# ![@Teemacsj Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::23673897.png) @Teemacsj Teemac

Teemac posts on X about $dhr, $csu, $bam, csu the most. They currently have [-------] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::23673897/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::23673897/c:line/m:interactions.svg)

- [--] Week [--] -45%
- [--] Month [-----] -14%
- [--] Months [------] +215%
- [--] Year [------] -84%

### Mentions: [--] [#](/creator/twitter::23673897/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::23673897/c:line/m:posts_active.svg)

- [--] Week [--] -73%
- [--] Month [--] +94%
- [--] Months [--] +75%
- [--] Year [--] -53%

### Followers: [-------] [#](/creator/twitter::23673897/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::23673897/c:line/m:followers.svg)

- [--] Week [-----] no change
- [--] Month [-----] -0.09%
- [--] Months [-----] +1.10%
- [--] Year [-----] +1.50%

### CreatorRank: undefined [#](/creator/twitter::23673897/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::23673897/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$dhr](/topic/$dhr), [$csu](/topic/$csu), [$bam](/topic/$bam), [csu](/topic/csu), [$csuto](/topic/$csuto), [$rop](/topic/$rop), [$atd](/topic/$atd), [cash flow](/topic/cash-flow), [$ame](/topic/$ame), [$mru](/topic/$mru)

**Top accounts mentioned or mentioned by**
[@pythiar](/creator/undefined) [@stonkmetal](/creator/undefined) [@michaelgielkens](/creator/undefined) [@petermantas](/creator/undefined) [@comptortoise](/creator/undefined) [@mosinvesting](/creator/undefined) [@invesquotes](/creator/undefined) [@bizalmanac](/creator/undefined) [@barryschwartzbw](/creator/undefined) [@cdinewsletter](/creator/undefined) [@edgecgroup](/creator/undefined) [@logoslp](/creator/undefined) [@williscap](/creator/undefined) [@cj0pp3l](/creator/undefined) [@newcomerinvest](/creator/undefined) [@sidecarcap](/creator/undefined) [@qcapital2020](/creator/undefined) [@quartrapp](/creator/undefined) [@ernestwongbwm](/creator/undefined) [@chriswmayer](/creator/undefined)

**Top assets mentioned**
[Danaher Corporation (DHR)](/topic/$dhr) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Roper Technologies Inc (ROP)](/topic/$rop) [AME Chain (AME)](/topic/$ame) [Brookfield Corporation (BN)](/topic/$bn) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Texas Instruments (TXN)](/topic/$txn) [Costco Hot Dog (COST)](/topic/$cost) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Accenture (ACN)](/topic/$acn) [Waste Connections, Inc. (WCN)](/topic/$wcn) [Mastercard, Inc. (MA)](/topic/$ma) [Amphenol Corporation (APH)](/topic/$aph) [UnitedHealth Group (UNH)](/topic/$unh) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr) [Fortive Corp (FTV)](/topic/$ftv) [CGI Inc. (GIB)](/topic/$gib) [Microsoft Corp. (MSFT)](/topic/$msft) [Copart, Inc. (CPRT)](/topic/$cprt) [GIGA SHIBA (GIBA)](/topic/$giba) [Veralto Corporation (VLTO)](/topic/$vlto) [Brookfield Infrastructure Partners L.P. Limited Partnership Units (BIP)](/topic/$bip) [Sherwin-Williams Co (SHW)](/topic/$shw) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [Walmart, Inc. (WMT)](/topic/$wmt) [JPMorgan Chase (JPM)](/topic/$jpm) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@aivainvesting @qcapital2020 The numbers you are looking at are deceiving. In [----] they split the company in two and spun Fortive corp to owners"  
[X Link](https://x.com/Teemacsj/status/1583183493261012993)  2022-10-20T19:48Z [----] followers, [--] engagements


"Another day another solid quarter from Metro Inc $MRU"  
[X Link](https://x.com/Teemacsj/status/1648667659003674625)  2023-04-19T12:39Z [----] followers, [---] engagements


"@patfagen @bizalmanac @stonkmetal Danaher has been exceptionally built. Durable 12%-15% returns for decades. There's alot to like about a business like that"  
[X Link](https://x.com/Teemacsj/status/1681655886601760768)  2023-07-19T13:23Z [----] followers, [---] engagements


"$MRU is an overlooked investment hero in the CDN market. Ignored due to a mundane sub-sector of retail. But their record is exemplary with a persistent ROIC focus for [--] years"  
[X Link](https://x.com/Teemacsj/status/1681714365878218752)  2023-07-19T17:15Z [----] followers, [----] engagements


"Death taxes and another solid Q from $MRU"  
[X Link](https://x.com/Teemacsj/status/1689252441852706816)  2023-08-09T12:29Z [----] followers, [----] engagements


"@Quartr_App @MoS_Investing @stonkmetal @deusexdividend @NewcomerInvest @ErnestWongBWM @monsieurdiv @CDInewsletter @TheDividendGuy @baystreetamber $ATD and $MRU paired holding has been outstanding for a long time"  
[X Link](https://x.com/Teemacsj/status/1726369515699839405)  2023-11-19T22:39Z [----] followers, [---] engagements


"Under the radar $MRU delivered another solid year with sales crossing $20B for the first time and earnings crossing $1B for the first time. Solid ROE cash flows 29th year of div growth.investment in health and wellness"  
[X Link](https://x.com/Teemacsj/status/1737908965017813475)  2023-12-21T18:52Z [----] followers, [---] engagements


"Canadas Metro $MRU has compounded free cash flow at 12% compounded since [----]. They have consistently bought back stock - although not terribly opportunistically. FCF/sh compounded is 14%. Does that strike you as solid cap allocation"  
[X Link](https://x.com/Teemacsj/status/1826636324251861089)  2024-08-22T15:03Z [----] followers, [----] engagements


"Fragmentation $ATD.to"  
[X Link](https://x.com/Teemacsj/status/1827796635532804161)  2024-08-25T19:54Z [----] followers, [----] engagements


"No wonder Bouchard and partners are billionaires.34% CAGR since [----] invested in $ATD $ATD.to"  
[X Link](https://x.com/anyuser/status/1828071394749350153)  2024-08-26T14:05Z [----] followers, 32.8K engagements


"Canada's $MRU is a world class retailer. Here they are outperforming $WMT. Without multiple expansion Wal Mart share price would have significantly underperformed"  
[X Link](https://x.com/Teemacsj/status/1892678206643175614)  2025-02-20T20:50Z [----] followers, [----] engagements


"BMO on potential for 'virtuous cycle' within Brookfield's asset manager.using TerraForm Power as an example"  
[X Link](https://x.com/Teemacsj/status/1042772245901455360)  2018-09-20T13:47Z [----] followers, [--] engagements


"$BAM 7x returns versus $BX since Blackrock listing Sep 2007"  
[X Link](https://x.com/Teemacsj/status/1115665589723389953)  2019-04-09T17:19Z [----] followers, [--] engagements


"The 'cast off' from Danaher in 2016.I think $FTV could be an early-stage long-term compounder in the making #Ralesbros"  
[X Link](https://x.com/Teemacsj/status/1115676854977998848)  2019-04-09T18:04Z [----] followers, [--] engagements


