#  @NotMarkLeonard β¨ Constellation Hathaway Capital β¨ Constellation Hathaway Capital posts on X about $csuto, $csu, acquisition, constellation the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1629475869121994756/interactions)  - [--] Week [------] -54% - [--] Month [-------] +1,171% - [--] Months [-------] +24% - [--] Year [-------] +4.20% ### Mentions: [--] [#](/creator/twitter::1629475869121994756/posts_active)  - [--] Month [--] +121% - [--] Months [---] +9.40% - [--] Year [---] -38% ### Followers: [-----] [#](/creator/twitter::1629475869121994756/followers)  - [--] Week [-----] +5.40% - [--] Month [-----] +12% - [--] Months [-----] +29% - [--] Year [-----] +59% ### CreatorRank: [-------] [#](/creator/twitter::1629475869121994756/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [technology brands](/list/technology-brands) [currencies](/list/currencies) [travel destinations](/list/travel-destinations) [cryptocurrencies](/list/cryptocurrencies) [nhl](/list/nhl) [social networks](/list/social-networks) [celebrities](/list/celebrities) **Social topic influence** [$csuto](/topic/$csuto) #13, [$csu](/topic/$csu), [acquisition](/topic/acquisition), [constellation](/topic/constellation) #50, [$toiv](/topic/$toiv) #2, [$lmnv](/topic/$lmnv) #5, [ai](/topic/ai), [in the](/topic/in-the), [company](/topic/company), [investment](/topic/investment) **Top accounts mentioned or mentioned by** [@cj0pp3l](/creator/undefined) [@libertyrpf](/creator/undefined) [@nicoperjes](/creator/undefined) [@5iresearchdotca](/creator/undefined) [@pythiar](/creator/undefined) [@mosinvesting](/creator/undefined) [@berkelkip](/creator/undefined) [@michaelgielkens](/creator/undefined) [@jerrycap](/creator/undefined) [@simonw](/creator/undefined) [@permastonks](/creator/undefined) [@quartrapp](/creator/undefined) [@dakotastwits](/creator/undefined) [@barryschwartzbw](/creator/undefined) [@kairospraxis](/creator/undefined) [@3plantey2](/creator/undefined) [@bruss008](/creator/undefined) [@stonkmetal](/creator/undefined) [@arenamancapital](/creator/undefined) [@masicapital](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Danaher Corporation (DHR)](/topic/$dhr) [Nokia Corporation (NOK)](/topic/$nok) [TFI International Inc. (TFII)](/topic/$tfii) [Thomson Reuters Corporation (TRI)](/topic/$tri) [InterDigital, Inc. (IDCC)](/topic/$idcc) [Verizon Communications Inc. (VZ)](/topic/$vz) [Decentral Games ICE (ICE)](/topic/$ice) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [TransDigm Group, Inc. (TDG)](/topic/$tdg) ### Top Social Posts Top posts by engagements in the last [--] hours "Barclays on ICE/BKI sale of Optimal Blue (OB) for $700M to $CSU.TO. This compares to an implied value of $3B from BKI's two-step acquisition of OB in 20&22. We believe the sale price is [--] LTM EBITDA vs. BKI paying 33x LTM EBITDA and 29x LTM EBITDA.π #markymarkleonard" [X Link](https://x.com/NotMarkLeonard/status/1689088031121158144) 2023-08-09T01:35Z [---] followers, [---] engagements "Trapeze is CSI first acquisition now part of Volaris. #neversell Contract started in [----] Annual escalator [--] % increase = Response by LA: To provide continuity of operations for the Transportation Services Division ITD authorized and approved the payment to Trapeze" [X Link](https://x.com/anyuser/status/1696202123946475915) 2023-08-28T16:44Z [----] followers, [----] engagements "Aug [--] - FTC said it had secured a settlement resolving antitrust concerns over Intercontinental Exchange's $ICE proposed purchase of Black Knight $BKI The settlement ensures $BKI divestiture of Empower and Optimal Blue $CSU.TO unit Constellation Web Solutions Inc $CSU π€" [X Link](https://x.com/NotMarkLeonard/status/1697335495750029357) 2023-08-31T19:48Z [----] followers, [----] engagements "@JerryCap Well hey it is public but I dont want to upset the π clearly I respect the man. So email sent I do have a few questions for him anyways about some early companies they parted ways with so hope he responds. Also hope he hasnt changed his email since 1999" [X Link](https://x.com/NotMarkLeonard/status/1699598104142418015) 2023-09-07T01:38Z [---] followers, [--] engagements "Website says Nathan Grace Holdings Ltd is a privately held business that owns the Chevin Fleet Solutions business group amongst other activities. developed the first web-based fleet system and continue to offer cutting-edge fleet technology" [X Link](https://x.com/NotMarkLeonard/status/1699622734924284110) 2023-09-07T03:16Z [---] followers, [--] engagements "Established in [----] in a small town in the heart of the UK software solutions are used in over 180-countries to manage more than 2-million vehicles and associated assets. Our smart solutions keep fleets moving delivering the needs of today and meeting the demands of tomorrow" [X Link](https://x.com/NotMarkLeonard/status/1699623044124135805) 2023-09-07T03:18Z [---] followers, [--] engagements "@DLSermersheim Keep it up. Quick chart - Try chatgpt using code interpreter or now known as advanced data analysis. Just a copy paste of your stuff so may not be great but just asked it to create a chart of dividend growth data" [X Link](https://x.com/NotMarkLeonard/status/1700325110828175364) 2023-09-09T01:47Z [---] followers, [---] engagements "Perseus Group Completes Acquisition of $BKI Empower & $ICE Optimal Blue Business β‘ joins Romulus Group of Perseus β¨ we have assembled an incredible portfolio of companies and products in the mortgage software space Empower LOS Optimal Blue NOVA LOS Reverse Vision & Axacore" [X Link](https://x.com/NotMarkLeonard/status/1702683775312773370) 2023-09-15T14:00Z [----] followers, [---] engagements "π Optimal Blue PPE used by thousands of originators to lock 42% of mortgages in the U.S. +390 MILLION QUOTES ANNUALLY Now under Perseus OG β‘ Romulus Group had [--] companies now [--] adding Optimal Blue and Dark Matter Technologies (Black Knight LOS) β¨ $CSU $BKI" [X Link](https://x.com/NotMarkLeonard/status/1702757908386095613) 2023-09-15T18:54Z [----] followers, [---] engagements "Leonard on $CSU execs serving on external boards $CMG $OPT π―π― Constellation π― π― December [----] Redknee Solutions and $CSU sign $80 million π΅ deal β2 weeks later Redknee terminates deal signs $83 million deal w/ ESW Capital πΈ ESW runs them like π©π - March [----] ESW is bought out π same month Barry Symons of $CSU.TO elected to BOD https://t.co/HX4UieLhT6 Constellation π― π― December [----] Redknee Solutions and $CSU sign $80 million π΅ deal β2 weeks later Redknee terminates deal signs $83 million deal w/ ESW Capital πΈ ESW runs them like π©π - March [----] ESW is bought out π same month" [X Link](https://x.com/NotMarkLeonard/status/1702781890493550816) 2023-09-15T20:30Z [----] followers, [---] engagements "Products and Services Related to the Empower Business π $CSU $BKI" [X Link](https://x.com/NotMarkLeonard/status/1702839574379090422) 2023-09-16T00:19Z [----] followers, [---] engagements "Empower has an estimated market share of around 10-15% after ICEs Encompass which takes up about [--] to 45% of market share $CSU" [X Link](https://x.com/NotMarkLeonard/status/1703934235671761050) 2023-09-19T00:49Z [---] followers, [---] engagements "@BerkelKip @hurdle_rate Ive been digging more into Damien more because its quite interesting knowing how little Mark lets out about his family he is on Quorum Information Technologies Inc. (TSX-V: QIS) board and owns [---] % under Pinetree. L6 holdings is their family company" [X Link](https://x.com/NotMarkLeonard/status/1703959889872076907) 2023-09-19T02:31Z [---] followers, [---] engagements "Topicus $TOI.V earnings πͺ Cash flows from operations 14.6M to 25.5M compared to 10.9M in Q3 [----] an increase of 134%. Free cash flow available to shareholders [---] million to [---] million compared to negative [---] million in Q3 [----]. Organic growth of 8%" [X Link](https://x.com/NotMarkLeonard/status/1720224079771304051) 2023-11-02T23:39Z [---] followers, [----] engagements "5iResearch on $TOI.V who have been huge fans of $CSU for the 10+ years following them. "The balance sheet is strong with a net debt of Euro 150M and a net debt/EBITDA of 0.8x.a solid quarter with strong organic growth (strongest among all the CSU's companies)"" [X Link](https://x.com/NotMarkLeonard/status/1720512629746040923) 2023-11-03T18:45Z [---] followers, [----] engagements "@bnemethbrown @5iresearchdotca Agreed I had the same thought that there would be more distressed companies potentially but their lack of deployment in one quarter isnt a concern I trust they are on the hunt and will pounce when ready. But current conditions can/should make patience pay off" [X Link](https://x.com/NotMarkLeonard/status/1720629896555171951) 2023-11-04T02:31Z [---] followers, [--] engagements "@CJ0pp3l $GSY is a well run company been a fan and in and out before. Usually it has some nice opportunities each year when market overreacts to interest rate legislation or other factors. Economy either good or bad they seem to just execute. $LSPD is in a losers race" [X Link](https://x.com/NotMarkLeonard/status/1722282754732118420) 2023-11-08T15:59Z [---] followers, [---] engagements "1 April [--] [----] Constellation plans 40-million IPO [--] May [--] [----] Constellation to go public in $80-million share offering" [X Link](https://x.com/NotMarkLeonard/status/1724529843977490471) 2023-11-14T20:48Z [---] followers, [----] engagements "$CSU and current competitor $TYL Tyler Technologies were fighting for companies 20+ years ago. π€Ί Both were shareholders of HTE Inc 2000-2002. Mark Leonard was BIG GAME hunting a $90 million USD offer made in [----]. π― No luck as sold to Sunguard for $121 million" [X Link](https://x.com/NotMarkLeonard/status/1725552123406844346) 2023-11-17T16:31Z [----] followers, [----] engagements "@eyesigh557 @CJ0pp3l @Invesquotes @PythiaR π" [X Link](https://x.com/NotMarkLeonard/status/1726996400221938166) 2023-11-21T16:10Z [---] followers, [--] engagements "@elonmusk Sounds very scary Though only performing math on the level of grade-school students acing such tests made researchers very optimistic about Q*s future success the source said" [X Link](https://x.com/NotMarkLeonard/status/1727504879441129542) 2023-11-23T01:50Z [---] followers, [--] engagements "@PythiaR Sounds scary haha Though only performing math on the level of grade-school students acing such tests made researchers very optimistic about Q*s future success the source said" [X Link](https://x.com/NotMarkLeonard/status/1727505505864548384) 2023-11-23T01:53Z [---] followers, [---] engagements "Mark Leonards early life I grew up got strapped by principals I challenged teachers π I left home early I had a bootlegged radio license π΄β I built a π₯FLAMETHROWERπ₯ I did things that werent acceptable to lots of people" [X Link](https://x.com/NotMarkLeonard/status/1727700991846342855) 2023-11-23T14:49Z [---] followers, [----] engagements "@CanadaKaz @JerryCap π©" [X Link](https://x.com/NotMarkLeonard/status/1731467164727599498) 2023-12-04T00:15Z [---] followers, [--] engagements "Publix Employees Federal Credit Union is now using Dark Matter Technologies mortgage lending software to streamline its lending operations and maximize productivity. The contract signing is the first under Dark Matters new corporate structure $CSU" [X Link](https://x.com/NotMarkLeonard/status/1732075274257256630) 2023-12-05T16:31Z [---] followers, [---] engagements "@Chrisbagmancap π" [X Link](https://x.com/NotMarkLeonard/status/1732078573677097354) 2023-12-05T16:44Z [---] followers, [--] engagements "@modestproposal1 Absolutely insane and sad these are so called leaders" [X Link](https://x.com/NotMarkLeonard/status/1732223179613946119) 2023-12-06T02:19Z [---] followers, [---] engagements "@CJ0pp3l Let alone these very institutions hide behind free speech and cannot condemn calling for genocide on campus. Wild and crazy stuff" [X Link](https://x.com/NotMarkLeonard/status/1732402898149978605) 2023-12-06T14:13Z [---] followers, [---] engagements "@VontasTech a Modaxo company part of Volaris Group today announced the acquisition of Orion Labs a voice-first collaboration platform expandingVontas OnTransit solution with a communications module for a constant flow of information and real-time situational awareness. $CSU" [X Link](https://x.com/NotMarkLeonard/status/1734731195617845525) 2023-12-13T00:25Z [---] followers, [---] engagements "@lefkada4ever only one thats close is Damien Leonard (Marks son) running Pine Tree capital. Former VP at Volaris (Shezad Okhai) was there 2021- summer [----] recently left for a company they invest in Bravura. $PNP.TO is the symbol" [X Link](https://x.com/NotMarkLeonard/status/1735387557997826377) 2023-12-14T19:53Z [---] followers, [--] engagements "$GSY.TO goeasy Ltd. Not a sexy name or business but they execute every quarter and its since breaking through $130" [X Link](https://x.com/NotMarkLeonard/status/1735413347732877541) 2023-12-14T21:35Z [---] followers, [---] engagements "$CSU π£ Volaris Group acquired Delacon a leading provider of Call Tracking Call Management & Speech Analytics solutions. Working with businesses enterprises agencies