😂"
X Link 2025-11-21T15:25Z 24.8K followers, 62.7K engagements

"Market crashing in 2027 bc his squiggly drawing said so guys Beware"
X Link 2025-12-02T13:18Z 24.8K followers, 9416 engagements

"Im sitting at X% cash. and my gut is telling me it should be X% in $ADBE"
X Link 2025-12-02T16:09Z 24.7K followers, 50.1K engagements

"WTF is Morgan Stanley talking about Oracle wishes they were at 2008 debt levels 😂😂 $ORCL"
X Link 2025-12-05T16:01Z 24.8K followers, 14.4K engagements

"Saw this commercial last night look familiar $HIMS"
X Link 2025-12-09T14:43Z 24.8K followers, 4132 engagements

"Over half a trillion in performance obligations. To provide perspective $ORCL generates $60B in revenue annually"
X Link 2025-12-10T21:34Z 24.8K followers, 47.4K engagements

"@CapexAndChill @BillAckman @Uber Holy shit I didnt realize this got acknowledged by the goat Id frame this ngl 😂"
X Link 2025-12-16T16:43Z 24.8K followers, XXX engagements

"4/ Vistra Corp - $VST Sam Altman has said that AI and energy are essentially the same thing. Vistra is an AI infrastructure play with great power generation exposure. They will benefit from rising electricity demand. Its integration of renewables and energy storage is also a bonus for long term upside. 2Y FWD Rev CAGR: 15.4%"
X Link 2025-10-18T20:35Z 24.8K followers, 7814 engagements

"Be greedy when others are fearful You know which stock Im talking about 😏"
X Link 2025-11-11T14:45Z 24.8K followers, 117.8K engagements

"The market continues to SELL SELL SELL So NOW is a better opportunity than ever to present my XX favorite names in the market. Lets dive right into them: 1/ $AMZN Amazon is in a great spot here. They just reported a strong quarter of reaccelerated growth in revenue streams like advertising and AWS their high margin operations. It is dominating its fast growing segments. Research firms estimate that e commerce sales will remain in low double digit growth through 2027 which is reassuring for those concerned about potential reductions in consumer spending. This business should also experience"
X Link 2025-11-14T16:50Z 24.8K followers, 162.5K engagements

"Is $NFLX or paramount aware that $WBD was $XX a share in June And they say retail has FOMO"
X Link 2025-12-08T14:39Z 24.8K followers, 17.7K engagements

"Nov XX 2025 - PORTFOLIO UPDATE New Position: $NBIS Increased Position: $CSU.TO $BN $DAVE $ROOT $AMZN $DLO Trimmed Position: $ASML $AMD $GOOG Sold Position: $GAMB This is likely my most active update yet the last week or so has been busy. I took advantage of the dip this week to add to the five positions listed above in order of highest allocation. I also used the dip to finally start a position in $NBIS. While the market might not agree right now I think this companys outlook is far more positive in the near future than the contrary. At a valuation of about $22B when I bought I wanted to make"
X Link 2025-11-15T19:12Z 24.8K followers, 32K engagements

"Update: they partnered and it did not go ballistic $ADBE"
X Link 2025-12-10T17:31Z 24.8K followers, 17.9K engagements

"If I had to full port into one stock itd be $BN. Close runner-up would be $GOOG. What is yours"
X Link 2025-07-19T18:08Z 24.8K followers, 26.5K engagements

"How rare is Zetas performance Out of more than XXX public tech companies only X have grown revenue over XX% and expanded free cash flow margins every single year since 2021. $ZETA is one of them. Theyre investing aggressively in growth without sacrificing financial discipline. Theyre proving they can scale in a healthy way"
X Link 2025-10-10T14:05Z 24.8K followers, 4444 engagements

"🚨PSA 🚨 $REAX is a stronger real estate play than $OPEN. Yet $OPEN trades at 8x the valuation"
X Link 2025-10-16T16:21Z 24.8K followers, 4675 engagements

"How long until OpenAI partners with Adobe and this multiple goes ballistic $ADBE"
X Link 2025-10-28T16:17Z 24.8K followers, 61.9K engagements

