#  @adrivalue Adrián, Head of the arena Adrián, Head of the arena posts on X about $csuto, acquisition, debt, $toiv the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::887750780547207169/interactions)  - [--] Week [------] +49% - [--] Month [------] +5,025% - [--] Months [-------] +173% - [--] Year [-------] +407% ### Mentions: [--] [#](/creator/twitter::887750780547207169/posts_active)  - [--] Month [--] -20% - [--] Months [--] +39% - [--] Year [--] -18% ### Followers: [-----] [#](/creator/twitter::887750780547207169/followers)  - [--] Week [-----] +0.23% - [--] Month [-----] +1% - [--] Months [-----] +2.20% - [--] Year [-----] +2.70% ### CreatorRank: [---------] [#](/creator/twitter::887750780547207169/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [social networks](/list/social-networks) [currencies](/list/currencies) [luxury brands](/list/luxury-brands) [automotive brands](/list/automotive-brands) [fashion brands](/list/fashion-brands) **Social topic influence** [$csuto](/topic/$csuto) #12, [acquisition](/topic/acquisition), [debt](/topic/debt), [$toiv](/topic/$toiv), [ipo](/topic/ipo), [ai](/topic/ai), [$rbg](/topic/$rbg), [$googl](/topic/$googl), [$goog](/topic/$goog), [$bki](/topic/$bki) **Top accounts mentioned or mentioned by** [@alterahealth](/creator/undefined) [@lukewolgram](/creator/undefined) [@clarksquarecap](/creator/undefined) [@johnhuber72](/creator/undefined) [@inpractise](/creator/undefined) [@breadcrumbsre](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@renesellmann](/creator/undefined) [@chriswmayer](/creator/undefined) [@deepsailcapital](/creator/undefined) [@notmarkleonard](/creator/undefined) [@comptortoise](/creator/undefined) [@eshear](/creator/undefined) [@robel2405](/creator/undefined) [@falcon10x](/creator/undefined) [@kyleadamsstocks](/creator/undefined) [@perseusgroup](/creator/undefined) [@redshirtinsight](/creator/undefined) [@realjimchanos](/creator/undefined) [@pommelhorse9](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Fenerbahçe Token (FB)](/topic/$fb) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [The Sandbox (SAND)](/topic/$sand) [Pinterest, Inc. (PINS)](/topic/$pins) [Snap, Inc. (SNAP)](/topic/$snap) [IBM (IBM)](/topic/ibm) [Decentral Games ICE (ICE)](/topic/$ice) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [Royal Gold Inc (RGLD)](/topic/$rgld) [Wheaton Precious Metals Corp. Common Stock (WPM)](/topic/$wpm) [Intel Corporation (INTC)](/topic/$intc) [TokenPocket Token (TPT)](/topic/$tpt) [Osisko Gold Royalties Ltd (OR)](/topic/$or) [Gigachad (GIGA)](/topic/$giga) [Burford Capital Limited (BUR)](/topic/$bur) [General Electric Company (GE)](/topic/$ge) [Jack Henry & Associates, Inc. (JKHY)](/topic/$jkhy) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Oatly Group AB (OTLY)](/topic/$otly) [Spotify Technology (SPOT)](/topic/$spot) [Arm Holdings plc (ARM)](/topic/$arm) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts Top posts by engagements in the last [--] hours "High ROIC always wins in the end given a long enough time horizon 💸 The importance of ROIC a couple of splendid articles va @JohnHuber72 - Part 1: - Part 2: #ValueInvesting #ROIC http://basehitinvesting.com/importance-of-roic-part-2-compounders-and-cheap-stocks/ http://basehitinvesting.com/importance-of-roic-part-1-compounders-and-cheap-stocks/ http://basehitinvesting.com/importance-of-roic-part-2-compounders-and-cheap-stocks/ http://basehitinvesting.com/importance-of-roic-part-1-compounders-and-cheap-stocks/" [X Link](https://x.com/adrivalue/status/1032621002541473797) 2018-08-23T13:30Z [----] followers, [---] engagements "Updated payments value chain 😅 $ADYEY $ADYEN.AS $WDI.DE $WCAGY #Wirecard About that Adyen ''competitor''. $ADYEN $WDI #Wirecard https://t.co/7pacVquj15 About that Adyen ''competitor''. $ADYEN $WDI #Wirecard https://t.co/7pacVquj15" [X Link](https://x.com/adrivalue/status/1276085135243464705) 2020-06-25T09:29Z [----] followers, [--] engagements "@pommelhorse9 @_inpractise Some data from $FDR.MC a spanish competitor with 43% of sales in North America" [X Link](https://x.com/adrivalue/status/1493133519073255427) 2022-02-14T08:02Z [----] followers, [--] engagements "@breadcrumbsre Another privatization: $AENA.MC 🛫 Some margin expansion here 😆" [X Link](https://x.com/adrivalue/status/1584840220004212736) 2022-10-25T09:32Z [----] followers, [--] engagements "This is a significant acquisition for $LMN.V they're paying up to $41.8m maybe less The two BUs will generate $74-78m in revenue for the FY23 so Lumine is paying [---] P/S" [X Link](https://x.com/adrivalue/status/1728147211848912913) 2023-11-24T20:22Z [----] followers, [----] engagements "$SNCR looks like a forced seller. Is an overleveraged failed roll-up with a market cap of $50m vs an EV of 280m Prefs $SNCRL are trading at a YTM of 20%+" [X Link](https://x.com/adrivalue/status/1728154113140043864) 2023-11-24T20:50Z [----] followers, [----] engagements "As I suspected Biedronka was making excuses for their terrible Q2 results $DNP.WA LFL for Q2 was 1.8% not spectacular but significantly higher than Biedronka's (-4.6%) and close to food inflation of 2.3% Margins remain weak due to employee benefits growth as expected @FundasyInvestor Food inflation increased in during the Q2 but Biedronka suffered from deflation. Lagging effect or Biedronka lowering prices to keep foot traffic 🤔 They also called for deflation during the H2 but this is not the trend Dino results will shed some light about this 👀 https://t.co/oa6AtC9KX0 @FundasyInvestor Food" [X Link](https://x.com/adrivalue/status/1826699068552479126) 2024-08-22T19:12Z [----] followers, [----] engagements "$CSU.TO For me the highlight of the AGM was the new (experimental) bonus/incentive scheme 🤯 Allowing employees to invest their bonuses in the underlying businesses is a stroke of genius I'm guessing that it will increase alignment and reduce talent turnover Absolute banger" [X Link](https://x.com/anyuser/status/1924486926268059794) 2025-05-19T15:26Z [----] followers, 15.2K engagements "70bn company trading like a meme stonk" [X Link](https://x.com/adrivalue/status/1987892554822508817) 2025-11-10T14:38Z [----] followers, [----] engagements "60bn company trading like a meme stonk" [X Link](https://x.com/adrivalue/status/2012238523517051358) 2026-01-16T19:00Z [----] followers, [---] engagements "Welcome to the family Andromeda Software $CSU.TO" [X Link](https://x.com/adrivalue/status/2013905472777039941) 2026-01-21T09:24Z [----] followers, 13.2K engagements "$CSU.TO 📢 Significant acquisition 📢 Harris buys GlobalMeet a Zoom-like webcasting app (Yay 😂) Pivotal Group a PE firm focused in special situations and carve-outs previously acquired these assets from PGi for an "8-figure sum" in [----] The transaction wasn't published at the CSU level so Harris probably paid between $50-99m for these assets This acquisition will be included in the the Q4 (completed in December [--] 2025) https://twitter.com/i/web/status/2015768457753571773 https://twitter.com/i/web/status/2015768457753571773" [X Link](https://x.com/adrivalue/status/2015768457753571773) 2026-01-26T12:47Z [----] followers, 10.7K engagements "$CSU.TO Narrative violation: Organic growth AND AI That's impossible SELL SELL EVERYTHING" [X Link](https://x.com/adrivalue/status/2018415142938009845) 2026-02-02T20:04Z [----] followers, 11.4K engagements "@ReneSellmann They didn't acknowledge that. It was basically a marketing call where they mentioned [--] times the greatness of MNDY's useless AI agent 😂 https://x.com/adrivalue/status/2021178134389796964 @ai @samantha_subin Wrong. They said exactly the oppossite: https://t.co/w3VxI95oV5 https://x.com/adrivalue/status/2021178134389796964 @ai @samantha_subin Wrong. They said exactly the oppossite: https://t.co/w3VxI95oV5" [X Link](https://x.com/adrivalue/status/2021178711672799310) 2026-02-10T11:05Z [----] followers, [---] engagements "Another one is cooking: Constellation HomeBuilder launches an AI agent 👀 I've curated a list of 700+ $CSU.TO subsidiaries At least [---] of them explicitly mention AI features on their websites This number is likely an underestimate as many companies don't even bother to update their websites 😂 CSU has a huge opportunity ahead to boost organic https://t.co/MBq3luvbtK I've curated a list of 700+ $CSU.TO subsidiaries At least [---] of them explicitly mention AI features on their websites This number is likely an underestimate as many companies don't even bother to update their websites 😂 CSU has" [X Link](https://x.com/adrivalue/status/2021221681344180400) 2026-02-10T13:56Z [----] followers, [----] engagements "@JaredKubin Clever design. You can program the Ferrari washing machine on the screen on the right" [X Link](https://x.com/adrivalue/status/2021594456089137641) 2026-02-11T14:37Z [----] followers, [---] engagements "$CSU M&A team right now" [X Link](https://x.com/adrivalue/status/2022339489365111213) 2026-02-13T15:58Z [----] followers, [----] engagements "I've curated a list of 700+ $CSU.TO subsidiaries At least [---] of them explicitly mention AI features on their websites This number is likely an underestimate as many companies don't even bother to update their websites 😂 CSU has a huge opportunity ahead to boost organic growth. CSU has earned its customers' trust over decades and will be the preferred vendor for any AI functionality it offers If you think its customers will use AI tools connected to their mission-critical software from an unknown company founded a couple of years ago you're delusional. Trust cannot be automated 🙄 Bonus:" [X Link](https://x.com/adrivalue/status/2019878042831585480) 2026-02-06T20:57Z [----] followers, 28K engagements "Sellers of $CSU.TO stock please explain to the group why you hate compounding" [X Link](https://x.com/anyuser/status/2020919080849387867) 2026-02-09T17:53Z [----] followers, 12K engagements "$CSU.TO Cultura (Food/AgriTech) is attending an agricultural software event 😴😴😴 Customers will learn about the future of the industry do some networking and will have direct conversations with Cultura's leadership Do we know if vibe-coders are attending the event 🤔" [X Link](https://x.com/adrivalue/status/2022765978484928721) 2026-02-14T20:12Z [----] followers, [----] engagements "Recent institutional movements on Revolution Bars 🤔 : - AXA Investment Managers 5% (New) - Castlefield CFP SDL UK Buffettology Fund 10% (New) - Artemis Investment Management 19% (Previous: 16%) #ValueInvesting $RBG" [X Link](https://x.com/adrivalue/status/1006560249963261952) 2018-06-12T15:33Z [----] followers, [--] engagements "⚠ Revolution Bars reports a profit warning LFL sales -17% for the H2 [----] due to the adverse weather. $RBG https://www.investegate.co.uk/revolution-bars--rbg-/rns/trading-update/201806140700033383R/ https://www.investegate.co.uk/revolution-bars--rbg-/rns/trading-update/201806140700033383R/" [X Link](https://x.com/adrivalue/status/1007146103391875072) 2018-06-14T06:21Z [----] followers, [--] engagements "Revolution's new CEO bought 50k shares _()_/ it's something #RBG $RBG #ValueInvesting https://investegate.co.uk/revolution-bars/rns/director-pdmr-shareholding/201810171752224027E/ https://investegate.co.uk/revolution-bars/rns/director-pdmr-shareholding/201810171752224027E/" [X Link](https://x.com/adrivalue/status/1052605138819604480) 2018-10-17T16:59Z [----] followers, [--] engagements "🍸Revolution Bars: Annual Results Presentation FY18 #RBG $RBG http://www.revolutionbarsgroup.com/index.php/download_file/251/ http://www.revolutionbarsgroup.com/index.php/download_file/251/" [X Link](https://x.com/adrivalue/status/1054393787299049472) 2018-10-22T15:27Z [----] followers, [--] engagements "BlackPearl Q3 [----] highlights: Production end-year guidance: [-----] boepd (+1000) OCF +44% QoQ Thermal operating costs -24% QoQ #ValueInvesting $PXX $IPCO http://www.blackpearlresources.ca/i/pdf/2018Q3.pdf http://www.blackpearlresources.ca/i/pdf/2018Q3.pdf" [X Link](https://x.com/adrivalue/status/1059574903110799360) 2018-11-05T22:35Z [----] followers, [--] engagements "European clothing retailers 5-Yr return: - H&M -62% - Marks & Spencer -46% - Asos -34% - Primark (AB Foods) -31% - Inditex -10% $ITX $IDEXF $MAKSY $NXGPY $ASOMY $ASC #ValueInvesting #ASC" [X Link](https://x.com/adrivalue/status/1074694980847984641) 2018-12-17T15:57Z [----] followers, [--] engagements ""We didnt set up Vets First Choice to be small. We hope to be a billion-dollar company one day" - Ben Shaw [----] A few days ago Vets merged with Henry Schein's Animal Health to form Covetrus a $4 billion company. $HSIC $CVET https://www.themainemag.com/people/2501-ben-shaw-ceo-of-vets-first-choice https://www.themainemag.com/people/2501-ben-shaw-ceo-of-vets-first-choice" [X Link](https://x.com/adrivalue/status/1101024918421102592) 2019-02-28T07:42Z [----] followers, [--] engagements "Horrible results for $RBG I sold my position last week. - Declining business model - LFL -5.5% is not improve 😂 - 18.5M debt - Lowered guidance - Dividend cut . https://investegate.co.uk/revolution-bars--rbg-/rns/interim-results/201903010700055152R/ https://investegate.co.uk/revolution-bars--rbg-/rns/interim-results/201903010700055152R/" [X Link](https://x.com/adrivalue/status/1101383883973713921) 2019-03-01T07:29Z [----] followers, [--] engagements "Awful results for Revolution Bars. 