and government organizations globally headquartered in Sydney & with a support & development office in India" [X Link](https://x.com/NotMarkLeonard/status/1737286223029297214) 2023-12-20T01:38Z [---] followers, [---] engagements "@PythiaR Such waste" [X Link](https://x.com/NotMarkLeonard/status/1737466051640615164) 2023-12-20T13:32Z [---] followers, [---] engagements "π€πΆπ°$LMN.V" [X Link](https://x.com/NotMarkLeonard/status/1737466428565999790) 2023-12-20T13:34Z [---] followers, [---] engagements "2nd carve-out from Nokia Motive purchased as part of Nokias US$16.5 billion acquisition of Alcatel-Lucent who purchased Motive for US$67.8M in [----] Mformation -notably sued RIM in [----] awarded $147M in damages later overturned. Alcatel-Lucent in [----] prior to Nokias takeover" [X Link](https://x.com/NotMarkLeonard/status/1737469709665149372) 2023-12-20T13:47Z [---] followers, [----] engagements "@BerkelKip @CJ0pp3l Haha we are on the same path havent been able to track it down" [X Link](https://x.com/NotMarkLeonard/status/1737472630951760266) 2023-12-20T13:58Z [---] followers, [---] engagements "Listen to Software Symphony on SunoAI π΅ a $CSU banger. Bored at work and a cool new tool. Seems like a new one each day" [X Link](https://x.com/NotMarkLeonard/status/1737544501609025696) 2023-12-20T18:44Z [---] followers, [---] engagements "Missed yesterdays acquisition by Harris as well. Keeping busy before Christmas π π HARRIS ACQUIRES INSURTECH SOFTWARE PROVIDER AQS LLC" [X Link](https://x.com/NotMarkLeonard/status/1738339230957343012) 2023-12-22T23:22Z [---] followers, [---] engagements "$CSU Modaxo to acquire the Curbside Management and Public Safety Businesses from Conduent Incorporated $CNDT Provides parking management systems to the public sector while their Public Safety business provides traffic management solutions" [X Link](https://x.com/NotMarkLeonard/status/1740417112244732045) 2023-12-28T16:59Z [---] followers, [----] engagements "@GSinghInvesting The first [--] points" [X Link](https://x.com/NotMarkLeonard/status/1741580982791057848) 2023-12-31T22:03Z [---] followers, [--] engagements "@MoS_Investing" [X Link](https://x.com/anyuser/status/1742169955657736368) 2024-01-02T13:04Z [--] followers, [--] engagements "$CSU snags π£ another one Harris a global vertical market software provider announced today the acquisition of Modyo SpA (Modyo) leaders in next-generation frontend platforms used to build engaging web and mobile applications for mission-critical business systems" [X Link](https://x.com/NotMarkLeonard/status/1742583192111005826) 2024-01-03T16:26Z [----] followers, [----] engagements "Was π Jonas Software has been quiet. Missed this π° Dec-21 of Rental Car Manager π a leading provider of car rental management software that is easily scalable & seamlessly integrates w/ websites This marks Jonas Softwares 1st step into car rental management vertical π $CSU" [X Link](https://x.com/anyuser/status/1742590247903306016) 2024-01-03T16:54Z [--] followers, [---] engagements "$LMN.V π€Nokia deal Service management platform = device customer care product used in more than [---] deployments covering more than π1 billion devices π Device management = software designed to help communication SP remotely manage home broadband access devices & IoT sensors" [X Link](https://x.com/NotMarkLeonard/status/1742592911408054754) 2024-01-03T17:05Z [---] followers, [----] engagements "@SleepwellCap @BillBrewsterTBB This" [X Link](https://x.com/anyuser/status/1743432919308472648) 2024-01-06T00:42Z [--] followers, [---] engagements "@UpslopeCapital Haha nice. We have this whole set [--] year old son loves em" [X Link](https://x.com/anyuser/status/1743473205384253782) 2024-01-06T03:22Z [--] followers, [--] engagements "$CSU from January [--] π£ HARRIS ACQUIRES PHOENIXSOFT; A SOFTWARE SWITCHING SOLUTION AND CLOUD-BASED COMMUNICATION PLATFORM IN THE TELECOMMUNICATIONS AND VOIP INDUSTRIES" [X Link](https://x.com/NotMarkLeonard/status/1744512152268870068) 2024-01-09T00:11Z [---] followers, [----] engagements "Jonas Software - year in review $CSU" [X Link](https://x.com/NotMarkLeonard/status/1745168807612620976) 2024-01-10T19:40Z [---] followers, [----] engagements "Love reading these π»$CSU articles nice find @MarceloPLima. Grant's is such a useful contra. Here's a bearish piece on $CSU from [----] when it was C$600: https://t.co/uAZtd4Awx4 Grant's is such a useful contra. Here's a bearish piece on $CSU from [----] when it was C$600: https://t.co/uAZtd4Awx4" [X Link](https://x.com/NotMarkLeonard/status/1745945820984152346) 2024-01-12T23:08Z [---] followers, [---] engagements "$CSU Managment π§ π Mark Leonard (BSc MBA) Guelph & Western Jamal Baksh (Math ) Waterloo π Mark Miller Exec Marketing) McMaster & Ivey 𧬠Bernard Anzarouth (B.Eng MBA) McGill β Farley Noble (B.B.A. Honors) Laurier π" [X Link](https://x.com/NotMarkLeonard/status/1745950699777572912) 2024-01-12T23:27Z [---] followers, [---] engagements "@sshahi76338702 #characterlimits haha" [X Link](https://x.com/NotMarkLeonard/status/1745955641728934187) 2024-01-12T23:47Z [---] followers, [--] engagements "Harris January 9th acquisition. π£ $CSU" [X Link](https://x.com/NotMarkLeonard/status/1745994360552870329) 2024-01-13T02:21Z [----] followers, [---] engagements "$CSU Jonas Software π£ Vertus Group Announces Acquisition of Tangerine Global January 10" [X Link](https://x.com/anyuser/status/1745995675651707079) 2024-01-13T02:26Z [--] followers, [---] engagements "@BillBrewsterTBB" [X Link](https://x.com/NotMarkLeonard/status/1746165941321232662) 2024-01-13T13:42Z [---] followers, [---] engagements "@NadavClaude @LionCubsFund They $CSU acquire and perpetually own the VMS companies they buy. They may buy from public companies but they dont maintain the public companies stock or any investment in them. They wholly own the piece of business they purchase and run on its own" [X Link](https://x.com/NotMarkLeonard/status/1746168558541848895) 2024-01-13T13:53Z [---] followers, [--] engagements "$LMN.V As we shift our focus on the opportunities [----] bringswed like to take a moment to reflect on the learnings success and evolution [----] brought. Explore our [----] Year-in-Review here: https://t.co/YETbHWbRwd https://t.co/dxXQDQgYzJ As we shift our focus on the opportunities [----] bringswed like to take a moment to reflect on the learnings success and evolution [----] brought. Explore our [----] Year-in-Review here: https://t.co/YETbHWbRwd https://t.co/dxXQDQgYzJ" [X Link](https://x.com/NotMarkLeonard/status/1747467885176344867) 2024-01-17T03:56Z [---] followers, [---] engagements "$HPS.A Hammond Power Solutions still on π₯ Earnings in March otherwise not much news as it normally just goes about business. @ErnestWongBWM $HPS.A Hammond Power Solutions [--] P/E some nice momentum and innovating energy-efficient transformers & reactors for industries like renewable energy data centers & automation. https://t.co/MJ4GJdKbaM @ErnestWongBWM $HPS.A Hammond Power Solutions [--] P/E some nice momentum and innovating energy-efficient transformers & reactors for industries like renewable energy data centers & automation. https://t.co/MJ4GJdKbaM" [X Link](https://x.com/NotMarkLeonard/status/1747687485864312978) 2024-01-17T18:29Z [---] followers, [----] engagements "@FrozenTools Yep not working" [X Link](https://x.com/NotMarkLeonard/status/1750150636916654264) 2024-01-24T13:36Z [---] followers, [--] engagements "$CSU πͺ [--] SBC β β β [--] buybacks β Which means they can deploy that FCFA2S π Stock-based compensation (SBC) dilutes ownership for existing shareholders. For example Qualys's SBC increased share count by 39% over the last [--] years. - - Some companies issue SBC but refuse to let it dilute shareholders so also engage in buybacks. For example https://t.co/8WW2xdAs4J Stock-based compensation (SBC) dilutes ownership for existing shareholders. For example Qualys's SBC increased share count by 39% over the last [--] years. - - Some companies issue SBC but refuse to let it dilute shareholders so also" [X Link](https://x.com/NotMarkLeonard/status/1750225811372744998) 2024-01-24T18:35Z [---] followers, [----] engagements "@stonkmetal Never a fan of diluting but kind of accept it under certain circumstances but marvel at how CSU does it" [X Link](https://x.com/NotMarkLeonard/status/1750227090551513347) 2024-01-24T18:40Z [---] followers, [--] engagements "@stonkmetal @borrowed_ideas said it best about capital allocation and how executives talk about "buying back shares to offset dilution"" [X Link](https://x.com/NotMarkLeonard/status/1750229753221488975) 2024-01-24T18:51Z [---] followers, [---] engagements "@stonkmetal @borrowed_ideas Agreed" [X Link](https://x.com/NotMarkLeonard/status/1750234394751578316) 2024-01-24T19:09Z [---] followers, [---] engagements "@NicoperJES" [X Link](https://x.com/NotMarkLeonard/status/1750267613215662485) 2024-01-24T21:21Z [---] followers, [--] engagements "@permastonks No plans for it with Leonard at the helm based on previous commentary. But I feel best case is they always have more then enough opportunities to deploy FCF at hurdle rates and all is good π" [X Link](https://x.com/NotMarkLeonard/status/1750305622057198001) 2024-01-24T23:52Z [---] followers, [---] engagements "Boring small cap No earnings calls or really any IR π Hammond Manufacturing $HMM.A operating since 1917: Masters of the quiet game in electronics. No buzz just business - building components and spinning off $HPS.A both hitting ATH π volume β‘ #Electrification of π π" [X Link](https://x.com/NotMarkLeonard/status/1750918784057999534) 2024-01-26T16:29Z [---] followers, [----] engagements "@cryptolosse Id say HPS has more upside but depends what you are looking for as both have really run and could cool down I like to have a bit of both" [X Link](https://x.com/NotMarkLeonard/status/1750931528861749394) 2024-01-26T17:19Z [---] followers, [---] engagements "@cryptolosse Earnings will shed more light they have no coverage and no news so tough to say. Trajectory is with increased capacity but hard to tell they dont give much" [X Link](https://x.com/NotMarkLeonard/status/1751031985361846315) 2024-01-26T23:58Z [---] followers, [--] engagements "$CSU π° April [--] [----] Constellation plans $40-million IPO https://t.co/h2hoPSBbNu $CSU π° April [--] [----] Constellation plans $40-million IPO https://t.co/h2hoPSBbNu" [X Link](https://x.com/NotMarkLeonard/status/1751278290604560488) 2024-01-27T16:17Z [---] followers, [---] engagements "September [----] - almost sold stock βπ΅ Constellation Software has dropped plans to try to sell stock to raise cash because of un-favourable pricing and market conditions. $CSU.TO" [X Link](https://x.com/NotMarkLeonard/status/1751278989581119658) 2024-01-27T16:20Z [---] followers, [---] engagements "@justmad @P123Finance π€£" [X Link](https://x.com/NotMarkLeonard/status/1751286942644244938) 2024-01-27T16:51Z [---] followers, [--] engagements "@tonystock_yt Sorry for the reminder haha. You and me both wish we bought $CSU then" [X Link](https://x.com/NotMarkLeonard/status/1751315660586533120) 2024-01-27T18:46Z [---] followers, [---] engagements "A month later Constellation to go public in $80-million share offering $CSU π° April [--] [----] Constellation plans $40-million IPO https://t.co/h2hoPSBbNu $CSU π° April [--] [----] Constellation plans $40-million IPO https://t.co/h2hoPSBbNu" [X Link](https://x.com/NotMarkLeonard/status/1751413538466250843) 2024-01-28T01:15Z [---] followers, [---] engagements "@PaulAndreola $HPS.A and $HMM.A the Hammond Family" [X Link](https://x.com/NotMarkLeonard/status/1751430404534362575) 2024-01-28T02:22Z [---] followers, [---] engagements "@CJ0pp3l Haha I was at Western university then too and if only priorities were different then" [X Link](https://x.com/anyuser/status/1751438582936371268) 2024-01-28T02:54Z [--] followers, [---] engagements "1 month later Constellation to go public in $80-million share offering $CSU π° April [--] [----] Constellation plans $40-million IPO https://t.co/h2hoPSBbNu $CSU π° April [--] [----] Constellation plans $40-million IPO https://t.co/h2hoPSBbNu" [X Link](https://x.com/NotMarkLeonard/status/1751472102165578136) 2024-01-28T05:07Z [---] followers, [---] engagements "5iResearch on $HMM.A Hammond Manufacturing π @5iresearchdotca" [X Link](https://x.com/NotMarkLeonard/status/1752183990533120330) 2024-01-30T04:16Z [---] followers, [---] engagements "$CSU Acquisition π£ π₯Pacific Medical Management Servicesπ€ Harris Computer PacMed's offerings create end-to-end Revenue Cycle Management (RCM) services for the ambulatory π market that ensure timely and optimal compensation π΅for healthcare services" [X Link](https://x.com/NotMarkLeonard/status/1752730922925871257) 2024-01-31T16:29Z [---] followers, [---] engagements "@breadcrumbsre @PythiaR π― And it hallucinates things that sound legit that arent at all. Its a very powerful tool but ppl who rely fully on it are using it wrong" [X Link](https://x.com/NotMarkLeonard/status/1752736017965076566) 2024-01-31T16:50Z [---] followers, [--] engagements "@breadcrumbsre POWL EPS $1.98 beats $1.17 est. Record $1.3B