"Notable change in view on $ROP from Morningstar"  
[X Link](https://x.com/Teemacsj/status/1120702370281918464)  2019-04-23T14:54Z [----] followers, [--] engagements


"CC: @PythiaR I'd add $JPM to your list of insightful shareholder letters. Hope the next CEo caries on Jamie Dimon's tradition. Don't think another FI does it better"  
[X Link](https://x.com/Teemacsj/status/1153687262137397253)  2019-07-23T15:24Z [----] followers, [--] engagements


"DBS driving perpetual cash flow growth and value across $DHR"  
[X Link](https://x.com/Teemacsj/status/1181270099984035841)  2019-10-07T18:08Z [----] followers, [--] engagements


"Capital deployment at Ametek ($AME) since [----]. Perhaps combining many of the best elements of other multi-industry stars such as $DHR and $ROP"  
[X Link](https://x.com/Teemacsj/status/1202312040741769216)  2019-12-04T19:41Z [----] followers, [--] engagements


"A unique insight on $CSU.to. You might say the same logic applies to $BAm insofar as they have decades of experience in underwriting real estate infrastructure renewables etc"  
[X Link](https://x.com/Teemacsj/status/1226947006674984961)  2020-02-10T19:12Z [----] followers, [--] engagements


"I thought $ECL was a great business and solid ESG choice pre-COVID. Have to believe that demand for their products and services will only improve even further longer-term"  
[X Link](https://x.com/Teemacsj/status/1268568040393801728)  2020-06-04T15:39Z [----] followers, [--] engagements


"More on $FTV.clipped from the first AR in [----]. Long time Danaher Director Alan Spoon on Fortive's path. Love the reference around the right talent and Directors to deliver long-term compounding of return. Still a rare utterance from many leadership teams"  
[X Link](https://x.com/Teemacsj/status/1322337092735815680)  2020-10-31T00:38Z [----] followers, [--] engagements


"I guess easy to say after this year but what an asset long-term $DHR. Long-term ownership mentality via Rales disciplined capital allocation and culture of continuous improvement. Any other reasons for this long-term success"  
[X Link](https://x.com/Teemacsj/status/1326948529550598144)  2020-11-12T18:02Z [----] followers, [--] engagements


"Another great quarter from Accenture PLC $ACN. A secular growth business that sits at the intersection of business and technology evolution. Huge patent portfolio. No debt. Outstanding cash flow. Outstanding services business that can grow for years to come. Wish it were cheaper"  
[X Link](https://x.com/Teemacsj/status/1372527010052988936)  2021-03-18T12:35Z [----] followers, [--] engagements


"$TXN c/o Rasmus Jacobsson on SA"  
[X Link](https://x.com/Teemacsj/status/1427349400771309572)  2021-08-16T19:19Z [----] followers, [--] engagements


"From $DHR virtual investor day"  
[X Link](https://x.com/Teemacsj/status/1436313835909042181)  2021-09-10T13:01Z [----] followers, [--] engagements


"$DHR Rainer Blair"  
[X Link](https://x.com/Teemacsj/status/1550147794572398592)  2022-07-21T15:56Z [----] followers, [--] engagements


"$ROP CFO on forward cash flows"  
[X Link](https://x.com/Teemacsj/status/1585284079917928449)  2022-10-26T14:55Z [----] followers, [--] engagements


"Took a look at some data since [----] for $ATD $WCN $CNI $ACN $UNH $MA $DHR $ROP $TXN. Despite all that has occurred globally since then. On average they are generating 80% more FCF per dollar of Revenue than was the case [--] years ago"  
[X Link](https://x.com/Teemacsj/status/1590762309722730496)  2022-11-10T17:44Z [----] followers, [--] engagements


"@W_Scott_Griffin $ACN is the big daddy"  
[X Link](https://x.com/Teemacsj/status/1613881806381531138)  2023-01-13T12:53Z [----] followers, [---] engagements


"Would be great if it was a company like $AME $BN 👀 https://t.co/EZqESCYS9K $BN 👀 https://t.co/EZqESCYS9K"  
[X Link](https://x.com/Teemacsj/status/1625883857785430016)  2023-02-15T15:44Z [----] followers, [----] engagements


"@foso_defensivo Joking really but size is right $30B and they are a very disciplined multi industrial with great success over a long time frame"  
[X Link](https://x.com/Teemacsj/status/1625895976622858240)  2023-02-15T16:33Z [----] followers, [---] engagements


"Who needs tech when there's junk cars $CPRT and convenience stores $ATD to own"  
[X Link](https://x.com/Teemacsj/status/1630293909195616257)  2023-02-27T19:48Z [----] followers, [----] engagements


"Interesting snippet on spread between $BIP.un LP units and $BIPC shares"  
[X Link](https://x.com/Teemacsj/status/1646505129594568704)  2023-04-13T13:26Z [----] followers, [----] engagements


"Andy Jassy on the potential of Kuiper for $AMZN"  
[X Link](https://x.com/Teemacsj/status/1646528810534449152)  2023-04-13T15:00Z [----] followers, 22.4K engagements


"@Logos_LP You guys still keen on $GIB.a as a business Top holding here for the reasons you outline. Good call out"  
[X Link](https://x.com/Teemacsj/status/1661740297376911363)  2023-06-27T15:03Z [----] followers, [---] engagements


"@CrumbyDustin @WilliamGreen72 Agree. Always great content and conversations @WilliamGreen72. $DHR is a fascinating firm. Loved Richer Wiser Happier book as well. Permanent fixture on my bookshelf"  
[X Link](https://x.com/Teemacsj/status/1669324374443163649)  2023-06-15T12:42Z [----] followers, [--] engagements


"@stonkmetal Enjoyed the book. What I love most about $DHR is that it's a continuous learning org that just happens to now be in life science businesses. Sort of how $CSU is with VMS"  
[X Link](https://x.com/Teemacsj/status/1671137112249204738)  2023-06-20T12:46Z [----] followers, [---] engagements


"@MoS_Investing @jesperkondrup Maybe the greatest business success story in CDN history (although still under known) and you can be a part of it. Probably the most innovative retailer out there. Everyone loves $COST but $ATD is still only a $60B mkt cap with a world (literally) of opportunity still ahead"  
[X Link](https://x.com/Teemacsj/status/1674407803438391296)  2023-06-29T13:23Z [----] followers, [---] engagements


"Well this is a surprise.my two classic cars have dramatically outperformed the market"  
[X Link](https://x.com/Teemacsj/status/1674504184576503829)  2023-06-29T19:44Z [----] followers, [----] engagements


"@stonkmetal @chriswmayer $CPRT and $ATD have been a dream pair of equity investments over the long term"  
[X Link](https://x.com/Teemacsj/status/1679499625898582023)  2023-07-13T14:34Z [----] followers, [--] engagements


"@peter_mantas @TidefallCapital At least we can take comfort in the now very sizeable position the key leaders have in the equity.apart from Leonard. Mark Miller and Dexter Salna will join Mark as $CUS billionaires in a few years likely"  
[X Link](https://x.com/Teemacsj/status/1681316684630757378)  2023-07-18T14:55Z [----] followers, [---] engagements