📉LFL -3.5% 📉Adj. EBITDA margin [----] bps 📉Adj. EPS -74% ⚠Debt +13% But don't worry the management says that everything is fine 😂 $RBG #RBG https://www.investegate.co.uk/revolution-bars/rbg/preliminary-results/201910010700152869O https://www.investegate.co.uk/revolution-bars/rbg/preliminary-results/201910010700152869O" [X Link](https://x.com/adrivalue/status/1178923661719490560) 2019-10-01T06:44Z [----] followers, [--] engagements "Some valuations mentioned in this article about the break-up of the 'big tech': Google Ads $539bn (Jefferies) AWS $438bn (MS) Amazon Basics $200bn (Jefferies) Instagram $100bn (Bloomberg) Whole Foods $6bn (Jefferies) via @TheEconomist $GOOG $FB $AMZN https://economist.com/business/2019/10/24/dismembering-big-tech https://economist.com/business/2019/10/24/dismembering-big-tech" [X Link](https://x.com/adrivalue/status/1187783436108521472) 2019-10-25T17:30Z [----] followers, [--] engagements "$DOL.TO Dollarama is trading at 17x EV/EBITDA its lowest level since Oct'18 5-Year CAGR: Revenue 11% 📈 EBIT 18% 📈 EPS 24% 📈 SSS guidance for [----] is 4.0-4.5%" [X Link](https://x.com/adrivalue/status/1232319284740796416) 2020-02-25T14:59Z [----] followers, [--] engagements "@valueDACH @StrategeryCap Yep 13F shows just the US holdings. Another names are Prosus and Ryman Healthcare" [X Link](https://x.com/adrivalue/status/1286285650141085697) 2020-07-23T13:02Z [----] followers, [--] engagements "🎯Extreme coffee can portfolio contest🥫 If you could only have ONE company in your portfolio for the next [--] years and you couldn't sell a single share during that period which company would you choose I'll go all-in with $CSU.TO #ECCPC" [X Link](https://x.com/adrivalue/status/1376926296815636480) 2021-03-30T15:56Z [----] followers, [--] engagements "$FB share price vs FCF Most of you already know that correlation but it's beautiful to see this graph isn't it 😆" [X Link](https://x.com/adrivalue/status/1448690363280076810) 2021-10-14T16:41Z [----] followers, [---] engagements "@DAVEYULI @Quartr_App @chriswmayer @stonkmetal @LG_1974 @MarkusNielsen23 @Stock_Inf0 @acquirers_club @IrrationalMrkts @SerialAcquirers @NiklasSavas $LFCBY (Volume [--] tho) https://citiadr.factsetdigitalsolutions.com/stocks/profile.idmscusip=53174A106 https://citiadr.factsetdigitalsolutions.com/stocks/profile.idmscusip=53174A106" [X Link](https://x.com/adrivalue/status/1679834229142634496) 2023-07-14T12:44Z [----] followers, [--] engagements "Intercontinental Exchange Completes Acquisition of Black Knight Friendly reminder that $ICE is effectively divesting two of the three BEST assets of $BKI $CSU.TO shareholders let's celebrate 🥳🥳🥳 I can't stress enough how great Optimal Blue acquisition is This is a high-quality asset with a HUGE moat: captive customers switching costs network efffects and pricing power $BKI (over)paid 30x EBITDA for OB $CSU.TO is paying 7x EBITDA 🤯 I can't stress enough how great Optimal Blue acquisition is This is a high-quality asset with a HUGE moat: captive customers switching costs network efffects" [X Link](https://x.com/adrivalue/status/1699065275944157593) 2023-09-05T14:21Z [----] followers, 20.2K engagements "@AltaFoxCapital $ERD.AX' entire BoD should be instantly fired Rejected $CSU.TO' bid @ [----] just to issue a ton of shares @ [----] two months later 😂🤡🤡🤡" [X Link](https://x.com/adrivalue/status/1701244008029122736) 2023-09-11T14:39Z [----] followers, [---] engagements "Constellation Software's Perseus Group Completes Acquisition of Black Knight's Empower and Optimal Blue Businesses Have a nice weekend fellas 😎 $CSU.TO $BKI $ICE" [X Link](https://x.com/adrivalue/status/1702663520700006427) 2023-09-15T12:39Z [----] followers, [----] engagements "$CSU.TO RBC on Black Knight carve-outs: "we now estimate 28-38% levered IRR on Empower/Optimal blue" h/t https://x.com/lokoyacap/status/1708861867349729601 I can't stress enough how great Optimal Blue acquisition is This is a high-quality asset with a HUGE moat: captive customers switching costs network efffects and pricing power $BKI (over)paid 30x EBITDA for OB $CSU.TO is paying 7x EBITDA 🤯 https://x.com/lokoyacap/status/1708861867349729601 I can't stress enough how great Optimal Blue acquisition is This is a high-quality asset with a HUGE moat: captive customers switching costs network" [X Link](https://x.com/adrivalue/status/1708880085103661568) 2023-10-02T16:22Z [----] followers, [----] engagements "While software cos. keep imploding $TOI.V delivers Recurring revenue: +11% Organic growth Great Q guys cc $CSU.TO" [X Link](https://x.com/adrivalue/status/1720189014752243828) 2023-11-02T21:19Z [----] followers, 38.2K engagements "Little sister $LMN.V comes with +5% organic growth after some weak Qs cc $CSU.TO While software cos. keep imploding $TOI.V delivers Recurring revenue: +11% Organic growth Great Q guys cc $CSU.TO https://t.co/5CxPkrHBg7 While software cos. keep imploding $TOI.V delivers Recurring revenue: +11% Organic growth Great Q guys cc $CSU.TO https://t.co/5CxPkrHBg7" [X Link](https://x.com/adrivalue/status/1720202952650989939) 2023-11-02T22:15Z [----] followers, [----] engagements "Optimal Blue contribution to $CSU.TO Q3 was nil but we can reverse YTD proforma revenue 🧮 RBC estimated that OB had a 47% Adj. EBITDA Margin. Using lower estimates I get a FCF Margin of 28% *in a bad year* No word about Empower 🥲 Q4 financials will provide more details👀 I can't stress enough how great Optimal Blue acquisition is This is a high-quality asset with a HUGE moat: captive customers switching costs network efffects and pricing power $BKI (over)paid 30x EBITDA for OB $CSU.TO is paying 7x EBITDA 🤯 I can't stress enough how great Optimal Blue acquisition is This is a high-quality" [X Link](https://x.com/adrivalue/status/1722925482306396262) 2023-11-10T10:33Z [----] followers, [----] engagements "Interesting to see how the tables have turned. Total return since Topicus spin-off: $TOI.V +40% $CSU.TO +94% What were y'all thinking 😆 Since the spin-off $TOI.V return was 92% vs 36% for $CSU.TO Y'all know that CSI has the right to acquire an additional 30% stake in Topicus right 🤔 https://t.co/sDeVrq5IdH Since the spin-off $TOI.V return was 92% vs 36% for $CSU.TO Y'all know that CSI has the right to acquire an additional 30% stake in Topicus right 🤔 https://t.co/sDeVrq5IdH" [X Link](https://x.com/adrivalue/status/1725145583373930977) 2023-11-16T13:35Z [----] followers, [----] engagements "That's a biggie one for $CSU.TO Financial services software co. founded 20+ years ago struggling with growth and profitability Another turnaround story for the team 💪 EV US$120m = They're paying 1.3x EV/Sales (LTM)" [X Link](https://x.com/adrivalue/status/1725161982838358078) 2023-11-16T14:40Z [----] followers, [----] engagements "According to my own estimates the factors for $CSU.TO long-term share price return were: - FCF growth 83% - Multiple expansion 14% - FX 3% It went public at a P/FCF of 14.5x. You could buy it at a single-digit multiple from '08 to '10 and traded below 16x until [----] 🥹 If you told me $CSU is +644% since April [----] I would have guessed that a lot of it must have come from multiple expansion. It turns out the multiple remains exactly the same 🤯🤯🤯 https://t.co/VnSvUdhXCz If you told me $CSU is +644% since April [----] I would have guessed that a lot of it must have come from multiple expansion." [X Link](https://x.com/adrivalue/status/1725982124849701138) 2023-11-18T20:59Z [----] followers, 21K engagements ""Lumine Group will restore the brands to operate as three autonomous business units" That's a fancy way of saying they will undo the mess that $SNCR caused😆 Former employees sum it up nicely 👇 $LMN.V cc $CSU.TO Our recent acquisition of the Messaging & NetworkX business units from @Synchronoss marked Lumine Groups ninth divestiture transaction in the communications and media space. Read more about the Synchronoss divestiture transaction here: https://t.co/OigTHZkCHZ #LumineGroup https://t.co/RnFmGqMfeD Our recent acquisition of the Messaging & NetworkX business units from @Synchronoss" [X Link](https://x.com/adrivalue/status/1728145651014234310) 2023-11-24T20:16Z [----] followers, 30.2K engagements "$CSU.TO crew Member Allscripts' acquisition (Now known as @AlteraHealth) "The Sunrise EHR from Altera Digital Health was named the top EHR for community hospitals by Black Book Research" 😌 There's a MASSIVE organic growth opportunity here. All the alternatives SUCK multiple professional doctors i know who use epic every day have told me directly that the terrible UX of this product has likely cost innumerable lives. [--] yo physicians making 100+ clicks per patient visit will definitely make mistakes if the UI is bad. this company only multiple professional doctors i know who use epic every" [X Link](https://x.com/adrivalue/status/1760328647964008793) 2024-02-21T15:40Z [----] followers, [----] engagements "Imagine buying a call option with no expiration date for $250k that could net you $30m+ or [---] times your initial investment. Not bad right 😂 That's the beauty of precious metals royalties $ELE.V $ELEMF NEWS: Elemental Altus Royalties Announces Acquisition of New Royalty Being Advanced by Rio Tinto Exploration Full Release: https://t.co/attRxbD1QN $ELE.v $ELEMF #royalties #gold https://t.co/JDOdP5SOFq NEWS: Elemental Altus Royalties Announces Acquisition of New Royalty Being Advanced by Rio Tinto Exploration Full Release: https://t.co/attRxbD1QN $ELE.v $ELEMF #royalties #gold" [X Link](https://x.com/adrivalue/status/1788933230265057569) 2024-05-10T14:04Z [----] followers, [----] engagements "@ArenaManCapital Oh good find Turns out that this company was formerly known as $CPSI until recently. One of the toughest competitors of CSI's Altera https://x.com/adrivalue/status/1760328647964008793 $CSU.TO crew Member Allscripts' acquisition (Now known as @AlteraHealth) "The Sunrise EHR from Altera Digital Health was named the top EHR for community hospitals by Black Book Research" 😌 There's a MASSIVE organic growth opportunity here. All the alternatives SUCK https://t.co/9t3Bwx0Q4k https://x.com/adrivalue/status/1760328647964008793 $CSU.TO crew Member Allscripts' acquisition (Now known" [X Link](https://x.com/adrivalue/status/1800605301017596239) 2024-06-11T19:05Z [----] followers, [---] engagements "@mikesalguero $TTCFQ vibes https://www.forbes.com/sites/chloesorvino/2022/12/22/tattooed-chef-a-pioneer-of-plant-based-foods-considers-the-unthinkable/ https://www.forbes.com/sites/chloesorvino/2022/12/22/tattooed-chef-a-pioneer-of-plant-based-foods-considers-the-unthinkable/" [X Link](https://x.com/adrivalue/status/1815738434700329405) 2024-07-23T13:19Z [----] followers, [--] engagements "@CuriousRyanLee @LukeWolgram Wrote about that recently the mentioned thread is a must read too https://x.com/adrivalue/status/1825588616887750855 Every software investor should read the post below 🎯 Is crucial to understand that coding is a small part of the business. Go ahead try selling clones of Excel SAP or whatever VMS is out there. C'mon is easier than ever with LLMs right Not all software is created equal https://x.com/adrivalue/status/1825588616887750855 Every software investor should read the post below 🎯 Is crucial to understand that coding is a small part of the business. Go" [X Link](https://x.com/adrivalue/status/1833936264204353924) 2024-09-11T18:30Z [----] followers, [--] engagements "$CSU.TO Organic growth +6% Have a nice weekend fellas" [X Link](https://x.com/adrivalue/status/1855013063914574089) 2024-11-08T22:22Z [----] followers, [----] engagements "@investgent @SuperMarius19 They're targeting a valuation in line with its peers Lifco Indutrade Addtech and Lagercrantz This group trades @ 18-22x EV/EBITDA NTM using the midpoint and assuming Rko does 1400M SEK in EBITDA my back of the envelope math would be a EV of [--] billion SEK for Rko 🔮" [X Link](https://x.com/adrivalue/status/1879277133136302576) 2025-01-14T21:19Z [----] followers, [---] engagements "Thoma Bravo is bullish on European software companies: - Software spending will grow at 11% CAGR - They are 25% cheaper vs US comps - There are 13000+ software cos with over $10M in annual revenue generally profitable Very bullish for $TOI.V cc $CSU.TO" [X Link](https://x.com/adrivalue/status/1960251408260747721) 2025-08-26T08:02Z [----] followers, 27.6K engagements "$CSU.TO Which of you degens did this 😆" [X Link](https://x.com/adrivalue/status/1969035197975757238) 2025-09-19T13:45Z [----] followers, 12K engagements "$CSU.TO ML is retiring for health reasons ☹ Mark Miller takes the helm (former COO) He's extremely prepared and capable we're in good hands but brace yourselves for some volatility Get well soon and thanks for everything 🫶❤" [X Link](https://x.com/adrivalue/status/1971205405822075231) 2025-09-25T13:29Z [----] followers, [----] engagements "$CSU.TO "AI in VMS demands a measured long-term approach. Its less about racing to market and more about ensuring AI enhances the durability of both customer relationships and the business itself"" [X Link](https://x.com/adrivalue/status/1975618909366812809) 2025-10-07T17:47Z [----] followers, [----] engagements "$CSU.TO Harris acquires TECVIA Holding Acquisition announced at the parent level so it's a biggie one let's goooo 54MM in annual revenue bleeding cash perfect hunting ground for CSI 👀" [X Link](https://x.com/adrivalue/status/1978520229224284399) 2025-10-15T17:55Z [----] followers, 12K engagements "Annual revenue is actually higher due to a couple of acquisitions that were completed during [----] One of these assets seems the 👑: 60MM in annual rev. +6% organic growth and a EBITDA margin of 22% New estimate for consolidated annual rev.: 85MM makes more sense" [X Link](https://x.com/adrivalue/status/1978535417889591583) 2025-10-15T18:56Z [----] followers, [----] engagements "$CSU.TO "The product had been in development for more than ten years" Vibe-code that 🤖" [X Link](https://x.com/adrivalue/status/1980360151417917708) 2025-10-20T19:47Z [----] followers, [----] engagements "There's a lot of chatter on AI CapEx being in bubble territory It's hard to agree with that when the good 7-8 years old TPUs utilization rate is 100% and their cost is $2 per hour AI customers are eager to buy all the computing they can take cc $GOOGL $MSFT $AMZN $ORCL Google and Cisco Execs: The Infrastructure Renaissance AI is causing the biggest buildout of physical infrastructure in modern history. The five largest players alone are projected to spend $342 billion on capex in [----] more than the entire Apollo moon landing program adjusted https://t.co/A2W1HoWlpo Google and Cisco Execs: The" [X Link](https://x.com/adrivalue/status/1983567124573392996) 2025-10-29T16:10Z [----] followers, [----] engagements "Bottom $CSU.TO" [X Link](https://x.com/adrivalue/status/1983962738163642751) 2025-10-30T18:22Z [----] followers, [----] engagements "@EddyElfenbein Here's a list of his ADBE open market stock purchases: -" [X Link](https://x.com/adrivalue/status/1984359424513773669) 2025-10-31T20:38Z [----] followers, [---] engagements "$CSU.TO It's all good man - Recurring revenue +4% organic growth (CC) -$850+ million in acquisitions (including open commitments) I hope you loaded the truck as much as I did 💪" [X Link](https://x.com/adrivalue/status/1986929877975515568) 2025-11-07T22:52Z [----] followers, 10.1K engagements "$CSU.TO Brace yourselves. 