backlog supports to [----]. Strong oil gas LNG demand. Cyclical earnings a risk but beauty quarter" [X Link](https://x.com/NotMarkLeonard/status/1754153784341672364) 2024-02-04T14:43Z [---] followers, [---] engagements "@PinkProfit This is the way" [X Link](https://x.com/NotMarkLeonard/status/1754156481774002684) 2024-02-04T14:54Z [---] followers, [--] engagements "@RadnorCapital Great info here thanks" [X Link](https://x.com/NotMarkLeonard/status/1754877943271088392) 2024-02-06T14:41Z [---] followers, [--] engagements "@CompTortoise $TDG" [X Link](https://x.com/NotMarkLeonard/status/1754895381119291828) 2024-02-06T15:50Z [----] followers, [---] engagements "@jimmyasoni @LibertyRPF @FoundersPodcast A wise man" [X Link](https://x.com/NotMarkLeonard/status/1755261522748584230) 2024-02-07T16:05Z [---] followers, [--] engagements "@wolfejosh Life and cosmos share a secret rhythm of existence sculpting life from micro to macro" [X Link](https://x.com/NotMarkLeonard/status/1755408546311606449) 2024-02-08T01:49Z [---] followers, [--] engagements "@PythiaR Thank you π" [X Link](https://x.com/NotMarkLeonard/status/1755806702903886029) 2024-02-09T04:11Z [---] followers, [---] engagements "@TidefallCapital I feel there are a few but one I was recently reminded of: If you want to have a better performance than the crowd you must do things differently from the crowd. Sir John Templeton" [X Link](https://x.com/NotMarkLeonard/status/1756763516638265468) 2024-02-11T19:33Z [---] followers, [---] engagements "Topicus acquisition $TOI.V by TSS π£February [--] Total Specific Solutions has acquired Digibis in Spain the digital management software company for libraries archives and Museums" [X Link](https://x.com/NotMarkLeonard/status/1757390693612347606) 2024-02-13T13:06Z [---] followers, [----] engagements "@adrivalue Absolutely" [X Link](https://x.com/NotMarkLeonard/status/1757449386475307450) 2024-02-13T16:59Z [---] followers, [--] engagements "$GSY.TO β Goeasy Ltd. #GSY raises #dividend by 22%. Goeasy Ltd. #GSY raises #dividend by 22%" [X Link](https://x.com/NotMarkLeonard/status/1757521879856804305) 2024-02-13T21:47Z [---] followers, [----] engagements "$TOI.V Topicus earnings" [X Link](https://x.com/NotMarkLeonard/status/1757531685397147805) 2024-02-13T22:26Z [---] followers, [----] engagements "Corum Group [----] Global Tech M&A Report released. Constellation Software π₯in [----] shocker $CSU.TO $CSU" [X Link](https://x.com/NotMarkLeonard/status/1758849750596501675) 2024-02-17T13:43Z [---] followers, [----] engagements "Future spin Modaxo listed π @CJ0pp3l haha" [X Link](https://x.com/NotMarkLeonard/status/1758849945170325800) 2024-02-17T13:44Z [---] followers, [---] engagements "Update [----] $CSU is π₯completed [--] total π€ And capital πΈ Constellation has been named asπ₯on Corum Groups list of top strategic acquirers [--] years in a row: [----] - [--] acquisitions [----] - [--] acquisitions [----] - [--] acquisitions [----] - [--] acquisitions [----] - [--] acquisitions [----] - [---] acquisitions π [----] - 70+ so far https://t.co/DcyIs6HW9l Constellation has been named asπ₯on Corum Groups list of top strategic acquirers [--] years in a row: [----] - [--] acquisitions [----] - [--] acquisitions [----] - [--] acquisitions [----] - [--] acquisitions [----] - [--] acquisitions [----] - [---] acquisitions π [----] - 70+ so" [X Link](https://x.com/NotMarkLeonard/status/1758850611951329390) 2024-02-17T13:47Z [---] followers, [----] engagements "If anyone is interested" [X Link](https://x.com/NotMarkLeonard/status/1758851740810575982) 2024-02-17T13:51Z [---] followers, [---] engagements "@CJ0pp3l Interesting wonder why its different definitely not doubting you I know you follow it and would know Corum must exclude deals under a certain threshold as we know they like some small ones haha" [X Link](https://x.com/NotMarkLeonard/status/1758855971902828955) 2024-02-17T14:08Z [---] followers, [---] engagements "@CJ0pp3l @CorumGroup check those numbers π" [X Link](https://x.com/NotMarkLeonard/status/1758856611014099326) 2024-02-17T14:11Z [---] followers, [---] engagements "@AnalyzingAI The $CSU family of course but Old Dominion is a beast it has done incredibly well I have been reading more about them. Currently own $TFII a mini Old Dominion it seems they trade quite close (last [--] years)" [X Link](https://x.com/NotMarkLeonard/status/1759299560403357762) 2024-02-18T19:31Z [----] followers, [---] engagements "Finally some life in the young ones π Pinetree $PNP.TO cost and NAV per share as of 20/02/2024. Bravura $BVS.AX is paying off. They are ahead of their restructuring plan. https://t.co/0dhoOnJhkh Pinetree $PNP.TO cost and NAV per share as of 20/02/2024. Bravura $BVS.AX is paying off. They are ahead of their restructuring plan. https://t.co/0dhoOnJhkh" [X Link](https://x.com/NotMarkLeonard/status/1759976150921613772) 2024-02-20T16:19Z [---] followers, [----] engagements "@NicoperJES @agtigerPRO @Gubben89 This π―" [X Link](https://x.com/NotMarkLeonard/status/1759977050897555628) 2024-02-20T16:23Z [---] followers, [--] engagements "@lostlenor Read up on @NicoperJES timeline etc But mark Leonard ms son is president and he invests in a few related companies but makes other investments. Performance hasnt been anything wild but always fun to follow" [X Link](https://x.com/NotMarkLeonard/status/1759989396911075760) 2024-02-20T17:12Z [---] followers, [--] engagements "Optiva $OPT.TO Up 36% today and 180% YTD Zoom out and its not pretty Reminder some $CSU.TO π§ on the BOD β‘ Barry Symons" [X Link](https://x.com/NotMarkLeonard/status/1759999035572642076) 2024-02-20T17:50Z [---] followers, [----] engagements "@red_dog_capital See @NicoperJES he knows whats up Mainly results from holding Bravura $BVS.AX" [X Link](https://x.com/NotMarkLeonard/status/1760005017056977346) 2024-02-20T18:14Z [---] followers, [---] engagements "@Invesquotes I cant recall an acquisition from Japan" [X Link](https://x.com/NotMarkLeonard/status/1760006076362117452) 2024-02-20T18:18Z [---] followers, [---] engagements "@Invesquotes Sorry not quite a question unless you know but recall this coming out and was following it for a bit and then recall no news coming out and cant seem to find much" [X Link](https://x.com/NotMarkLeonard/status/1760006393292058783) 2024-02-20T18:19Z [---] followers, [---] engagements "@permastonks @PythiaR Not too late" [X Link](https://x.com/NotMarkLeonard/status/1760006803973099909) 2024-02-20T18:21Z [---] followers, [--] engagements "@Invesquotes Ok thanks" [X Link](https://x.com/NotMarkLeonard/status/1760012950440427727) 2024-02-20T18:46Z [---] followers, [---] engagements "@Investmentideen @ArneUlland Python script would do this quite easily ask chatgpt and it would whip this up in minutes" [X Link](https://x.com/NotMarkLeonard/status/1760014194273915336) 2024-02-20T18:50Z [---] followers, [---] engagements "@Investmentideen @ArneUlland Well maybe not easily as scraping multiple different sites can create more headaches. @dctanner would solve this much easier thinking more about it" [X Link](https://x.com/NotMarkLeonard/status/1760014491100516352) 2024-02-20T18:52Z [---] followers, [---] engagements "@hiddensmallcaps @marketplunger1 How is this true SBC is actually cash coming in the door to the company so its kind of a wash" [X Link](https://x.com/NotMarkLeonard/status/1760157425020153970) 2024-02-21T04:20Z [---] followers, [---] engagements "@hiddensmallcaps @marketplunger1 Non-cash expense no cash trades hands" [X Link](https://x.com/NotMarkLeonard/status/1760294337936535681) 2024-02-21T13:24Z [---] followers, [---] engagements "@hiddensmallcaps @marketplunger1 Fair point I took the comment as the more basic SBC not options or RSU but where company gets $0" [X Link](https://x.com/NotMarkLeonard/status/1760315172898361753) 2024-02-21T14:46Z [---] followers, [--] engagements "@borrowed_ideas @LibertyRPF This is great" [X Link](https://x.com/NotMarkLeonard/status/1760341495935041898) 2024-02-21T16:31Z [---] followers, [---] engagements "Cora Group (Jonas software division) [--] different business under Cora as of now launches Cora Legal Group. $CSU" [X Link](https://x.com/NotMarkLeonard/status/1760506141761487234) 2024-02-22T03:25Z [---] followers, [---] engagements "@CJ0pp3l Liked that part" [X Link](https://x.com/NotMarkLeonard/status/1760508244479373706) 2024-02-22T03:34Z [---] followers, [---] engagements "@pricedInValue I went on a DEEP dive into the history of $CSU a while ago and found a bunch of little nuggets but havent sat down to piece it all together to share but hope to soon" [X Link](https://x.com/NotMarkLeonard/status/1760510283015922050) 2024-02-22T03:42Z [---] followers, [---] engagements "Kicking myself for this one $CLS.TO Celestica Inc" [X Link](https://x.com/NotMarkLeonard/status/1760724125872488878) 2024-02-22T17:51Z [----] followers, [----] engagements "@NicoperJES Yes when mark miller was appointed in [----] I took a look and still follow it a bit bc of him haha. Not to deep into it though. You" [X Link](https://x.com/NotMarkLeonard/status/1760745743214596179) 2024-02-22T19:17Z [----] followers, [---] engagements "$LMN.V $TOI.V" [X Link](https://x.com/NotMarkLeonard/status/1760772705559732266) 2024-02-22T21:05Z [---] followers, [----] engagements "This was a nice opportunity [--] months after IPO and [--] months later its a double π Lumine Group $LMN.V looks good here. Could go lower of course but it wont stay like this for long. $CSU https://t.co/th3rGEEY7W Lumine Group $LMN.V looks good here. Could go lower of course but it wont stay like this for long. $CSU https://t.co/th3rGEEY7W" [X Link](https://x.com/NotMarkLeonard/status/1760816851100090383) 2024-02-23T00:00Z [---] followers, [----] engagements "@Gbaycapital A few winners here" [X Link](https://x.com/NotMarkLeonard/status/1761015738121281675) 2024-02-23T13:10Z [---] followers, [--] engagements "$CSU.TO currently $3700 is a 10-Bagger since February [----] [--] years ago π π After already at that time being a [--] bagger since IPO in [----] Results shown from February [--] [----] stock was $409 and was $370 [--] days before π° Article from the Globe and Mail March 2015" [X Link](https://x.com/NotMarkLeonard/status/1761053279838929153) 2024-02-23T15:39Z [---] followers, [---] engagements "@NicoperJES Reposting correctly" [X Link](https://x.com/NotMarkLeonard/status/1761057490970480802) 2024-02-23T15:56Z [---] followers, [--] engagements "Had quarter vs annual here. See new post" [X Link](https://x.com/NotMarkLeonard/status/1761057747796107339) 2024-02-23T15:57Z [---] followers, [--] engagements "@182Maxime Neither right now sitting tight. Dont post my portfolio but Im over 50% $CSU $TOI $LMN so no need to buy at these levels (for me)" [X Link](https://x.com/NotMarkLeonard/status/1761061312136716471) 2024-02-23T16:11Z [---] followers, [---] engagements "@Satistic01 For all growth I would side with Lumine being the smallest of the [--] and so far making the larger acquisitions (compared to Topicus)" [X Link](https://x.com/NotMarkLeonard/status/1761100063189729500) 2024-02-23T18:45Z [---] followers, [---] engagements "@CJ0pp3l @marketplunger1 @Bonhoeffer_KDS I follow @5iresearchdotca who like the name as well and then you so Ive been reading more about it. Here they comment after acquisition and then most recently January 2024" [X Link](https://x.com/NotMarkLeonard/status/1761382968377881074) 2024-02-24T13:29Z [---] followers, [---] engagements "@julien_c This looks awesome π" [X Link](https://x.com/NotMarkLeonard/status/1761499885482791025) 2024-02-24T21:14Z [---] followers, [--] engagements "@PythiaR @NestBetter @LaissezFaire416" [X Link](https://x.com/NotMarkLeonard/status/1762692538555609180) 2024-02-28T04:13Z [---] followers, [--] engagements "@PythiaR @NestBetter @LaissezFaire416 For sure Id say better than slim but Im biased. It can compound at 12+ % a year for [--] years. Include Spin-offs inflation as mentioned some organic growth they arent slowing down yet at deploying FCF and dont see it coming slowing anytime soon" [X Link](https://x.com/NotMarkLeonard/status/1762695894191718519) 2024-02-28T04:27Z [---] followers, [---] engagements "$CSU.TO π§ *New Company Podcast Episode Released* In this [--] minute discussion we cover everything Constellation Software From Mark Leonards key insight he learned at Venture West To an in-depth discussion on capital deployment And much much more Links in Next Tweet π https://t.co/6ZlVB1ip66 *New Company Podcast Episode Released* In this [--] minute discussion we cover everything Constellation Software From Mark Leonards key insight he learned at Venture West To an in-depth discussion on capital deployment And much much more Links in Next Tweet π https://t.co/6ZlVB1ip66" [X Link](https://x.com/NotMarkLeonard/status/1763059641037045796) 2024-02-29T04:32Z [---] followers, [---] engagements "$LMN.V Lumine Group π" [X Link](https://x.com/NotMarkLeonard/status/1763228769081245835) 2024-02-29T15:44Z [---] followers, [---] engagements "Gold-Vision has been acquired by Volaris Group $CSU.TO π£ Offering CRM Solutions" [X Link](https://x.com/NotMarkLeonard/status/1763300566346686580) 