# ![@BCValueInvestor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1774498488555814912.png) @BCValueInvestor Vancouver Value Investor

Vancouver Value Investor posts on X about $abcl, investment, if you, company the most. They currently have [---] followers and [---] posts still getting attention that total [----------] engagements in the last [--] hours.

### Engagements: [----------] [#](/creator/twitter::1774498488555814912/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1774498488555814912/c:line/m:interactions.svg)

- [--] Week [------] +131%
- [--] Month [-------] -69%
- [--] Months [-------] +1,807%
- [--] Year [-------] +21,403%

### Mentions: [--] [#](/creator/twitter::1774498488555814912/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1774498488555814912/c:line/m:posts_active.svg)

- [--] Month [--] -10%
- [--] Months [---] +375%
- [--] Year [---] +821%

### Followers: [---] [#](/creator/twitter::1774498488555814912/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1774498488555814912/c:line/m:followers.svg)

- [--] Week [---] +4.10%
- [--] Month [---] +18%
- [--] Months [---] +99%
- [--] Year [---] +15%

### CreatorRank: [---------] [#](/creator/twitter::1774498488555814912/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1774498488555814912/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [travel destinations](/list/travel-destinations)  [stocks](/list/stocks)  [countries](/list/countries)  [fashion brands](/list/fashion-brands)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [celebrities](/list/celebrities)  [musicians](/list/musicians)  [social networks](/list/social-networks) 

**Social topic influence**
[$abcl](/topic/$abcl) #3, [investment](/topic/investment) #3702, [if you](/topic/if-you), [company](/topic/company), [money](/topic/money), [$csu](/topic/$csu), [business](/topic/business), [in the](/topic/in-the), [future](/topic/future), [$lulu](/topic/$lulu)

**Top accounts mentioned or mentioned by**
[@ihooghvorst](/creator/undefined) [@jackprescottx](/creator/undefined) [@jare92365776](/creator/undefined) [@hypergrowth102](/creator/undefined) [@ehhope3](/creator/undefined) [@trengriffin](/creator/undefined) [@proffeynman](/creator/undefined) [@investingcanons](/creator/undefined) [@jimchuong](/creator/undefined) [@abcellerabio](/creator/undefined) [@qualtrim](/creator/undefined) [@joserestonva](/creator/undefined) [@scrooogeuncle](/creator/undefined) [@fahdananta](/creator/undefined) [@kevg1412](/creator/undefined) [@tperachoritis](/creator/undefined) [@talebwisdom](/creator/undefined) [@kejca](/creator/undefined) [@irrationalmrkts](/creator/undefined) [@longequity](/creator/undefined)

**Top assets mentioned**
[AbCellera Biologics Inc. (ABCL)](/topic/$abcl) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Array Technologies, Inc. (ARRY)](/topic/$arry) [TG Therapeutics, Inc. (TGTX)](/topic/$tgtx) [Brookfield Corporation (BN)](/topic/$bn) [Uber Technologies, Inc. (UBER)](/topic/$uber)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@JimChuong @kejca Book value only tells you the net cash that you put INTO the business - the cash that flows OUT is what matters. Ex. If you bought a business according to its book value of $10 million and it only produced $100K in profits per year . would you pay book value for it"  
[X Link](https://x.com/BCValueInvestor/status/1788284362511007956)  2024-05-08T19:06Z [--] followers, [--] engagements


"Lululemon Analysis: - Current market cap = $ [--]. [--] billion - [--] year Intrinsic value year using 6% discount rate 12% growth rate and a terminal p/e multiple of [--] = [----] billion - [--] - 50% Margin of safety = [----] billion to [----] billion"  
[X Link](https://x.com/BCValueInvestor/status/1797138414145294341)  2024-06-02T05:29Z [--] followers, [----] engagements


"Bear case: - Slowing growth in America's (12% yoy increase) - Discretional product that may be deemed unnecessary if interest rates continue to rise - Key CPO recently resigned - Fashion trends may shift away from athleisure - Political conflict may disrupt international growth"  
[X Link](https://x.com/BCValueInvestor/status/1797138417534275648)  2024-06-02T05:29Z [--] followers, [---] engagements


"Bull case: - Management is growth focused - plans to double [----] revenues to [----] billion by [----] - High International market growth (67% Yoy increase in China & 43% Yoy in rest of world) - Mens business grew 15% Yoy - Womens business grew 17% Yoy"  
[X Link](https://x.com/BCValueInvestor/status/1797138419736306101)  2024-06-02T05:29Z [--] followers, [---] engagements


"Bull case continued: - Store net revenue grew 21% Yoy - E-commerce net revenue grew 17% Yoy - Shares outstanding decreasing - High ROIC and ROE for the past [--] years - No debt Overall this a great company at a fair price that has room to grow"  
[X Link](https://x.com/BCValueInvestor/status/1797138421938377084)  2024-06-02T05:29Z [--] followers, [---] engagements


"@IrrationalMrkts thoughts on analysis"  
[X Link](https://x.com/BCValueInvestor/status/1797139844767916437)  2024-06-02T05:35Z [--] followers, [---] engagements


"The Non-Negotiable Investment Principles: - Does your investment after thorough analysis promise safety of principal and an adequate return - Does this investment have a probable chance of SAFELY beating the S&P If no - forget it and buy S&P"  
[X Link](https://x.com/BCValueInvestor/status/1797144299370340551)  2024-06-02T05:52Z [--] followers, [---] engagements


"- Rule #1 don't lose money. Rule #2 don't forget rule #1. - Always invest with a margin of safety. - Inactivity activity. Resist the human tendency to act. - Great business at fair price fair business at great price. - Focused Portfolio of 8-10 companies"  
[X Link](https://x.com/BCValueInvestor/status/1797144301236883621)  2024-06-02T05:52Z [--] followers, [--] engagements


"- Dont cut the flowers to water the weeds. Let your winners run. - Only sell if 1) mistake in the original purchase 2) fundamental are deteriorating 3) you need the money for a better investment - Be the abominable no man to investment ideas"  
[X Link](https://x.com/BCValueInvestor/status/1797144303283667342)  2024-06-02T05:52Z [--] followers, [--] engagements


"- Invest within your circle of competence and wait for the fat pitch. - DURABLE MOAT and fortress like balance sheet. - Ignore macro/market forecasts and financial pundits"  
[X Link](https://x.com/BCValueInvestor/status/1797144305439572142)  2024-06-02T05:52Z [--] followers, [---] engagements


"@JimChuong A company should not pay a dividend if it has the opportunity to deploy retained earnings for growth at above average rates of return. All other cases - the company should pay a dividend if it can afford to"  
[X Link](https://x.com/BCValueInvestor/status/1797366972356624819)  2024-06-02T20:37Z [---] followers, [--] engagements


"@long_equity Lululemons international growth prospects and historic ROC meet this criteria"  
[X Link](https://x.com/BCValueInvestor/status/1797409809530298647)  2024-06-02T23:27Z [---] followers, [---] engagements


"Would you bet your life on your next investment - What I Learned About Investing from Darwin"  
[X Link](https://x.com/BCValueInvestor/status/1797508139010662867)  2024-06-03T05:58Z [---] followers, [--] engagements


"@AlexHormozi Everybody starts at zero Unless you are a trust fund baby"  
[X Link](https://x.com/BCValueInvestor/status/1798020753746796817)  2024-06-04T15:55Z [---] followers, [--] engagements


"@JackPrescottX Thought you might enjoy this - a free MIT course on the science and business of biotech by Andrew Lo a board member of Abcellera Thank you @AndrewWLo @MIT https://openlearninglibrary.mit.edu/courses/course-v1:MITx+15.480x+3T2021/course/ https://openlearninglibrary.mit.edu/courses/course-v1:MITx+15.480x+3T2021/course/"  
[X Link](https://x.com/BCValueInvestor/status/1937969511095009695)  2025-06-25T20:21Z [---] followers, [---] engagements