5x target price cuts Sorry I don't make the rules🫠" [X Link](https://x.com/adrivalue/status/1987888548658209245) 2025-11-10T14:22Z [----] followers, 34.3K engagements "+5% I'm so proud of you boyz 🤜🤛" [X Link](https://x.com/adrivalue/status/1987891528535011539) 2025-11-10T14:34Z [----] followers, [----] engagements "$ACP.WA Great Q guys ✅ 17% revenue growth (Proportional) ✅ Margins up ✅ [--] acquisitions Bravo 👏 $ACP.WA Great Q guys ✅ Revenue growth on every segment ✅ Organic growth +5%) ✅ Margins up ✅ [--] acquisitions YTD cc $TOI.V $CSU.TO https://t.co/neVaznf0co $ACP.WA Great Q guys ✅ Revenue growth on every segment ✅ Organic growth +5%) ✅ Margins up ✅ [--] acquisitions YTD cc $TOI.V $CSU.TO https://t.co/neVaznf0co" [X Link](https://x.com/adrivalue/status/1995576540760080708) 2025-12-01T19:31Z [----] followers, 12.1K engagements "$LMN.V Large acquisition🚨 Lumine is buying $SNCR for $116 million equivalent to $9 per share $SNCR might generate $50M EBITDA in [----] implying a EV/EBITDA multiple of 5x 👀 They've already carved-out Messaging & NetworkX from $SNCR back in [----] so they know the business in depth It's another melting ice cube 🧊 a perfect hunting ground for the CSU family. Let's turn it around cc $CSU.TO" [X Link](https://x.com/adrivalue/status/1996588568337064433) 2025-12-04T14:33Z [----] followers, [----] engagements "Somehow $SNCR managed to be in financial distress: - Net debt / EBITDA LTM 3x - Interest coverage 0.8x - Interest expense +40% YoY (SOFR + [---] bps 🔥) Lumine will clean the balance sheet first thing" [X Link](https://x.com/adrivalue/status/1996595948605022372) 2025-12-04T15:02Z [----] followers, [----] engagements "Interesting thoughts thanks for sharing Regarding the "low morale" due to the depressed stock price I think it could be the opposite. Some employees are required to reinvest 75% of their cash bonus by buying CSU/TOI/LMN stock. Would you rather buy the mothership at [----] or now at [----] If the employee needs to sell its stock in the short-term he would be very disappointed ofc I see more risk in an opportunistic buyout https://twitter.com/i/web/status/2012582102911320536 https://twitter.com/i/web/status/2012582102911320536" [X Link](https://x.com/adrivalue/status/2012582102911320536) 2026-01-17T17:45Z [----] followers, [----] engagements "They've carved-out a Japanese VMS a few months ago due to "panic selling" from the HoldCo so the AI disruption could be an incentive to sell In the other hand founders are unlikely to sell during times of uncertainty specially if they're profitable Money-losing VMS cos could be the sweet spot https://twitter.com/i/web/status/2012586513054282144 https://twitter.com/i/web/status/2012586513054282144" [X Link](https://x.com/adrivalue/status/2012586513054282144) 2026-01-17T18:03Z [----] followers, [---] engagements "@onlyebitda Yeah it's possible: - 100-110 employees - There are several estimates of annual revenue of $40 million Harris could have paid between $30-40 million" [X Link](https://x.com/adrivalue/status/2015825560300040459) 2026-01-26T16:34Z [----] followers, [---] engagements "Pandora A/S again in 52w mins 600DKK is a bargain Recent fundamental analysis on $PNDORA $PNDZF #ValueInvesting https://seekingalpha.com/article/4103146-pandora-s-fundamental-assessment https://seekingalpha.com/article/4103146-pandora-s-fundamental-assessment" [X Link](https://x.com/adrivalue/status/912691713705218049) 2017-09-26T14:53Z [----] followers, [--] engagements "Drr $DUE $DURR strong Q3 results: EBITDA +7% EPS +15% ROCE 36% #ValueInvesting http://www.durr.com/press/ad-hoc-announcements-and-press-releases-duerr-ag/press-releases/duerr-achieving-growth-in-order-intake-sales-and-earnings/ http://www.durr.com/press/ad-hoc-announcements-and-press-releases-duerr-ag/press-releases/duerr-achieving-growth-in-order-intake-sales-and-earnings/" [X Link](https://x.com/adrivalue/status/928156282351243265) 2017-11-08T07:04Z [----] followers, [--] engagements "Miguel de Juan nos presenta algunas de sus posiciones en Argos Capital: $CALM $THEP $FER $Hermle $TPT #ValueInvesting https://moiglobal.com/argos-enero-18/ https://moiglobal.com/argos-enero-18/" [X Link](https://x.com/adrivalue/status/950292734052577280) 2018-01-08T09:06Z [----] followers, [--] engagements "$RBG H1 interim results: - LFL +04% (+19% including New Year's Eve) - Sales +11% - Adj. EBITDA +8% - [--] new openings (+2 in H2 = [--] venues) #ValueInvesting https://ir.euroinvestor.com/Tools/newsArticleHTML.aspxsolutionID=2498&customerKey=revolutionbarsgroupplc&storyID=13832803&language=en https://ir.euroinvestor.com/Tools/newsArticleHTML.aspxsolutionID=2498&customerKey=revolutionbarsgroupplc&storyID=13832803&language=en" [X Link](https://x.com/adrivalue/status/969472527633453056) 2018-03-02T07:20Z [----] followers, [--] engagements "💡 Lista de empresas presentadas en el @IberianValue #IberianValue #ValueInvesting $SGRE $ECONB $BVN $TLGO $TPT $ATYM $FDR $ITX $PAC $LOG $CBK $ZOT $FB $GSY $SMS $WWL $WTB $BAB $AM " [X Link](https://x.com/adrivalue/status/984353644303745024) 2018-04-12T08:52Z [----] followers, [--] engagements "Lucas Bols reported strong FY2018 results 💪: - Revenue +15% (+1.8% organic) - EBIT +30% - EPS +35% (Adjusted: +20%) - FCF +11% - Gross/Operating/FCF Margins - Net debt -19% #ValueInvesting $BOLS https://www.lucasbols.com/files/7/3/4/7/2/180607%20Lucas%20Bols%20Analyst%20Presentation.pdf https://www.lucasbols.com/files/7/3/4/7/2/180607%20Lucas%20Bols%20Analyst%20Presentation.pdf" [X Link](https://x.com/adrivalue/status/1004679310576439296) 2018-06-07T10:59Z [----] followers, [--] engagements "Lucas Bols published its annual report 2017/2018 today: #ValueInvesting $BOLS https://www.lucasbols.com/files/7/4/4/7/2/Lucas-Bols%20annual%20report%202017_18.pdf https://www.lucasbols.com/files/7/4/4/7/2/Lucas-Bols%20annual%20report%202017_18.pdf" [X Link](https://x.com/adrivalue/status/1007151999018815488) 2018-06-14T06:45Z [----] followers, [--] engagements "#Uranium Participation Corp. industry overview May [--] [----]. #UraniumFever #ValueInvesting $U http://www.uraniumparticipation.com/i/pdf/financials/2019Q1.pdf http://www.uraniumparticipation.com/i/pdf/financials/2019Q1.pdf" [X Link](https://x.com/adrivalue/status/1013004235645112320) 2018-06-30T10:20Z [----] followers, [--] engagements "This is new: @CobasFunds have become activist investors. They asked Aryzta's Board of Directors to call an EGM #ValueInvesting $ARYN https://www.cobasam.com/en/cobas-am-ha-pedido-al-consejo-de-aryzta-la-convocatoria-de-una-junta-general-extraordinaria-2/ https://www.cobasam.com/en/cobas-am-ha-pedido-al-consejo-de-aryzta-la-convocatoria-de-una-junta-general-extraordinaria-2/" [X Link](https://x.com/adrivalue/status/1051827359467413504) 2018-10-15T13:29Z [----] followers, [--] engagements "📈US Large-Caps are overperforming Small-Caps. ⚠The 43% LT floating debt vs 10% in the S&P500 could be one of the reasons watch the leverage va @charliebilello @UPFINAcom @TayTayLLP $SPY $RUT #ValueInvesting #SP500" [X Link](https://x.com/adrivalue/status/1053588971589111815) 2018-10-20T10:09Z [----] followers, [--] engagements "Cambria H1 results: - Revenue -2% - EBIT -8% - EPS -15% ⚠Net debt +11.6M vs -5.5M in H1 [----]. - Capex 23.5M - FCF -10M vs 6.5M LFL sales: 😨New -14.8% 😥Used -2.6% 🥳Aftersales +4.1% And. ugly outlook for the sector. #ValueInvesting $CAMB #CAMB https://www.investegate.co.uk/cambria-automobiles/camb/preliminary-results/201811210700059682H https://www.investegate.co.uk/cambria-automobiles/camb/preliminary-results/201811210700059682H" [X Link](https://x.com/adrivalue/status/1065146162951393281) 2018-11-21T07:33Z [----] followers, [--] engagements "💡My latest article in SA: It's The Perfect Moment To Have Gold As A Hedge For Your Portfolio #ValueInvesting #Gold #Commodities $DIA $SPY $GDX $GDXJ $GLD https://seekingalpha.com/article/4225688-perfect-moment-gold-hedge-portfolio https://seekingalpha.com/article/4225688-perfect-moment-gold-hedge-portfolio" [X Link](https://x.com/adrivalue/status/1068577414186438656) 2018-11-30T18:48Z [----] followers, [--] engagements "And. my 4th article about the gold sector I've enjoyed writing this piece hope you like it 😉 #ValueInvesting #Gold $ATBYF $ELYGF $EMX $FNV $GDX $GDXJ $GLBXF $GLVMF $MACIF $MTAFF $SAND $OR $RGLD $RMNXD $SROYF $WPM https://seekingalpha.com/article/4228602-analysis-precious-metals-royalty-sector https://seekingalpha.com/article/4228602-analysis-precious-metals-royalty-sector" [X Link](https://x.com/adrivalue/status/1074958899487404039) 2018-12-18T09:25Z [----] followers, [--] engagements "☁Gigas Hosting published its [----] budget: 📈 Revenue: 10.6M (+24.7%) 📈 EBITDA: 2.55M (+68%; Margin: 24%) 💰 FCF positive Catalyst: Acquisitions #ValueInvesting $GIGA https://gigas.com/static/documents/20190115Presupuesto201915ENE2019.pdf https://gigas.com/static/documents/20190115Presupuesto201915ENE2019.pdf" [X Link](https://x.com/adrivalue/status/1085234310200913920) 2019-01-15T17:56Z [----] followers, [--] engagements "💡SumZero. Top Stocks for [----] - Winners & Finalists. via @SumZero #ValueInvesting $SATS $RRTS $APHQF $BUR $FB $ECN $EXEL $WINE $XLM $TRUP $TLRD $MTRO $SLM #Hynix $LBTYA https://sumzero-prod.s3.amazonaws.com/public/uploads/specialpublications/2019TopStocks_cf0567e8bf.pdf https://sumzero-prod.s3.amazonaws.com/public/uploads/specialpublications/2019TopStocks_cf0567e8bf.pdf" [X Link](https://x.com/adrivalue/status/1088708552145940485) 2019-01-25T08:02Z [----] followers, [--] engagements "$SAND wins #ShortTermBias $FNV $WPM $RGLD $RZZ.TO $MXX.V $MTA.V" [X Link](https://x.com/adrivalue/status/1092353313457221632) 2019-02-04T09:24Z [----] followers, [--] engagements "iShares MSCI Turkey ETF: 📉 Feb-Ago [----] (Turkish Lira 'Currency Crisis'): -59% 📈 Ago-Feb 2019: +48% $TUR" [X Link](https://x.com/adrivalue/status/1093914618949455873) 2019-02-08T16:49Z [----] followers, [--] engagements "Top #5 lowest cost producers between the active thermal projects in Western Canada: 1Cenovus Christina Lake 2MEG Christina Lake 3Devon Jackfish [--] 4Devon Jackfish [--] 5IPCO Onion Thermal #OOTT #WCS #Oil #WTI #Brent #cdnecon $IPCO $CVE $MEG $DVN" [X Link](https://x.com/adrivalue/status/1095600604934823936) 2019-02-13T08:28Z [----] followers, [--] engagements "The Gym Group - Share price: - IPO 2015: 195p - Feb-02-2019: 195p 🤷♂ #ValueInvesting #GYM #TGG $GYYMF" [X Link](https://x.com/adrivalue/status/1100134312266133506) 2019-02-25T20:43Z [----] followers, [--] engagements "GE Transportation was merged into $WAB past monday. $GE shareholders received 3.3M shares of $WAB Huge sell-off" [X Link](https://x.com/adrivalue/status/1100759925322641408) 2019-02-27T14:09Z [----] followers, [--] engagements "Christian Hansen: Price to Free Cash Flow 😳 $CHR $CHYHY" [X Link](https://x.com/adrivalue/status/1108773996588400640) 2019-03-21T16:54Z [----] followers, [--] engagements "Random Pinterest S-1 notes here 👇 $PINS" [X Link](https://x.com/adrivalue/status/1115281757195198464) 2019-04-08T15:54Z [----] followers, [--] engagements "$SAND Pre-market low of $4.22 (-25%) Trading now at $5.66😂" [X Link](https://x.com/adrivalue/status/1115612131460706306) 2019-04-09T13:47Z [----] followers, [--] engagements "S&P [---] Revenues per share $SPX $SPY via Dr. Ed Yardeni http://blog.yardeni.com/2019/04/s-500-run-forrest-run.html http://blog.yardeni.com/2019/04/s-500-run-forrest-run.html" [X Link](https://x.com/adrivalue/status/1121784999815020545) 2019-04-26T14:36Z [----] followers, [--] engagements "$GOOG $GOOGL Share price vs EBITDA (LTM)" [X Link](https://x.com/adrivalue/status/1123187388119957504) 2019-04-30T11:28Z [----] followers, [--] engagements "☁Gigas Hosting Q1 results: Revenue & EBITDA above guidance 🚀 $GIGA https://gigas.com/static/documents/20190528Resultados1erTrimestre2019-28MAY2019.pdf https://gigas.com/static/documents/20190528Resultados1erTrimestre2019-28MAY2019.pdf" [X Link](https://x.com/adrivalue/status/1133395013881221121) 2019-05-28T15:30Z [----] followers, [--] engagements "Canaccord Genuity analyst Portia Patel raised the price target on @BurfordCapital to GBP1240 from GBP1196 She don't like unrealized gains. Today Burford sold a $100 million (10% of Petersen). and she raises the target price a 3.7% 🤷♂. Okay. $BUR $BUR.L #BUR" [X Link](https://x.com/adrivalue/status/1143207285021429760) 2019-06-24T17:20Z [----] followers, [--] engagements "$CARZ First Trust Nasdaq Global Auto Index Fund ETF 🚗 Close to Dec'18 lows and not too far from [----] lows 🧐" [X Link](https://x.com/adrivalue/status/1164097509423296512) 2019-08-21T08:50Z [----] followers, [--] engagements "DB survey: "Opportunities for social media on eCommercE" $FB $SNAP $PINS #Facebook #Instagram #Checkout #Pinterest #Snapchat #eCommerce #socialmedia https://db.com/newsroom_news/2019/new-survey-from-deutsche-bank-research-shows-great-opportunities-for-social-media-ecommerce-en-11560.htm https://db.com/newsroom_news/2019/new-survey-from-deutsche-bank-research-shows-great-opportunities-for-social-media-ecommerce-en-11560.htm" [X Link](https://x.com/adrivalue/status/1185133575802413057) 2019-10-18T10:00Z [----] followers, [--] engagements ".