2024-02-29T20:29Z [---] followers, [----] engagements "@BerkelKip @Speedwell_LLC Loved the insight from it and thought the same" [X Link](https://x.com/NotMarkLeonard/status/1763366858797781144) 2024-03-01T00:53Z [---] followers, [---] engagements "@lefkada4ever I think @CJ0pp3l said csu has bought [--] European companies YTD and Topicus [--] so I guess not surprising but I know what you mean" [X Link](https://x.com/NotMarkLeonard/status/1763391641740529840) 2024-03-01T02:31Z [---] followers, [---] engagements "@NicoperJES @CJ0pp3l" [X Link](https://x.com/NotMarkLeonard/status/1763398244825002014) 2024-03-01T02:57Z [---] followers, [---] engagements "@StephenFrampto9 @NicoperJES has a good thread on $PNP.TO" [X Link](https://x.com/NotMarkLeonard/status/1764097729142124879) 2024-03-03T01:17Z [---] followers, [----] engagements "@MoS_Investing @CJ0pp3l @StephenFrampto9 I hold $PNP.TO but that being said Damien took over as CEO September [----] the stock was $4.60 September [--] [----]. It is $4.80 now close to [--] years later so tough to compare to $CSU at all. It became much more interesting [----] when Shezad Okhai moved there from Volaris" [X Link](https://x.com/NotMarkLeonard/status/1764441893134328214) 2024-03-04T00:05Z [---] followers, [---] engagements "@MoS_Investing @CJ0pp3l @StephenFrampto9 I guess but where would you start judging by then The comparisons (not yours) and/or hope of $csu returns just because of the Leonard name. Different companies obviously with one wanting to be the forever owner and the other an investor with power looking for a profitable exit" [X Link](https://x.com/NotMarkLeonard/status/1764452433432875471) 2024-03-04T00:46Z [---] followers, [---] engagements "@MoS_Investing @CJ0pp3l @StephenFrampto9 Agree π" [X Link](https://x.com/NotMarkLeonard/status/1764476145406206071) 2024-03-04T02:21Z [---] followers, [---] engagements "Perseus Operating Group of Constellation Software Completes Acquisition of Auto-IT Group market leading dealer management system provider for franchise automotive agriculture trucking and construction equipment markets $CSU.TO" [X Link](https://x.com/NotMarkLeonard/status/1764690868361941474) 2024-03-04T16:34Z [---] followers, [---] engagements "Leonard's vision in [----] foresaw how the Y2K software replacement cycle heralded the 'Golden Years' for VMS companies with revenue spikes but also growth limits due to the Y2K focus. He predicted a wave of consolidation π opportunities in the deregulating utility sector. $CSU" [X Link](https://x.com/NotMarkLeonard/status/1764696941995188513) 2024-03-04T16:58Z [---] followers, [---] engagements "$CSU.TO already owning Harris Computer systems focused on utilities billing and software and October [----] they link with utility. settlement Ontario to interface systems. Noting USO system is used in deregulated electricity markets" [X Link](https://x.com/NotMarkLeonard/status/1764697901739999614) 2024-03-04T17:02Z [---] followers, [---] engagements "Opportunity above all VMS100 Index Volume [--] [----] 1st Quarter - YTK details as noted before - acquire Friedman Corporation $22 million in revenue - Friedman + Emphasys = Vela Software [----] and FOG is a byproduct of this acquisition $CSU.TO" [X Link](https://x.com/NotMarkLeonard/status/1764699193656946840) 2024-03-04T17:07Z [---] followers, [---] engagements "Mark Leonards $CSU.TO π° Opportunity Above All [--] - VMS100 2nd quarter [----] Is an IPO for you - where he examines [--] VMS IPOs π§" [X Link](https://x.com/NotMarkLeonard/status/1764808607302922497) 2024-03-05T00:22Z [---] followers, [----] engagements "As @Quartr_App notes $CSU considered $JKHY the gold standard among VMS companies and you can see why after reading Mark Leonards case study on Jack Henry in [----] from his Opportunity Above All [--] π° titled Jack Henry & Associates: Our Gold Standard for VMS Companies Are you familiar with $JKHY Jack Henry & Associates is what $CSU considers to be a "gold standard" among VMS companies. In fact we challenge anyone to find a more consistent 35-year revenue and EBIT performance at rates at or above the 15% CAGR mark. And yes shareholders https://t.co/lFsRhFMArz Are you familiar with $JKHY Jack" [X Link](https://x.com/NotMarkLeonard/status/1764810893596995979) 2024-03-05T00:31Z [----] followers, [----] engagements "VMS100 in the 3rd Quarter [----] first page" [X Link](https://x.com/NotMarkLeonard/status/1764811223374201106) 2024-03-05T00:32Z [---] followers, [---] engagements "@lostlenor Imagine many dont understand or expect the loss and get spooked and organic growth negative. Its so early tho just ignore that noise" [X Link](https://x.com/NotMarkLeonard/status/1765028704290300070) 2024-03-05T14:56Z [---] followers, [---] engagements "@DoubleDrapes @lostlenor Cant argue that but there is always more to it with acqusitions. Either way we all want it to be positive. Recall $CSU had [--] straight years of negative growth [----] (-3%) and [----] (-2%) again in [----] (-3%)" [X Link](https://x.com/NotMarkLeonard/status/1765042467047719369) 2024-03-05T15:51Z [----] followers, [---] engagements "A few stocks I like on there π [--] stocks up 10X in [--] years $HPS.A $TVK.TO $HMM.A $CSU.TO $GSY.TO $TFII.TO Want to invest in Canadian companies with the potential for growth Check out our latest blog where we unveil the top picks that have soared 10X in just [--] years https://t.co/vOzhGZaHGQ #Investing #CanadianStocks #Growth Want to invest in Canadian companies with the potential for growth Check out our latest blog where we unveil the top picks that have soared 10X in just [--] years https://t.co/vOzhGZaHGQ #Investing #CanadianStocks #Growth" [X Link](https://x.com/NotMarkLeonard/status/1765067437471592796) 2024-03-05T17:30Z [---] followers, [----] engagements "@sidecarcap [----] - $188 million [----] - $329 million [----] - $631 million [----] - $688 million [----] - $628 million - wrote letter [----] - $1517 million π [----] - $1875 million" [X Link](https://x.com/NotMarkLeonard/status/1765085869428330630) 2024-03-05T18:43Z [---] followers, [---] engagements "@CJ0pp3l Need an update on here soon" [X Link](https://x.com/NotMarkLeonard/status/1766511673987256342) 2024-03-09T17:09Z [----] followers, [---] engagements "@LibertyRPF Same A few Im looking forward to coming soon: [--] Body Problem (March [--] Netflix) Fallout (April [--] Prime)" [X Link](https://x.com/NotMarkLeonard/status/1766691039975211068) 2024-03-10T05:02Z [----] followers, [---] engagements "@bill_esbenshade @ColinKeeley @CompTortoise Good info Im not concerned about it they already have it incorporated into many product offerings or have acquired companies focused on it and imagine its a net benefit to a company like them in the end as laid out" [X Link](https://x.com/NotMarkLeonard/status/1767749269094560126) 2024-03-13T03:07Z [----] followers, [---] engagements "$CSU Vanson Technology Services Inc. acquired by CORA Group (subsidiary of Constellation.) The transaction closed March [--] 2024" [X Link](https://x.com/NotMarkLeonard/status/1768052202298388875) 2024-03-13T23:11Z [----] followers, [---] engagements "New books to get intoπ 1Material World π 2Dear Shareholder The BEST EXECUTIVE LETTERS from Warren Buffett Prem Watsa & other great CEO **Mark Leonard included of course @CunninghamProf on the BOD for $CSU may need to adjust that title π" [X Link](https://x.com/NotMarkLeonard/status/1768352597142818859) 2024-03-14T19:04Z [----] followers, [---] engagements "π @5iresearchdotca report on $TVK.TO 10-year annualized return of 31.6% crediting shrewd capital allocation without relying on multiple expansion TVK stands out as a unique serial acquirer with a consistent dividend growth its journey as a long-term compounder is just beginning" [X Link](https://x.com/NotMarkLeonard/status/1768381575560073260) 2024-03-14T20:59Z [----] followers, [----] engagements "@plasticnewt3 A few π $CSU.TO $TOI.V $LMN.V $TFII.TO $BYD.TO $ATD.TO $WCN.TO $WSP.TO $GSY.TO $HPS.A $TVK.TO" [X Link](https://x.com/NotMarkLeonard/status/1768723873137041585) 2024-03-15T19:40Z [----] followers, [----] engagements "@deepvalueco @plasticnewt3 This was more in response to the comment about ppl being bearish about Canadian stocks and highlighting some π I like. Correct though this isnt necessarily the ones to benefit from possible political changes but it shouldnt hurt them" [X Link](https://x.com/NotMarkLeonard/status/1768729934816546933) 2024-03-15T20:04Z [----] followers, [--] engagements "Great read on AI and Consciousness - DishBrain is a thing π (Watts novels called this if anyone has read them) "Everyone knows AIs are dangerous" Peter Watts writes. "Fewer people admit that AIs are intelligentnot yet anywayand even fewer that they might be conscious." https://t.co/RaJR3gphEO "Everyone knows AIs are dangerous" Peter Watts writes. "Fewer people admit that AIs are intelligentnot yet anywayand even fewer that they might be conscious." https://t.co/RaJR3gphEO" [X Link](https://x.com/NotMarkLeonard/status/1768745779026436371) 2024-03-15T21:07Z [----] followers, [---] engagements "@DakotasTwits Great Lego piece π€©" [X Link](https://x.com/NotMarkLeonard/status/1768762137508270184) 2024-03-15T22:12Z [----] followers, [--] engagements "@DakotasTwits @permastonks πβ" [X Link](https://x.com/NotMarkLeonard/status/1768762320149213674) 2024-03-15T22:12Z [----] followers, [---] engagements "@DakotasTwits @permastonks Haha hand up for being the one who made with AI that Lego set. But yes definitely long Sygnity and of course $CSU $TOI $LMN" [X Link](https://x.com/NotMarkLeonard/status/1768763192178532782) 2024-03-15T22:16Z [----] followers, [---] engagements "@DakotasTwits @permastonks And now $CPH.TO props to you it popped on my feed so many times over the months and your conviction made me do what I hate to do and buy it without knowing enough I got fomo and its paid off for once" [X Link](https://x.com/NotMarkLeonard/status/1768764457411285254) 2024-03-15T22:21Z [----] followers, [---] engagements "@DakotasTwits @permastonks Absolutely π" [X Link](https://x.com/NotMarkLeonard/status/1768775211250225658) 2024-03-15T23:04Z [----] followers, [---] engagements "@DakotasTwits Take up golf and youre all set" [X Link](https://x.com/NotMarkLeonard/status/1768990209750757403) 2024-03-16T13:18Z [----] followers, [---] engagements "Vesta Software Group acquisition of Bker-Soft Informatika Kft. a leading provider & developer of complete software solutions for Hungarian healthcare institutions products include fully integrated & comprehensive patient management & radiology software systems March [--] $CSU π₯" [X Link](https://x.com/NotMarkLeonard/status/1769463579302891943) 2024-03-17T20:39Z [----] followers, [---] engagements "Romulus Co-Presidents Scott Smith & Tom George π recognized in 2024s Swanepoel Power [---] Named among the most powerful & influential executives in real estate they stand as exemplars of proptech and fintech leaders πΌ $CSU.TO" [X Link](https://x.com/NotMarkLeonard/status/1769878558208356438) 2024-03-19T00:08Z [----] followers, [---] engagements "@LibertyRPF Absolutely love the book and definitely looking Forward to this" [X Link](https://x.com/NotMarkLeonard/status/1770278534314897561) 2024-03-20T02:37Z [----] followers, [---] engagements "@BarrySchwartzBW Tell him he was onto something. I came across these last year not sure what it meant" [X Link](https://x.com/NotMarkLeonard/status/1770280110752444489) 2024-03-20T02:44Z [----] followers, [---] engagements "@pb_steele Claude [--] Sonnet free version beats GPT-4 for code by quite a bit with my testing so far. But I am not an expert haha" [X Link](https://x.com/NotMarkLeonard/status/1770286433019842574) 2024-03-20T03:09Z [----] followers, [---] engagements "@MichaelWil20607 @Alphanso_AI Looks cool nice job" [X Link](https://x.com/NotMarkLeonard/status/1770943694272643314) 2024-03-21T22:40Z [----] followers, [--] engagements "Cultura Technologies acquired π£ Agiboo BV a leading commodities trade & risk management (CTRM) solution provider for global agribusinesses expanding Cultura's reach in sugar coffee cocoa grains & oilseeds Founded in [----] headquartered in The Netherlands π $CSU.TO" [X Link](https://x.com/NotMarkLeonard/status/1771528095264043017) 2024-03-23T13:23Z [----] followers, [---] engagements "Love this time of year Spring's in the air which means its earnings season π soon The Masters is just around the corner bringing that classic golf magicβ³ Then cottage time π₯ and NHL playoffs are about to kick into high gear π ππ #LeafsForever dont say it" [X Link](https://x.com/NotMarkLeonard/status/1772996274213486660) 2024-03-27T14:37Z [----] followers, [---] engagements "@SuperMarius19 @3Plantey2 So rough haha. $HPS just rebranded a year ago before that it was hurting too but $HMM is low key. No earnings calls. Their releases are very low in info they just do their thing which I do like. [---] years and still going strong" [X Link](https://x.com/NotMarkLeonard/status/1773368183757443507) 2024-03-28T15:14Z [----] followers, [---] engagements "@DakotasTwits @PaulAndreola They are a Leader in dry type