"@JackPrescottX This is my downside thesis for Abcellera and wondering if you agree. If the company does appear to be on a trajectory of becoming insolvent - my thesis is that a larger biotech firm or pharmaceutical company would buy the company for a higher price than 1.07B"  
[X Link](https://x.com/BCValueInvestor/status/1939121804246949931)  2025-06-29T00:40Z [--] followers, [----] engagements


"The tech & IP the GMP facility the data the employees the proximity to UBC for the best Canadian biotech talent future royalties current molecules & and the unknown molecules that are not currently being shared with the public - must be worth more than 1.07B"  
[X Link](https://x.com/BCValueInvestor/status/1939126855199793357)  2025-06-29T01:00Z [--] followers, [---] engagements


"@Fred_Abyss I love all the fundamentals about this company except for: - 2% YoY revenue growth in the Americas. However on the positive note the growth in China was 22% YoY. - The quality of the leggings have significantly declined over the years. Ask any long term lulu customer"  
[X Link](https://x.com/BCValueInvestor/status/1941700585159598238)  2025-07-06T03:27Z [--] followers, [--] engagements


"@iHooghvorst @JackPrescottX It is like casino where you are betting on all the games simultaneously instead of betting on just one game. Investors can buy a royalty stake in a portfolio of drug candidates instead of one drug candidate - this decreases risk and attracts more capital from investors"  
[X Link](https://x.com/BCValueInvestor/status/1942275453441696011)  2025-07-07T17:32Z [--] followers, [---] engagements


"@kysuhno @ZaStocks I take a large bite at my entry point. Depending if the company is still considered a bargain as the price runs up - Ill continue to make large buys. Once it approaches fair value I will periodically take smaller nibbles and make larger nibbles on market drawdowns"  
[X Link](https://x.com/BCValueInvestor/status/1943368697114198514)  2025-07-10T17:56Z [--] followers, [--] engagements


"From $ABCL annual report: "In the long term as our drug discovery portfolio matures and results in approved therapies we believe our aggregate economic position from these programs has the potential to produce large revenues at near-100% margin." This is going to be yuge"  
[X Link](https://x.com/BCValueInvestor/status/1951753263461568904)  2025-08-02T21:13Z [--] followers, [----] engagements


"Drug discovery and preclinical development typically takes 3-5 years with the remainder taken up largely by clinical development. $ABCL goal in the future is to repeatedly move from target nomination to an IND (or equivalent) filing in two years or less"  
[X Link](https://x.com/BCValueInvestor/status/1954045387737903269)  2025-08-09T05:01Z [---] followers, [----] engagements


"@Wbinvests At one point it was a pure value play a few months ago when it was selling for less than liquid assets. Even Benjamin Graham would have approved"  
[X Link](https://x.com/BCValueInvestor/status/1954054519631098110)  2025-08-09T05:37Z [--] followers, [--] engagements


""I try to make money infrequently as infrequently as possible simply because I believe that rare events are not fairly valued and that the rarer the event the more undervalued it will be in price." - Nassim Nicholas Taleb"  
[X Link](https://x.com/BCValueInvestor/status/1954262016006500609)  2025-08-09T19:22Z [--] followers, [--] engagements


"Ive never lost my appetite so quickly. @AbCelleraBio if you could use your microfluidic technology to find an antibody to help wild salmon fight off Anisakis roundworm parasite that would be great. I know you have the cash for it after the last earnings call. $ABCL"  
[X Link](https://x.com/BCValueInvestor/status/1954392797764849909)  2025-08-10T04:02Z [--] followers, [--] engagements


"One of the most helpful mental models for investors is seeking to disprove your investment thesis rather than to prove it. We are all prone to confirmation bias. Make sure to put more effort into disproving your best loved ideas when truth seeking"  
[X Link](https://x.com/BCValueInvestor/status/1954950341335871614)  2025-08-11T16:57Z [--] followers, [--] engagements


"@iHooghvorst Peter Thiel said every great business is built around a secret hidden from the outside world. People complain about $ABCL not communicating enough with the public. However this lack of communication is actually a strength of management and not a con. Somethings cooking 🧑🍳"  
[X Link](https://x.com/BCValueInvestor/status/1954962277444227200)  2025-08-11T17:45Z [---] followers, [----] engagements


"Lululemon & the future of technical apparel is one of my favorite stories about business self development and the rise and fall of one most iconic athletic apparel brands. This book is fine as wine"  
[X Link](https://x.com/BCValueInvestor/status/1955484907020620126)  2025-08-13T04:21Z [--] followers, [--] engagements


"This is why most investors fail. Told a coworker about $ABCL when it was selling for a $1.90. Explained my thesis for the asymmetric upside and the limited downside. It was selling for less than cash at the time"  
[X Link](https://x.com/BCValueInvestor/status/1955688776124317733)  2025-08-13T17:51Z [---] followers, [----] engagements


"He brushed it off and said it will only succeed if we have another pandemic. A few months later it shot up 100%. I told him you should reconsider $ABCl and take a look. He waits he waits and waits to buy for the perfect entry point"  
[X Link](https://x.com/BCValueInvestor/status/1955689996452827609)  2025-08-13T17:56Z [---] followers, [---] engagements


"After seeing the stock continuing to move upward Im assuming he experienced fomo and he decides to make a buy at $5.80. At the point afterwards the stock falls below $4 and said he knew that was going to happen. And then told me not to recommend stocks"  
[X Link](https://x.com/BCValueInvestor/status/1955691474840150124)  2025-08-13T18:02Z [---] followers, [---] engagements


"If he followed my recommendation initially he would have be up almost 300% at that point. . and if he did his homework and knew why he owned this company he would be aware at even $5.80 this stock has the potential to be biggest position in his portfolio"  
[X Link](https://x.com/BCValueInvestor/status/1955692387394863279)  2025-08-13T18:06Z [---] followers, [---] engagements


"So the lessons from this experience are: - only talk stocks with independent thinkers and who are openminded - have accountability for their own purchasing decisions - know what you own and why you own it to build conviction"  
[X Link](https://x.com/BCValueInvestor/status/1955694015233610239)  2025-08-13T18:12Z [---] followers, [---] engagements


"Just wanted to thank my dog for helping me find $ABCL. I discovered Abcellera when walking my dog in Vancouver. We walked by the new GMP manufacturing facility that was being built & I told my wife I need to look into what this company does Sometimes we get very lucky 🍀"  
[X Link](https://x.com/BCValueInvestor/status/1956011026878751145)  2025-08-14T15:12Z [---] followers, [----] engagements


"The investment discovery engine next to the creator of the Abcellera antibody drug discovery engine $ABCL"  
[X Link](https://x.com/BCValueInvestor/status/1956224568303214979)  2025-08-15T05:20Z [---] followers, [----] engagements


"Diversification may persevere wealth - but concentration builds wealth. If you are managing small amounts of money it does not make sense to diversify if you know what youre doing. Do what big money cant do until you are big money $ABCL"  
[X Link](https://x.com/BCValueInvestor/status/1956521169269727241)  2025-08-16T00:59Z [---] followers, 23.1K engagements


"@iHooghvorst Is it still a portfolio if it is one stock lol"  
[X Link](https://x.com/BCValueInvestor/status/1956733663003254824)  2025-08-16T15:03Z [---] followers, [---] engagements