@LEGO_Group sets outperformed large stocks bonds gold and other alternative investments over the long-term. Deal with it. https://papers.ssrn.com/sol3/papers.cfmabstract_id=3291456 https://papers.ssrn.com/sol3/papers.cfmabstract_id=3291456" [X Link](https://x.com/adrivalue/status/1193847527239569408) 2019-11-11T11:06Z [----] followers, [--] engagements "Peter Levine explains how cloud ☁ technology is changing for an edge cloud model [----] Transcript Vdeo via @a16z https://www.youtube.com/watchv=4QTAtFaIiyc https://a16z.com/2019/11/15/the-end-of-cloud-computing-2/ https://www.youtube.com/watchv=4QTAtFaIiyc https://a16z.com/2019/11/15/the-end-of-cloud-computing-2/" [X Link](https://x.com/adrivalue/status/1195666715608260608) 2019-11-16T11:35Z [----] followers, [--] engagements "$CSU.TO Exceptional companies mentioned by Mark Leonard in his annual letters: Ametek $AME Berkshire Hathaway $BRK.A Danaher $DHR Dover $DOV Illinois Tool Works $ITW Roper $ROP Jack Henry & Associates $JKHY Transdigm $TDG United Technologies $UTX" [X Link](https://x.com/adrivalue/status/1199643546627854336) 2019-11-27T10:58Z [----] followers, [---] engagements "The top share buyback portfolios outperformed 📈 the top dividend yield portfolios by 6.4% and 4.3% per year in Canada and the U.S. #Sharecannibals https://medium.com/@julian_34159/the-shareholder-yield-dilemma-dividends-or-share-buybacks-484fc6d1a6db https://medium.com/@julian_34159/the-shareholder-yield-dilemma-dividends-or-share-buybacks-484fc6d1a6db" [X Link](https://x.com/adrivalue/status/1211744074627198977) 2019-12-30T20:21Z [----] followers, [--] engagements "International Workspace Group ( $IWG.L formerly Regus) hits fresh ATH cc $WE Co 🙄" [X Link](https://x.com/adrivalue/status/1216689466645078016) 2020-01-13T11:52Z [----] followers, [--] engagements "Google Cloud according to Bernstein 😁 $GOOG $GOOGL Great line from Bernstein: "Snapple had an old ad campaign titled 'We want to be number 3' in their efforts to catch Coke and Pepsi. Google Cloud is currently Snapple." Great line from Bernstein: "Snapple had an old ad campaign titled 'We want to be number 3' in their efforts to catch Coke and Pepsi. Google Cloud is currently Snapple."" [X Link](https://x.com/adrivalue/status/1224971286855782401) 2020-02-05T08:21Z [----] followers, [--] engagements "Irony March [--] is the 11th anniversary of the longest bull market for U.S. stocks" [X Link](https://x.com/adrivalue/status/1236951354872139776) 2020-03-09T09:45Z [----] followers, [--] engagements "#COVID19 is redefining the concept of #antifragile So what businesses are really antifragiles now I'll start with $AMZN" [X Link](https://x.com/adrivalue/status/1242065580296941576) 2020-03-23T12:28Z [----] followers, [--] engagements "$LK -80% after admitting fraud. RMB2.2 billion "fabricated sales" just in three quarters 🤦♂ Reminder: DYOR http://investor.luckincoffee.com/node/6886/html http://investor.luckincoffee.com/node/6886/html" [X Link](https://x.com/adrivalue/status/1245696639421091845) 2020-04-02T12:56Z [----] followers, [--] engagements "$GOOG $FB $SNAP $PINS $YELP . $AMZN ⚠Digital ad spend for the Q2 period will be -33%. Traditional media -39% 🔥74% of buy-side decision-makers anticipate heavier Impact on US ad Spend than '08-09 https://www.iab.com/wp-content/uploads/2020/03/IAB-C19-BuySide_Ad-Spend-Pulse_FINAL.pdf https://www.iab.com/wp-content/uploads/2020/03/IAB-C19-BuySide_Ad-Spend-Pulse_FINAL.pdf" [X Link](https://x.com/adrivalue/status/1246435325968252928) 2020-04-04T13:51Z [----] followers, [--] engagements "$GOOG was down -3.31% for the day now it's up 3.31% AH We are living in a strange world" [X Link](https://x.com/adrivalue/status/1255238755457302530) 2020-04-28T20:53Z [----] followers, [--] engagements "Zoom is now worth more than the worlds [--] biggest airlines ✈ via @VisualCap $ZM https://www.visualcapitalist.com/zoom-boom-biggest-airlines/ https://www.visualcapitalist.com/zoom-boom-biggest-airlines/" [X Link](https://x.com/adrivalue/status/1261654548189454337) 2020-05-16T13:47Z [----] followers, [--] engagements "$GOOG [---] MAU on @GoogleStadia. Shooter games are unplayable they should remove them" [X Link](https://x.com/adrivalue/status/1264942140645355520) 2020-05-25T15:31Z [----] followers, [--] engagements "$SHOP vs $AMZN EV/Sales Don't worry it's probably nothing" [X Link](https://x.com/adrivalue/status/1265548502752546818) 2020-05-27T07:40Z [----] followers, [--] engagements "🥇🥈PM royalties companies 1-Yr Returns: $NSR.TO 1538% $ELY.V 797% $RZZ.V 99% $MTA 85% $WPM 77% $FNV 75% $SAND 60% $RGLD 39% $MMX 4% $OR -5% $FISH -6%" [X Link](https://x.com/adrivalue/status/1270813327258800130) 2020-06-10T20:21Z [----] followers, [--] engagements "Current portfolio asset allocation ⚖ What about yours" [X Link](https://x.com/adrivalue/status/1284434870249426944) 2020-07-18T10:28Z [----] followers, [--] engagements "TSM vs Intel: Vertical takeoff 🚀 $TSM $INTC" [X Link](https://x.com/adrivalue/status/1286663119964700672) 2020-07-24T14:02Z [----] followers, [--] engagements "I wonder what Mark Leonard thinks about good companies trading at triple digit revenues like $SNOW 🤔 For the record $JKHY didn't make any money for shareholders for a [--] year period. $SNOW trading at 150x [----] sales. If you paid 150x [----] sales at the time of $NOW's [----] IPO you'd have a 7% annualized returns to today vs. 21% annualized return in $QQQ over the same time period. $SNOW trading at 150x [----] sales. If you paid 150x [----] sales at the time of $NOW's [----] IPO you'd have a 7% annualized returns to today vs. 21% annualized return in $QQQ over the same time period" [X Link](https://x.com/adrivalue/status/1306291899888816128) 2020-09-16T18:00Z [----] followers, [--] engagements "Don't fight the WSB This won't end well. $GME $AMC" [X Link](https://x.com/adrivalue/status/1354384559140438023) 2021-01-27T11:03Z [----] followers, [--] engagements "$GOOG spent $31bn in buybacks during [----] 73% of its FCF $GOOG spent 156% of its FCF on share buybacks https://t.co/VobYNfKgrD $GOOG spent 156% of its FCF on share buybacks https://t.co/VobYNfKgrD" [X Link](https://x.com/adrivalue/status/1356718425696002050) 2021-02-02T21:37Z [----] followers, [--] engagements "$PINS physical assets are just their fancy headquarters and some PCs. The majority of their COGS is for AWS hosting services. $PINS' scalability is $AMZN's profit Pinterest spent $1.25 million in capex on $485 million in revenue. Talk about scalable Pinterest spent $1.25 million in capex on $485 million in revenue. Talk about scalable" [X Link](https://x.com/adrivalue/status/1387318153949089792) 2021-04-28T08:09Z [----] followers, [--] engagements "Todays unicorns 🦄 have bigger cumulative losses than $AMZN lost money far longer than Amazon still no turnaround Take a look at $UBER cumulative losses 🔥 vs $AMZN 🤯" [X Link](https://x.com/adrivalue/status/1412674118084870151) 2021-07-07T07:25Z [----] followers, [--] engagements "If you like $V or $MA at 30-40 EV/EBIT you'd love $SHVA at 14x 🙂 I know it is not intl. diversified and there's an obvious country risk ofc but is too cheap IMO I promised to prepare few threads about Israeli companies so I want to begin with the one of the rarest 💎 at Israel stock exchange: Symbol at IBRK: $SHVA.TLV Reports at English could be found under IR at https://t.co/WahM1F91Jo https://t.co/DQIeAELv2p I promised to prepare few threads about Israeli companies so I want to begin with the one of the rarest 💎 at Israel stock exchange: Symbol at IBRK: $SHVA.TLV Reports at English could" [X Link](https://x.com/adrivalue/status/1430151668147032073) 2021-08-24T12:55Z [----] followers, [--] engagements "Have you taken a look at Kyndryl $KD Don't bother. Only $IBM is capable of creating such a #ShitCo 💩 Is difficult to create a company that declines in a growing industry but they did ✅Declining customer base revenue & margins ✅Negative FCF & Growing debt pile" [X Link](https://x.com/adrivalue/status/1461008827923542018) 2021-11-17T16:30Z [----] followers, [--] engagements "Chobani $CHO files to go public at a $10bn+ valuation representing a fwd EV/Sales multiple of 7x+ with a gross margin of 20% 🙄 Of course is losing money year after year 💩💸🔥🔥🔥 Does this ring a bell @Post_Market cc $OTLY" [X Link](https://x.com/adrivalue/status/1461272962099814405) 2021-11-18T09:59Z [----] followers, [--] engagements ""The efficient market hypothesis states that share prices reflect all information and consistent alpha generation is impossible" About that $MTBC +40% in three sessions 😌 $MTBC has a recurrent and resilient revenue base from healthcare billing and other tech. solutions Share price of $5.50 is below the lvl prior to their highest quality acquisition ever. EV/EBITDA NTM ex-SBC 9x IMO fair value is an EV/EBITDA of 15-20x so prob. a x2 from here https://t.co/PH0SJajNWr $MTBC has a recurrent and resilient revenue base from healthcare billing and other tech. solutions Share price of $5.50 is below" [X Link](https://x.com/adrivalue/status/1478100936354586624) 2022-01-03T20:28Z [----] followers, [--] engagements "Market valuation is just reverting to the mean at least for now after a couple of years of insane valuations specially among high-growth Tech S&P [---] fwd P/E is exactly at its 25-yr average of 17x" [X Link](https://x.com/adrivalue/status/1524659172641579015) 2022-05-12T07:54Z [----] followers, [---] engagements "$IBM spent $200+ billion in share repurchases since [----] Current market cap $127 billion 🤦♂ Every executive should pass a basic capital allocation test c'mon guys is not so hard 😂" [X Link](https://x.com/adrivalue/status/1542835566881931266) 2022-07-01T11:40Z [----] followers, [--] engagements "I always wondered why $SPOT needs soooo many employees. Its gross profit per employee is laughable even after layoffs If we compare its per employee data vs Tencent Music $TME well. let's say it doesn't look good" [X Link](https://x.com/adrivalue/status/1617821565114257408) 2023-01-24T09:48Z [----] followers, [----] engagements "Is $INTC the $IBM of semis Yes Of course Yes Of course" [X Link](https://x.com/adrivalue/status/1618728229677965315) 2023-01-26T21:50Z [----] followers, [----] engagements "@MindsetDividend Since GFC it's ideal so you can analyze what happened in several crises and slowdowns like the Euro debt crisis [----] slowdown Trade war Pandemic Cost pressures/Inflation" [X Link](https://x.com/adrivalue/status/1673961932955451392) 2023-06-28T07:50Z [----] followers, [--] engagements "@UpslopeCapital Unlikely but not impossible. Spread in $BKI narrowed to 25% from 35% a few weeks ago probably due to the sale of the Empower loan origination business to a subsidiary of $CSU.TO" [X Link](https://x.com/adrivalue/status/1678768223402209280) 2023-07-11T14:08Z [----] followers, [---] engagements "$CSU.TO $BKI $ICE Constellation will acquire Black Knights Optimal Blue business for $700 million USD That's a nice start to the week 😎" [X Link](https://x.com/adrivalue/status/1680920394130239488) 2023-07-17T12:40Z [----] followers, [----] engagements "I can't stress enough how great Optimal Blue acquisition is This is a high-quality asset with a HUGE moat: captive customers switching costs network efffects and pricing power $BKI (over)paid 30x EBITDA for OB $CSU.TO is paying 7x EBITDA 🤯" [X Link](https://x.com/adrivalue/status/1681026823633743873) 2023-07-17T19:43Z [----] followers, 52.8K engagements "@edwardypwang CEO explaining its new strategy to the BoD" [X Link](https://x.com/adrivalue/status/1695559245834457314) 2023-08-26T22:10Z [----] followers, [---] engagements "$ARM was really pissed off about $QCOM acquiring Nuvia so they ended up suing both companies claiming "a breach of Nuvia's license agreement and trademark infringement" Suing your top [--] customer which represents 11% of revenue is not an ideal situation ⚠" [X Link](https://x.com/adrivalue/status/1699062510035578982) 2023-09-05T14:10Z [----] followers, [---] engagements "If that were not enough some customers are trying to bypass $ARM by designing their own chips like the "RISC-V venture" launched by $IFNNY $QCOM and $NXPI among others ⚠" [X Link](https://x.com/adrivalue/status/1699062513697243618) 2023-09-05T14:10Z [----] followers, [---] engagements "The fight for the control of ARM China is well documented. I suggest you to read some articles about it like this one:" [X Link](https://x.com/adrivalue/status/1699062524803694681) 2023-09-05T14:10Z [----] followers, [--] engagements "Another stinky thing is the overspending. A few examples: - $130m in SBC - $95m in Executive Awards (yet to be paid) - $50m+ of "Public co. readiness cost" " [X Link](https://x.com/adrivalue/status/1699062531770433810) 2023-09-05T14:10Z [----] followers, [--] engagements "The EIGHT pages of Related party transactions in $ARM's prospectus is also fun Here you can find a Director pocketing 5% of the underwriting fees for "advisory services" (through "The Raine Group LLC") 🚩🚩🚩 He is in the arena @chamath would be proud" [X Link](https://x.com/adrivalue/status/1699062535180423437) 2023-09-05T14:10Z [----] followers, [---] engagements "Unbelievable $TSN management is so awfully incompetent that they can't even plan the production of a product with such stable demand File this under "cyclicals cutting capacity at the low" $TSN Tyson Foods is closing chicken plants after some say it went too far in building up the business which produces one-fifth of U.S. supply https://t.co/SARKLeqg5K via @WSJ File this under "cyclicals cutting capacity at the low" $TSN Tyson Foods is closing chicken plants after some say it went too far in building up the business which produces one-fifth of U.S. supply https://t.co/SARKLeqg5K via @WSJ" [X Link](https://x.com/adrivalue/status/1699428516675137989) 2023-09-06T14:25Z [----] followers, [----] engagements "@fundiescapital Yeah Masa Son justified that move to take control over ARM China Former CEO Allen Wu - fired by Son - is still fighting for the control in the arena I mean. court so who knows what will happen in the future 🙄" [X Link](https://x.com/adrivalue/status/1701954463802532047) 2023-09-13T13:42Z [----] followers, [---] engagements "Dear FinTwit does anyone have the list of "worst offenders" regarding SBC/Sales overall This screenshot is just for the IT sector" [X Link](https://x.com/adrivalue/status/1702753731429761081) 2023-09-15T18:38Z [----] followers, [----] engagements "The only thing that $SAND is able to grow is its share count 📈 Since [----] its share count increased at a CAGR of *12%* while its Cash from operations per share grew at a mere CAGR of 3% 🤷♂ $SAND share price total return since 2013: *-13%* 🤣🤣🤣" [X Link](https://x.com/adrivalue/status/1706737982969942063) 2023-09-26T18:30Z [----] followers, [----] engagements "@ClarkSquareCap Maybe just add the following to the "About" tab Tis site does not offer FINANCIAL PORTFOLIO MANAGEMENT or INVESTMENT ADVISORY SERVICES Which is what their trademark is for 🖕😂" [X Link](https://x.com/adrivalue/status/1709311285232386257) 2023-10-03T20:55Z [----] followers, [---] engagements "@DeepSailCapital @JGGCDN As a matter of fact is better to focus on the organic recurring revenue growth (70%+ of revenue) The remaining three segments are less relevant and lumpy (30%)" [X Link](https://x.com/adrivalue/status/1720386865977491468) 2023-11-03T10:26Z [----] followers, [---] engagements "Here's a management team that doesn't get capital allocation right. They think of buybacks as a way to support the share price that's silly Is okay $INMD is a small cap and they can learnbut will they Read @mjmauboussin's papers ffs you don't need an MBA to get it right😆 $INMD 🧐 https://t.co/vb3ZuCX2Cf $INMD 🧐 https://t.co/vb3ZuCX2Cf" [X Link](https://x.com/adrivalue/status/1720401656301424805) 2023-11-03T11:24Z [----] followers, [----] engagements "@Sempiterno_Inv @NotMarkLeonard I think is a new country for CSU. If the transaction goes ahead it would open a whole new market for them. Language and culture barriers are real 🤝" [X Link](https://x.com/adrivalue/status/1727024654366466434) 2023-11-21T18:02Z [----] followers, [--] engagements "@dnystedt ASML's CEO said a few weeks ago that chinese demand is still