transformers and benefiting from electrification tailwinds Expanded manufacturing recently and currently to meet demand they dont issue shares/dilute. Gaining more momentum and investor eyes and keeps executing" [X Link](https://x.com/NotMarkLeonard/status/1773480504521531532) 2024-03-28T22:41Z [----] followers, [---] engagements "@DakotasTwits @PaulAndreola Few acquisitions working out well" [X Link](https://x.com/NotMarkLeonard/status/1773480712252891230) 2024-03-28T22:42Z [----] followers, [--] engagements "@JulienHoez π" [X Link](https://x.com/NotMarkLeonard/status/1773533877102936340) 2024-03-29T02:13Z [----] followers, [--] engagements "Bought a $30 CAD Raspberry Pi Zero [--] W to teach my son(6) about coding etc Blows my mind what it can do using pi desktop OS remotely w/ phone running python scripts w/ NHL API seamlessly Bluetooth and wifi a quad-core 64-bit ARM Cortex-A53 processor at 1GHz and 512MB of SDRAM" [X Link](https://x.com/NotMarkLeonard/status/1773711862779023516) 2024-03-29T14:00Z [----] followers, [---] engagements "L6 (Leonard family holdco) & $PNP.TO picking up decent positions in $TBRG in late March. π https://t.co/EVCmqoKaDN https://t.co/p2roLtXphG @permastonks @CJ0pp3l L6 (Leonard family holdco) & $PNP.TO picking up decent positions in $TBRG in late March. π https://t.co/EVCmqoKaDN https://t.co/p2roLtXphG @permastonks @CJ0pp3l" [X Link](https://x.com/NotMarkLeonard/status/1775215515264311569) 2024-04-02T17:35Z [----] followers, [----] engagements "$LMN.V Lumines purchase today π― Casa Systems undergoing a Chapter [--] process has agreed to sell its Axyom Cloud Native 5G Core Software & RAN Assets marking Lumine Group's 14th corporate carve-out in the communications and media sector" [X Link](https://x.com/NotMarkLeonard/status/1775514518740742608) 2024-04-03T13:23Z [----] followers, 10.2K engagements "@BerkelKip @CJ0pp3l @pedroleongarci2 Great work thanks for sharing" [X Link](https://x.com/NotMarkLeonard/status/1775566500931215792) 2024-04-03T16:50Z [----] followers, [--] engagements "@BerkelKip They found a cable buyer Casa Systems to sell off its cable business As part of a court-supervised Chapter [--] sale process Casa Systems has entered deals to sell its cable business to Vecima Networks under a stalking-horse bid of $20 million" [X Link](https://x.com/NotMarkLeonard/status/1775566723443196265) 2024-04-03T16:51Z [----] followers, [---] engagements "$LMN.V h/t @BerkelKip With respect to Lumine's $LMN purchase of $CASA's Cloud+RAN assets a quick read of the 3Q press release suggests these were the "good" assets. https://t.co/lkzpOdFqwJ With respect to Lumine's $LMN purchase of $CASA's Cloud+RAN assets a quick read of the 3Q press release suggests these were the "good" assets. https://t.co/lkzpOdFqwJ" [X Link](https://x.com/NotMarkLeonard/status/1775566901659234561) 2024-04-03T16:51Z [----] followers, [---] engagements "@bill_esbenshade @ColinKeeley @CompTortoise $CSU with its vast proprietary data across a myriad of sectors can leverage AI to offer highly specialized solutions outperforming in innovation and efficiency. In the end like Google or Microsoft their unique data sets are a competitive edge" [X Link](https://x.com/NotMarkLeonard/status/1776236410334314786) 2024-04-05T13:12Z [----] followers, [---] engagements "$HPS.A Hammond Power Solutions π₯ π This used to be a microcap. $HPS.T https://t.co/x0kPJZYA7I This used to be a microcap. $HPS.T https://t.co/x0kPJZYA7I" [X Link](https://x.com/NotMarkLeonard/status/1777507450318446704) 2024-04-09T01:22Z [----] followers, [----] engagements "With more than a hundred top-tier customers worldwide hundreds of thousands of device models recognized and billions of endpoints under administration Motive has the scale expertise and experience required to lead the device and service management market $LMN.V Lumine/Nokia $LMN.V and Nokia Deal closed today (announced in December) The businesses will be branded under the restored brand Motive and will operate as an autonomous stand-alone business unit within Lumine Group $LMN.V and Nokia Deal closed today (announced in December) The businesses will be branded under the restored brand Motive" [X Link](https://x.com/NotMarkLeonard/status/1777693557970575551) 2024-04-09T13:42Z [----] followers, [----] engagements "@LibertyRPF Amazon decided to release all [--] episodes tomorrow π" [X Link](https://x.com/NotMarkLeonard/status/1777704883312902561) 2024-04-09T14:27Z [----] followers, [---] engagements "@Invesquotes Hey Leandro where specifically did they say this They did mention demand still stretching industry capacity and therefore price increases helped with revenue but cant find them discussing lack of pricing power. Would like to read up on it" [X Link](https://x.com/NotMarkLeonard/status/1777870393874743631) 2024-04-10T01:25Z [----] followers, [---] engagements "ADF Group $DRX.TO earnings π Revenues $331.0 million up 32% π° Net income was $37.6 million 152% π Gross margin from 14.2% to 22.0% π€ Adjusted EBITDA $55.9 million 114% π΅ Cash flow from operations $77.9 million π Order backlog a record $510.9 million" [X Link](https://x.com/NotMarkLeonard/status/1778412691578597886) 2024-04-11T13:20Z [----] followers, [--] engagements "Constellation Software gets grant for gesture recognition system for content presentation in physical environments π€" [X Link](https://x.com/NotMarkLeonard/status/1781361561585525239) 2024-04-19T16:37Z [----] followers, [----] engagements "@Namohouseshop @DakotasTwits I blame you for this ad haha" [X Link](https://x.com/NotMarkLeonard/status/1781481007780167834) 2024-04-20T00:32Z [----] followers, [----] engagements "@PaulAndreola Looks a little too familiar as a #LeafsForever fan π«£" [X Link](https://x.com/NotMarkLeonard/status/1782960410179641453) 2024-04-24T02:31Z [----] followers, [---] engagements "$CLS.TO Earnings Q1 π° π $2.21B in revenue up 20% π΅ EPS doubled to $0.86 π Strong global demand boosts outlook from $8.5B to $9.1B πΈ Free cash flow soared to $65.2M π― ROIC impressive at 24.8% yo from [----] π Improving Operating margins from 5.2% to 6.2% #Celestica β¨ Kicking myself for this one $CLS.TO Celestica Inc https://t.co/iT77U7itI9 Kicking myself for this one $CLS.TO Celestica Inc https://t.co/iT77U7itI9" [X Link](https://x.com/NotMarkLeonard/status/1783315361070297515) 2024-04-25T02:01Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@NotMarkLeonard ⨠Constellation Hathaway Capital⨠Constellation Hathaway Capital posts on X about $csuto, $csu, acquisition, constellation the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance stocks countries technology brands currencies travel destinations cryptocurrencies nhl social networks celebrities
Social topic influence $csuto #13, $csu, acquisition, constellation #50, $toiv #2, $lmnv #5, ai, in the, company, investment
Top accounts mentioned or mentioned by @cj0pp3l @libertyrpf @nicoperjes @5iresearchdotca @pythiar @mosinvesting @berkelkip @michaelgielkens @jerrycap @simonw @permastonks @quartrapp @dakotastwits @barryschwartzbw @kairospraxis @3plantey2 @bruss008 @stonkmetal @arenamancapital @masicapital
Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Danaher Corporation (DHR) Nokia Corporation (NOK) TFI International Inc. (TFII) Thomson Reuters Corporation (TRI) InterDigital, Inc. (IDCC) Verizon Communications Inc. (VZ) Decentral Games ICE (ICE) Tyler Technologies, Inc. (TYL) TransDigm Group, Inc. (TDG)
Top posts by engagements in the last [--] hours
"Barclays on ICE/BKI sale of Optimal Blue (OB) for $700M to $CSU.TO. This compares to an implied value of $3B from BKI's two-step acquisition of OB in 20&22. We believe the sale price is [--] LTM EBITDA vs. BKI paying 33x LTM EBITDA and 29x LTM EBITDA.π #markymarkleonard"
X Link 2023-08-09T01:35Z [---] followers, [---] engagements
"Trapeze is CSI first acquisition now part of Volaris. #neversell Contract started in [----] Annual escalator [--] % increase = Response by LA: To provide continuity of operations for the Transportation Services Division ITD authorized and approved the payment to Trapeze"
X Link 2023-08-28T16:44Z [----] followers, [----] engagements
"Aug [--] - FTC said it had secured a settlement resolving antitrust concerns over Intercontinental Exchange's $ICE proposed purchase of Black Knight $BKI The settlement ensures $BKI divestiture of Empower and Optimal Blue $CSU.TO unit Constellation Web Solutions Inc $CSU π€"
X Link 2023-08-31T19:48Z [----] followers, [----] engagements
"@JerryCap Well hey it is public but I dont want to upset the π clearly I respect the man. So email sent I do have a few questions for him anyways about some early companies they parted ways with so hope he responds. Also hope he hasnt changed his email since 1999"
X Link 2023-09-07T01:38Z [---] followers, [--] engagements
"Website says Nathan Grace Holdings Ltd is a privately held business that owns the Chevin Fleet Solutions business group amongst other activities. developed the first web-based fleet system and continue to offer cutting-edge fleet technology"
X Link 2023-09-07T03:16Z [---] followers, [--] engagements
"Established in [----] in a small town in the heart of the UK software solutions are used in over 180-countries to manage more than 2-million vehicles and associated assets. Our smart solutions keep fleets moving delivering the needs of today and meeting the demands of tomorrow"
X Link 2023-09-07T03:18Z [---] followers, [--] engagements
"@DLSermersheim Keep it up. Quick chart - Try chatgpt using code interpreter or now known as advanced data analysis. Just a copy paste of your stuff so may not be great but just asked it to create a chart of dividend growth data"
X Link 2023-09-09T01:47Z [---] followers, [---] engagements
"Perseus Group Completes Acquisition of $BKI Empower & $ICE Optimal Blue Business β‘ joins Romulus Group of Perseus β¨ we have assembled an incredible portfolio of companies and products in the mortgage software space Empower LOS Optimal Blue NOVA LOS Reverse Vision & Axacore"
X Link 2023-09-15T14:00Z [----] followers, [---] engagements
"π Optimal Blue PPE used by thousands of originators to lock 42% of mortgages in the U.S. +390 MILLION QUOTES ANNUALLY Now under Perseus OG β‘ Romulus Group had [--] companies now [--] adding Optimal Blue and Dark Matter Technologies (Black Knight LOS) β¨ $CSU $BKI"
X Link 2023-09-15T18:54Z [----] followers, [---] engagements
"Leonard on $CSU execs serving on external boards $CMG $OPT π―π― Constellation π― π― December [----] Redknee Solutions and $CSU sign $80 million π΅ deal β2 weeks later Redknee terminates deal signs $83 million deal w/ ESW Capital πΈ ESW runs them like π©π - March [----] ESW is bought out π same month Barry Symons of $CSU.TO elected to BOD https://t.co/HX4UieLhT6 Constellation π― π― December [----] Redknee Solutions and $CSU sign $80 million π΅ deal β2 weeks later Redknee terminates deal signs $83 million deal w/ ESW Capital πΈ ESW runs them like π©π - March [----] ESW is bought out π same month"
X Link 2023-09-15T20:30Z [----] followers, [---] engagements
"Products and Services Related to the Empower Business π $CSU $BKI"
X Link 2023-09-16T00:19Z [----] followers, [---] engagements
"Empower has an estimated market share of around 10-15% after ICEs Encompass which takes up about [--] to 45% of market share $CSU"
X Link 2023-09-19T00:49Z [---] followers, [---] engagements
"@BerkelKip @hurdle_rate Ive been digging more into Damien more because its quite interesting knowing how little Mark lets out about his family he is on Quorum Information Technologies Inc. (TSX-V: QIS) board and owns [---] % under Pinetree. L6 holdings is their family company"
X Link 2023-09-19T02:31Z [---] followers, [---] engagements
"Topicus $TOI.V earnings πͺ Cash flows from operations 14.6M to 25.5M compared to 10.9M in Q3 [----] an increase of 134%. Free cash flow available to shareholders [---] million to [---] million compared to negative [---] million in Q3 [----]. Organic growth of 8%"
X Link 2023-11-02T23:39Z [---] followers, [----] engagements
"5iResearch on $TOI.V who have been huge fans of $CSU for the 10+ years following them. "The balance sheet is strong with a net debt of Euro 150M and a net debt/EBITDA of 0.8x.a solid quarter with strong organic growth (strongest among all the CSU's companies)""
X Link 2023-11-03T18:45Z [---] followers, [----] engagements
"@bnemethbrown @5iresearchdotca Agreed I had the same thought that there would be more distressed companies potentially but their lack of deployment in one quarter isnt a concern I trust they are on the hunt and will pounce when ready. But current conditions can/should make patience pay off"
X Link 2023-11-04T02:31Z [---] followers, [--] engagements
"@CJ0pp3l $GSY is a well run company been a fan and in and out before. Usually it has some nice opportunities each year when market overreacts to interest rate legislation or other factors. Economy either good or bad they seem to just execute. $LSPD is in a losers race"
X Link 2023-11-08T15:59Z [---] followers, [---] engagements
"1 April [--] [----] Constellation plans 40-million IPO [--] May [--] [----] Constellation to go public in $80-million share offering"