"@AdrianCanlon $NBIS is on my watch list but I never found the time to do my due diligence Might be worth taking a look 😉"  
[X Link](https://x.com/BCValueInvestor/status/1956740669411860945)  2025-08-16T15:31Z [---] followers, [---] engagements


"@dan_dangabriel No need to drop the R bomb. Context is everything. I have a emergency fund I sold my entire portfolio last November for a downpayment on a house. This is my first purchase since then. When I find another asymmetrical bet that i understand - Ill make another bet"  
[X Link](https://x.com/BCValueInvestor/status/1956758066474660213)  2025-08-16T16:40Z [---] followers, [---] engagements


"@Sandeman52 Thanks for summing up my thought process Did you buy and hold $ARIA $ARRY and $TGTX Or use those wins to fund other bets"  
[X Link](https://x.com/BCValueInvestor/status/1956759396010344484)  2025-08-16T16:46Z [---] followers, [---] engagements


"@financebrolavi I used to be 100% Benjamin Graham disciple when I started this account. But Ive been shifting toward a Phil Fischer Charlie Munger and Stanley Druckenmiller approach lately Maybe a rebrand of my name in the future 😂"  
[X Link](https://x.com/BCValueInvestor/status/1956797412523077898)  2025-08-16T19:17Z [---] followers, [---] engagements


"@NomadicInsight Over diversification guarantees nothing bad will happen to you but also guarantees nothing spectacular will happen either"  
[X Link](https://x.com/BCValueInvestor/status/1956949253286473859)  2025-08-17T05:20Z [---] followers, [--] engagements


"@iHooghvorst If you look at Glassdoor they have [--] reviews with a rating of [---] out of [--] stars. Not bad but not great either. You have to ask yourself this though - what type of person who would write a review An unhappy former employee or a current happy employee Just my two cents"  
[X Link](https://x.com/BCValueInvestor/status/1957523452392534062)  2025-08-18T19:22Z [---] followers, [---] engagements


"@iHooghvorst I also understand that Im prone to confirmation bias since I am bag holding $ABCL"  
[X Link](https://x.com/BCValueInvestor/status/1957524097006727597)  2025-08-18T19:24Z [---] followers, [---] engagements


"Most investors shy away from biotech due to the lumpy earnings that take a decade to develop & the binary outcomes of drug development. However that is where the opportunity lies. You have to skate to where the puck is going and where investors are scared to skate to. $ABCL"  
[X Link](https://x.com/BCValueInvestor/status/1957867064888291534)  2025-08-19T18:07Z [---] followers, [----] engagements


"@byte8alchemist @hypergrowth102 All valid points. Youre right I should have used the median since blockbuster drugs will skew the mean. In [----] they had a partnership with Eli Lilly for the Covid drug Bamlanivimab. By [----] that drug brought in $959 million In total royalties for $ABCL"  
[X Link](https://x.com/BCValueInvestor/status/1960726313075138960)  2025-08-27T15:29Z [---] followers, [---] engagements


"@nanalyzetweets Another argument that it is not a failure of the platform is that you cant chase every molecule. Just like in investing you cant pick every stock that has potential. You need to weigh the risk/reward of each investment and focus on a select few"  
[X Link](https://x.com/BCValueInvestor/status/1965813965910683724)  2025-09-10T16:25Z [---] followers, [--] engagements


"@iHooghvorst If you value the $ABCL pipeline where you use expected value calculations of which phase the drug is at during clinical trials and discount count the cash back to the present - it is hard to justify the market cap at [---] B with two phase one trials"  
[X Link](https://x.com/BCValueInvestor/status/1974117977135198403)  2025-10-03T14:22Z [---] followers, [---] engagements


"@Jare92365776 @iHooghvorst 100% & Im sure you would list more if you had the paid X account. The limited characters is annoying I feel your pain"  
[X Link](https://x.com/BCValueInvestor/status/1974124637127913941)  2025-10-03T14:49Z [---] followers, [--] engagements


"@Jare92365776 @iHooghvorst I think general speaking for most companies it is a helpful screen to look solely at the pipeline and the balance sheet. If those look good - most investors would justify the deeper dive. $ABCL is easy to dismiss but that is where the opportunity is for us"  
[X Link](https://x.com/BCValueInvestor/status/1974132725436334578)  2025-10-03T15:21Z [---] followers, [---] engagements


"@Barchart In the short term the market is a voting machine & in the long term it is a weighing machine. Only time will tell if the compounding machine can keep compounding. I bet it is that it will - Berkshire is a decentralized culture"  
[X Link](https://x.com/BCValueInvestor/status/1974629236221813218)  2025-10-05T00:14Z [---] followers, [--] engagements


"@hypergrowth102 @ZachGluck Sad thing is most people wont do a deep dive until the stock price starts moving upwards. It is easy to superficially dismiss a company that has a 95% drawdown from IPO. I think the catalyst has been recent price movement and people taking the time to learn about $ABCL"  
[X Link](https://x.com/BCValueInvestor/status/1975958437562548340)  2025-10-08T16:16Z [---] followers, [---] engagements


"@William2009b @joecarlsonshow At a [--] billion market cap - I rather pay that p/e than Teslas [---] p/e at [---] trillion. Much easier for small companies to grow at faster rates. I own neither by the way"  
[X Link](https://x.com/BCValueInvestor/status/1976124831876747623)  2025-10-09T03:17Z [---] followers, [---] engagements


"@qualtrim Before buying $LULU please read this. I agree with Chip - management needs to be shaken up. All they care about is about is EPS at the expense of quality & innovation"  
[X Link](https://x.com/BCValueInvestor/status/1977050939401158870)  2025-10-11T16:37Z [---] followers, [---] engagements


"One of my favorite qualities of $abcl management is that they do not pump the company or the stock. For people who criticize the company for this - my advice to you is you should want results to drive the market cap & not announcements"  
[X Link](https://x.com/BCValueInvestor/status/1977809782934487417)  2025-10-13T18:52Z [---] followers, [----] engagements


"@NewcomerInvest Why is $BN p/e so high Are they reinvesting all thier earnings leaving little net income"  
[X Link](https://x.com/BCValueInvestor/status/1978267892824043534)  2025-10-15T01:13Z [---] followers, [---] engagements


"$ABCL long term goal is shorten the drug discovery phase to [--] years while the industry average is 3-6 years. If you understand the time value of money opportunity cost and the yearly expenses of doing business - you can understand how valuable this can be"  
[X Link](https://x.com/BCValueInvestor/status/1978907283451957259)  2025-10-16T19:33Z [---] followers, [----] engagements


"$REGN @A_May_MD @Biotech2k1 With Eylea patents expiring June [----] & generic drugs entering the market at that time. Would Eylea HD - which requires less frequent dosing - protect profits until May [----] when its patent expires"  
[X Link](https://x.com/BCValueInvestor/status/1982175974725689496)  2025-10-25T20:02Z [---] followers, [---] engagements


"$REGN I am on the fence regarding the markets valuation on Regeneron. Is the company overly dependant on two drugs Eylea patents expire June [----] and generic drugs will be entering the market. Can Regeneron back these winners up with more blockbuster in the pipeline"  
[X Link](https://x.com/BCValueInvestor/status/1982903061527048328)  2025-10-27T20:11Z [---] followers, [---] engagements


"@IshfaaqPeerally I made the same mistake with $lulu Lesson learned is to avoid companies that maximize short term profits at the expense of long term profits & product quality. Even if the values on paper look good"  
[X Link](https://x.com/BCValueInvestor/status/1984695274636542123)  2025-11-01T18:53Z [---] followers, [--] engagements


"Wow what a year for Canada. The blue jays are in game [--] of the World Series & our previous prime minister is dating Katy Perry. What a time to be alive"  
[X Link](https://x.com/BCValueInvestor/status/1984801157555110206)  2025-11-02T01:54Z [---] followers, [---] engagements