catching up these are overdue orders" [X Link](https://x.com/adrivalue/status/1728401890487005461) 2023-11-25T13:14Z [----] followers, [----] engagements "@TomasRiba2 TD is targeting a 30% revenue growth for LMN in [----]. LMN probably achieved half of that growth with the two acquisitions from $SNCR A 34% EBITDA margin seems too high to me let's say 29% over that projected revenue would be 190m NTM EV/EBITDA 22x not a crazy valuation IMO" [X Link](https://x.com/adrivalue/status/1728524104213651550) 2023-11-25T21:20Z [----] followers, [---] engagements "@DeepSailCapital All these are 🍩🍩🍩: $EH eVTOL Hype $IONQ $QUBT Quantum BS $SMR biggest project canceled due to delays and cost overruns BK in [--] months $SHOT Fake product pump & dump scheme Honorable mention to shitco classics: $DNMR $BYND $OTLY" [X Link](https://x.com/adrivalue/status/1729474341643952153) 2023-11-28T12:16Z [----] followers, [---] engagements "About time $SPOT" [X Link](https://x.com/adrivalue/status/1731621677614747879) 2023-12-04T10:29Z [----] followers, [----] engagements "@bsg_cap @DakotasTwits Quebec's Bill [--] was a hard setback for PHA. The latest acquisition solved provided diversification now 60%+ of EBITDA comes from outside QC Highly levered tho. Lower rates will help" [X Link](https://x.com/adrivalue/status/1742635517445812718) 2024-01-03T19:54Z [----] followers, [--] engagements "$CSU.TO hit $3400 a few minutes ago That's a fresh 200-bagger plus dividends and spin-offs 🥹 $CSU.TO Seems that we have a fresh new 100-bagger In [----] Constellation Software priced its IPO at C$17 per share. Today its shares closed above C$1700 or [---] times its IPO price in just [--] years. What a ride 🚀 cc @ChrisMayer https://t.co/ZcxO9pvmmc $CSU.TO Seems that we have a fresh new 100-bagger In [----] Constellation Software priced its IPO at C$17 per share. Today its shares closed above C$1700 or [---] times its IPO price in just [--] years. What a ride 🚀 cc @ChrisMayer https://t.co/ZcxO9pvmmc" [X Link](https://x.com/adrivalue/status/1744386529672245601) 2024-01-08T15:52Z [----] followers, 10.8K engagements "@CompTortoise Black Knight carve-outs will be a growth driver for years. Imagine a bull market in real estate = originations 📈 But organic growth will come down at some point it *might* cause some multiple compression 🤞" [X Link](https://x.com/anyuser/status/1744426827395838266) 2024-01-08T18:32Z [--] followers, [---] engagements "@gezzogero Sad to see a takeover at such a low valuation That's why I defend that companies with a controlling shareholder deserve a permanent discount vs peers because you never know when they're going to stab you in the back Plenty of these cos. in Europe especially in and" [X Link](https://x.com/adrivalue/status/1745905950681108596) 2024-01-12T20:29Z [----] followers, [--] engagements "@_inpractise Charging both sides of the transaction is. nasty to say the least Btw Mark Miller mentioned this company as an example of a VC-backed company that did well in a mature market" [X Link](https://x.com/adrivalue/status/1747948463478780178) 2024-01-18T11:46Z [----] followers, [---] engagements "@natstewart5 @rubicon59 That's the exec who pitched Heydude as an acquisition target 😆" [X Link](https://x.com/anyuser/status/1749113550197383670) 2024-01-21T16:55Z [--] followers, [--] engagements "$KPG.AX made official earlier today the cessation of the dividend to reinvest more capital in the business Shares closed in green 👌 Name a company with a high ROIC that decided to cut its dividend to prioritize growth 🤔 I wonder how shareholders reacted to the announcement. I'd also like to compare the stock returns before/after the cut 👀 Name a company with a high ROIC that decided to cut its dividend to prioritize growth 🤔 I wonder how shareholders reacted to the announcement. I'd also like to compare the stock returns before/after the cut 👀" [X Link](https://x.com/adrivalue/status/1754406418348658800) 2024-02-05T07:27Z [----] followers, [----] engagements "This comparison makes absolutely no sense Deals like MSFT-OpenAI/AMZN-Antherion/NVDA-CW are simply put CAC. Besides they've effectively locked-in hungry cloud customers Big Tech cos. have net cash or low debt. Not a single one of them will go down if the AI hype evaporates Study this chart of General Electric. That massive uptrend from 1981-2001 happened under Jack Welch's leadership. Business school professors eulogized him and financial journalists wrote fawning articles about his leadership style. Everyone praised him as America's greatest CEO. https://t.co/w2fzXPd2yb Study this chart of" [X Link](https://x.com/adrivalue/status/1756374643462557703) 2024-02-10T17:48Z [----] followers, [----] engagements "@kashyap286 AI was a tailwind that's a fact but this could last for years Valuation reset maybe maybe not. EPS growth could slow but multiples might hold if USTs yields keep going down Point being nobody can possibly know for sure what will happen in the future" [X Link](https://x.com/adrivalue/status/1756435316724928815) 2024-02-10T21:49Z [----] followers, [--] engagements "@LogicalThesis Please wake me up when EV/TAM becomes a "valuation" metric again😆" [X Link](https://x.com/adrivalue/status/1756699240389128360) 2024-02-11T15:18Z [----] followers, [---] engagements "@NotMarkLeonard Boring is beautiful 😆" [X Link](https://x.com/adrivalue/status/1757405215261679618) 2024-02-13T14:03Z [----] followers, [---] engagements "Interesting conclusions in this "mini-study" about 10-baggers over the last decade in the software industry Most of them were small caps with a median initial market cap of $70m 👀 Musing #1 - [--] Baggers in Small Cap Software Observations on 10x plus returns in public SW from the last decade. https://t.co/382QzLoKRe cc: @JohnHuber72 @chriswmayer @SaaSletter @OnlyCFO @27XVII @ArdaCapital @CapitalShipyard @ClarkSquareCap @BreakingSaaS @willschoebs https://t.co/esTBAOW1li Musing #1 - [--] Baggers in Small Cap Software Observations on 10x plus returns in public SW from the last decade." [X Link](https://x.com/adrivalue/status/1758163635979821182) 2024-02-15T16:17Z [----] followers, [----] engagements "@LionCubsFund $APR.WA Auto parts. Countercyclical similar dynamics as $ORLY and $AZO $DOM.L Junk food. Resilient $KPG.AX Corporate taxes ain't going away $SHVA.TA Card rails. V/MA among top shareholders" [X Link](https://x.com/adrivalue/status/1760249498348011914) 2024-02-21T10:25Z [----] followers, [---] engagements "@Chrisbagmancap @AlteraHealth The rationale for spin-offs is financing (at least for now.) so it won't happen unless they acquire a big competitor and that would be a risk you can't "merge" different EHRs/RCMs" [X Link](https://x.com/adrivalue/status/1760346336849723851) 2024-02-21T16:50Z [----] followers, [--] engagements "@eshear That's incorrect - 50% RSUs were already vested on the grant date - The remaining 50% RSUs will be vested quarterly over the next [--] years (5% per Q) - Options will also vest quarterly 5% per Q so in [--] years 100% of the options will be vested regardless what the max. term is" [X Link](https://x.com/adrivalue/status/1761806577059729820) 2024-02-25T17:33Z [----] followers, [---] engagements "DAUs matter yes but FCF per share growth is even more important i.e. $SNAP DAUs tripled since its IPO in [----] yet share price is down 55% because this business barely generates any FCF Cash is king 👑 Reality Narrative 3/ Everyone is focused on revenue and profit but for social media what really matters is daily uniques (DAUq in the S-1). On page [--] we finally get to the good stuff. The short version: consistent +20% YOY growth. At reddits size thats very strong. https://t.co/rehn99hR7m 3/ Everyone is focused on revenue and profit but for social media what really matters is daily uniques" [X Link](https://x.com/adrivalue/status/1761812341144838216) 2024-02-25T17:56Z [----] followers, [----] engagements "@eshear That's the theory but not all DAUs are created equal FB was profitable since late [----] [--] years before IPO with 180m DAUs $SNAP still loses money with 400m+ DAUs $PINS barely breaks even with 500m MAUs $RDDT has a difficult journey ahead that's for sure" [X Link](https://x.com/adrivalue/status/1761844106672677224) 2024-02-25T20:02Z [----] followers, [--] engagements "@CJ0pp3l Oopsie Why am I not surprised 😅 Allscripts $MDRX has an awful record of overpaying for acquisitions. Their financials are full of impairments and HUGE "integration costs"🙄 MDRX paid $2.2bn for acquisitions over the last [--] years and its EV is $2.6bn this is not exactly value creation 💸🔥 https://t.co/ljXbmw1NkN Allscripts $MDRX has an awful record of overpaying for acquisitions. Their financials are full of impairments and HUGE "integration costs"🙄 MDRX paid $2.2bn for acquisitions over the last [--] years and its EV is $2.6bn this is not exactly value creation 💸🔥" [X Link](https://x.com/adrivalue/status/1762776529560346896) 2024-02-28T09:47Z [----] followers, [---] engagements "@ToffCap They've missed big in a previous guidance and BaFin investigation didn't help either I mean the market does not trust the management team" [X Link](https://x.com/adrivalue/status/1763285416944210143) 2024-02-29T19:29Z [----] followers, [---] engagements "I'm reading plenty of critics about $TOI.V paying $200m in special dividends C'mon guys this isn't the first time it's happened $CSU.TO paid a special div of $400m+ in [----]. Shares x4 since then Special divs impose discipline on capital allocation. Let them do their thing" [X Link](https://x.com/adrivalue/status/1765304685391441930) 2024-03-06T09:13Z [----] followers, [----] engagements "Bonus: Topicus has 500m+ in undrawn credit facilities Acquisitions will happen is just a matter of time. Be patient" [X Link](https://x.com/adrivalue/status/1765305395805921678) 2024-03-06T09:16Z [----] followers, [---] engagements "Astera IPO is valued @ $4.5bn $ALAB An "AI pick-and-shovel play" at only 40x revenue A hardware business with a 73% net loss margin Relying in only one supplier Material weaknesses Just [---] employees Who cares It's AI Count me in 💸💸💸 What business is this https://t.co/sl5frTpPnD What business is this https://t.co/sl5frTpPnD" [X Link](https://x.com/adrivalue/status/1767260000802496553) 2024-03-11T18:43Z [----] followers, [----] engagements "@oscar100_x Place your bets Latest target from the management was 11k+. And that's just in Poland Comp table via @atmosinvest" [X Link](https://x.com/adrivalue/status/1769308820717613356) 2024-03-17T10:24Z [----] followers, [----] engagements "Told ya $CSU.TO bought [---] million $TOI.V shares from a founder that - probably - left the business My napkin math says that's a +1% stake in $TOI.V 🤑 h/t @wlep Since the spin-off $TOI.V return was 92% vs 36% for $CSU.TO Y'all know that CSI has the right to acquire an additional 30% stake in Topicus right 🤔 https://t.co/sDeVrq5IdH Since the spin-off $TOI.V return was 92% vs 36% for $CSU.TO Y'all know that CSI has the right to acquire an additional 30% stake in Topicus right 🤔 https://t.co/sDeVrq5IdH" [X Link](https://x.com/adrivalue/status/1775179961453752791) 2024-04-02T15:14Z [----] followers, [----] engagements "Total return since Topicus' was spun out: CSU 122% TOI 98% How the tables have turned 🙃" [X Link](https://x.com/adrivalue/status/1775230663098081737) 2024-04-02T18:35Z [----] followers, [---] engagements "@patientinvestt Former $SAND 🐂 here They'll find new ways to destroy value. They always do. The only thing that $SAND is able to grow is its share count 📈 Since [----] its share count increased at a CAGR of *12%* while its Cash from operations per share grew at a mere CAGR of 3% 🤷♂ $SAND share price total return since 2013: *-13%* 🤣🤣🤣 https://t.co/XKda0HX0Yy https://twitter.com/adrivalue/status/1706737982969942063 The only thing that $SAND is able to grow is its share count 📈 Since [----] its share count increased at a CAGR of *12%* while its Cash from operations per share grew at a mere" [X Link](https://x.com/adrivalue/status/1775464504354111759) 2024-04-03T10:04Z [----] followers, [---] engagements "@NestBetter SL management does not look like the best capital allocators. They've raised equity in the IPO back in [----] what for it has been [--] years c'mon do something 😂" [X Link](https://x.com/adrivalue/status/1777689050251469140) 2024-04-09T13:24Z [----] followers, [---] engagements "@CompTortoise I love "idiotic glitches": - Amazon UK blocking Visa cards in late [----]. It was obvious that both parts will reach an agreement. $V +24% in a few weeks - Alphabet is a woke company is so over $GOOG +20% during the last month" [X Link](https://x.com/adrivalue/status/1778360693693063373) 2024-04-11T09:53Z [----] followers, [---] engagements "@ReneSellmann This data seems misleading maybe it's the % of stocks owned by the household that do invest in financial ssets I.e. in Spain only *12%* of households own stocks. These households invest 43% in equities and mutual funds" [X Link](https://x.com/adrivalue/status/1787075192356811237) 2024-05-05T11:01Z [----] followers, [----] engagements "@LukeWolgram I never wanted to run a fund but I can say about #3 that you never know. I thought the same as you back in [----] but in [----] I started working part-time in finance switched jobs a few months later and this has become my FT job a few months back and I enjoy it 😎" [X Link](https://x.com/adrivalue/status/1787077669470994524) 2024-05-05T11:11Z [----] followers, [---] engagements "@LukeWolgram Fun facts: - My background is in IT no formal education in finance - Never applied for a job in finance - I've just published some deep dives in YouTube. I was contacted by the two companies that I've worked for. They liked my work and offered me a position just like that" [X Link](https://x.com/adrivalue/status/1787078693933953215) 2024-05-05T11:15Z [----] followers, [---] engagements "@yesandnotyes @AccionEAFI @LibertyRPF That would make sense. He always tried to keep expectations low. They also want their employees to purchase shares at a fair price My favorite metric for CSI always has been FCF ex-CWC. Since the spin-offs happened I just substract the minority interests" [X Link](https://x.com/adrivalue/status/1789191090957918399) 2024-05-11T07:09Z [----] followers, [--] engagements "@ClarkSquareCap In Micro Cap land we have $TR1.MC Undiscovered VMS Growing mostly organically Profitable with net cash position never issued shares 40%+ insider ownership even long-term employees own stock Crazy cheap. Illiquid. Scanned AR materials