"@bizalmanac @stonkmetal My personal portfolio weight ($1.7M) $CSU 43% (bought in 2011) $ATD 20% (accumulated over time) $DHR 11% (two tranches since 2017) Remaining 25% is $ROP $GOOGL $AMZN $BN $BAM $LMN"  
[X Link](https://x.com/Teemacsj/status/1681652616780980226)  2023-07-19T13:10Z [----] followers, [----] engagements


"'We never lose sight of our role as steward of your investment capital and we are committed to deploying our free cash flow strategically towards acquisitions that help us deliver compounding returns over the long-term' Tom Joyce $DHR CEO 2017"  
[X Link](https://x.com/Teemacsj/status/1681710631949303837)  2023-07-19T17:00Z [----] followers, [--] engagements


"@Invesquotes Its no surprise really. The founders remain large owners For $TXN management team are super high quality agents on behalf of owners. They do the right thing for the the business long term and theyve earned some leeway"  
[X Link](https://x.com/Teemacsj/status/1684913883146792960)  2023-07-28T13:09Z [----] followers, [--] engagements


"@long_equity Returns on equity capital or total capital If high returns on equity capital with little leverage then likely yes"  
[X Link](https://x.com/Teemacsj/status/1689667124812218368)  2023-08-10T15:56Z [----] followers, [---] engagements


"@HonoluluBlue90 @deepvalueco @chriswmayer @Teem Pretty sure return on tangible capital remains strong. Goodwill in some acquired firms pushes roic figure lower. Still something to watch. $AME is another cash compounder with solid roic incl goodwill"  
[X Link](https://x.com/Teemacsj/status/1691783945577209993)  2023-08-16T12:08Z [----] followers, [--] engagements


"@Achill_93 @MoS_Investing @echantech1 Guys - youre totally missing the point. Its BEHAVIOUR Almost everyone gets shaken out along the way. You have to stick to compound"  
[X Link](https://x.com/Teemacsj/status/1696851519532855424)  2023-08-30T11:45Z [----] followers, [---] engagements


""$81.5 billion of Warren Buffett's $84.5 billion net worth came after his 65th birthday" Morgan Housel - 'The Psychology of Money' #compounding 🤯🤯🤯"  
[X Link](https://x.com/Teemacsj/status/1699514775267328160)  2023-09-06T20:07Z [----] followers, [---] engagements


"@EdgeCGroup @Forbes Well written. Long $DHR since 2016"  
[X Link](https://x.com/Teemacsj/status/1708860685105410436)  2023-10-02T15:05Z [----] followers, [---] engagements


"The Rales Brothers Are Doing It Again: How They Turned $DHR Danaher Into A Spinoff Machine via @forbes https://www.forbes.com/sites/jimosman/2023/09/23/the-rales-brothers-are-doing-it-again-how-they-turned-danaher-into-a-spinoff-machine/ https://www.forbes.com/sites/jimosman/2023/09/23/the-rales-brothers-are-doing-it-again-how-they-turned-danaher-into-a-spinoff-machine/"  
[X Link](https://x.com/Teemacsj/status/1708861693072208184)  2023-10-02T15:09Z [----] followers, 11K engagements


"$VLTO from $DHR"  
[X Link](https://x.com/Teemacsj/status/1709298654769541300)  2023-10-03T20:05Z [----] followers, [----] engagements


"@PythiaR Thoughts on $DHR overall now post-spin"  
[X Link](https://x.com/Teemacsj/status/1709616260055453716)  2023-10-04T17:07Z [----] followers, [----] engagements


"@MoS_Investing $ATD $CSU $DHR $CPRT"  
[X Link](https://x.com/Teemacsj/status/1711178069703106862)  2023-10-09T00:33Z [----] followers, [---] engagements


"@TTRAmyloid I think he'd suggest that starting with a going in earnings yield of 2% (50 times) leaves no margin for error. Compression in valuation is not helpful for the compounding process"  
[X Link](https://x.com/Teemacsj/status/1712550587613720799)  2023-10-12T19:27Z [----] followers, [---] engagements


"Rales Bros. Follow the money. $DHR Courtesy @EdgeCGroup"  
[X Link](https://x.com/Teemacsj/status/1714727715008356646)  2023-10-18T19:38Z [----] followers, [----] engagements


"@EdgeCGroup Well written article. The Rales bros have been impressive for such a long time. Huge respect. Long $DHR since 2014"  
[X Link](https://x.com/Teemacsj/status/1714730519693259010)  2023-10-18T19:49Z [----] followers, [---] engagements


"@MichaelGielkens I agree. Just not sure on the run rate FCF multiple we are paying now with Veralto businesses out of the cash flow profile"  
[X Link](https://x.com/Teemacsj/status/1716836274319892700)  2023-10-24T15:17Z [----] followers, [--] engagements


"@peter_mantas Any idea $DHR fcf run rate now post Veralto Current $DHR fcf multiple"  
[X Link](https://x.com/Teemacsj/status/1716841137527259177)  2023-10-24T15:36Z [----] followers, [---] engagements


"@stonkmetal @peter_mantas Thanks stonk. So estimate $DHR in the lower 20X range here"  
[X Link](https://x.com/Teemacsj/status/1716843959060709659)  2023-10-24T15:47Z [----] followers, [---] engagements


"@RMW_Allocator @peter_mantas Ummm I think Im good. Re $DHR you do realize that they have divested the majority of their ten year ago assets right And still rev per share and FCF per share are up nicely"  
[X Link](https://x.com/Teemacsj/status/1716955806581854445)  2023-10-24T23:12Z [----] followers, [---] engagements


"JPM on $DHR Q"  
[X Link](https://x.com/Teemacsj/status/1717164042815410220)  2023-10-25T12:59Z [----] followers, 18.2K engagements


"@peter_mantas @BillBrewsterTBB @Stormshieldval Meant to ask you.do you think the cash flow profile at $DHR has become riskier/more vol as they have become "less diverse" as a conglomerate Or does the higher recurring revenue profile offset"  
[X Link](https://x.com/Teemacsj/status/1717206462840131925)  2023-10-25T15:48Z [----] followers, [---] engagements


"Why $DHR is a backdoor play on one of the best investment themes there is.longevity via @herbgreenberg"  
[X Link](https://x.com/Teemacsj/status/1717534658823372916)  2023-10-26T13:32Z [----] followers, [----] engagements


"@EverydayCap Perhaps same for $ROP"  
[X Link](https://x.com/Teemacsj/status/1717536541390606570)  2023-10-26T13:39Z [----] followers, [---] engagements


"@PythiaR @willis_cap Yeah I think everyone needs to rethink the leverage profile and governance of anything they look at. Maybe we should all just own $BRK and $CSU. Lol"  
[X Link](https://x.com/Teemacsj/status/1719455043118567847)  2023-10-31T20:43Z [----] followers, [----] engagements


"@PythiaR @willis_cap Maybe $COST too although the multiple 🙄"  
[X Link](https://x.com/Teemacsj/status/1719455217203163327)  2023-10-31T20:44Z [----] followers, [---] engagements


"@PythiaR @willis_cap Even my $DHR position is under water. Jesus"  
[X Link](https://x.com/Teemacsj/status/1719455721526358390)  2023-10-31T20:46Z [----] followers, [---] engagements


"@MichaelGielkens Haha. Sorry to be more clear what do you think about $BRK.b"  
[X Link](https://x.com/Teemacsj/status/1719780068157751356)  2023-11-01T18:14Z [----] followers, [---] engagements