"5% FCF yield for the greatest compounder in Canadian history Yes I will add more. $CSU $CSU.TO"
X Link 2025-11-10T14:37Z 24.8K followers, 26.8K engagements

"Insiders at Constellation Software have done only one thing since July. BUY And theres only one reason people buy a stock. $CSU $CSU.TO"
X Link 2025-11-10T20:25Z 24.8K followers, 23.4K engagements

"How cheap is $NVO Capex is up nearly 10x from 2020 yet the stock still trades at a X% FCF yield. Youre getting solid free cash flow return today while they reinvest heavily for tomorrow. Lower downside now higher upside later"
X Link 2025-12-10T18:34Z 24.8K followers, 8145 engagements

"Price action may not be shareholder friendly at $ADBE. But this chart sure as hell is"
X Link 2025-12-10T21:50Z 24.8K followers, 13.3K engagements

"$GOOGL may have the best investing track record of all time: Acquired Android in 2005 for $50M now valued at $200B+ (operating system market share) - a 4000x return Invested in Stripe Series B in 2012 (valued at $100M) now valued at $70B - a 700x return Acquired DeepMind in 2014 for $500M now valued at $100B+ (estimated standalone valuation) - a 200x return Acquired YouTube in 2006 for $1.65B now valued at $300B+ (estimated standalone valuation) - a 180x return Invested in CrowdStrike Series D in 2017 (valued at $1B) now valued at $130B - a 130x return Invested in Uber Series C in 2013"
X Link 2025-12-12T02:36Z 24.8K followers, 555.6K engagements

"$AMZN has officially become a stablecoin 🙃"
X Link 2025-12-12T02:58Z 24.8K followers, 132.7K engagements

"When getting skinny becomes as simple as taking a pill Do you really think $NVO growth wont reaccelerate"
X Link 2025-12-12T15:39Z 24.8K followers, 5476 engagements

"And people will try to tell you that real estate is a bad investment lol"
X Link 2025-12-12T18:57Z 24.8K followers, 10.5K engagements

"The most overlooked investing opportunity created by AI $CSU.TO $CSU"
X Link 2025-12-12T19:34Z 24.8K followers, 26.4K engagements

"When in doubt follow the cash flow. $AMZN cash flow has been compounding faster than the stock. And its expected to reaccelerate from here.🤔"
X Link 2025-12-13T18:36Z 24.8K followers, 45.4K engagements

"Quite comical that Q3 XX is when folks became bearish 😂 $NVDA"
X Link 2025-12-14T13:38Z 24.8K followers, 40.7K engagements

"Membership growth at SOFI compounding quite incredibly $SOFI"
X Link 2025-12-14T15:33Z 24.8K followers, 7163 engagements

"I'm considering adding to my $UBER position. Nothing fundamentally about the business has changed. On a FCF basis it is the cheapest is has ever been"
X Link 2025-12-16T15:24Z 24.8K followers, 68.5K engagements

"$TSLA: we havent grown revenues in X years Market: Sounds like you deserve all time highs"
X Link 2025-12-16T21:40Z 24.8K followers, 276.5K engagements

"Further proof that @SoJustFollowMe is right. Market dont gaf about your fundamentals"
X Link 2025-12-16T21:41Z 24.8K followers, 15.4K engagements

"This comment section is PEAK"
X Link 2025-12-17T02:03Z 24.8K followers, 9185 engagements

"@Kiddodoc @RampCapitalLLC Where is the hate"
X Link 2025-12-17T02:07Z 24.8K followers, XXX engagements

"Im interested in learning more about $PATH Anyone know of any good threads/articles on the biz"
X Link 2025-12-17T13:10Z 24.8K followers, 7763 engagements

"We have partnered with OpenAI Immediate stock reaction: AMD: +27% Nvidia: +4% Oracle: +36% Broadcom: +9% PayPal: +14% Disney: +5% Andy Jassy: Ok fine lets join the party and get our stock pumping $AMZN:"
X Link 2025-12-17T15:42Z 24.8K followers, 50.5K engagements

"@TacticzH LOL Comment section is peak entertainment"
X Link 2025-12-17T21:20Z 24.8K followers, XXX engagements