in doesn't help either 😂" [X Link](https://x.com/adrivalue/status/1790103147303591990) 2024-05-13T19:33Z [----] followers, [---] engagements "@BarrySchwartzBW Gotta love sell-side analysts MS valued the company at 22x in early [----] only to double the multiple six months later 😆" [X Link](https://x.com/adrivalue/status/1792119450264916008) 2024-05-19T09:05Z [----] followers, [---] engagements "@Uzo_Investor The IR sends the PRs and quarterly reports translated to english a couple of days after they're published in hebrew is sub-optimal I kmow 😆 Google translate also does a good job translating entire PDFs now even the tables look good" [X Link](https://x.com/adrivalue/status/1793401183513596187) 2024-05-22T21:58Z [----] followers, [--] engagements "@Robel2405 @Falcon10X PHA made a huge acquisition financed with VERY expensive debt Result Interest Expense EBIT ☠" [X Link](https://x.com/adrivalue/status/1795509624612802955) 2024-05-28T17:37Z [----] followers, [---] engagements "@Robel2405 @Falcon10X They need to improve margins real fast IMO the most likely outcome is to raise capital to reduce debt. 17m market cap vs 45m+ debt = Dilution through the roof" [X Link](https://x.com/adrivalue/status/1795515974009204910) 2024-05-28T18:02Z [----] followers, [--] engagements "@lfg_cap 🤡🤡🤡" [X Link](https://x.com/adrivalue/status/1798648059033006238) 2024-06-06T09:28Z [----] followers, [---] engagements "@invest091 @CCM_Brett This is not exactly what I'd call "rational capital allocation"" [X Link](https://x.com/adrivalue/status/1801205509325832246) 2024-06-13T10:50Z [----] followers, [--] engagements "Wait this 🤡 was still $TSN's CFO 😆😆😆" [X Link](https://x.com/adrivalue/status/1801313137821356448) 2024-06-13T17:58Z [----] followers, [----] engagements "@InvestInJapan CSU's JV in was terminated a few months ago. They've only completed one acquisition over there in [--] years" [X Link](https://x.com/adrivalue/status/1802252819115790395) 2024-06-16T08:12Z [----] followers, [---] engagements "@hectorchamizo No lo creo. Esa tendencia es anterior al "boom" en GenIA OpenAI lanz su demo en noviembre de [----] cuando el n de devs ya llevaba varios trimestres cayendo Muchas compaas se pasaron de frenada contratando devs durante 2020-2021 y despus lleg el golpe de realidad" [X Link](https://x.com/adrivalue/status/1808852374590497162) 2024-07-04T13:16Z [----] followers, [--] engagements "@finphysnerd Welcome aboard glad to hold but is a small position for me due to the controlling shareholder limited float and operating in an EM" [X Link](https://x.com/adrivalue/status/1811804507631943835) 2024-07-12T16:47Z [----] followers, [---] engagements "@DiogoPrnt Their earnings are closely correlated to overall market volatility just look at their quarterly earnings during volmageddon (Q1'18) or after market drawdowns It is ultimately a bet on higher $VIX" [X Link](https://x.com/adrivalue/status/1817545046146646197) 2024-07-28T12:58Z [----] followers, [---] engagements "@FundasyInvestor Food inflation increased in during the Q2 but Biedronka suffered from deflation. Lagging effect or Biedronka lowering prices to keep foot traffic 🤔 They also called for deflation during the H2 but this is not the trend Dino results will shed some light about this 👀" [X Link](https://x.com/adrivalue/status/1821538218711421207) 2024-08-08T13:25Z [----] followers, [----] engagements "@KyleAdamsStocks When someone blames others for their own investing mistakes is proof that they didn't do their own DD and they're not honest with themselves in acknowledging their OWN mistakes Keep up the good work and ignore/mute/block negative people" [X Link](https://x.com/adrivalue/status/1828745439098675462) 2024-08-28T10:44Z [----] followers, [---] engagements "$TYL Best business model definition ever: "Its product portfolio is a libertarians brain worm providing endless applications for the public sector" Quite a line on $TYL here: "The inefficiencies of government bureaucracy have left Tyler practically immune to disruption in recent years despite a long history of software flaws release delays and user complaints and lawsuits. https://t.co/fKQrum6tfx Quite a line on $TYL here: "The inefficiencies of government bureaucracy have left Tyler practically immune to disruption in recent years despite a long history of software flaws release delays and" [X Link](https://x.com/adrivalue/status/1831787422113570918) 2024-09-05T20:12Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@adrivalue Adrián, Head of the arena
Adrián, Head of the arena posts on X about $csuto, acquisition, debt, $toiv the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +49%
- [--] Month [------] +5,025%
- [--] Months [-------] +173%
- [--] Year [-------] +407%
Mentions: [--] #
- [--] Month [--] -20%
- [--] Months [--] +39%
- [--] Year [--] -18%
Followers: [-----] #
- [--] Week [-----] +0.23%
- [--] Month [-----] +1%
- [--] Months [-----] +2.20%
- [--] Year [-----] +2.70%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks technology brands cryptocurrencies countries social networks currencies luxury brands automotive brands fashion brands
Social topic influence $csuto #12, acquisition, debt, $toiv, ipo, ai, $rbg, $googl, $goog, $bki
Top accounts mentioned or mentioned by @alterahealth @lukewolgram @clarksquarecap @johnhuber72 @inpractise @breadcrumbsre @fundasyinvestor @renesellmann @chriswmayer @deepsailcapital @notmarkleonard @comptortoise @eshear @robel2405 @falcon10x @kyleadamsstocks @perseusgroup @redshirtinsight @realjimchanos @pommelhorse9
Top assets mentioned Alphabet Inc Class A (GOOGL) Fenerbahçe Token (FB) Amazon.com, Inc. (AMZN) SPDR S&P [---] ETF Trust (SPY) The Sandbox (SAND) Pinterest, Inc. (PINS) Snap, Inc. (SNAP) IBM (IBM) Decentral Games ICE (ICE) Franco-Nevada Corporation (FNV) Royal Gold Inc (RGLD) Wheaton Precious Metals Corp. Common Stock (WPM) Intel Corporation (INTC) TokenPocket Token (TPT) Osisko Gold Royalties Ltd (OR) Gigachad (GIGA) Burford Capital Limited (BUR) General Electric Company (GE) Jack Henry & Associates, Inc. (JKHY) Taiwan Semiconductor (TSM) Oatly Group AB (OTLY) Spotify Technology (SPOT) Arm Holdings plc (ARM) QUALCOMM, Inc. (QCOM) Bitcoin (BTC)
Top Social Posts
Top posts by engagements in the last [--] hours
"High ROIC always wins in the end given a long enough time horizon 💸 The importance of ROIC a couple of splendid articles va @JohnHuber72 - Part 1: - Part 2: #ValueInvesting #ROIC http://basehitinvesting.com/importance-of-roic-part-2-compounders-and-cheap-stocks/ http://basehitinvesting.com/importance-of-roic-part-1-compounders-and-cheap-stocks/ http://basehitinvesting.com/importance-of-roic-part-2-compounders-and-cheap-stocks/ http://basehitinvesting.com/importance-of-roic-part-1-compounders-and-cheap-stocks/"
X Link 2018-08-23T13:30Z [----] followers, [---] engagements
"Updated payments value chain 😅 $ADYEY $ADYEN.AS $WDI.DE $WCAGY #Wirecard About that Adyen ''competitor''. $ADYEN $WDI #Wirecard https://t.co/7pacVquj15 About that Adyen ''competitor''. $ADYEN $WDI #Wirecard https://t.co/7pacVquj15"
X Link 2020-06-25T09:29Z [----] followers, [--] engagements
"@pommelhorse9 @_inpractise Some data from $FDR.MC a spanish competitor with 43% of sales in North America"
X Link 2022-02-14T08:02Z [----] followers, [--] engagements
"@breadcrumbsre Another privatization: $AENA.MC 🛫 Some margin expansion here 😆"
X Link 2022-10-25T09:32Z [----] followers, [--] engagements
"This is a significant acquisition for $LMN.V they're paying up to $41.8m maybe less The two BUs will generate $74-78m in revenue for the FY23 so Lumine is paying [---] P/S"
X Link 2023-11-24T20:22Z [----] followers, [----] engagements
"$SNCR looks like a forced seller. Is an overleveraged failed roll-up with a market cap of $50m vs an EV of 280m Prefs $SNCRL are trading at a YTM of 20%+"
X Link 2023-11-24T20:50Z [----] followers, [----] engagements
"As I suspected Biedronka was making excuses for their terrible Q2 results $DNP.WA LFL for Q2 was 1.8% not spectacular but significantly higher than Biedronka's (-4.6%) and close to food inflation of 2.3% Margins remain weak due to employee benefits growth as expected @FundasyInvestor Food inflation increased in during the Q2 but Biedronka suffered from deflation. Lagging effect or Biedronka lowering prices to keep foot traffic 🤔 They also called for deflation during the H2 but this is not the trend Dino results will shed some light about this 👀 https://t.co/oa6AtC9KX0 @FundasyInvestor Food"
X Link 2024-08-22T19:12Z [----] followers, [----] engagements
"$CSU.TO For me the highlight of the AGM was the new (experimental) bonus/incentive scheme 🤯 Allowing employees to invest their bonuses in the underlying businesses is a stroke of genius I'm guessing that it will increase alignment and reduce talent turnover Absolute banger"
X Link 2025-05-19T15:26Z [----] followers, 15.2K engagements
"70bn company trading like a meme stonk"
X Link 2025-11-10T14:38Z [----] followers, [----] engagements
"60bn company trading like a meme stonk"
X Link 2026-01-16T19:00Z [----] followers, [---] engagements
"Welcome to the family Andromeda Software $CSU.TO"
X Link 2026-01-21T09:24Z [----] followers, 13.2K engagements
"$CSU.TO 📢 Significant acquisition 📢 Harris buys GlobalMeet a Zoom-like webcasting app (Yay 😂) Pivotal Group a PE firm focused in special situations and carve-outs previously acquired these assets from PGi for an "8-figure sum" in [----] The transaction wasn't published at the CSU level so Harris probably paid between $50-99m for these assets This acquisition will be included in the the Q4 (completed in December [--] 2025) https://twitter.com/i/web/status/2015768457753571773 https://twitter.com/i/web/status/2015768457753571773"
X Link 2026-01-26T12:47Z [----] followers, 10.7K engagements
"$CSU.TO Narrative violation: Organic growth AND AI That's impossible SELL SELL EVERYTHING"
X Link 2026-02-02T20:04Z [----] followers, 11.4K engagements
"@ReneSellmann They didn't acknowledge that. It was basically a marketing call where they mentioned [--] times the greatness of MNDY's useless AI agent 😂 https://x.com/adrivalue/status/2021178134389796964 @ai @samantha_subin Wrong. They said exactly the oppossite: https://t.co/w3VxI95oV5 https://x.com/adrivalue/status/2021178134389796964 @ai @samantha_subin Wrong. They said exactly the oppossite: https://t.co/w3VxI95oV5"
X Link 2026-02-10T11:05Z [----] followers, [---] engagements
"Another one is cooking: Constellation HomeBuilder launches an AI agent 👀 I've curated a list of 700+ $CSU.TO subsidiaries At least [---] of them explicitly mention AI features on their websites This number is likely an underestimate as many companies don't even bother to update their websites 😂 CSU has a huge opportunity ahead to boost organic https://t.co/MBq3luvbtK I've curated a list of 700+ $CSU.TO subsidiaries At least [---] of them explicitly mention AI features on their websites This number is likely an underestimate as many companies don't even bother to update their websites 😂 CSU has"
X Link 2026-02-10T13:56Z [----] followers, [----] engagements
"@JaredKubin Clever design. You can program the Ferrari washing machine on the screen on the right"
X Link 2026-02-11T14:37Z [----] followers, [---] engagements
"$CSU M&A team right now"
X Link 2026-02-13T15:58Z [----] followers, [----] engagements
"I've curated a list of 700+ $CSU.TO subsidiaries At least [---] of them explicitly mention AI features on their websites This number is likely an underestimate as many companies don't even bother to update their websites 😂 CSU has a huge opportunity ahead to boost organic growth. CSU has earned its customers' trust over decades and will be the preferred vendor for any AI functionality it offers If you think its customers will use AI tools connected to their mission-critical software from an unknown company founded a couple of years ago you're delusional. Trust cannot be automated 🙄 Bonus:"
X Link 2026-02-06T20:57Z [----] followers, 28K engagements
"Sellers of $CSU.TO stock please explain to the group why you hate compounding"
X Link 2026-02-09T17:53Z [----] followers, 12K engagements
"$CSU.TO Cultura (Food/AgriTech) is attending an agricultural software event 😴😴😴 Customers will learn about the future of the industry do some networking and will have direct conversations with Cultura's leadership Do we know if vibe-coders are attending the event 🤔"
X Link 2026-02-14T20:12Z [----] followers, [----] engagements
"Recent institutional movements on Revolution Bars 🤔 : - AXA Investment Managers 5% (New) - Castlefield CFP SDL UK Buffettology Fund 10% (New) - Artemis Investment Management 19% (Previous: 16%) #ValueInvesting $RBG"
X Link 2018-06-12T15:33Z [----] followers, [--] engagements
"⚠ Revolution Bars reports a profit warning LFL sales -17% for the H2 [----] due to the adverse weather. $RBG https://www.investegate.co.uk/revolution-bars--rbg-/rns/trading-update/201806140700033383R/ https://www.investegate.co.uk/revolution-bars--rbg-/rns/trading-update/201806140700033383R/"
X Link 2018-06-14T06:21Z [----] followers, [--] engagements
"Revolution's new CEO bought 50k shares ()/ it's something #RBG $RBG #ValueInvesting https://investegate.co.uk/revolution-bars/rns/director-pdmr-shareholding/201810171752224027E/ https://investegate.co.uk/revolution-bars/rns/director-pdmr-shareholding/201810171752224027E/"
X Link 2018-10-17T16:59Z [----] followers, [--] engagements
"🍸Revolution Bars: Annual Results Presentation FY18 #RBG $RBG http://www.revolutionbarsgroup.com/index.php/download_file/251/ http://www.revolutionbarsgroup.com/index.php/download_file/251/"
X Link 2018-10-22T15:27Z [----] followers, [--] engagements
"BlackPearl Q3 [----] highlights: Production end-year guidance: [-----] boepd (+1000) OCF +44% QoQ Thermal operating costs -24% QoQ #ValueInvesting $PXX $IPCO http://www.blackpearlresources.ca/i/pdf/2018Q3.pdf http://www.blackpearlresources.ca/i/pdf/2018Q3.pdf"
X Link 2018-11-05T22:35Z [----] followers, [--] engagements
"European clothing retailers 5-Yr return: - H&M -62% - Marks & Spencer -46% - Asos -34% - Primark (AB Foods) -31% - Inditex -10% $ITX $IDEXF $MAKSY $NXGPY $ASOMY $ASC #ValueInvesting #ASC"
X Link 2018-12-17T15:57Z [----] followers, [--] engagements
""We didnt set up Vets First Choice to be small. We hope to be a billion-dollar company one day" - Ben Shaw [----] A few days ago Vets merged with Henry Schein's Animal Health to form Covetrus a $4 billion company. $HSIC $CVET https://www.themainemag.com/people/2501-ben-shaw-ceo-of-vets-first-choice https://www.themainemag.com/people/2501-ben-shaw-ceo-of-vets-first-choice"