"$abcl this morning fell to $3.50 and now at $4.20 during after hour trading. Just a 20% recovery from the morning low. No big deal"  
[X Link](https://x.com/BCValueInvestor/status/1986978826132619433)  2025-11-08T02:07Z [---] followers, [----] engagements


"Always ask yourself this when looking at a potential investment: Does this investment have a probable chance of SAFELY beating the S&P If no - forget it and keep on turning over more rocks"  
[X Link](https://x.com/BCValueInvestor/status/1987276209936605379)  2025-11-08T21:49Z [---] followers, [--] engagements


"@MadelnCanada Hope to see $ABCL on this list one day. Thank you Carl for keeping Abcellera in Canada and paving the way for innovation in our country"  
[X Link](https://x.com/BCValueInvestor/status/1987664384232149173)  2025-11-09T23:31Z [---] followers, [---] engagements


"On days like this - sometimes this is all we need 😂 $ABCL"  
[X Link](https://x.com/BCValueInvestor/status/1989199286773706951)  2025-11-14T05:10Z [---] followers, [----] engagements


"@ReneSellmann Very interesting. This is why qualitative analysis is so important for your investment thesis if you are chasing buy and hold growth stocks. $LULU looks great on paper in terms of cheapness - but the qualitative aspect of what made the business great are deteriorating"  
[X Link](https://x.com/BCValueInvestor/status/1989774561303564725)  2025-11-15T19:16Z [---] followers, [---] engagements


"Dave Ricks CEO of Eli Lilly on GLP-1s and the business of pharma via @YouTube Take aways below in thread https://youtu.be/-FmVCDx_kFwsi=YVnx5GB6AYka8HtV https://youtu.be/-FmVCDx_kFwsi=YVnx5GB6AYka8HtV"  
[X Link](https://x.com/BCValueInvestor/status/1990137367609680046)  2025-11-16T19:18Z [---] followers, [---] engagements


"Eli Lilly has created their own generic cheaper version drug of Zepbound for type [--] diabetes. I wonder if this was to deter generics from entering the space when the patent expires and/or to prevent the government from considering them a monopoly"  
[X Link](https://x.com/BCValueInvestor/status/1990138138484989998)  2025-11-16T19:21Z [---] followers, [--] engagements


"@iHooghvorst @JoseRestonVA @ScrooogeUncle The firms portfolio report states they initiated holding in AbCellera as of December [--] [----] with about [-------] shares and an estimated average purchase price between US $39 and US $58.9 (average approx. US $45.73). Good reminder to always invest with a margin of safety"  
[X Link](https://x.com/BCValueInvestor/status/1990154434488529102)  2025-11-16T20:26Z [---] followers, [---] engagements


"@iHooghvorst @JoseRestonVA @ScrooogeUncle & to Remember that IPO stands for Its Probably Overpriced and that you may have to wait awhile for the business to catch up to the market cap"  
[X Link](https://x.com/BCValueInvestor/status/1990155466870268404)  2025-11-16T20:30Z [---] followers, [---] engagements


"@qualtrim I would give these five forces that shape an industry a hard look before investing in uber - threat of substitution with waymo and robotaxi on the horizon - commodity like product where people make a buying decesion on price - price wars between Uber and Lyft"  
[X Link](https://x.com/BCValueInvestor/status/1990484246818062348)  2025-11-17T18:16Z [---] followers, [---] engagements


"$ABCL Webcast of Andrew Booth at Stifel Healthcare Conference November [--] [----] https://investors.abcellera.com/events/event-details/2025/Stifel-Healthcare-Conference-2025-Mfpr9hC01O/default.aspx https://investors.abcellera.com/events/event-details/2025/Stifel-Healthcare-Conference-2025-Mfpr9hC01O/default.aspx"  
[X Link](https://x.com/BCValueInvestor/status/1990946827647242576)  2025-11-19T00:54Z [---] followers, [---] engagements


"Interesting that $ZYME - a [--] minute walk from $ABCL in Vancouver - is shifting to a royalty driven model & Abcellera has shifted primarily to a clinical stage biotech company"  
[X Link](https://x.com/BCValueInvestor/status/1990955904657993812)  2025-11-19T01:30Z [---] followers, [---] engagements


"@hypergrowth102 I work in health care as well. Stories like this remind me of what is important at the end of the day - Enjoying life and investing in your well being It doesnt matter how much money you have if you dont have your health"  
[X Link](https://x.com/BCValueInvestor/status/1991402130528432163)  2025-11-20T07:04Z [---] followers, [--] engagements


"@ehhope3 Thanks for sharing - X is great for exposing blind spots if youre open to that . but it can also be dangerous for confirmation bias"  
[X Link](https://x.com/BCValueInvestor/status/1991601004442468584)  2025-11-20T20:14Z [---] followers, [---] engagements


"@ehhope3 This is Carls take on AI: If you rank order all of the hard things the AI model part is the easiest part. The challenges relate more to data generation. It takes years and years to build that capability. He may be biased towards the $ABCL platform but it makes sense"  
[X Link](https://x.com/BCValueInvestor/status/1991601424724291597)  2025-11-20T20:15Z [---] followers, [---] engagements


"@ehhope3 How does this company gather its data to create/find these antibodies"  
[X Link](https://x.com/BCValueInvestor/status/1991602009976484171)  2025-11-20T20:18Z [---] followers, [---] engagements


"Although they are winding down future partnerships - this is a significant asset that is not measured on the balance sheet or the current income statement. When you do the work you can find inefficiencies that traditional accounting will miss $ABCL"  
[X Link](https://x.com/BCValueInvestor/status/1991965143614509415)  2025-11-21T20:21Z [---] followers, [---] engagements


"@fahdananta What are the 1-2 qualitative traits that are non-negotiable when making a concentrated small cap investment"  
[X Link](https://x.com/BCValueInvestor/status/1992050498845941841)  2025-11-22T02:00Z [---] followers, [---] engagements


"Competitive Advantage by Micheal E. Porter is one of my top recommendations if you are an investor manager or business owner. Combining this book with Phill Fischers work will help you sort out the signal from the noise when seeking/building exceptional companies"  
[X Link](https://x.com/BCValueInvestor/status/1992308219843383355)  2025-11-22T19:04Z [---] followers, [--] engagements


"@trengriffin @nntaleb would be proud"  
[X Link](https://x.com/BCValueInvestor/status/1992471795690316034)  2025-11-23T05:54Z [---] followers, [--] engagements


"$ABCL is structured in a way to provide optionality. Oversubscribed IPO & Ely Lilly Covid partnership provided funds to build out the infrastructure & switch from a royalty model to clinical stage bio tech - resources from the previous model will fuel multiple shots on goal "Optionality is the property of asymmetric upside (preferably unlimited) with correspondingly limited downside (preferably tiny). "A rigid business plan gets one locked into a preset invariant policy like a highway without exits hence devoid of optionality. Nassim Taleb https://t.co/mXuF02T67X "Optionality is the property"  
[X Link](https://x.com/BCValueInvestor/status/1992738993612742730)  2025-11-23T23:36Z [---] followers, [----] engagements


"Nothing is for certain. But when you are not dependent on one molecule and have a healthy balance sheet - you shift from anti-optionality to optionality & increase your likelihood of success"  
[X Link](https://x.com/BCValueInvestor/status/1992740103522054403)  2025-11-23T23:40Z [---] followers, [---] engagements