"@AJButton2 @NewcomerInvest It is very well researched. At the VERY least Brookfield misrepresents $BIP as a legit opco with excess cash for distribution. In truth its a pe fund on paper only. $BAM is highly incented to grow mkt cap and distributions regardless of real value creation"  
[X Link](https://x.com/Teemacsj/status/1720247654376976390)  2023-11-03T01:12Z [----] followers, [---] engagements


"@JerryCap Thoughts on their balance sheet"  
[X Link](https://x.com/Teemacsj/status/1722675215124103229)  2023-11-09T17:59Z [----] followers, [---] engagements


"@wlep Absolutely Many sold after the double"  
[X Link](https://x.com/Teemacsj/status/1722792904731550030)  2023-11-10T01:46Z [----] followers, [---] engagements


"@PythiaR @peter_mantas Hey guys thoughts on $DHR multiple here"  
[X Link](https://x.com/Teemacsj/status/1722800877709169118)  2023-11-10T02:18Z [----] followers, [---] engagements


"@peter_mantas @PythiaR Peter what do you figure is $DHR fair value here"  
[X Link](https://x.com/Teemacsj/status/1722804242627358968)  2023-11-10T02:31Z [----] followers, [---] engagements


"@Roman_Tpmr @thebrennanwolf Thanks Brennan. Do you have the link to their commentary We are long $DHR also"  
[X Link](https://x.com/Teemacsj/status/1722974414432538937)  2023-11-10T13:48Z [----] followers, [---] engagements


"@PythiaR @peter_mantas Guys - FYI. Good comments here re $DHR"  
[X Link](https://x.com/Teemacsj/status/1722976711631855904)  2023-11-10T13:57Z [----] followers, [----] engagements


"@Invesquotes 1/2 Have followed the company here in Canada for years. I would go so far as to say they might be the most innovative retailer on the planet"  
[X Link](https://x.com/Teemacsj/status/1722989900222308777)  2023-11-10T14:49Z [----] followers, [---] engagements


"@Invesquotes 2/2 I even wonder if they are an example of Nick Sleep's 'scaled economies shared' business model that they admired so much in $COST $AMZN. $ATD now even has their own private label products"  
[X Link](https://x.com/Teemacsj/status/1722990160562798981)  2023-11-10T14:50Z [----] followers, [---] engagements


"BMO CM updates its estimates for $CSU $CSU.to. Firm continues to compound revenue and cash flows. (Figures in USD). Implies 26X market cap multiple of F23 estimated cash flows"  
[X Link](https://x.com/Teemacsj/status/1723001847336620410)  2023-11-10T15:37Z [----] followers, [----] engagements


"$CPRT at 12X sales"  
[X Link](https://x.com/Teemacsj/status/1724496155663569123)  2023-11-14T18:34Z [----] followers, [----] engagements


"Sort of a 'back to basics' pick. Picks and shovels tech name. Ultra stable rev cfo fcf. No divvy but opportunistic buybacks. net debt 0.9X. Reasonable multiple. $GIB"  
[X Link](https://x.com/Teemacsj/status/1725593260704313357)  2023-11-17T19:14Z [----] followers, [----] engagements


"@BarrySchwartzBW Revenue growth has been similar to big daddy $ACN. If they buy back 25% of their float over the next ten years I suspect investors will be happy. Low stress"  
[X Link](https://x.com/Teemacsj/status/1725620379777945838)  2023-11-17T21:02Z [----] followers, [---] engagements


"ratios at Berkshire would have produced considerably better returns in equity than the 23.8% we have actually averaged. Even in [----] perhaps we could have judged there to be a 99% probability that higher leverage would lead to nothing but good. Corresponding ly we might"  
[X Link](https://x.com/Teemacsj/status/1725994565327310883)  2023-11-18T21:49Z [----] followers, [---] engagements


"have seen only a 1% chance that some shock factor external or internal would cause a conventional debt ratio to produce a result falling somewhere between temporary anguish and default. We would not have liked those 99:1 odds and never will. A small chance of distress or"  
[X Link](https://x.com/Teemacsj/status/1725995031301886000)  2023-11-18T21:50Z [----] followers, [---] engagements


"@dctanner @NicoperJES @patfagen @KoyfinCharts Credit here in Canada goes to Jason Donville as Donville Kent. He was talking up Constellation back in [----]. Thats when I made our initial investment"  
[X Link](https://x.com/Teemacsj/status/1726041603955929155)  2023-11-19T00:56Z [----] followers, [--] engagements


"@borrowed_ideas @rimmer_arnie @borrowed_ideas Any thoughts on why analysts seem to want to use EBITDA as the numerator given say Buffett's disdain for EBITDA Is it b/c of the nature of Constellation's business (and others) EBITDA is more akin to true cash flows"  
[X Link](https://x.com/Teemacsj/status/1726286384846062055)  2023-11-19T17:08Z [----] followers, [---] engagements


"@cp3860 @Quartr_App @MoS_Investing @stonkmetal @deusexdividend @NewcomerInvest @ErnestWongBWM @monsieurdiv @CDInewsletter @TheDividendGuy @baystreetamber Trades at 16X [----] earnings per share. That is very reasonable and in line with their historic multiple"  
[X Link](https://x.com/Teemacsj/status/1726606330721690049)  2023-11-20T14:20Z [----] followers, [--] engagements


"A classic Buffett quote. Question.what public companies today do you think run afoul of what he is referring to here"  
[X Link](https://x.com/Teemacsj/status/1727345822483017838)  2023-11-22T15:18Z [----] followers, [----] engagements


"@Kaizen_Theory @Invesquotes $AME is an outstanding business that has stuck to its industrial/niche roots. I applaud their ROIC focus inclusive of goodwill on m&a"  
[X Link](https://x.com/Teemacsj/status/1729537489424023803)  2023-11-28T16:27Z [----] followers, [--] engagements


"@PythiaR Hes not an investor. His whole job is trying to call markets. Create movement. Thats not investing"  
[X Link](https://x.com/Teemacsj/status/1730955775613231560)  2023-12-02T14:23Z [----] followers, [---] engagements


"@anton_eg0 @PythiaR How so"  
[X Link](https://x.com/Teemacsj/status/1731076817811906575)  2023-12-02T22:24Z [----] followers, [--] engagements


"@CDInewsletter Off topic for this tweet bit did I see you post something about Dollarama lately Took a look at their proxy last night. Heavy weight Board of Directors.like half are from private equity"  
[X Link](https://x.com/Teemacsj/status/1732413235465527646)  2023-12-06T14:54Z [----] followers, [---] engagements


"@SleepwellCap @bizalmanac Been looking at this and Ametek. Both excellent"  
[X Link](https://x.com/Teemacsj/status/1732507827329966579)  2023-12-06T21:10Z [----] followers, [--] engagements


"Interesting new 'stress test' tab for those that use YCharts $WCN"  
[X Link](https://x.com/Teemacsj/status/1735678927832543258)  2023-12-15T15:11Z [----] followers, [---] engagements


"@PythiaR Who knew there was a 'Second Hand Rolex Watch Prices Index' 👀"  
[X Link](https://x.com/Teemacsj/status/1736756038076915785)  2023-12-18T14:31Z [----] followers, [---] engagements