X Link 2019-02-28T07:42Z [----] followers, [--] engagements
"Horrible results for $RBG I sold my position last week. - Declining business model - LFL -5.5% is not improve 😂 - 18.5M debt - Lowered guidance - Dividend cut . https://investegate.co.uk/revolution-bars--rbg-/rns/interim-results/201903010700055152R/ https://investegate.co.uk/revolution-bars--rbg-/rns/interim-results/201903010700055152R/"
X Link 2019-03-01T07:29Z [----] followers, [--] engagements
"Awful results for Revolution Bars. 📉LFL -3.5% 📉Adj. EBITDA margin [----] bps 📉Adj. EPS -74% ⚠Debt +13% But don't worry the management says that everything is fine 😂 $RBG #RBG https://www.investegate.co.uk/revolution-bars/rbg/preliminary-results/201910010700152869O https://www.investegate.co.uk/revolution-bars/rbg/preliminary-results/201910010700152869O"
X Link 2019-10-01T06:44Z [----] followers, [--] engagements
"Some valuations mentioned in this article about the break-up of the 'big tech': Google Ads $539bn (Jefferies) AWS $438bn (MS) Amazon Basics $200bn (Jefferies) Instagram $100bn (Bloomberg) Whole Foods $6bn (Jefferies) via @TheEconomist $GOOG $FB $AMZN https://economist.com/business/2019/10/24/dismembering-big-tech https://economist.com/business/2019/10/24/dismembering-big-tech"
X Link 2019-10-25T17:30Z [----] followers, [--] engagements
"$DOL.TO Dollarama is trading at 17x EV/EBITDA its lowest level since Oct'18 5-Year CAGR: Revenue 11% 📈 EBIT 18% 📈 EPS 24% 📈 SSS guidance for [----] is 4.0-4.5%"
X Link 2020-02-25T14:59Z [----] followers, [--] engagements
"@valueDACH @StrategeryCap Yep 13F shows just the US holdings. Another names are Prosus and Ryman Healthcare"
X Link 2020-07-23T13:02Z [----] followers, [--] engagements
"🎯Extreme coffee can portfolio contest🥫 If you could only have ONE company in your portfolio for the next [--] years and you couldn't sell a single share during that period which company would you choose I'll go all-in with $CSU.TO #ECCPC"
X Link 2021-03-30T15:56Z [----] followers, [--] engagements
"$FB share price vs FCF Most of you already know that correlation but it's beautiful to see this graph isn't it 😆"
X Link 2021-10-14T16:41Z [----] followers, [---] engagements
"@DAVEYULI @Quartr_App @chriswmayer @stonkmetal @LG_1974 @MarkusNielsen23 @Stock_Inf0 @acquirers_club @IrrationalMrkts @SerialAcquirers @NiklasSavas $LFCBY (Volume [--] tho) https://citiadr.factsetdigitalsolutions.com/stocks/profile.idmscusip=53174A106 https://citiadr.factsetdigitalsolutions.com/stocks/profile.idmscusip=53174A106"
X Link 2023-07-14T12:44Z [----] followers, [--] engagements
"Intercontinental Exchange Completes Acquisition of Black Knight Friendly reminder that $ICE is effectively divesting two of the three BEST assets of $BKI $CSU.TO shareholders let's celebrate 🥳🥳🥳 I can't stress enough how great Optimal Blue acquisition is This is a high-quality asset with a HUGE moat: captive customers switching costs network efffects and pricing power $BKI (over)paid 30x EBITDA for OB $CSU.TO is paying 7x EBITDA 🤯 I can't stress enough how great Optimal Blue acquisition is This is a high-quality asset with a HUGE moat: captive customers switching costs network efffects"
X Link 2023-09-05T14:21Z [----] followers, 20.2K engagements
"@AltaFoxCapital $ERD.AX' entire BoD should be instantly fired Rejected $CSU.TO' bid @ [----] just to issue a ton of shares @ [----] two months later 😂🤡🤡🤡"
X Link 2023-09-11T14:39Z [----] followers, [---] engagements
"Constellation Software's Perseus Group Completes Acquisition of Black Knight's Empower and Optimal Blue Businesses Have a nice weekend fellas 😎 $CSU.TO $BKI $ICE"
X Link 2023-09-15T12:39Z [----] followers, [----] engagements
"$CSU.TO RBC on Black Knight carve-outs: "we now estimate 28-38% levered IRR on Empower/Optimal blue" h/t https://x.com/lokoyacap/status/1708861867349729601 I can't stress enough how great Optimal Blue acquisition is This is a high-quality asset with a HUGE moat: captive customers switching costs network efffects and pricing power $BKI (over)paid 30x EBITDA for OB $CSU.TO is paying 7x EBITDA 🤯 https://x.com/lokoyacap/status/1708861867349729601 I can't stress enough how great Optimal Blue acquisition is This is a high-quality asset with a HUGE moat: captive customers switching costs network"
X Link 2023-10-02T16:22Z [----] followers, [----] engagements
"While software cos. keep imploding $TOI.V delivers Recurring revenue: +11% Organic growth Great Q guys cc $CSU.TO"
X Link 2023-11-02T21:19Z [----] followers, 38.2K engagements
"Little sister $LMN.V comes with +5% organic growth after some weak Qs cc $CSU.TO While software cos. keep imploding $TOI.V delivers Recurring revenue: +11% Organic growth Great Q guys cc $CSU.TO https://t.co/5CxPkrHBg7 While software cos. keep imploding $TOI.V delivers Recurring revenue: +11% Organic growth Great Q guys cc $CSU.TO https://t.co/5CxPkrHBg7"
X Link 2023-11-02T22:15Z [----] followers, [----] engagements
"Optimal Blue contribution to $CSU.TO Q3 was nil but we can reverse YTD proforma revenue 🧮 RBC estimated that OB had a 47% Adj. EBITDA Margin. Using lower estimates I get a FCF Margin of 28% in a bad year No word about Empower 🥲 Q4 financials will provide more details👀 I can't stress enough how great Optimal Blue acquisition is This is a high-quality asset with a HUGE moat: captive customers switching costs network efffects and pricing power $BKI (over)paid 30x EBITDA for OB $CSU.TO is paying 7x EBITDA 🤯 I can't stress enough how great Optimal Blue acquisition is This is a high-quality"
X Link 2023-11-10T10:33Z [----] followers, [----] engagements
"Interesting to see how the tables have turned. Total return since Topicus spin-off: $TOI.V +40% $CSU.TO +94% What were y'all thinking 😆 Since the spin-off $TOI.V return was 92% vs 36% for $CSU.TO Y'all know that CSI has the right to acquire an additional 30% stake in Topicus right 🤔 https://t.co/sDeVrq5IdH Since the spin-off $TOI.V return was 92% vs 36% for $CSU.TO Y'all know that CSI has the right to acquire an additional 30% stake in Topicus right 🤔 https://t.co/sDeVrq5IdH"
X Link 2023-11-16T13:35Z [----] followers, [----] engagements
"That's a biggie one for $CSU.TO Financial services software co. founded 20+ years ago struggling with growth and profitability Another turnaround story for the team 💪 EV US$120m = They're paying 1.3x EV/Sales (LTM)"
X Link 2023-11-16T14:40Z [----] followers, [----] engagements
"According to my own estimates the factors for $CSU.TO long-term share price return were: - FCF growth 83% - Multiple expansion 14% - FX 3% It went public at a P/FCF of 14.5x. You could buy it at a single-digit multiple from '08 to '10 and traded below 16x until [----] 🥹 If you told me $CSU is +644% since April [----] I would have guessed that a lot of it must have come from multiple expansion. It turns out the multiple remains exactly the same 🤯🤯🤯 https://t.co/VnSvUdhXCz If you told me $CSU is +644% since April [----] I would have guessed that a lot of it must have come from multiple expansion."
X Link 2023-11-18T20:59Z [----] followers, 21K engagements
""Lumine Group will restore the brands to operate as three autonomous business units" That's a fancy way of saying they will undo the mess that $SNCR caused😆 Former employees sum it up nicely 👇 $LMN.V cc $CSU.TO Our recent acquisition of the Messaging & NetworkX business units from @Synchronoss marked Lumine Groups ninth divestiture transaction in the communications and media space. Read more about the Synchronoss divestiture transaction here: https://t.co/OigTHZkCHZ #LumineGroup https://t.co/RnFmGqMfeD Our recent acquisition of the Messaging & NetworkX business units from @Synchronoss"
X Link 2023-11-24T20:16Z [----] followers, 30.2K engagements
"$CSU.TO crew Member Allscripts' acquisition (Now known as @AlteraHealth) "The Sunrise EHR from Altera Digital Health was named the top EHR for community hospitals by Black Book Research" 😌 There's a MASSIVE organic growth opportunity here. All the alternatives SUCK multiple professional doctors i know who use epic every day have told me directly that the terrible UX of this product has likely cost innumerable lives. [--] yo physicians making 100+ clicks per patient visit will definitely make mistakes if the UI is bad. this company only multiple professional doctors i know who use epic every"
X Link 2024-02-21T15:40Z [----] followers, [----] engagements
"Imagine buying a call option with no expiration date for $250k that could net you $30m+ or [---] times your initial investment. Not bad right 😂 That's the beauty of precious metals royalties $ELE.V $ELEMF NEWS: Elemental Altus Royalties Announces Acquisition of New Royalty Being Advanced by Rio Tinto Exploration Full Release: https://t.co/attRxbD1QN $ELE.v $ELEMF #royalties #gold https://t.co/JDOdP5SOFq NEWS: Elemental Altus Royalties Announces Acquisition of New Royalty Being Advanced by Rio Tinto Exploration Full Release: https://t.co/attRxbD1QN $ELE.v $ELEMF #royalties #gold"
X Link 2024-05-10T14:04Z [----] followers, [----] engagements
"@ArenaManCapital Oh good find Turns out that this company was formerly known as $CPSI until recently. One of the toughest competitors of CSI's Altera https://x.com/adrivalue/status/1760328647964008793 $CSU.TO crew Member Allscripts' acquisition (Now known as @AlteraHealth) "The Sunrise EHR from Altera Digital Health was named the top EHR for community hospitals by Black Book Research" 😌 There's a MASSIVE organic growth opportunity here. All the alternatives SUCK https://t.co/9t3Bwx0Q4k https://x.com/adrivalue/status/1760328647964008793 $CSU.TO crew Member Allscripts' acquisition (Now known"
X Link 2024-06-11T19:05Z [----] followers, [---] engagements
"@mikesalguero $TTCFQ vibes https://www.forbes.com/sites/chloesorvino/2022/12/22/tattooed-chef-a-pioneer-of-plant-based-foods-considers-the-unthinkable/ https://www.forbes.com/sites/chloesorvino/2022/12/22/tattooed-chef-a-pioneer-of-plant-based-foods-considers-the-unthinkable/"
X Link 2024-07-23T13:19Z [----] followers, [--] engagements
"@CuriousRyanLee @LukeWolgram Wrote about that recently the mentioned thread is a must read too https://x.com/adrivalue/status/1825588616887750855 Every software investor should read the post below 🎯 Is crucial to understand that coding is a small part of the business. Go ahead try selling clones of Excel SAP or whatever VMS is out there. C'mon is easier than ever with LLMs right Not all software is created equal https://x.com/adrivalue/status/1825588616887750855 Every software investor should read the post below 🎯 Is crucial to understand that coding is a small part of the business. Go"
X Link 2024-09-11T18:30Z [----] followers, [--] engagements
"$CSU.TO Organic growth +6% Have a nice weekend fellas"
X Link 2024-11-08T22:22Z [----] followers, [----] engagements
"@investgent @SuperMarius19 They're targeting a valuation in line with its peers Lifco Indutrade Addtech and Lagercrantz This group trades @ 18-22x EV/EBITDA NTM using the midpoint and assuming Rko does 1400M SEK in EBITDA my back of the envelope math would be a EV of [--] billion SEK for Rko 🔮"
X Link 2025-01-14T21:19Z [----] followers, [---] engagements
"Thoma Bravo is bullish on European software companies: - Software spending will grow at 11% CAGR - They are 25% cheaper vs US comps - There are 13000+ software cos with over $10M in annual revenue generally profitable Very bullish for $TOI.V cc $CSU.TO"
X Link 2025-08-26T08:02Z [----] followers, 27.6K engagements
"$CSU.TO Which of you degens did this 😆"
X Link 2025-09-19T13:45Z [----] followers, 12K engagements
"$CSU.TO ML is retiring for health reasons ☹ Mark Miller takes the helm (former COO) He's extremely prepared and capable we're in good hands but brace yourselves for some volatility Get well soon and thanks for everything 🫶❤"
X Link 2025-09-25T13:29Z [----] followers, [----] engagements
"$CSU.TO "AI in VMS demands a measured long-term approach. Its less about racing to market and more about ensuring AI enhances the durability of both customer relationships and the business itself""
X Link 2025-10-07T17:47Z [----] followers, [----] engagements
"$CSU.TO Harris acquires TECVIA Holding Acquisition announced at the parent level so it's a biggie one let's goooo 54MM in annual revenue bleeding cash perfect hunting ground for CSI 👀"
X Link 2025-10-15T17:55Z [----] followers, 12K engagements
"Annual revenue is actually higher due to a couple of acquisitions that were completed during [----] One of these assets seems the 👑: 60MM in annual rev. +6% organic growth and a EBITDA margin of 22% New estimate for consolidated annual rev.: 85MM makes more sense"
X Link 2025-10-15T18:56Z [----] followers, [----] engagements
"$CSU.TO "The product had been in development for more than ten years" Vibe-code that 🤖"
X Link 2025-10-20T19:47Z [----] followers, [----] engagements
"There's a lot of chatter on AI CapEx being in bubble territory It's hard to agree with that when the good 7-8 years old TPUs utilization rate is 100% and their cost is $2 per hour AI customers are eager to buy all the computing they can take cc $GOOGL $MSFT $AMZN $ORCL Google and Cisco Execs: The Infrastructure Renaissance AI is causing the biggest buildout of physical infrastructure in modern history. The five largest players alone are projected to spend $342 billion on capex in [----] more than the entire Apollo moon landing program adjusted https://t.co/A2W1HoWlpo Google and Cisco Execs: The"
X Link 2025-10-29T16:10Z [----] followers, [----] engagements
"Bottom $CSU.TO"
X Link 2025-10-30T18:22Z [----] followers, [----] engagements
"@EddyElfenbein Here's a list of his ADBE open market stock purchases: -"
X Link 2025-10-31T20:38Z [----] followers, [---] engagements
"$CSU.TO It's all good man - Recurring revenue +4% organic growth (CC) -$850+ million in acquisitions (including open commitments) I hope you loaded the truck as much as I did 💪"
X Link 2025-11-07T22:52Z [----] followers, 10.1K engagements
"$CSU.TO Brace yourselves. 5x target price cuts Sorry I don't make the rules🫠"
X Link 2025-11-10T14:22Z [----] followers, 34.3K engagements
"+5% I'm so proud of you boyz 🤜🤛"
X Link 2025-11-10T14:34Z [----] followers, [----] engagements
"$ACP.WA Great Q guys ✅ 17% revenue growth (Proportional) ✅ Margins up ✅ [--] acquisitions Bravo 👏 $ACP.WA Great Q guys ✅ Revenue growth on every segment ✅ Organic growth +5%) ✅ Margins up ✅ [--] acquisitions YTD cc $TOI.V $CSU.TO https://t.co/neVaznf0co $ACP.WA Great Q guys ✅ Revenue growth on every segment ✅ Organic growth +5%) ✅ Margins up ✅ [--] acquisitions YTD cc $TOI.V $CSU.TO https://t.co/neVaznf0co"