"I dont have a position in Palantir. But I love Karps motto that Palantir is quiet on the streets but a freak in the sheets. That is exactly what you want from management. A quiet secretive companies that can deliver - especially if you have monopoly like economics"  
[X Link](https://x.com/BCValueInvestor/status/1992817858041225609)  2025-11-24T04:49Z [---] followers, [--] engagements


"@JackPrescottX Spousal insider buy insider buy for bullish signals. I made a mistake in my previous post. That insider buy by the spouse was from March [----] & not today. $ABCL"  
[X Link](https://x.com/BCValueInvestor/status/1993778045812158902)  2025-11-26T20:25Z [---] followers, [---] engagements


"@devineni6 @JackPrescottX @iHooghvorst Montalbano was the CEO of RBC Global Asset Management who managed $370B. He currently is a director of the Canada Pension Plan Investments. This guy knows a thing or two about buying undervalued securities. I love this team"  
[X Link](https://x.com/BCValueInvestor/status/1993869560253120741)  2025-11-27T02:28Z [---] followers, [--] engagements


"My guess is that hes trying to cap his downside with $lulu in case the market takes a down turn. The company is not great but its not terrible either. The business is debt free high ROIC and some growth in China while America is flat. It is more of a defensive play with some upside potential"  
[X Link](https://x.com/BCValueInvestor/status/1994259388975161417)  2025-11-28T04:17Z [---] followers, [---] engagements


"Inactivity activity Investing is a lot like the movie Forgetting Sarah Marshall where the surf instructor says Dont do anything. Dont try to surf. The less you do the more you do - It is very rare that wonderful companies sell at a fair discount to intrinsic value. If you are investing too often and in too many companies you are increasing the likelihood that you are pursuing mediocre opportunities. You need to wait for the fat pitch by doing less. - By doing less it means you are holding a highly concentrated portfolio of 6-15 companies. If you want to beat the S&P you need to be investing"  
[X Link](https://x.com/BCValueInvestor/status/1994639893050659217)  2025-11-29T05:29Z [---] followers, [--] engagements


"Certainty effect: - We strongly prefer guaranteed outcomes over merely likely ones Optimism bias: - We believe we are less likely than others to experience negative outcomes. Illusion of control: - We believe we can control outcomes that are largely random. Illusion of understanding: - We think we understand the past more deeply than we actually do. Illusory correlation: - We see nonexistent relationships or patterns Outcome bias: - We evaluate decisions based on the result not the quality of the decision. Groupthink/collective overconfidence: - Groups reinforce confidence and suppress"  
[X Link](https://x.com/BCValueInvestor/status/1994913630425682045)  2025-11-29T23:37Z [---] followers, [--] engagements


"Status quo bias: - The irrational preference to keep things the same - to stick with the current situation - even when better options exist. Ex. Why invest in anything besides $BRK.B House-money effect: - We take bigger risks when playing with prior gains. Ex. I made 20x in $PLTR & redeployed my profits in $BTC Loss-repair bias: - After a loss we take risks to try to recover. Ex. "Double or nothing" Survivorship bias: - We focus on winners and ignore the many failures that disappear. Ex. We remember $REGN but forget the vast amount biotechs in the graveyard"  
[X Link](https://x.com/BCValueInvestor/status/1994913632657051991)  2025-11-29T23:37Z [---] followers, [--] engagements


"$ABCL 's CEO understands the mission. Think different say no to low ROIC and undifferentiated projects maintain a healthy balance sheet & have a plan to solve a difficult global problem. If AbCellera succeeds it becomes a meaningful step toward Canadas technological sovereignty"  
[X Link](https://x.com/BCValueInvestor/status/1994975181354537006)  2025-11-30T03:42Z [---] followers, [----] engagements


"@Jaycarriage @JackPrescottX Vancouver has one of the least affordable housing market in the world we desperately need the job market 😂"  
[X Link](https://x.com/BCValueInvestor/status/1995171207935897960)  2025-11-30T16:40Z [---] followers, [--] engagements


"@trengriffin Tren do ever foresee companies being able to step around $NVDA"  
[X Link](https://x.com/BCValueInvestor/status/1995207510593339736)  2025-11-30T19:05Z [---] followers, [--] engagements


"@Jare92365776 The architects forgot to highlight the $ABCL basketball court 😂"  
[X Link](https://x.com/BCValueInvestor/status/1995948243138871335)  2025-12-02T20:08Z [---] followers, [---] engagements


"Jeff Bezos also considered physics in undergrad. What prompted his switch - was his classmate Yasantha solved a physics problem in several seconds that Jeff was unable to solve after several hours. He came to the realization that he would be a mediocre physicist & switched his major to electrical engineering and computer science. Strange coincidence between the $ABCL founder & the $AMZN founder"  
[X Link](https://x.com/BCValueInvestor/status/1997779840225955954)  2025-12-07T21:26Z [---] followers, [---] engagements


"@10xValueMind Im hopeful as well but we need to remember to extend our horizons. The likelihood of lack of news may create another buying opportunity for long term investors"  
[X Link](https://x.com/BCValueInvestor/status/1998811617866441169)  2025-12-10T17:46Z [---] followers, [---] engagements


"most institutions (big money that moves a stock price) has a tendency to focus on quarterly performance because that is what their investors want. If they dont deliver overall several quarters - investors leave - especially during a bull market Also since they are managing so much money - a [---] B company wont move the needle even if it does outperform For those two reasons I think we will have an extended period to accumulate shares"  
[X Link](https://x.com/BCValueInvestor/status/1998821455925227864)  2025-12-10T18:25Z [---] followers, [--] engagements


"I thought this was an interesting thought experiment for $ABCL Valuation matters a lot. At the current market-cap of [---] Billion & a discount rate of 10%. If cash flows were non existent till year [--] - for the valuation to make sense it would have to pay $259 million per year In perpetuity. If cash flows were non existent till year [--] - for the valuation to make sense it would have to pay $418 million per year In perpetuity. Now you need to ask yourself what is the likelihood that is attainable by the company Warren Buffett: "Think about a company with a market cap of $500 billion. To justify"  
[X Link](https://x.com/BCValueInvestor/status/1999712745428570385)  2025-12-13T05:27Z [---] followers, [--] engagements


"WHO REALLY OWNS $ABCL This chart puts AbCellera individual ownership in perspective. These arent paper hands. These are diamond hands. Big holders are: - Carl Hansen at 22.4% - Baker Bros at 9.2% - Capital World Investors at 4.5% - Baillie Gifford & Co. at 4.5% - Andrew Booth at 2.7% - Veronique Lecault at 2.7% - Tryn Stimart at 1.4% - Stephen Quake at 0.4% - Hayden Michael R at 0.3% - Jon Montalbano at 0.1% This is based on the total fully diluted shares count of [---] million (meaning the number of shares if all options RSUs convertibles etc. were included)"  
[X Link](https://x.com/BCValueInvestor/status/2002635051125911989)  2025-12-21T06:59Z [---] followers, [----] engagements


"@JohnJohnII63 @JackPrescottX can you confirm this I noticed that $ABCL is no longer on the founders fund website"  
[X Link](https://x.com/BCValueInvestor/status/2002899853995839542)  2025-12-22T00:31Z [---] followers, [---] engagements


"Modified Kelly Criterion formula to properly size investment bets: Bet size relative to net worth = (2.1 probability) - [---] Example: If I am 60% sure that I am right Bet size relative to net worth = (2.1 0.6) - [---] = 16%"  
[X Link](https://x.com/BCValueInvestor/status/2003203511992168647)  2025-12-22T20:38Z [---] followers, [---] engagements


"X is new the toilet reading material"  
[X Link](https://x.com/anyuser/status/2003517204357415086)  2025-12-23T17:24Z [---] followers, [---] engagements