X Link 2023-11-14T20:48Z [---] followers, [----] engagements
"$CSU and current competitor $TYL Tyler Technologies were fighting for companies 20+ years ago. π€Ί Both were shareholders of HTE Inc 2000-2002. Mark Leonard was BIG GAME hunting a $90 million USD offer made in [----]. π― No luck as sold to Sunguard for $121 million"
X Link 2023-11-17T16:31Z [----] followers, [----] engagements
"@eyesigh557 @CJ0pp3l @Invesquotes @PythiaR π"
X Link 2023-11-21T16:10Z [---] followers, [--] engagements
"@elonmusk Sounds very scary Though only performing math on the level of grade-school students acing such tests made researchers very optimistic about Q*s future success the source said"
X Link 2023-11-23T01:50Z [---] followers, [--] engagements
"@PythiaR Sounds scary haha Though only performing math on the level of grade-school students acing such tests made researchers very optimistic about Q*s future success the source said"
X Link 2023-11-23T01:53Z [---] followers, [---] engagements
"Mark Leonards early life I grew up got strapped by principals I challenged teachers π I left home early I had a bootlegged radio license π΄β I built a π₯FLAMETHROWERπ₯ I did things that werent acceptable to lots of people"
X Link 2023-11-23T14:49Z [---] followers, [----] engagements
"@CanadaKaz @JerryCap π©"
X Link 2023-12-04T00:15Z [---] followers, [--] engagements
"Publix Employees Federal Credit Union is now using Dark Matter Technologies mortgage lending software to streamline its lending operations and maximize productivity. The contract signing is the first under Dark Matters new corporate structure $CSU"
X Link 2023-12-05T16:31Z [---] followers, [---] engagements
"@Chrisbagmancap π"
X Link 2023-12-05T16:44Z [---] followers, [--] engagements
"@modestproposal1 Absolutely insane and sad these are so called leaders"
X Link 2023-12-06T02:19Z [---] followers, [---] engagements
"@CJ0pp3l Let alone these very institutions hide behind free speech and cannot condemn calling for genocide on campus. Wild and crazy stuff"
X Link 2023-12-06T14:13Z [---] followers, [---] engagements
"@VontasTech a Modaxo company part of Volaris Group today announced the acquisition of Orion Labs a voice-first collaboration platform expandingVontas OnTransit solution with a communications module for a constant flow of information and real-time situational awareness. $CSU"
X Link 2023-12-13T00:25Z [---] followers, [---] engagements
"@lefkada4ever only one thats close is Damien Leonard (Marks son) running Pine Tree capital. Former VP at Volaris (Shezad Okhai) was there 2021- summer [----] recently left for a company they invest in Bravura. $PNP.TO is the symbol"
X Link 2023-12-14T19:53Z [---] followers, [--] engagements
"$GSY.TO goeasy Ltd. Not a sexy name or business but they execute every quarter and its since breaking through $130"
X Link 2023-12-14T21:35Z [---] followers, [---] engagements
"$CSU π£ Volaris Group acquired Delacon a leading provider of Call Tracking Call Management & Speech Analytics solutions. Working with businesses enterprises agencies and government organizations globally headquartered in Sydney & with a support & development office in India"
X Link 2023-12-20T01:38Z [---] followers, [---] engagements
"@PythiaR Such waste"
X Link 2023-12-20T13:32Z [---] followers, [---] engagements
"π€πΆπ°$LMN.V"
X Link 2023-12-20T13:34Z [---] followers, [---] engagements
"2nd carve-out from Nokia Motive purchased as part of Nokias US$16.5 billion acquisition of Alcatel-Lucent who purchased Motive for US$67.8M in [----] Mformation -notably sued RIM in [----] awarded $147M in damages later overturned. Alcatel-Lucent in [----] prior to Nokias takeover"
X Link 2023-12-20T13:47Z [---] followers, [----] engagements
"@BerkelKip @CJ0pp3l Haha we are on the same path havent been able to track it down"
X Link 2023-12-20T13:58Z [---] followers, [---] engagements
"Listen to Software Symphony on SunoAI π΅ a $CSU banger. Bored at work and a cool new tool. Seems like a new one each day"
X Link 2023-12-20T18:44Z [---] followers, [---] engagements
"Missed yesterdays acquisition by Harris as well. Keeping busy before Christmas π
π HARRIS ACQUIRES INSURTECH SOFTWARE PROVIDER AQS LLC"
X Link 2023-12-22T23:22Z [---] followers, [---] engagements
"$CSU Modaxo to acquire the Curbside Management and Public Safety Businesses from Conduent Incorporated $CNDT Provides parking management systems to the public sector while their Public Safety business provides traffic management solutions"
X Link 2023-12-28T16:59Z [---] followers, [----] engagements
"@GSinghInvesting The first [--] points"
X Link 2023-12-31T22:03Z [---] followers, [--] engagements
"@MoS_Investing"
X Link 2024-01-02T13:04Z [--] followers, [--] engagements
"$CSU snags π£ another one Harris a global vertical market software provider announced today the acquisition of Modyo SpA (Modyo) leaders in next-generation frontend platforms used to build engaging web and mobile applications for mission-critical business systems"
X Link 2024-01-03T16:26Z [----] followers, [----] engagements
"Was π Jonas Software has been quiet. Missed this π° Dec-21 of Rental Car Manager π a leading provider of car rental management software that is easily scalable & seamlessly integrates w/ websites This marks Jonas Softwares 1st step into car rental management vertical π $CSU"
X Link 2024-01-03T16:54Z [--] followers, [---] engagements
"$LMN.V π€Nokia deal Service management platform = device customer care product used in more than [---] deployments covering more than π1 billion devices π Device management = software designed to help communication SP remotely manage home broadband access devices & IoT sensors"
X Link 2024-01-03T17:05Z [---] followers, [----] engagements
"@SleepwellCap @BillBrewsterTBB This"
X Link 2024-01-06T00:42Z [--] followers, [---] engagements
"@UpslopeCapital Haha nice. We have this whole set [--] year old son loves em"
X Link 2024-01-06T03:22Z [--] followers, [--] engagements
"$CSU from January [--] π£ HARRIS ACQUIRES PHOENIXSOFT; A SOFTWARE SWITCHING SOLUTION AND CLOUD-BASED COMMUNICATION PLATFORM IN THE TELECOMMUNICATIONS AND VOIP INDUSTRIES"
X Link 2024-01-09T00:11Z [---] followers, [----] engagements
"Jonas Software - year in review $CSU"
X Link 2024-01-10T19:40Z [---] followers, [----] engagements
"Love reading these π»$CSU articles nice find @MarceloPLima. Grant's is such a useful contra. Here's a bearish piece on $CSU from [----] when it was C$600: https://t.co/uAZtd4Awx4 Grant's is such a useful contra. Here's a bearish piece on $CSU from [----] when it was C$600: https://t.co/uAZtd4Awx4"
X Link 2024-01-12T23:08Z [---] followers, [---] engagements
"$CSU Managment π§ π Mark Leonard (BSc MBA) Guelph & Western Jamal Baksh (Math ) Waterloo π Mark Miller Exec Marketing) McMaster & Ivey 𧬠Bernard Anzarouth (B.Eng MBA) McGill β Farley Noble (B.B.A. Honors) Laurier π"
X Link 2024-01-12T23:27Z [---] followers, [---] engagements
"@sshahi76338702 #characterlimits haha"
X Link 2024-01-12T23:47Z [---] followers, [--] engagements
"Harris January 9th acquisition. π£ $CSU"
X Link 2024-01-13T02:21Z [----] followers, [---] engagements
"$CSU Jonas Software π£ Vertus Group Announces Acquisition of Tangerine Global January 10"
X Link 2024-01-13T02:26Z [--] followers, [---] engagements
"@BillBrewsterTBB"
X Link 2024-01-13T13:42Z [---] followers, [---] engagements
"@NadavClaude @LionCubsFund They $CSU acquire and perpetually own the VMS companies they buy. They may buy from public companies but they dont maintain the public companies stock or any investment in them. They wholly own the piece of business they purchase and run on its own"
X Link 2024-01-13T13:53Z [---] followers, [--] engagements
"$LMN.V As we shift our focus on the opportunities [----] bringswed like to take a moment to reflect on the learnings success and evolution [----] brought. Explore our [----] Year-in-Review here: https://t.co/YETbHWbRwd https://t.co/dxXQDQgYzJ As we shift our focus on the opportunities [----] bringswed like to take a moment to reflect on the learnings success and evolution [----] brought. Explore our [----] Year-in-Review here: https://t.co/YETbHWbRwd https://t.co/dxXQDQgYzJ"
X Link 2024-01-17T03:56Z [---] followers, [---] engagements
"$HPS.A Hammond Power Solutions still on π₯ Earnings in March otherwise not much news as it normally just goes about business. @ErnestWongBWM $HPS.A Hammond Power Solutions [--] P/E some nice momentum and innovating energy-efficient transformers & reactors for industries like renewable energy data centers & automation. https://t.co/MJ4GJdKbaM @ErnestWongBWM $HPS.A Hammond Power Solutions [--] P/E some nice momentum and innovating energy-efficient transformers & reactors for industries like renewable energy data centers & automation. https://t.co/MJ4GJdKbaM"
X Link 2024-01-17T18:29Z [---] followers, [----] engagements
"@FrozenTools Yep not working"
X Link 2024-01-24T13:36Z [---] followers, [--] engagements
"$CSU πͺ [--] SBC β
β
β
[--] buybacks β
Which means they can deploy that FCFA2S π Stock-based compensation (SBC) dilutes ownership for existing shareholders. For example Qualys's SBC increased share count by 39% over the last [--] years. - - Some companies issue SBC but refuse to let it dilute shareholders so also engage in buybacks. For example https://t.co/8WW2xdAs4J Stock-based compensation (SBC) dilutes ownership for existing shareholders. For example Qualys's SBC increased share count by 39% over the last [--] years. - - Some companies issue SBC but refuse to let it dilute shareholders so also"
X Link 2024-01-24T18:35Z [---] followers, [----] engagements
"@stonkmetal Never a fan of diluting but kind of accept it under certain circumstances but marvel at how CSU does it"
X Link 2024-01-24T18:40Z [---] followers, [--] engagements
"@stonkmetal @borrowed_ideas said it best about capital allocation and how executives talk about "buying back shares to offset dilution""
X Link 2024-01-24T18:51Z [---] followers, [---] engagements
"@stonkmetal @borrowed_ideas Agreed"
X Link 2024-01-24T19:09Z [---] followers, [---] engagements
"@NicoperJES"
X Link 2024-01-24T21:21Z [---] followers, [--] engagements
"@permastonks No plans for it with Leonard at the helm based on previous commentary. But I feel best case is they always have more then enough opportunities to deploy FCF at hurdle rates and all is good π"
X Link 2024-01-24T23:52Z [---] followers, [---] engagements
"Boring small cap No earnings calls or really any IR π Hammond Manufacturing $HMM.A operating since 1917: Masters of the quiet game in electronics. No buzz just business - building components and spinning off $HPS.A both hitting ATH π volume β‘ #Electrification of π π"
X Link 2024-01-26T16:29Z [---] followers, [----] engagements
"@cryptolosse Id say HPS has more upside but depends what you are looking for as both have really run and could cool down I like to have a bit of both"
X Link 2024-01-26T17:19Z [---] followers, [---] engagements
"@cryptolosse Earnings will shed more light they have no coverage and no news so tough to say. Trajectory is with increased capacity but hard to tell they dont give much"
X Link 2024-01-26T23:58Z [---] followers, [--] engagements
"$CSU π° April [--] [----] Constellation plans $40-million IPO https://t.co/h2hoPSBbNu $CSU π° April [--] [----] Constellation plans $40-million IPO https://t.co/h2hoPSBbNu"
X Link 2024-01-27T16:17Z [---] followers, [---] engagements
"September [----] - almost sold stock βπ΅ Constellation Software has dropped plans to try to sell stock to raise cash because of un-favourable pricing and market conditions. $CSU.TO"
X Link 2024-01-27T16:20Z [---] followers, [---] engagements
"@justmad @P123Finance π€£"
X Link 2024-01-27T16:51Z [---] followers, [--] engagements
"@tonystock_yt Sorry for the reminder haha. You and me both wish we bought $CSU then"
X Link 2024-01-27T18:46Z [---] followers, [---] engagements
"A month later Constellation to go public in $80-million share offering $CSU π° April [--] [----] Constellation plans $40-million IPO https://t.co/h2hoPSBbNu $CSU π° April [--] [----] Constellation plans $40-million IPO https://t.co/h2hoPSBbNu"
X Link 2024-01-28T01:15Z [---] followers, [---] engagements
"@PaulAndreola $HPS.A and $HMM.A the Hammond Family"
X Link 2024-01-28T02:22Z [---] followers, [---] engagements
"@CJ0pp3l Haha I was at Western university then too and if only priorities were different then"
X Link 2024-01-28T02:54Z [--] followers, [---] engagements
"1 month later Constellation to go public in $80-million share offering $CSU π° April [--] [----] Constellation plans $40-million IPO https://t.co/h2hoPSBbNu $CSU π° April [--] [----] Constellation plans $40-million IPO https://t.co/h2hoPSBbNu"
X Link 2024-01-28T05:07Z [---] followers, [---] engagements
"5iResearch on $HMM.A Hammond Manufacturing π @5iresearchdotca"
X Link 2024-01-30T04:16Z [---] followers, [---] engagements
"$CSU Acquisition π£ π₯Pacific Medical Management Servicesπ€ Harris Computer PacMed's offerings create end-to-end Revenue Cycle Management (RCM) services for the ambulatory π market that ensure timely and optimal compensation π΅for healthcare services"