"I love businesses like $COST and $SHW but why does 'the street' believe these companies are worth [--] times and [--] times respectively Surely that won't translate into attractive IRRs for buyers here. thoughts"  
[X Link](https://x.com/Teemacsj/status/1737854918512570623)  2023-12-21T15:17Z [----] followers, [----] engagements


"@Invesquotes Yes love the resiliency and duration of both businesses. Just finding it very hard to consider allocating capital to either here"  
[X Link](https://x.com/Teemacsj/status/1737857296947110175)  2023-12-21T15:27Z [----] followers, [---] engagements


"@Bob366466 So what price do you believe is fair"  
[X Link](https://x.com/Teemacsj/status/1737869285849018496)  2023-12-21T16:15Z [----] followers, [---] engagements


"@Invesquotes Merry Christmas 🎄 Leandro"  
[X Link](https://x.com/Teemacsj/status/1738654974903493003)  2023-12-23T20:17Z [----] followers, [--] engagements


"$DHR CEO Rainer Blair from the JP Morgan Healthcare conference"  
[X Link](https://x.com/Teemacsj/status/1744837865622692150)  2024-01-09T21:45Z [----] followers, [----] engagements


"@EdgeCGroup I dont follow"  
[X Link](https://x.com/Teemacsj/status/1744850626570256489)  2024-01-09T22:36Z [----] followers, [---] engagements


"@EdgeCGroup Yes right. The same has played out at $FTV since it was spun but $DHR remained the better choice. Id suggest sticking where the Rales bros remain largely invested which is $DHR"  
[X Link](https://x.com/Teemacsj/status/1745121933945975184)  2024-01-10T16:34Z [----] followers, [---] engagements


"@EdgeCGroup We have kept our Veralto shares and plan to keep them for the time being to see where they take the business post spin. We did the same for Fortive before ultimately selling those shares"  
[X Link](https://x.com/anyuser/status/1745146818818642030)  2024-01-10T18:13Z [--] followers, [--] engagements


"@willis_cap @PythiaR In Canada the tax deduction for contribution should offset most of the deemed disposition tax unless the unrealized gain is very large"  
[X Link](https://x.com/Teemacsj/status/1745164259955249221)  2024-01-10T19:22Z [----] followers, [--] engagements


"@Invesquotes Leandro - have you looked into $DHR comp and incentive and drawn any conclusions"  
[X Link](https://x.com/Teemacsj/status/1745854078448456058)  2024-01-12T17:03Z [----] followers, [---] engagements


"@StephenFrampto9 Constellation weighing opportunities outside of VMS 😎"  
[X Link](https://x.com/Teemacsj/status/1750908790738768211)  2024-01-26T15:49Z [----] followers, [---] engagements


"Best of breed no frills compounder $AME"  
[X Link](https://x.com/Teemacsj/status/1754934225311047821)  2024-02-06T18:24Z [----] followers, [----] engagements


"@CompTortoise Outstanding diverse conglomerate with terrific workmanlike record long term. Has not let ROIC focus creep unlike others"  
[X Link](https://x.com/Teemacsj/status/1754980627403682027)  2024-02-06T21:29Z [----] followers, [--] engagements


"@johnnyutahcap @PythiaR I wonder if he stills own all his $DHR shares :)"  
[X Link](https://x.com/Teemacsj/status/1755228480193614078)  2024-02-07T13:54Z [----] followers, [---] engagements


"@CompTortoise Would also consider $APH"  
[X Link](https://x.com/Teemacsj/status/1755294701727436853)  2024-02-07T18:17Z [----] followers, [--] engagements


"Morningstar articulating some of the competitive advantage framework at $APH"  
[X Link](https://x.com/Teemacsj/status/1757420788737593508)  2024-02-13T15:05Z [----] followers, [----] engagements


"@bizalmanac Potential sub for $TXN"  
[X Link](https://x.com/Teemacsj/status/1757425758710947843)  2024-02-13T15:25Z [----] followers, [---] engagements


"@bizalmanac I almost think if you like $TXN youll love $APH 🤔"  
[X Link](https://x.com/Teemacsj/status/1757441682780389389)  2024-02-13T16:28Z [----] followers, [---] engagements


"In $DHR we see an underappreciated business transformation a strengthening in competitive positioning growing secular tailwinds and a long runway to reinvest in protected profitable growth opportunities. Interesting writeup on Danaher $DHR https://t.co/Xazb5HlLHp Interesting writeup on Danaher $DHR https://t.co/Xazb5HlLHp"  
[X Link](https://x.com/Teemacsj/status/1757826784349843746)  2024-02-14T17:58Z [----] followers, [----] engagements


"Highly respect Rochon. Loving $AME right behind $BRK in the portfolio Francois Rochon - Giverny Capital Posiciones en cartera a [--] de Diciembre de [----] Bought: $ALGN Added to: $MEDP $FI $GOOGL $KNSL $IBP $BRK.B $AME $SCHW $FIVE $META $V $KMX $PGR $BRK.A $LULU $FND $LFUS $ADI $ANET $OZK $MA $MTB $FERG $KEYS $FBIN $CACC $BAC $MBC $JPM $ITB $EW https://t.co/6yDw60DYgd Francois Rochon - Giverny Capital Posiciones en cartera a [--] de Diciembre de [----] Bought: $ALGN Added to: $MEDP $FI $GOOGL $KNSL $IBP $BRK.B $AME $SCHW $FIVE $META $V $KMX $PGR $BRK.A $LULU $FND $LFUS $ADI $ANET $OZK $MA $MTB $FERG"  
[X Link](https://x.com/Teemacsj/status/1758235243759214810)  2024-02-15T21:02Z [----] followers, [----] engagements


"@dctanner Hard to say but perhaps Couche-Tard. I think the terminal multiple will be higher long-term as they continue to win via their model. Also have other new ideas not currently in the mix like $AME"  
[X Link](https://x.com/Teemacsj/status/1758535680152510836)  2024-02-16T16:55Z [----] followers, [---] engagements


"@PythiaR Very true. We got lucky to buy CSU in [----] but were smart to hold it. Have a few clients with returns like mine and a large position. Just waiting for the compliance email to arrive one day 🤓"  
[X Link](https://x.com/Teemacsj/status/1758550048902660249)  2024-02-16T17:52Z [----] followers, [---] engagements


"@iWard95008698 @bizalmanac Andy - have you come across any good research on $APH"  
[X Link](https://x.com/Teemacsj/status/1758616655448481835)  2024-02-16T22:17Z [----] followers, [----] engagements


"@QCompounding Also $AME"  
[X Link](https://x.com/Teemacsj/status/1762137958780481628)  2024-02-26T15:30Z [----] followers, [---] engagements


"Now with the pandemic behind it Danaher looks like it is settling back into the long-term CAGR trend. $DHR vs mkt [--] yrs"  
[X Link](https://x.com/Teemacsj/status/1762590198255231029)  2024-02-27T21:27Z [----] followers, [----] engagements


"@JasonGreenwal12 @Logos_LP Just buy and put it away"  
[X Link](https://x.com/Teemacsj/status/1762593347296796848)  2024-02-27T21:39Z [----] followers, [---] engagements