"@fahdananta Fahd I am having trouble finding these letters on world wide web. Do you know of any PDFs available online"  
[X Link](https://x.com/BCValueInvestor/status/2003518145747968247)  2025-12-23T17:28Z [---] followers, [--] engagements


"RT @ProfFeynman: If you think you can you may. If you think you can't you're right"  
[X Link](https://x.com/anyuser/status/2004387491198259562)  2025-12-26T03:03Z [---] followers, [---] engagements


"People want the [---] bagger but do not want to sit on their hands & wait. How long does it take to get a [---] bagger [---] bagger in [--] years requires CAGR 16.6% [---] bagger in [--] years requires CAGR 20.2% [---] bagger in [--] years requires CAGR 25.9% [---] bagger in [--] years requires CAGR 36% [---] bagger in [--] years requires CAGR 58.5% [---] bagger in [--] years requires CAGR 93% [---] bagger in [--] years requires CAGR 151% Lesson = buy right and sit tight"  
[X Link](https://x.com/BCValueInvestor/status/2005024999103758561)  2025-12-27T21:16Z [---] followers, [---] engagements


"Look for [--] foot bars - not [--] foot bars Were just looking for things that scream at us Buffett and Munger https://t.co/mDxMyInYKJ Were just looking for things that scream at us Buffett and Munger https://t.co/mDxMyInYKJ"  
[X Link](https://x.com/anyuser/status/2005108130909495672)  2025-12-28T02:46Z [---] followers, [---] engagements


"After reflecting on @michaeljburry's posts it's hard to imagine a world where Disney Apple American Express Coke and Microsoft traded sideways for an extended period. By extended period I mean 10-15 years of no gains and even losses. It is eye opening that this is a possibility"  
[X Link](https://x.com/BCValueInvestor/status/2005115560766615830)  2025-12-28T03:16Z [---] followers, [--] engagements


"RT @ProfFeynman: Don't pay attention to "authorities" think for yourself"  
[X Link](https://x.com/anyuser/status/2006208147367563615)  2025-12-31T03:37Z [---] followers, [---] engagements


"What were the margins like when $ABCL had a temporary pandemic tailwind 2020: Operating margin = 66.9% Net Profit Margin = 51% 2021: Operating margin = 54.5% Net Profit Margin = 40.9% 2022: Operating margin = 44.6% Net Profit Margin = 32.7% Im not trying to make the point that this is what the future will hold. The point Im trying to make is that IPO timing was impeccable for raising cash. AbCellera raised approximately US $555.5 million in gross proceeds from its IPO. Sucks for the early buyers - but it was a key component to fund the transition from a platform company to a clinical biotech"  
[X Link](https://x.com/anyuser/status/2006484901122437508)  2025-12-31T21:57Z [---] followers, [---] engagements


"Dont be a thanksgiving turkey when you invest. The great majority of common stock of strong companies must be considered speculative most of the time - simply because their price is too high to warrant safety of principle - Benjamin Graham"  
[X Link](https://x.com/anyuser/status/2007546394274607464)  2026-01-03T20:15Z [---] followers, [---] engagements


"One of the best heuristics when evaluating an investment. A price less than value to a private owner will constitute a sound touchstone for the discovery of true investment opportunities in common stocks - Benjamin Graham Always ask if this is a businessman investment"  
[X Link](https://x.com/anyuser/status/2007920059809992722)  2026-01-04T21:00Z [---] followers, [---] engagements


"RT @kevg1412: "The amount of work you need to do is inversely related to your success." - George Soros doing the absolute minimum necessar"  
[X Link](https://x.com/anyuser/status/2010430147632246950)  2026-01-11T19:14Z [---] followers, [---] engagements


"RT @kevg1412: "The danger. It stimulates me. But don't misunderstand what I am saying: I don't like danger; I avoid it. That is what makes"  
[X Link](https://x.com/anyuser/status/2010949621325967621)  2026-01-13T05:38Z [---] followers, [--] engagements


"RT @ProfFeynman: The easiest person to fool is yourself"  
[X Link](https://x.com/anyuser/status/2011244242413474084)  2026-01-14T01:09Z [---] followers, [---] engagements


"RT @trengriffin: "Tom Murphy taught me you can always tell somebody to go to hell tomorrow. Just think of how much trouble that keeps you o"  
[X Link](https://x.com/anyuser/status/2012063024874733706)  2026-01-16T07:23Z [---] followers, [--] engagements


"@JeremyThorSmith https://investors.abcellera.com/events/event-details/2026/44th-Annual-JP-Morgan-Healthcare-Conference-2026-DRCqLnqBDk/default.aspx https://investors.abcellera.com/events/event-details/2026/44th-Annual-JP-Morgan-Healthcare-Conference-2026-DRCqLnqBDk/default.aspx"  
[X Link](https://x.com/BCValueInvestor/status/2012199022937661443)  2026-01-16T16:23Z [---] followers, [---] engagements


"@TPerachoritis Here is the JP Morgan Conference presentation https://investors.abcellera.com/events/event-details/2026/44th-Annual-JP-Morgan-Healthcare-Conference-2026-DRCqLnqBDk/default.aspx https://investors.abcellera.com/events/event-details/2026/44th-Annual-JP-Morgan-Healthcare-Conference-2026-DRCqLnqBDk/default.aspx"  
[X Link](https://x.com/BCValueInvestor/status/2012249698304917792)  2026-01-16T19:44Z [---] followers, [---] engagements


"@TPerachoritis The other information you can find from from the annual report and the latest quarterly report"  
[X Link](https://x.com/BCValueInvestor/status/2012250050714550487)  2026-01-16T19:46Z [---] followers, [--] engagements


"@ccbtrjnts @tyler_bosserman too many unknown unknowns to make a stab at the value. But the more shots on goal (internal and partner molecules) - the higher likelihood of success for the company as a whole"  
[X Link](https://x.com/BCValueInvestor/status/2012287394041709053)  2026-01-16T22:14Z [---] followers, [--] engagements


"RT @TalebWisdom:"  
[X Link](https://x.com/anyuser/status/2013690702778245578)  2026-01-20T19:10Z [---] followers, [---] engagements


"RT @TalebWisdom: "The idea of #skininthegame is that nobody shd cause risk to others without impunity. " - Nassim Taleb"  
[X Link](https://x.com/anyuser/status/2013700541659127919)  2026-01-20T19:49Z [---] followers, [--] engagements


"@stocksforlong @AbCelleraBio why"  
[X Link](https://x.com/BCValueInvestor/status/2014449891909476698)  2026-01-22T21:27Z [---] followers, [--] engagements


"RT @InvestingCanons: "To understand how something works figure out how to break it." Nassim Taleb"  
[X Link](https://x.com/anyuser/status/2015240776268345635)  2026-01-25T01:50Z [---] followers, [--] engagements


"The team at the 3rd annual AbCellera JPM Basketball match - this is what peak performance looks like Looking forward to [----] & beyond $ABCL"  
[X Link](https://x.com/BCValueInvestor/status/2011546737060823084)  2026-01-14T21:11Z [---] followers, [----] engagements


"RT @MasteryQuot: Study without desire spoils the memory and it retains nothing that it takes in. Leonardo da Vinci"  
[X Link](https://x.com/BCValueInvestor/status/2013716556010733725)  2026-01-20T20:53Z [---] followers, [---] engagements


"I just finished listening to the $ABCL presentation at the JP Morgan Healthcare Conference. This is the 2nd time I have heard Carl mentioned that the market is not valuing the prior partnerships. He expects that the partnerships will be recognized as a valuable asset through time. From the $ABCL [----] annual report: In the long term as our portfolio matures and results in approved therapies we believe our aggregate economic position from these programs has the potential to produce revenues at near-100% margin. As of September 30th [----] they have [---] partner initiated programs. You can learn a"  
[X Link](https://x.com/BCValueInvestor/status/2012026258662863294)  2026-01-16T04:56Z [---] followers, 22K engagements