X Link 2024-01-31T16:29Z [---] followers, [---] engagements
"@breadcrumbsre @PythiaR π― And it hallucinates things that sound legit that arent at all. Its a very powerful tool but ppl who rely fully on it are using it wrong"
X Link 2024-01-31T16:50Z [---] followers, [--] engagements
"@breadcrumbsre POWL EPS $1.98 beats $1.17 est. Record $1.3B backlog supports to [----]. Strong oil gas LNG demand. Cyclical earnings a risk but beauty quarter"
X Link 2024-02-04T14:43Z [---] followers, [---] engagements
"@PinkProfit This is the way"
X Link 2024-02-04T14:54Z [---] followers, [--] engagements
"@RadnorCapital Great info here thanks"
X Link 2024-02-06T14:41Z [---] followers, [--] engagements
"@CompTortoise $TDG"
X Link 2024-02-06T15:50Z [----] followers, [---] engagements
"@jimmyasoni @LibertyRPF @FoundersPodcast A wise man"
X Link 2024-02-07T16:05Z [---] followers, [--] engagements
"@wolfejosh Life and cosmos share a secret rhythm of existence sculpting life from micro to macro"
X Link 2024-02-08T01:49Z [---] followers, [--] engagements
"@PythiaR Thank you π"
X Link 2024-02-09T04:11Z [---] followers, [---] engagements
"@TidefallCapital I feel there are a few but one I was recently reminded of: If you want to have a better performance than the crowd you must do things differently from the crowd. Sir John Templeton"
X Link 2024-02-11T19:33Z [---] followers, [---] engagements
"Topicus acquisition $TOI.V by TSS π£February [--] Total Specific Solutions has acquired Digibis in Spain the digital management software company for libraries archives and Museums"
X Link 2024-02-13T13:06Z [---] followers, [----] engagements
"@adrivalue Absolutely"
X Link 2024-02-13T16:59Z [---] followers, [--] engagements
"$GSY.TO β
Goeasy Ltd. #GSY raises #dividend by 22%. Goeasy Ltd. #GSY raises #dividend by 22%"
X Link 2024-02-13T21:47Z [---] followers, [----] engagements
"$TOI.V Topicus earnings"
X Link 2024-02-13T22:26Z [---] followers, [----] engagements
"Corum Group [----] Global Tech M&A Report released. Constellation Software π₯in [----] shocker $CSU.TO $CSU"
X Link 2024-02-17T13:43Z [---] followers, [----] engagements
"Future spin Modaxo listed π @CJ0pp3l haha"
X Link 2024-02-17T13:44Z [---] followers, [---] engagements
"Update [----] $CSU is π₯completed [--] total π€ And capital πΈ Constellation has been named asπ₯on Corum Groups list of top strategic acquirers [--] years in a row: [----] - [--] acquisitions [----] - [--] acquisitions [----] - [--] acquisitions [----] - [--] acquisitions [----] - [--] acquisitions [----] - [---] acquisitions π [----] - 70+ so far https://t.co/DcyIs6HW9l Constellation has been named asπ₯on Corum Groups list of top strategic acquirers [--] years in a row: [----] - [--] acquisitions [----] - [--] acquisitions [----] - [--] acquisitions [----] - [--] acquisitions [----] - [--] acquisitions [----] - [---] acquisitions π [----] - 70+ so"
X Link 2024-02-17T13:47Z [---] followers, [----] engagements
"If anyone is interested"
X Link 2024-02-17T13:51Z [---] followers, [---] engagements
"@CJ0pp3l Interesting wonder why its different definitely not doubting you I know you follow it and would know Corum must exclude deals under a certain threshold as we know they like some small ones haha"
X Link 2024-02-17T14:08Z [---] followers, [---] engagements
"@CJ0pp3l @CorumGroup check those numbers π"
X Link 2024-02-17T14:11Z [---] followers, [---] engagements
"@AnalyzingAI The $CSU family of course but Old Dominion is a beast it has done incredibly well I have been reading more about them. Currently own $TFII a mini Old Dominion it seems they trade quite close (last [--] years)"
X Link 2024-02-18T19:31Z [----] followers, [---] engagements
"Finally some life in the young ones π Pinetree $PNP.TO cost and NAV per share as of 20/02/2024. Bravura $BVS.AX is paying off. They are ahead of their restructuring plan. https://t.co/0dhoOnJhkh Pinetree $PNP.TO cost and NAV per share as of 20/02/2024. Bravura $BVS.AX is paying off. They are ahead of their restructuring plan. https://t.co/0dhoOnJhkh"
X Link 2024-02-20T16:19Z [---] followers, [----] engagements
"@NicoperJES @agtigerPRO @Gubben89 This π―"
X Link 2024-02-20T16:23Z [---] followers, [--] engagements
"@lostlenor Read up on @NicoperJES timeline etc But mark Leonard ms son is president and he invests in a few related companies but makes other investments. Performance hasnt been anything wild but always fun to follow"
X Link 2024-02-20T17:12Z [---] followers, [--] engagements
"Optiva $OPT.TO Up 36% today and 180% YTD Zoom out and its not pretty Reminder some $CSU.TO π§ on the BOD β‘ Barry Symons"
X Link 2024-02-20T17:50Z [---] followers, [----] engagements
"@red_dog_capital See @NicoperJES he knows whats up Mainly results from holding Bravura $BVS.AX"
X Link 2024-02-20T18:14Z [---] followers, [---] engagements
"@Invesquotes I cant recall an acquisition from Japan"
X Link 2024-02-20T18:18Z [---] followers, [---] engagements
"@Invesquotes Sorry not quite a question unless you know but recall this coming out and was following it for a bit and then recall no news coming out and cant seem to find much"
X Link 2024-02-20T18:19Z [---] followers, [---] engagements
"@permastonks @PythiaR Not too late"
X Link 2024-02-20T18:21Z [---] followers, [--] engagements
"@Invesquotes Ok thanks"
X Link 2024-02-20T18:46Z [---] followers, [---] engagements
"@Investmentideen @ArneUlland Python script would do this quite easily ask chatgpt and it would whip this up in minutes"
X Link 2024-02-20T18:50Z [---] followers, [---] engagements
"@Investmentideen @ArneUlland Well maybe not easily as scraping multiple different sites can create more headaches. @dctanner would solve this much easier thinking more about it"
X Link 2024-02-20T18:52Z [---] followers, [---] engagements
"@hiddensmallcaps @marketplunger1 How is this true SBC is actually cash coming in the door to the company so its kind of a wash"
X Link 2024-02-21T04:20Z [---] followers, [---] engagements
"@hiddensmallcaps @marketplunger1 Non-cash expense no cash trades hands"
X Link 2024-02-21T13:24Z [---] followers, [---] engagements
"@hiddensmallcaps @marketplunger1 Fair point I took the comment as the more basic SBC not options or RSU but where company gets $0"
X Link 2024-02-21T14:46Z [---] followers, [--] engagements
"@borrowed_ideas @LibertyRPF This is great"
X Link 2024-02-21T16:31Z [---] followers, [---] engagements
"Cora Group (Jonas software division) [--] different business under Cora as of now launches Cora Legal Group. $CSU"
X Link 2024-02-22T03:25Z [---] followers, [---] engagements
"@CJ0pp3l Liked that part"
X Link 2024-02-22T03:34Z [---] followers, [---] engagements
"@pricedInValue I went on a DEEP dive into the history of $CSU a while ago and found a bunch of little nuggets but havent sat down to piece it all together to share but hope to soon"
X Link 2024-02-22T03:42Z [---] followers, [---] engagements
"Kicking myself for this one $CLS.TO Celestica Inc"
X Link 2024-02-22T17:51Z [----] followers, [----] engagements
"@NicoperJES Yes when mark miller was appointed in [----] I took a look and still follow it a bit bc of him haha. Not to deep into it though. You"
X Link 2024-02-22T19:17Z [----] followers, [---] engagements
"$LMN.V $TOI.V"
X Link 2024-02-22T21:05Z [---] followers, [----] engagements
"This was a nice opportunity [--] months after IPO and [--] months later its a double π Lumine Group $LMN.V looks good here. Could go lower of course but it wont stay like this for long. $CSU https://t.co/th3rGEEY7W Lumine Group $LMN.V looks good here. Could go lower of course but it wont stay like this for long. $CSU https://t.co/th3rGEEY7W"
X Link 2024-02-23T00:00Z [---] followers, [----] engagements
"@Gbaycapital A few winners here"
X Link 2024-02-23T13:10Z [---] followers, [--] engagements
"$CSU.TO currently $3700 is a 10-Bagger since February [----] [--] years ago π π After already at that time being a [--] bagger since IPO in [----] Results shown from February [--] [----] stock was $409 and was $370 [--] days before π° Article from the Globe and Mail March 2015"
X Link 2024-02-23T15:39Z [---] followers, [---] engagements
"@NicoperJES Reposting correctly"
X Link 2024-02-23T15:56Z [---] followers, [--] engagements
"Had quarter vs annual here. See new post"
X Link 2024-02-23T15:57Z [---] followers, [--] engagements
"@182Maxime Neither right now sitting tight. Dont post my portfolio but Im over 50% $CSU $TOI $LMN so no need to buy at these levels (for me)"
X Link 2024-02-23T16:11Z [---] followers, [---] engagements
"@Satistic01 For all growth I would side with Lumine being the smallest of the [--] and so far making the larger acquisitions (compared to Topicus)"
X Link 2024-02-23T18:45Z [---] followers, [---] engagements
"@CJ0pp3l @marketplunger1 @Bonhoeffer_KDS I follow @5iresearchdotca who like the name as well and then you so Ive been reading more about it. Here they comment after acquisition and then most recently January 2024"
X Link 2024-02-24T13:29Z [---] followers, [---] engagements
"@julien_c This looks awesome π"
X Link 2024-02-24T21:14Z [---] followers, [--] engagements
"@PythiaR @NestBetter @LaissezFaire416"
X Link 2024-02-28T04:13Z [---] followers, [--] engagements
"@PythiaR @NestBetter @LaissezFaire416 For sure Id say better than slim but Im biased. It can compound at 12+ % a year for [--] years. Include Spin-offs inflation as mentioned some organic growth they arent slowing down yet at deploying FCF and dont see it coming slowing anytime soon"
X Link 2024-02-28T04:27Z [---] followers, [---] engagements
"$CSU.TO π§ New Company Podcast Episode Released In this [--] minute discussion we cover everything Constellation Software From Mark Leonards key insight he learned at Venture West To an in-depth discussion on capital deployment And much much more Links in Next Tweet π https://t.co/6ZlVB1ip66 New Company Podcast Episode Released In this [--] minute discussion we cover everything Constellation Software From Mark Leonards key insight he learned at Venture West To an in-depth discussion on capital deployment And much much more Links in Next Tweet π https://t.co/6ZlVB1ip66"
X Link 2024-02-29T04:32Z [---] followers, [---] engagements
"$LMN.V Lumine Group π"
X Link 2024-02-29T15:44Z [---] followers, [---] engagements
"Gold-Vision has been acquired by Volaris Group $CSU.TO π£ Offering CRM Solutions"
X Link 2024-02-29T20:29Z [---] followers, [----] engagements
"@BerkelKip @Speedwell_LLC Loved the insight from it and thought the same"
X Link 2024-03-01T00:53Z [---] followers, [---] engagements
"@lefkada4ever I think @CJ0pp3l said csu has bought [--] European companies YTD and Topicus [--] so I guess not surprising but I know what you mean"
X Link 2024-03-01T02:31Z [---] followers, [---] engagements
"@NicoperJES @CJ0pp3l"
X Link 2024-03-01T02:57Z [---] followers, [---] engagements
"@StephenFrampto9 @NicoperJES has a good thread on $PNP.TO"
X Link 2024-03-03T01:17Z [---] followers, [----] engagements
"@MoS_Investing @CJ0pp3l @StephenFrampto9 I hold $PNP.TO but that being said Damien took over as CEO September [----] the stock was $4.60 September [--] [----]. It is $4.80 now close to [--] years later so tough to compare to $CSU at all. It became much more interesting [----] when Shezad Okhai moved there from Volaris"
X Link 2024-03-04T00:05Z [---] followers, [---] engagements
"@MoS_Investing @CJ0pp3l @StephenFrampto9 I guess but where would you start judging by then The comparisons (not yours) and/or hope of $csu returns just because of the Leonard name. Different companies obviously with one wanting to be the forever owner and the other an investor with power looking for a profitable exit"
X Link 2024-03-04T00:46Z [---] followers, [---] engagements
"@MoS_Investing @CJ0pp3l @StephenFrampto9 Agree π"
X Link 2024-03-04T02:21Z [---] followers, [---] engagements
"Perseus Operating Group of Constellation Software Completes Acquisition of Auto-IT Group market leading dealer management system provider for franchise automotive agriculture trucking and construction equipment markets $CSU.TO"
X Link 2024-03-04T16:34Z [---] followers, [---] engagements
"Leonard's vision in [----] foresaw how the Y2K software replacement cycle heralded the 'Golden Years' for VMS companies with revenue spikes but also growth limits due to the Y2K focus. He predicted a wave of consolidation π opportunities in the deregulating utility sector. $CSU"
X Link 2024-03-04T16:58Z [---] followers, [---] engagements
"$CSU.TO already owning Harris Computer systems focused on utilities billing and software and October [----] they link with utility. settlement Ontario to interface systems. Noting USO system is used in deregulated electricity markets"
X Link 2024-03-04T17:02Z [---] followers, [---] engagements
"Opportunity above all VMS100 Index Volume [--] [----] 1st Quarter - YTK details as noted before - acquire Friedman Corporation $22 million in revenue - Friedman + Emphasys = Vela Software [----] and FOG is a byproduct of this acquisition $CSU.TO"
X Link 2024-03-04T17:07Z [---] followers, [---] engagements
"Mark Leonards $CSU.TO π° Opportunity Above All [--] - VMS100 2nd quarter [----] Is an IPO for you - where he examines [--] VMS IPOs π§"