"Prof Scott Galloway from NYU Stern School of Business on $GOOGL"  
[X Link](https://x.com/Teemacsj/status/1765381346342433190)  2024-03-06T14:18Z [----] followers, 16.3K engagements


"@BarrySchwartzBW Yes perhaps. If I recall $CASY did a poison pill or something at the time. They've done quite well also. Good 'business breakdowns' podcast on the Casey story if you're interested. Gives some additional insights into the c-store space"  
[X Link](https://x.com/Teemacsj/status/1767615048858366419)  2024-03-12T18:14Z [----] followers, [---] engagements


"@guptavinay Direct quote from the earnings call. Have followed the company for [--] years. He might have missed one another but hes right"  
[X Link](https://x.com/Teemacsj/status/1771144249402110346)  2024-03-22T11:57Z [----] followers, [--] engagements


"@swansongcapital @PythiaR @venta_belgarum 100%. Some model portfolio drop down from their cap markets equity research with 50% annual turnover"  
[X Link](https://x.com/Teemacsj/status/1773121387072291165)  2024-03-27T22:54Z [----] followers, [--] engagements


"One of the many things I admire about $DHR as a company and investment is their relentless focus on driving the core fundamentals.sales margins cash flows. Contrast AR [----] vs 2023.same data. Very few corporations actively 'shrink' themselves to get better"  
[X Link](https://x.com/Teemacsj/status/1778769090653360639)  2024-04-12T12:56Z [----] followers, [----] engagements


"@willis_cap @shomikghosh21 @PythiaR Took me while to see the light but honestly why anyone would want to own Brookfield when there are franchises out there with one turn of leverage in high margin/niche markets growing FCF/share at 12-15% per annum"  
[X Link](https://x.com/Teemacsj/status/1780320107538837711)  2024-04-16T19:39Z [----] followers, [---] engagements


"@iWard95008698 Its never seemingly undervalued. For [--] years has traded at a 20X multiple or more. Add on market weakness"  
[X Link](https://x.com/Teemacsj/status/1783990845491781949)  2024-04-26T22:45Z [----] followers, [--] engagements


"@CompTortoise @paradoxinvestor $AME $ROP"  
[X Link](https://x.com/Teemacsj/status/1785328773736341612)  2024-04-30T15:22Z [----] followers, [---] engagements


"I'm only half way through this and it's already a MUST listen. Mitch Rales of $DHR for [--] hrs discussing success in business leadership and investing. Rare opportunity Very excited for this one 🤯 one of the $DHR founders in his first ever podcast https://t.co/a6u4Vyg4sR Very excited for this one 🤯 one of the $DHR founders in his first ever podcast https://t.co/a6u4Vyg4sR"  
[X Link](https://x.com/Teemacsj/status/1785344171584221316)  2024-04-30T16:23Z [----] followers, [----] engagements


"Lesson in compounding from Mitch Rales $DHR 'you have to start all over again and do another [--] to [--] years on that journey and for okay returns but the real goody basket starts post year [--] when you start to go from 10x outcomes to migrating to the chance at a 100x outcome'"  
[X Link](https://x.com/Teemacsj/status/1785684047366062538)  2024-05-01T14:53Z [----] followers, [----] engagements


"@CloudCompounder I would not be surprised to realize that CSU [---] is CSU"  
[X Link](https://x.com/Teemacsj/status/1786183823308333460)  2024-05-02T23:59Z [----] followers, [---] engagements


"@buckbid Definite add on any meaningful pullback. Relentless cash compounding"  
[X Link](https://x.com/Teemacsj/status/1786185273870627213)  2024-05-03T00:05Z [----] followers, [---] engagements


"@CloudCompounder Tremendous interview. Huge fan of Mitch Rales and $DHR"  
[X Link](https://x.com/Teemacsj/status/1786185837937361034)  2024-05-03T00:07Z [----] followers, [---] engagements


"@buckbid $ROP and $AME today trade at the same cash flow multiples they did in [----]. And cash flows are 14X"  
[X Link](https://x.com/Teemacsj/status/1786186288862773398)  2024-05-03T00:09Z [----] followers, [---] engagements


"Terrific episode on a very interesting company $AME (one of the high performance conglomerates studied by Leonard and team at $CSU)"  
[X Link](https://x.com/Teemacsj/status/1787467287018008816)  2024-05-06T12:59Z [----] followers, [----] engagements


"@CompTortoise One can hope for both 😉"  
[X Link](https://x.com/Teemacsj/status/1791161215143551373)  2024-05-16T17:38Z [----] followers, [--] engagements


"@CompTortoise Or a company with improving returns on capital where you would get growing cash flows and hopefully a higher multiple down the line"  
[X Link](https://x.com/Teemacsj/status/1791162400181203440)  2024-05-16T17:42Z [----] followers, [--] engagements


"$DHR share price in [--] year increments (not incl spins) May [----] $262 May [----] $117 May [----] $52 May [----] $20 May [----] $16 May [----] $10"  
[X Link](https://x.com/Teemacsj/status/1795179560561975608)  2024-05-27T19:45Z [----] followers, [----] engagements


"Lunch mtg today with two partners at a major accounting firm - some mutual clients. On our advice one client bought [----] shares of $CSU $CSU.to @ $135. That stake now worth $5.2MM. Partner says 'So who the hell is Constellation Software" Accountants aren't investors"  
[X Link](https://x.com/Teemacsj/status/1795503223760941565)  2024-05-28T17:11Z [----] followers, [----] engagements


"Listened to the Mitch Rales $DHR podcast again last evening. Below a critical qualitative insight from Rales on what we need to be looking for in the companies in which we invest intellectual agility among leaders who can pivot in order to continue the #compounding journey"  
[X Link](https://x.com/Teemacsj/status/1795839688064065603)  2024-05-29T15:28Z [----] followers, [----] engagements


"I think the chance of a 10% correction is highly likely sometime between now and the election - Morgan Stanley #useless #wow"  
[X Link](https://x.com/Teemacsj/status/1810476141993492773)  2024-07-09T00:48Z [----] followers, [----] engagements


"In todays trading session people that bought one share of $CSU around [----] just earned another bagger"  
[X Link](https://x.com/Teemacsj/status/1815474234195403027)  2024-07-22T19:49Z [----] followers, [----] engagements


"@Invesquotes Hard to know what valuation will look like in say ten years. Especially if they continue to expand margins and drive recurring revenue expansion. So I suspect they think buyback has solid IRR"  
[X Link](https://x.com/Teemacsj/status/1815791705855033785)  2024-07-23T16:50Z [----] followers, [---] engagements


"So Teskey will replace Flatt as CEO of Brookfield Asset Management but Flatt will remain CEO of $BN"  
[X Link](https://x.com/Teemacsj/status/1821559621561008460)  2024-08-08T14:50Z [----] followers, [----] engagements


"@MichaelGielkens @frehalb @Michael_Kissig @boersenewyork @MichaelGielkens let me know if you find a version in English 😊"  
[X Link](https://x.com/Teemacsj/status/1824607649763103062)  2024-08-17T00:42Z [----] followers, [--] engagements


"@CDInewsletter The mkt should know by now not to underestimate ATD management and Board. Their track record in M&A due diligence and discipline is beyond reproach over [--] years. You can bet theyve done their homework here"  
[X Link](https://x.com/Teemacsj/status/1825579713407987916)  2024-08-19T17:04Z [----] followers, [---] engagements