"@fiscal_ai On the October [----] investor update - Mark Miller stated that they will not do a buy back"  
[X Link](https://x.com/BCValueInvestor/status/2018426947056066961)  2026-02-02T20:50Z [---] followers, [---] engagements


"Everybody wants to buy on the way up & nobody wants to buy on the way down $ABCL $CSU"  
[X Link](https://x.com/BCValueInvestor/status/2019145455679254725)  2026-02-04T20:26Z [---] followers, [---] engagements


"This is the only new $ABCL development I could find. Totally makes sense now why the stock is down 15%"  
[X Link](https://x.com/anyuser/status/2019637566027485625)  2026-02-06T05:01Z [---] followers, [----] engagements


"Is it just me or do most $ABCL bulls only post when the stock is up"  
[X Link](https://x.com/anyuser/status/2021123680890478697)  2026-02-10T07:26Z [---] followers, [----] engagements


"Looks like $ABCL is looking to add some depth to the team. This is a job posting from their website. My father-in-law mentioned that if you are considering investing in a biotech startup you should look at the job postings. It tells you a lot about how management views the state of the business. Dying businesses do not add - they subtract. Growing businesses do not subtract - they add. https://twitter.com/i/web/status/2021465652905791848 https://twitter.com/i/web/status/2021465652905791848"  
[X Link](https://x.com/anyuser/status/2021465652905791848)  2026-02-11T06:05Z [---] followers, [----] engagements


"Carl Hansen at Jeffries Global Health Conference: The market wont value partnerships royalties until you generate cash flow. It is part of the business and is something we hold as a valuable asset & will increasingly be recognized through time. $ABCL"  
[X Link](https://x.com/BCValueInvestor/status/1991962494760628472)  2025-11-21T20:10Z [---] followers, 20.2K engagements


"Added to my wifes retirement portfolio today. Usually I just buy the S&P for her & call it a day. But since it has been on a bit of tear since [----] & just a tad bit expensive for my liking - I added some value 😉 $CNR $ATD $QSR $CSU She denied $ABCL - she is risk adverse & said that our family has enough AbCellera exposure. https://twitter.com/i/web/status/1996476442440511644 https://twitter.com/i/web/status/1996476442440511644"  
[X Link](https://x.com/BCValueInvestor/status/1996476442440511644)  2025-12-04T07:07Z [---] followers, [---] engagements


"Is AbCellera's CEO a missionary or mercenary A mercenary is driven by the money. A missionary is driven by an internal belief or passion. My guess is that Carl Hansen motivation is to make a dent in the universe. Why do I think that His formal training was in physics and not in biology - which is strange given that he is the CEO of a biotech company. By the end of his physics degree he was maybe second in his class and at least an order of magnitude worse than the first guy in his class. He recognized early that he wasn't going to able to move the needle in physics. Most of the major"  
[X Link](https://x.com/BCValueInvestor/status/1997769839797248216)  2025-12-07T20:47Z [---] followers, [----] engagements


"WHO REALLY OWNS $ABCL This chart is ownership % in reference to fully diluted shares of [---] million & assumes insiders exercise their options. Big holders are: - Carl Hansen at 22.4% - Baker Bros at 9.2% - Capital World Investors at 4.5% - Baillie Gifford & Co. at 4.5% - Andrew Booth at 2.7% - Veronique Lecault at 2.7% - Two Sigma Investments at 1.7% - Two Sigma Advisers at 1.6% - Tryn Stimart at 1.4% - Arrowmark Colorado Holdings at 1.3% - Blackrock at 1.2% - Renaissance Technologies at 1.1% - Stephen Quake at 0.4% - Hayden Michael R at 0.3% - Jon Montalbano at 0.1%"  
[X Link](https://x.com/BCValueInvestor/status/2002812692655214679)  2025-12-21T18:45Z [---] followers, 14.9K engagements


"$CSU SEPT [----] Investors Update on Constellation Software & AI A lot of people share their opinion without doing a deep dive on a company. And to be honest sometimes this is why it is best to shelter yourself from social media. You don't want to be influenced by somebody who's finger tips are crusted with cheeto dust https://www.youtube.com/watchv=iHZPCx3Chbs&list=PLOev7_Cj273_oVmUXwZC9Qkr7Rh5PnC2j&index=7 https://www.youtube.com/watchv=iHZPCx3Chbs&list=PLOev7_Cj273_oVmUXwZC9Qkr7Rh5PnC2j&index=7"  
[X Link](https://x.com/anyuser/status/2018397550022443359)  2026-02-02T18:54Z [---] followers, [---] engagements


"Benjamin Graham was right - investing is a game of psychological warfare against yourself. When $ABCL price falls significantly or any company for that matter - you need ask yourself if the fundamentals are improving or deteriorating If fundamentals are deteriorating you should sell. If fundamentals are improving you should buy. Dont get bossed around by the herd & do your own thinking. https://twitter.com/i/web/status/2019458495389548948 https://twitter.com/i/web/status/2019458495389548948"  
[X Link](https://x.com/anyuser/status/2019458495389548948)  2026-02-05T17:09Z [---] followers, [----] engagements


"@iHooghvorst @JackPrescottX @iHooghvorst For ABCL [---] management said it was a hand off molecule and that the are waiting for the results from another study to know if they have something or not Do you happen to know which study or which company that would be"  
[X Link](https://x.com/BCValueInvestor/status/2021276444639494563)  2026-02-10T17:33Z [---] followers, [---] engagements


"Still digging into $CSU. After listening to the [----] annual shareholder meeting I discovered that the company almost made an investment in oil & gas when the sector was beaten up. Constellation Software may begin to drift to other sectors in the future but I believe they will have a field day with the current doom and gloom in the software sector. https://twitter.com/i/web/status/2021624861312037251 https://twitter.com/i/web/status/2021624861312037251"  
[X Link](https://x.com/anyuser/status/2021624861312037251)  2026-02-11T16:38Z [---] followers, [---] engagements


"$ABCL you are Mr. Market - a bipolar manic Hes been very moody lately"  
[X Link](https://x.com/anyuser/status/2019928954531156283)  2026-02-07T00:19Z [---] followers, [---] engagements


"Portfolio update: I started this portfolio last year after selling my previous one to buy my first home. Whats the point of counting beans if you cant enjoy it I intend to hold [---] positions in the future. The goal is to add [--] positions per year as the fat pitches present themselves. I expect some criticism of what I decided to back the truck up on. If everybody agreed they were good investment ideas they wouldnt be fat pitches. PS: I manage a small amount of money - if I lost it all I could make it back in a couple of years. Average price: $ABCL = $2.55 $CSU = $2595"  
[X Link](https://x.com/anyuser/status/2020313068992098439)  2026-02-08T01:45Z [---] followers, [---] engagements


"Using the Kelly criterion if you truly thought $ABCL had a 5% chance to be a 100-bagger the optimal percentage of your bankroll to bet would be 4%. The Kelly criterion was popularized by Edward Thorp who used it to manage risk in gambling and investing. It is a formula for determining the optimal size of a series of bets to maximize the long-term logarithmic growth of wealth. https://twitter.com/i/web/status/2022553646039531841 https://twitter.com/i/web/status/2022553646039531841"  
[X Link](https://x.com/anyuser/status/2022553646039531841)  2026-02-14T06:09Z [---] followers, [---] engagements


"RT @elonmusk: Think in probabilities"  
[X Link](https://x.com/anyuser/status/2022580049208369232)  2026-02-14T07:53Z [---] followers, [----] engagements