X Link 2024-03-05T00:22Z [---] followers, [----] engagements
"As @Quartr_App notes $CSU considered $JKHY the gold standard among VMS companies and you can see why after reading Mark Leonards case study on Jack Henry in [----] from his Opportunity Above All [--] π° titled Jack Henry & Associates: Our Gold Standard for VMS Companies Are you familiar with $JKHY Jack Henry & Associates is what $CSU considers to be a "gold standard" among VMS companies. In fact we challenge anyone to find a more consistent 35-year revenue and EBIT performance at rates at or above the 15% CAGR mark. And yes shareholders https://t.co/lFsRhFMArz Are you familiar with $JKHY Jack"
X Link 2024-03-05T00:31Z [----] followers, [----] engagements
"VMS100 in the 3rd Quarter [----] first page"
X Link 2024-03-05T00:32Z [---] followers, [---] engagements
"@lostlenor Imagine many dont understand or expect the loss and get spooked and organic growth negative. Its so early tho just ignore that noise"
X Link 2024-03-05T14:56Z [---] followers, [---] engagements
"@DoubleDrapes @lostlenor Cant argue that but there is always more to it with acqusitions. Either way we all want it to be positive. Recall $CSU had [--] straight years of negative growth [----] (-3%) and [----] (-2%) again in [----] (-3%)"
X Link 2024-03-05T15:51Z [----] followers, [---] engagements
"A few stocks I like on there π [--] stocks up 10X in [--] years $HPS.A $TVK.TO $HMM.A $CSU.TO $GSY.TO $TFII.TO Want to invest in Canadian companies with the potential for growth Check out our latest blog where we unveil the top picks that have soared 10X in just [--] years https://t.co/vOzhGZaHGQ #Investing #CanadianStocks #Growth Want to invest in Canadian companies with the potential for growth Check out our latest blog where we unveil the top picks that have soared 10X in just [--] years https://t.co/vOzhGZaHGQ #Investing #CanadianStocks #Growth"
X Link 2024-03-05T17:30Z [---] followers, [----] engagements
"@sidecarcap [----] - $188 million [----] - $329 million [----] - $631 million [----] - $688 million [----] - $628 million - wrote letter [----] - $1517 million π [----] - $1875 million"
X Link 2024-03-05T18:43Z [---] followers, [---] engagements
"@CJ0pp3l Need an update on here soon"
X Link 2024-03-09T17:09Z [----] followers, [---] engagements
"@LibertyRPF Same A few Im looking forward to coming soon: [--] Body Problem (March [--] Netflix) Fallout (April [--] Prime)"
X Link 2024-03-10T05:02Z [----] followers, [---] engagements
"@bill_esbenshade @ColinKeeley @CompTortoise Good info Im not concerned about it they already have it incorporated into many product offerings or have acquired companies focused on it and imagine its a net benefit to a company like them in the end as laid out"
X Link 2024-03-13T03:07Z [----] followers, [---] engagements
"$CSU Vanson Technology Services Inc. acquired by CORA Group (subsidiary of Constellation.) The transaction closed March [--] 2024"
X Link 2024-03-13T23:11Z [----] followers, [---] engagements
"New books to get intoπ 1Material World π 2Dear Shareholder The BEST EXECUTIVE LETTERS from Warren Buffett Prem Watsa & other great CEO **Mark Leonard included of course @CunninghamProf on the BOD for $CSU may need to adjust that title π"
X Link 2024-03-14T19:04Z [----] followers, [---] engagements
"π @5iresearchdotca report on $TVK.TO 10-year annualized return of 31.6% crediting shrewd capital allocation without relying on multiple expansion TVK stands out as a unique serial acquirer with a consistent dividend growth its journey as a long-term compounder is just beginning"
X Link 2024-03-14T20:59Z [----] followers, [----] engagements
"@plasticnewt3 A few π $CSU.TO $TOI.V $LMN.V $TFII.TO $BYD.TO $ATD.TO $WCN.TO $WSP.TO $GSY.TO $HPS.A $TVK.TO"
X Link 2024-03-15T19:40Z [----] followers, [----] engagements
"@deepvalueco @plasticnewt3 This was more in response to the comment about ppl being bearish about Canadian stocks and highlighting some π I like. Correct though this isnt necessarily the ones to benefit from possible political changes but it shouldnt hurt them"
X Link 2024-03-15T20:04Z [----] followers, [--] engagements
"Great read on AI and Consciousness - DishBrain is a thing π (Watts novels called this if anyone has read them) "Everyone knows AIs are dangerous" Peter Watts writes. "Fewer people admit that AIs are intelligentnot yet anywayand even fewer that they might be conscious." https://t.co/RaJR3gphEO "Everyone knows AIs are dangerous" Peter Watts writes. "Fewer people admit that AIs are intelligentnot yet anywayand even fewer that they might be conscious." https://t.co/RaJR3gphEO"
X Link 2024-03-15T21:07Z [----] followers, [---] engagements
"@DakotasTwits Great Lego piece π€©"
X Link 2024-03-15T22:12Z [----] followers, [--] engagements
"@DakotasTwits @permastonks πβ"
X Link 2024-03-15T22:12Z [----] followers, [---] engagements
"@DakotasTwits @permastonks Haha hand up for being the one who made with AI that Lego set. But yes definitely long Sygnity and of course $CSU $TOI $LMN"
X Link 2024-03-15T22:16Z [----] followers, [---] engagements
"@DakotasTwits @permastonks And now $CPH.TO props to you it popped on my feed so many times over the months and your conviction made me do what I hate to do and buy it without knowing enough I got fomo and its paid off for once"
X Link 2024-03-15T22:21Z [----] followers, [---] engagements
"@DakotasTwits @permastonks Absolutely π"
X Link 2024-03-15T23:04Z [----] followers, [---] engagements
"@DakotasTwits Take up golf and youre all set"
X Link 2024-03-16T13:18Z [----] followers, [---] engagements
"Vesta Software Group acquisition of Bker-Soft Informatika Kft. a leading provider & developer of complete software solutions for Hungarian healthcare institutions products include fully integrated & comprehensive patient management & radiology software systems March [--] $CSU π₯"
X Link 2024-03-17T20:39Z [----] followers, [---] engagements
"Romulus Co-Presidents Scott Smith & Tom George π recognized in 2024s Swanepoel Power [---] Named among the most powerful & influential executives in real estate they stand as exemplars of proptech and fintech leaders πΌ $CSU.TO"
X Link 2024-03-19T00:08Z [----] followers, [---] engagements
"@LibertyRPF Absolutely love the book and definitely looking Forward to this"
X Link 2024-03-20T02:37Z [----] followers, [---] engagements
"@BarrySchwartzBW Tell him he was onto something. I came across these last year not sure what it meant"
X Link 2024-03-20T02:44Z [----] followers, [---] engagements
"@pb_steele Claude [--] Sonnet free version beats GPT-4 for code by quite a bit with my testing so far. But I am not an expert haha"
X Link 2024-03-20T03:09Z [----] followers, [---] engagements
"@MichaelWil20607 @Alphanso_AI Looks cool nice job"
X Link 2024-03-21T22:40Z [----] followers, [--] engagements
"Cultura Technologies acquired π£ Agiboo BV a leading commodities trade & risk management (CTRM) solution provider for global agribusinesses expanding Cultura's reach in sugar coffee cocoa grains & oilseeds Founded in [----] headquartered in The Netherlands π $CSU.TO"
X Link 2024-03-23T13:23Z [----] followers, [---] engagements
"Love this time of year Spring's in the air which means its earnings season π soon The Masters is just around the corner bringing that classic golf magicβ³ Then cottage time π₯ and NHL playoffs are about to kick into high gear π ππ #LeafsForever dont say it"
X Link 2024-03-27T14:37Z [----] followers, [---] engagements
"@SuperMarius19 @3Plantey2 So rough haha. $HPS just rebranded a year ago before that it was hurting too but $HMM is low key. No earnings calls. Their releases are very low in info they just do their thing which I do like. [---] years and still going strong"
X Link 2024-03-28T15:14Z [----] followers, [---] engagements
"@DakotasTwits @PaulAndreola They are a Leader in dry type transformers and benefiting from electrification tailwinds Expanded manufacturing recently and currently to meet demand they dont issue shares/dilute. Gaining more momentum and investor eyes and keeps executing"
X Link 2024-03-28T22:41Z [----] followers, [---] engagements
"@DakotasTwits @PaulAndreola Few acquisitions working out well"
X Link 2024-03-28T22:42Z [----] followers, [--] engagements
"@JulienHoez π"
X Link 2024-03-29T02:13Z [----] followers, [--] engagements
"Bought a $30 CAD Raspberry Pi Zero [--] W to teach my son(6) about coding etc Blows my mind what it can do using pi desktop OS remotely w/ phone running python scripts w/ NHL API seamlessly Bluetooth and wifi a quad-core 64-bit ARM Cortex-A53 processor at 1GHz and 512MB of SDRAM"
X Link 2024-03-29T14:00Z [----] followers, [---] engagements
"L6 (Leonard family holdco) & $PNP.TO picking up decent positions in $TBRG in late March. π https://t.co/EVCmqoKaDN https://t.co/p2roLtXphG @permastonks @CJ0pp3l L6 (Leonard family holdco) & $PNP.TO picking up decent positions in $TBRG in late March. π https://t.co/EVCmqoKaDN https://t.co/p2roLtXphG @permastonks @CJ0pp3l"
X Link 2024-04-02T17:35Z [----] followers, [----] engagements
"$LMN.V Lumines purchase today π― Casa Systems undergoing a Chapter [--] process has agreed to sell its Axyom Cloud Native 5G Core Software & RAN Assets marking Lumine Group's 14th corporate carve-out in the communications and media sector"
X Link 2024-04-03T13:23Z [----] followers, 10.2K engagements
"@BerkelKip @CJ0pp3l @pedroleongarci2 Great work thanks for sharing"
X Link 2024-04-03T16:50Z [----] followers, [--] engagements
"@BerkelKip They found a cable buyer Casa Systems to sell off its cable business As part of a court-supervised Chapter [--] sale process Casa Systems has entered deals to sell its cable business to Vecima Networks under a stalking-horse bid of $20 million"
X Link 2024-04-03T16:51Z [----] followers, [---] engagements
"$LMN.V h/t @BerkelKip With respect to Lumine's $LMN purchase of $CASA's Cloud+RAN assets a quick read of the 3Q press release suggests these were the "good" assets. https://t.co/lkzpOdFqwJ With respect to Lumine's $LMN purchase of $CASA's Cloud+RAN assets a quick read of the 3Q press release suggests these were the "good" assets. https://t.co/lkzpOdFqwJ"
X Link 2024-04-03T16:51Z [----] followers, [---] engagements
"@bill_esbenshade @ColinKeeley @CompTortoise $CSU with its vast proprietary data across a myriad of sectors can leverage AI to offer highly specialized solutions outperforming in innovation and efficiency. In the end like Google or Microsoft their unique data sets are a competitive edge"
X Link 2024-04-05T13:12Z [----] followers, [---] engagements
"$HPS.A Hammond Power Solutions π₯ π This used to be a microcap. $HPS.T https://t.co/x0kPJZYA7I This used to be a microcap. $HPS.T https://t.co/x0kPJZYA7I"
X Link 2024-04-09T01:22Z [----] followers, [----] engagements
"With more than a hundred top-tier customers worldwide hundreds of thousands of device models recognized and billions of endpoints under administration Motive has the scale expertise and experience required to lead the device and service management market $LMN.V Lumine/Nokia $LMN.V and Nokia Deal closed today (announced in December) The businesses will be branded under the restored brand Motive and will operate as an autonomous stand-alone business unit within Lumine Group $LMN.V and Nokia Deal closed today (announced in December) The businesses will be branded under the restored brand Motive"
X Link 2024-04-09T13:42Z [----] followers, [----] engagements
"@LibertyRPF Amazon decided to release all [--] episodes tomorrow π"
X Link 2024-04-09T14:27Z [----] followers, [---] engagements
"@Invesquotes Hey Leandro where specifically did they say this They did mention demand still stretching industry capacity and therefore price increases helped with revenue but cant find them discussing lack of pricing power. Would like to read up on it"
X Link 2024-04-10T01:25Z [----] followers, [---] engagements
"ADF Group $DRX.TO earnings π Revenues $331.0 million up 32% π° Net income was $37.6 million 152% π Gross margin from 14.2% to 22.0% π€ Adjusted EBITDA $55.9 million 114% π΅ Cash flow from operations $77.9 million π Order backlog a record $510.9 million"
X Link 2024-04-11T13:20Z [----] followers, [--] engagements
"Constellation Software gets grant for gesture recognition system for content presentation in physical environments π€"
X Link 2024-04-19T16:37Z [----] followers, [----] engagements
"@Namohouseshop @DakotasTwits I blame you for this ad haha"
X Link 2024-04-20T00:32Z [----] followers, [----] engagements
"@PaulAndreola Looks a little too familiar as a #LeafsForever fan π«£"
X Link 2024-04-24T02:31Z [----] followers, [---] engagements
"$CLS.TO Earnings Q1 π° π $2.21B in revenue up 20% π΅ EPS doubled to $0.86 π Strong global demand boosts outlook from $8.5B to $9.1B πΈ Free cash flow soared to $65.2M π― ROIC impressive at 24.8% yo from [----] π Improving Operating margins from 5.2% to 6.2% #Celestica β¨ Kicking myself for this one $CLS.TO Celestica Inc https://t.co/iT77U7itI9 Kicking myself for this one $CLS.TO Celestica Inc https://t.co/iT77U7itI9"
X Link 2024-04-25T02:01Z [----] followers, [----] engagements
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