"@Coburn420D @stonkmetal @Quartr_App @MrSeymourDuck @patient_capital @MoS_Investing @dissectmarkets @NewcomerInvest @InvestInJapan @TopCornerInvest @IrrationalMrkts @maxwellhouse99 You can be sure Couche management and board have done their due diligence. As you said its in their DNA. Founders are all directors. They done this before when they entered the US with K"  
[X Link](https://x.com/Teemacsj/status/1825580530122772511)  2024-08-19T17:08Z [----] followers, [---] engagements


"@MichaelGielkens @stonkmetal Its not the most ludicrous idea. Id bet hed be interested"  
[X Link](https://x.com/Teemacsj/status/1825999573166465365)  2024-08-20T20:53Z [----] followers, [--] engagements


"@MichaelGielkens @stonkmetal Exactly. This 7/11 proposal has shades of the Cap Cities acquisition of ABC in the Outsiders. Buffett helped Cap Cities with that deal and it worked out very very well"  
[X Link](https://x.com/Teemacsj/status/1826000177213354500)  2024-08-20T20:55Z [----] followers, [--] engagements


"Not quite Minnow swallows whale but this proposed 7&i deal by $ATD is definitely shades of the Cap Cities/ABC deal where CEO Tom Murphy said This is the acquisition Ive been training for my whole life. (Alain Bouchard) @MichaelGielkens"  
[X Link](https://x.com/Teemacsj/status/1826002230379688025)  2024-08-20T21:03Z [----] followers, [----] engagements


"@qcapital2020 Great story. Hope your Dad bought some stock"  
[X Link](https://x.com/Teemacsj/status/1826613811572605262)  2024-08-22T13:34Z [----] followers, [--] engagements


"@qcapital2020 One thing the market can be sure of is that Bouchard and team have done their due diligence on this transaction. Its one their DNA. Its a big bite but so was buying Circle K [--] years ago given the size Couche was then"  
[X Link](https://x.com/Teemacsj/status/1826614963391397892)  2024-08-22T13:38Z [----] followers, [--] engagements


"@peter_mantas By my math Metro leadership has invested $5B in share repurchases since [----] their largest investment ever. Second biggest would be their acquisition of Jean Coutu in [----]. Shrewd allocators in a very competitive space"  
[X Link](https://x.com/Teemacsj/status/1827020493934768163)  2024-08-23T16:30Z [----] followers, [---] engagements


"Does anyone know what $UNH free cash flow looks like currently Didnt think the cyber attack within Optum was THAT much but could be wrong"  
[X Link](https://x.com/Teemacsj/status/1830989964735098937)  2024-09-03T15:23Z [----] followers, [---] engagements


"Couche $ATD management expressing confidence on the 7/11 file. Prudent strategic deals are in their DNA. They are experts at industry M&A have never over paid have walked away before and always execute well. Not surprisingly theyre ready to go if they get [--] to play ball"  
[X Link](https://x.com/Teemacsj/status/1831787188041994357)  2024-09-05T20:11Z [----] followers, [----] engagements


"@BarrySchwartzBW And yet.the stock trades at 50% of their view of value. What else is new"  
[X Link](https://x.com/Teemacsj/status/1833651599735959626)  2024-09-10T23:39Z [----] followers, [----] engagements


"@MoS_Investing But stop talking about the fucking discount already. Geez 🙄"  
[X Link](https://x.com/Teemacsj/status/1833659138083045456)  2024-09-11T00:09Z [----] followers, [---] engagements


"@MoS_Investing Boy who cried wolf"  
[X Link](https://x.com/Teemacsj/status/1833659491176308991)  2024-09-11T00:11Z [----] followers, [---] engagements


"@InvestorStodgy @BarrySchwartzBW For the IRR opportunity that Brookfield represents there are simpler businesses out there with parity in return. And with less volatility. [----] drawdown case in point"  
[X Link](https://x.com/Teemacsj/status/1833864950453833783)  2024-09-11T13:47Z [----] followers, [--] engagements


"Great write up on underlying strength in $DHR business transition via @spreecap"  
[X Link](https://x.com/Teemacsj/status/1833878137546940589)  2024-09-11T14:39Z [----] followers, [----] engagements


"More from @spreecap on $DHR. Well articulated"  
[X Link](https://x.com/Teemacsj/status/1833883566372987181)  2024-09-11T15:01Z [----] followers, [----] engagements


"$AAPL $AMZN $MSFT and Meta have all invested in bldg their own custom AI chips; there r more processors designed by $GOOGL & used in data centres than by any other company but Nvidia and Intel. [--] of the [--] most val firms in the world are now in the chipmkng biz #theeconomist"  
[X Link](https://x.com/Teemacsj/status/1837845250997436456)  2024-09-22T13:23Z [----] followers, [----] engagements


"The energy used to train Openais gpt-4 model could have powered [--] American homes for a century"  
[X Link](https://x.com/Teemacsj/status/1837849690408165569)  2024-09-22T13:41Z [----] followers, [----] engagements


"Investing in a deep culture of never settling on the status quo $DHR versus Berkshire and Russell 1000"  
[X Link](https://x.com/Teemacsj/status/1841489205643358510)  2024-10-02T14:43Z [----] followers, [----] engagements


"@stonkmetal We sold a fair bit but still own a decent amount. as a multi-industrial $AME is still our core exceptional name. But $VLTO is worth following I think"  
[X Link](https://x.com/Teemacsj/status/1844739158725566500)  2024-10-11T13:57Z [----] followers, [---] engagements


"Donville is the guy who turned me on to $CSU.to back in [----]. Cant thank him enough. Jason Donville knows how to pitch a stock. He says Zedcor $ZDC.V will have [-----] towers in a few years. Then he says Vitalhub $VHI.TO $VHIBF is the next Constellation Software. $CSU.TO Jason Donville knows how to pitch a stock. He says Zedcor $ZDC.V will have [-----] towers in a few years. Then he says Vitalhub $VHI.TO $VHIBF is the next Constellation Software. $CSU.TO"  
[X Link](https://x.com/Teemacsj/status/1846531995045679193)  2024-10-16T12:41Z [----] followers, [----] engagements


"This may not mean much to US investors on here but the $TD bank mess is a massive cautionary tale in corporate governance failure. Investors likely dont pay enough attention to governance when evaluating companies"  
[X Link](https://x.com/Teemacsj/status/1846533777645773247)  2024-10-16T12:48Z [----] followers, [---] engagements


"@brentmuio @brentmuio you say that like its a bad thing. The fact that theyve never HAD TO lever the balance sheet to excessive levels doesnt mean they dont have massive experience repaying debt post m&a"  
[X Link](https://x.com/Teemacsj/status/1848392133104857554)  2024-10-21T15:53Z [----] followers, [---] engagements


"$CSU.to Revenue CFO and FCF up 20% for the first [--] months of [----] vs 2023"  
[X Link](https://x.com/Teemacsj/status/1855009761147621740)  2024-11-08T22:09Z [----] followers, [----] engagements


"@CompTortoise Constellation with a lot of moving parts these days. Glad to have someone with the in depth analysis of the details"  
[X Link](https://x.com/Teemacsj/status/1855393094046203931)  2024-11-09T23:32Z [----] followers, [---] engagements