"Think in probabilities Bayes theorem is probably the single most important thing any rational person can learn. So many of our debates and disagreements that we shout about are because we dont understand Bayes theorem or how human rationality often works. Bayes theorem is named after the https://t.co/FGj0Q7d9mb Bayes theorem is probably the single most important thing any rational person can learn. So many of our debates and disagreements that we shout about are because we dont understand Bayes theorem or how human rationality often works. Bayes theorem is named after the"  
[X Link](https://x.com/anyuser/status/2022551410533945363)  2026-02-14T06:00Z 234.6M followers, 18.8M engagements


"Bayes theorem is probably the single most important thing any rational person can learn. So many of our debates and disagreements that we shout about are because we dont understand Bayes theorem or how human rationality often works. Bayes theorem is named after the 18th-century Thomas Bayes and essentially its a formula that asks: when you are presented with all of the evidence for something how much should you believe it Bayes theorem teaches us that our beliefs are not fixed; they are probabilities. Our beliefs change as we weigh new evidence against our assumptions or our priors. In other"  
[X Link](https://x.com/anyuser/status/2022498532507426929)  2026-02-14T02:30Z 101K followers, 20M engagements


"Using the Kelly criterion if you truly thought $ABCL had a 5% chance to be a 100-bagger the optimal percentage of your bankroll to bet would be 4%. The Kelly criterion was popularized by Edward Thorp who used it to manage risk in gambling and investing. It is a formula for determining the optimal size of a series of bets to maximize the long-term logarithmic growth of wealth. https://twitter.com/i/web/status/2022553646039531841 https://twitter.com/i/web/status/2022553646039531841"  
[X Link](https://x.com/anyuser/status/2022553646039531841)  2026-02-14T06:09Z [---] followers, [---] engagements


"Every day do something foolish something creative and something generous. Benjamin Graham"  
[X Link](https://x.com/anyuser/status/2022491592481726756)  2026-02-14T02:02Z 115.2K followers, [----] engagements


"RT @InvestingCanons: We all are learning modifying or destroying ideas all the time. Rapid destruction of your ideas when the time is ri"  
[X Link](https://x.com/anyuser/status/2022206240055824703)  2026-02-13T07:08Z [---] followers, [--] engagements


"We all are learning modifying or destroying ideas all the time. Rapid destruction of your ideas when the time is right is one of the most valuable qualities you can acquire. Charlie Munger"  
[X Link](https://x.com/anyuser/status/2022173754244084043)  2026-02-13T04:59Z 115.2K followers, [----] engagements


"Warren Buffett recounts a story Ben Graham once told on the herd mentality of investors"  
[X Link](https://x.com/anyuser/status/2021817290162106600)  2026-02-12T05:23Z 83.9K followers, [----] engagements


"Value creation and different types of growth"  
[X Link](https://x.com/anyuser/status/2021647597782675762)  2026-02-11T18:08Z [---] followers, [--] engagements


"Still digging into $CSU. After listening to the [----] annual shareholder meeting I discovered that the company almost made an investment in oil & gas when the sector was beaten up. Constellation Software may begin to drift to other sectors in the future but I believe they will have a field day with the current doom and gloom in the software sector. https://twitter.com/i/web/status/2021624861312037251 https://twitter.com/i/web/status/2021624861312037251"  
[X Link](https://x.com/anyuser/status/2021624861312037251)  2026-02-11T16:38Z [---] followers, [---] engagements


"Looks like $ABCL is looking to add some depth to the team. This is a job posting from their website. My father-in-law mentioned that if you are considering investing in a biotech startup you should look at the job postings. It tells you a lot about how management views the state of the business. Dying businesses do not add - they subtract. Growing businesses do not subtract - they add. https://twitter.com/i/web/status/2021465652905791848 https://twitter.com/i/web/status/2021465652905791848"  
[X Link](https://x.com/anyuser/status/2021465652905791848)  2026-02-11T06:05Z [---] followers, [----] engagements


"Q4 $CSU [----] President Letter When evaluating the financials you need to ask yourself if the amortization charges represents economic reality"  
[X Link](https://x.com/anyuser/status/2021363214739702097)  2026-02-10T23:18Z [---] followers, [---] engagements


"Is it just me or do most $ABCL bulls only post when the stock is up"  
[X Link](https://x.com/anyuser/status/2021123680890478697)  2026-02-10T07:26Z [---] followers, [----] engagements


"Portfolio update: I started this portfolio last year after selling my previous one to buy my first home. Whats the point of counting beans if you cant enjoy it I intend to hold [---] positions in the future. The goal is to add [--] positions per year as the fat pitches present themselves. I expect some criticism of what I decided to back the truck up on. If everybody agreed they were good investment ideas they wouldnt be fat pitches. PS: I manage a small amount of money - if I lost it all I could make it back in a couple of years. Average price: $ABCL = $2.55 $CSU = $2595"  
[X Link](https://x.com/anyuser/status/2020313068992098439)  2026-02-08T01:45Z [---] followers, [---] engagements


"$ABCL you are Mr. Market - a bipolar manic Hes been very moody lately"  
[X Link](https://x.com/anyuser/status/2019928954531156283)  2026-02-07T00:19Z [---] followers, [---] engagements


"This is the only new $ABCL development I could find. Totally makes sense now why the stock is down 15%"  
[X Link](https://x.com/anyuser/status/2019637566027485625)  2026-02-06T05:01Z [---] followers, [----] engagements


"Benjamin Graham was right - investing is a game of psychological warfare against yourself. When $ABCL price falls significantly or any company for that matter - you need ask yourself if the fundamentals are improving or deteriorating If fundamentals are deteriorating you should sell. If fundamentals are improving you should buy. Dont get bossed around by the herd & do your own thinking. https://twitter.com/i/web/status/2019458495389548948 https://twitter.com/i/web/status/2019458495389548948"  
[X Link](https://x.com/anyuser/status/2019458495389548948)  2026-02-05T17:09Z [---] followers, [----] engagements


"$CSU SEPT [----] Investors Update on Constellation Software & AI A lot of people share their opinion without doing a deep dive on a company. And to be honest sometimes this is why it is best to shelter yourself from social media. You don't want to be influenced by somebody who's finger tips are crusted with cheeto dust https://www.youtube.com/watchv=iHZPCx3Chbs&list=PLOev7_Cj273_oVmUXwZC9Qkr7Rh5PnC2j&index=7 https://www.youtube.com/watchv=iHZPCx3Chbs&list=PLOev7_Cj273_oVmUXwZC9Qkr7Rh5PnC2j&index=7"  
[X Link](https://x.com/anyuser/status/2018397550022443359)  2026-02-02T18:54Z [---] followers, [---] engagements


"To the $CSU bear case regarding Mark Leonard's departure. Over time the company has been less and less dependant on his oversight. This text is from [----] shareholder's letter"  
[X Link](https://x.com/anyuser/status/2018046340601688392)  2026-02-01T19:38Z [---] followers, [---] engagements


"RT @InvestingCanons: "To understand how something works figure out how to break it." Nassim Taleb"  
[X Link](https://x.com/anyuser/status/2015240776268345635)  2026-01-25T01:50Z [---] followers, [--] engagements


""To understand how something works figure out how to break it." Nassim Taleb"  
[X Link](https://x.com/anyuser/status/2015062629786571128)  2026-01-24T14:02Z 115.2K followers, [----] engagements


"Study without desire spoils the memory and it retains nothing that it takes in. Leonardo da Vinci"  
[X Link](https://x.com/anyuser/status/2013600667999359138)  2026-01-20T13:13Z 118.3K followers, 36.6K engagements

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