"@CompTortoise @MichaelGielkens Absent comparison to Constellation an outlier Ropers growth in cash flow per share and revenue has been highly impressive long term"  
[X Link](https://x.com/Teemacsj/status/1861871965549600846)  2024-11-27T20:37Z [----] followers, [---] engagements


"@MichelVer55595 Its definitely not undervalued. No one should expect multiple expansion ongoing. But market seems to believe their biz model can continue to compound cash flows at mid teens which should translate to solid IRR"  
[X Link](https://x.com/Teemacsj/status/1861893224421331188)  2024-11-27T22:01Z [----] followers, [---] engagements


"$COST trading now like US treasuries"  
[X Link](https://x.com/Teemacsj/status/1865137137277898928)  2024-12-06T20:52Z [----] followers, [---] engagements


"Morningstar relaunches coverage of $AME with wide moat rating.about time. Exceptional company"  
[X Link](https://x.com/Teemacsj/status/1871575083728457916)  2024-12-24T15:14Z [----] followers, [----] engagements


"@DurableCreators I think the durability of their cash flow per share growth is very visible. Like much of the market trades at a premium. But any opportunity to add around 5% FCF yield should be a very solid investment"  
[X Link](https://x.com/Teemacsj/status/1876330954962460968)  2025-01-06T18:12Z [----] followers, [--] engagements


"@littleacorncap Will do if I find something interesting. MRU/AME are two of my fave companies. Just shows what can be created with conviction investing in great underappreciated operators with simple models. Thanks for your tweets also :)"  
[X Link](https://x.com/Teemacsj/status/1876334998963523632)  2025-01-06T18:28Z [----] followers, [---] engagements


"@NobuQueen_ The question is whether these companies have a durable biz model to continue to drive cash flow per share growth. I see no evidence to the contrary"  
[X Link](https://x.com/Teemacsj/status/1876364606676889995)  2025-01-06T20:25Z [----] followers, [---] engagements


"@LeoNelissen @MichaelGielkens Agreed nice write up @LeoNelissen . SA has a dearth of low quality write ups and commentors (e.g. ignore the comments re $DHR low divvy 🙄). Your write ups are a different standard on SA. Best.Trevor"  
[X Link](https://x.com/Teemacsj/status/1877003792291405930)  2025-01-08T14:45Z [----] followers, [---] engagements


"@LeoNelissen @MichaelGielkens Also check out under research for a well written piece on $DHR http://www.spreecap.com http://www.spreecap.com"  
[X Link](https://x.com/Teemacsj/status/1877005566595276828)  2025-01-08T14:52Z [----] followers, [---] engagements


"Context to this chart.from $DHR most recent call"  
[X Link](https://x.com/Teemacsj/status/1877451316751917152)  2025-01-09T20:24Z [----] followers, [----] engagements


"@goLoko77 @Acyn Atta boy"  
[X Link](https://x.com/Teemacsj/status/1877493305484722195)  2025-01-09T23:11Z [----] followers, [--] engagements


"Worth reading the whole memo but this is a great summary. Thank you @kintsugiinvest Howard Marks just released his new memo. Yes the ones that even Buffett reads. Here's a [--] min summary of the 5000-word masterpiece:🧵 https://t.co/eG3WJn27KN Howard Marks just released his new memo. Yes the ones that even Buffett reads. Here's a [--] min summary of the 5000-word masterpiece:🧵 https://t.co/eG3WJn27KN"  
[X Link](https://x.com/Teemacsj/status/1877545421871915460)  2025-01-10T02:38Z [----] followers, [----] engagements


"@redshirtet @PVofFCF Why so"  
[X Link](https://x.com/Teemacsj/status/1882611294437867857)  2025-01-24T02:08Z [----] followers, [---] engagements


"Perhaps a caution for #passiveinvesting in SPY Or are we in a new era that is 'different this time'"  
[X Link](https://x.com/Teemacsj/status/1885329645710533090)  2025-01-31T14:09Z [----] followers, [----] engagements


"@HonoluluBlue90 Yeah I continue to think that the best approach is to own high quality durable businesses that will deliver solid returns BUT that one can be comfortable with. $ROP is a good example. They seem to always execute good growth and 10%+ growth. Have to think that is solid LT"  
[X Link](https://x.com/Teemacsj/status/1885331200694182072)  2025-01-31T14:16Z [----] followers, [---] engagements


"A capital allocation theory Ive seen floated re $DHR. Management is sand bagging guidance a little in order to execute as much of their buyback as possible while m&a multiples are higher. And then potentially use stock for m&a later as target multiples revert Thoughts"  
[X Link](https://x.com/Teemacsj/status/1892599880159215873)  2025-02-20T15:39Z [----] followers, [----] engagements


"@PythiaR Looking back over [--] years cash flows have delivered the stock price gain of about 115%. Multiple now back to roughly same place it was Fall 2022"  
[X Link](https://x.com/Teemacsj/status/1971021168397386207)  2025-09-25T01:17Z [----] followers, [---] engagements


"@orrdavid Go and read Jeff Bezos letter to shareholders from [----]. Cash flowsnot EPS"  
[X Link](https://x.com/Teemacsj/status/1971024534263431564)  2025-09-25T01:30Z [----] followers, [--] engagements


"@BapoRothstein @sidecarcap Love how everyone is discounting these [--] year software guys. Like AI just was invented and theyve had their head in the sand the whole time. Sure maybe not 30% cash flow growth forward but certainly not doomsday. Doesnt stand to any reason"  
[X Link](https://x.com/Teemacsj/status/1971025989787582764)  2025-09-25T01:36Z [----] followers, [--] engagements


"@BapoRothstein @sidecarcap Its not emotional. Its rational. No one knows whether existing software businesses will be net beneficiaries or not. Everyone is assuming not. I think discounting CSUs ability to adapt to be a net beneficiary is being discounted thats all"  
[X Link](https://x.com/Teemacsj/status/1971137617367531593)  2025-09-25T09:00Z [----] followers, [--] engagements


"Exceptional investments can be found even in mundane sectors. Canada's Metro Inc $MRU is one of those businesses. Side by side with Danaher $DHR the storied conglomerate over [--] yrs. All comes down to disciplined reinvestment of FCF for owners. MRU has been highly effective"  
[X Link](https://x.com/Teemacsj/status/1641421403093098500)  2023-03-30T12:45Z [----] followers, [----] engagements


"A historical gem for Canadian investors. $MRU"  
[X Link](https://x.com/Teemacsj/status/1659196898706857986)  2023-05-18T13:59Z [----] followers, [----] engagements


"@CDInewsletter @SettlingNomads $MRU has been a terrific lower risk growth investment for [--] years and still under appreciated which gives the opportunity to continue to build a position. Great management"  
[X Link](https://x.com/Teemacsj/status/1668245294251663362)  2023-06-12T13:14Z [----] followers, [---] engagements


"@ErnestWongBWM Pushback on 'these are not growing businesses'. $MRU persistent operating margin expansion for [--] years + consistent mid-teens ROE with conservative b/s. Active buyback etc etc"  
[X Link](https://x.com/Teemacsj/status/1690018240473280513)  2023-08-11T15:12Z [----] followers, [---] engagements

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