X Link 2025-12-01T19:31Z [----] followers, 12.1K engagements
"$LMN.V Large acquisition🚨 Lumine is buying $SNCR for $116 million equivalent to $9 per share $SNCR might generate $50M EBITDA in [----] implying a EV/EBITDA multiple of 5x 👀 They've already carved-out Messaging & NetworkX from $SNCR back in [----] so they know the business in depth It's another melting ice cube 🧊 a perfect hunting ground for the CSU family. Let's turn it around cc $CSU.TO"
X Link 2025-12-04T14:33Z [----] followers, [----] engagements
"Somehow $SNCR managed to be in financial distress: - Net debt / EBITDA LTM 3x - Interest coverage 0.8x - Interest expense +40% YoY (SOFR + [---] bps 🔥) Lumine will clean the balance sheet first thing"
X Link 2025-12-04T15:02Z [----] followers, [----] engagements
"Interesting thoughts thanks for sharing Regarding the "low morale" due to the depressed stock price I think it could be the opposite. Some employees are required to reinvest 75% of their cash bonus by buying CSU/TOI/LMN stock. Would you rather buy the mothership at [----] or now at [----] If the employee needs to sell its stock in the short-term he would be very disappointed ofc I see more risk in an opportunistic buyout https://twitter.com/i/web/status/2012582102911320536 https://twitter.com/i/web/status/2012582102911320536"
X Link 2026-01-17T17:45Z [----] followers, [----] engagements
"They've carved-out a Japanese VMS a few months ago due to "panic selling" from the HoldCo so the AI disruption could be an incentive to sell In the other hand founders are unlikely to sell during times of uncertainty specially if they're profitable Money-losing VMS cos could be the sweet spot https://twitter.com/i/web/status/2012586513054282144 https://twitter.com/i/web/status/2012586513054282144"
X Link 2026-01-17T18:03Z [----] followers, [---] engagements
"@onlyebitda Yeah it's possible: - 100-110 employees - There are several estimates of annual revenue of $40 million Harris could have paid between $30-40 million"
X Link 2026-01-26T16:34Z [----] followers, [---] engagements
"Pandora A/S again in 52w mins 600DKK is a bargain Recent fundamental analysis on $PNDORA $PNDZF #ValueInvesting https://seekingalpha.com/article/4103146-pandora-s-fundamental-assessment https://seekingalpha.com/article/4103146-pandora-s-fundamental-assessment"
X Link 2017-09-26T14:53Z [----] followers, [--] engagements
"Drr $DUE $DURR strong Q3 results: EBITDA +7% EPS +15% ROCE 36% #ValueInvesting http://www.durr.com/press/ad-hoc-announcements-and-press-releases-duerr-ag/press-releases/duerr-achieving-growth-in-order-intake-sales-and-earnings/ http://www.durr.com/press/ad-hoc-announcements-and-press-releases-duerr-ag/press-releases/duerr-achieving-growth-in-order-intake-sales-and-earnings/"
X Link 2017-11-08T07:04Z [----] followers, [--] engagements
"Miguel de Juan nos presenta algunas de sus posiciones en Argos Capital: $CALM $THEP $FER $Hermle $TPT #ValueInvesting https://moiglobal.com/argos-enero-18/ https://moiglobal.com/argos-enero-18/"
X Link 2018-01-08T09:06Z [----] followers, [--] engagements
"$RBG H1 interim results: - LFL +04% (+19% including New Year's Eve) - Sales +11% - Adj. EBITDA +8% - [--] new openings (+2 in H2 = [--] venues) #ValueInvesting https://ir.euroinvestor.com/Tools/newsArticleHTML.aspxsolutionID=2498&customerKey=revolutionbarsgroupplc&storyID=13832803&language=en https://ir.euroinvestor.com/Tools/newsArticleHTML.aspxsolutionID=2498&customerKey=revolutionbarsgroupplc&storyID=13832803&language=en"
X Link 2018-03-02T07:20Z [----] followers, [--] engagements
"💡 Lista de empresas presentadas en el @IberianValue #IberianValue #ValueInvesting $SGRE $ECONB $BVN $TLGO $TPT $ATYM $FDR $ITX $PAC $LOG $CBK $ZOT $FB $GSY $SMS $WWL $WTB $BAB $AM "
X Link 2018-04-12T08:52Z [----] followers, [--] engagements
"Lucas Bols reported strong FY2018 results 💪: - Revenue +15% (+1.8% organic) - EBIT +30% - EPS +35% (Adjusted: +20%) - FCF +11% - Gross/Operating/FCF Margins - Net debt -19% #ValueInvesting $BOLS https://www.lucasbols.com/files/7/3/4/7/2/180607%20Lucas%20Bols%20Analyst%20Presentation.pdf https://www.lucasbols.com/files/7/3/4/7/2/180607%20Lucas%20Bols%20Analyst%20Presentation.pdf"
X Link 2018-06-07T10:59Z [----] followers, [--] engagements
"Lucas Bols published its annual report 2017/2018 today: #ValueInvesting $BOLS https://www.lucasbols.com/files/7/4/4/7/2/Lucas-Bols%20annual%20report%202017_18.pdf https://www.lucasbols.com/files/7/4/4/7/2/Lucas-Bols%20annual%20report%202017_18.pdf"
X Link 2018-06-14T06:45Z [----] followers, [--] engagements
"#Uranium Participation Corp. industry overview May [--] [----]. #UraniumFever #ValueInvesting $U http://www.uraniumparticipation.com/i/pdf/financials/2019Q1.pdf http://www.uraniumparticipation.com/i/pdf/financials/2019Q1.pdf"
X Link 2018-06-30T10:20Z [----] followers, [--] engagements
"This is new: @CobasFunds have become activist investors. They asked Aryzta's Board of Directors to call an EGM #ValueInvesting $ARYN https://www.cobasam.com/en/cobas-am-ha-pedido-al-consejo-de-aryzta-la-convocatoria-de-una-junta-general-extraordinaria-2/ https://www.cobasam.com/en/cobas-am-ha-pedido-al-consejo-de-aryzta-la-convocatoria-de-una-junta-general-extraordinaria-2/"
X Link 2018-10-15T13:29Z [----] followers, [--] engagements
"📈US Large-Caps are overperforming Small-Caps. ⚠The 43% LT floating debt vs 10% in the S&P500 could be one of the reasons watch the leverage va @charliebilello @UPFINAcom @TayTayLLP $SPY $RUT #ValueInvesting #SP500"
X Link 2018-10-20T10:09Z [----] followers, [--] engagements
"Cambria H1 results: - Revenue -2% - EBIT -8% - EPS -15% ⚠Net debt +11.6M vs -5.5M in H1 [----]. - Capex 23.5M - FCF -10M vs 6.5M LFL sales: 😨New -14.8% 😥Used -2.6% 🥳Aftersales +4.1% And. ugly outlook for the sector. #ValueInvesting $CAMB #CAMB https://www.investegate.co.uk/cambria-automobiles/camb/preliminary-results/201811210700059682H https://www.investegate.co.uk/cambria-automobiles/camb/preliminary-results/201811210700059682H"
X Link 2018-11-21T07:33Z [----] followers, [--] engagements
"💡My latest article in SA: It's The Perfect Moment To Have Gold As A Hedge For Your Portfolio #ValueInvesting #Gold #Commodities $DIA $SPY $GDX $GDXJ $GLD https://seekingalpha.com/article/4225688-perfect-moment-gold-hedge-portfolio https://seekingalpha.com/article/4225688-perfect-moment-gold-hedge-portfolio"
X Link 2018-11-30T18:48Z [----] followers, [--] engagements
"And. my 4th article about the gold sector I've enjoyed writing this piece hope you like it 😉 #ValueInvesting #Gold $ATBYF $ELYGF $EMX $FNV $GDX $GDXJ $GLBXF $GLVMF $MACIF $MTAFF $SAND $OR $RGLD $RMNXD $SROYF $WPM https://seekingalpha.com/article/4228602-analysis-precious-metals-royalty-sector https://seekingalpha.com/article/4228602-analysis-precious-metals-royalty-sector"
X Link 2018-12-18T09:25Z [----] followers, [--] engagements
"☁Gigas Hosting published its [----] budget: 📈 Revenue: 10.6M (+24.7%) 📈 EBITDA: 2.55M (+68%; Margin: 24%) 💰 FCF positive Catalyst: Acquisitions #ValueInvesting $GIGA https://gigas.com/static/documents/20190115Presupuesto201915ENE2019.pdf https://gigas.com/static/documents/20190115Presupuesto201915ENE2019.pdf"
X Link 2019-01-15T17:56Z [----] followers, [--] engagements
"💡SumZero. Top Stocks for [----] - Winners & Finalists. via @SumZero #ValueInvesting $SATS $RRTS $APHQF $BUR $FB $ECN $EXEL $WINE $XLM $TRUP $TLRD $MTRO $SLM #Hynix $LBTYA https://sumzero-prod.s3.amazonaws.com/public/uploads/specialpublications/2019TopStocks_cf0567e8bf.pdf https://sumzero-prod.s3.amazonaws.com/public/uploads/specialpublications/2019TopStocks_cf0567e8bf.pdf"
X Link 2019-01-25T08:02Z [----] followers, [--] engagements
"$SAND wins #ShortTermBias $FNV $WPM $RGLD $RZZ.TO $MXX.V $MTA.V"
X Link 2019-02-04T09:24Z [----] followers, [--] engagements
"iShares MSCI Turkey ETF: 📉 Feb-Ago [----] (Turkish Lira 'Currency Crisis'): -59% 📈 Ago-Feb 2019: +48% $TUR"
X Link 2019-02-08T16:49Z [----] followers, [--] engagements
"Top #5 lowest cost producers between the active thermal projects in Western Canada: 1Cenovus Christina Lake 2MEG Christina Lake 3Devon Jackfish [--] 4Devon Jackfish [--] 5IPCO Onion Thermal #OOTT #WCS #Oil #WTI #Brent #cdnecon $IPCO $CVE $MEG $DVN"
X Link 2019-02-13T08:28Z [----] followers, [--] engagements
"The Gym Group - Share price: - IPO 2015: 195p - Feb-02-2019: 195p 🤷♂ #ValueInvesting #GYM #TGG $GYYMF"
X Link 2019-02-25T20:43Z [----] followers, [--] engagements
"GE Transportation was merged into $WAB past monday. $GE shareholders received 3.3M shares of $WAB Huge sell-off"
X Link 2019-02-27T14:09Z [----] followers, [--] engagements
"Christian Hansen: Price to Free Cash Flow 😳 $CHR $CHYHY"
X Link 2019-03-21T16:54Z [----] followers, [--] engagements
"Random Pinterest S-1 notes here 👇 $PINS"
X Link 2019-04-08T15:54Z [----] followers, [--] engagements
"$SAND Pre-market low of $4.22 (-25%) Trading now at $5.66😂"
X Link 2019-04-09T13:47Z [----] followers, [--] engagements
"S&P [---] Revenues per share $SPX $SPY via Dr. Ed Yardeni http://blog.yardeni.com/2019/04/s-500-run-forrest-run.html http://blog.yardeni.com/2019/04/s-500-run-forrest-run.html"
X Link 2019-04-26T14:36Z [----] followers, [--] engagements
"$GOOG $GOOGL Share price vs EBITDA (LTM)"
X Link 2019-04-30T11:28Z [----] followers, [--] engagements
"☁Gigas Hosting Q1 results: Revenue & EBITDA above guidance 🚀 $GIGA https://gigas.com/static/documents/20190528Resultados1erTrimestre2019-28MAY2019.pdf https://gigas.com/static/documents/20190528Resultados1erTrimestre2019-28MAY2019.pdf"
X Link 2019-05-28T15:30Z [----] followers, [--] engagements
"Canaccord Genuity analyst Portia Patel raised the price target on @BurfordCapital to GBP1240 from GBP1196 She don't like unrealized gains. Today Burford sold a $100 million (10% of Petersen). and she raises the target price a 3.7% 🤷♂. Okay. $BUR $BUR.L #BUR"
X Link 2019-06-24T17:20Z [----] followers, [--] engagements
"$CARZ First Trust Nasdaq Global Auto Index Fund ETF 🚗 Close to Dec'18 lows and not too far from [----] lows 🧐"
X Link 2019-08-21T08:50Z [----] followers, [--] engagements
"DB survey: "Opportunities for social media on eCommercE" $FB $SNAP $PINS #Facebook #Instagram #Checkout #Pinterest #Snapchat #eCommerce #socialmedia https://db.com/newsroom_news/2019/new-survey-from-deutsche-bank-research-shows-great-opportunities-for-social-media-ecommerce-en-11560.htm https://db.com/newsroom_news/2019/new-survey-from-deutsche-bank-research-shows-great-opportunities-for-social-media-ecommerce-en-11560.htm"
X Link 2019-10-18T10:00Z [----] followers, [--] engagements
".@LEGO_Group sets outperformed large stocks bonds gold and other alternative investments over the long-term. Deal with it. https://papers.ssrn.com/sol3/papers.cfmabstract_id=3291456 https://papers.ssrn.com/sol3/papers.cfmabstract_id=3291456"
X Link 2019-11-11T11:06Z [----] followers, [--] engagements
"Peter Levine explains how cloud ☁ technology is changing for an edge cloud model [----] Transcript Vdeo via @a16z https://www.youtube.com/watchv=4QTAtFaIiyc https://a16z.com/2019/11/15/the-end-of-cloud-computing-2/ https://www.youtube.com/watchv=4QTAtFaIiyc https://a16z.com/2019/11/15/the-end-of-cloud-computing-2/"
X Link 2019-11-16T11:35Z [----] followers, [--] engagements
"$CSU.TO Exceptional companies mentioned by Mark Leonard in his annual letters: Ametek $AME Berkshire Hathaway $BRK.A Danaher $DHR Dover $DOV Illinois Tool Works $ITW Roper $ROP Jack Henry & Associates $JKHY Transdigm $TDG United Technologies $UTX"
X Link 2019-11-27T10:58Z [----] followers, [---] engagements
"The top share buyback portfolios outperformed 📈 the top dividend yield portfolios by 6.4% and 4.3% per year in Canada and the U.S. #Sharecannibals https://medium.com/@julian_34159/the-shareholder-yield-dilemma-dividends-or-share-buybacks-484fc6d1a6db https://medium.com/@julian_34159/the-shareholder-yield-dilemma-dividends-or-share-buybacks-484fc6d1a6db"
X Link 2019-12-30T20:21Z [----] followers, [--] engagements
"International Workspace Group ( $IWG.L formerly Regus) hits fresh ATH cc $WE Co 🙄"
X Link 2020-01-13T11:52Z [----] followers, [--] engagements
"Google Cloud according to Bernstein 😁 $GOOG $GOOGL Great line from Bernstein: "Snapple had an old ad campaign titled 'We want to be number 3' in their efforts to catch Coke and Pepsi. Google Cloud is currently Snapple." Great line from Bernstein: "Snapple had an old ad campaign titled 'We want to be number 3' in their efforts to catch Coke and Pepsi. Google Cloud is currently Snapple.""
X Link 2020-02-05T08:21Z [----] followers, [--] engagements
"Irony March [--] is the 11th anniversary of the longest bull market for U.S. stocks"
X Link 2020-03-09T09:45Z [----] followers, [--] engagements
"#COVID19 is redefining the concept of #antifragile So what businesses are really antifragiles now I'll start with $AMZN"
X Link 2020-03-23T12:28Z [----] followers, [--] engagements
"$LK -80% after admitting fraud. RMB2.2 billion "fabricated sales" just in three quarters 🤦♂ Reminder: DYOR http://investor.luckincoffee.com/node/6886/html http://investor.luckincoffee.com/node/6886/html"
X Link 2020-04-02T12:56Z [----] followers, [--] engagements
"$GOOG $FB $SNAP $PINS $YELP . $AMZN ⚠Digital ad spend for the Q2 period will be -33%. Traditional media -39% 🔥74% of buy-side decision-makers anticipate heavier Impact on US ad Spend than '08-09 https://www.iab.com/wp-content/uploads/2020/03/IAB-C19-BuySide_Ad-Spend-Pulse_FINAL.pdf https://www.iab.com/wp-content/uploads/2020/03/IAB-C19-BuySide_Ad-Spend-Pulse_FINAL.pdf"
X Link 2020-04-04T13:51Z [----] followers, [--] engagements
"$GOOG was down -3.31% for the day now it's up 3.31% AH We are living in a strange world"
X Link 2020-04-28T20:53Z [----] followers, [--] engagements
"Zoom is now worth more than the worlds [--] biggest airlines ✈ via @VisualCap $ZM https://www.visualcapitalist.com/zoom-boom-biggest-airlines/ https://www.visualcapitalist.com/zoom-boom-biggest-airlines/"
X Link 2020-05-16T13:47Z [----] followers, [--] engagements
"$GOOG [---] MAU on @GoogleStadia. Shooter games are unplayable they should remove them"
X Link 2020-05-25T15:31Z [----] followers, [--] engagements
"$SHOP vs $AMZN EV/Sales Don't worry it's probably nothing"
X Link 2020-05-27T07:40Z [----] followers, [--] engagements
"🥇🥈PM royalties companies 1-Yr Returns: $NSR.TO 1538% $ELY.V 797% $RZZ.V 99% $MTA 85% $WPM 77% $FNV 75% $SAND 60% $RGLD 39% $MMX 4% $OR -5% $FISH -6%"
X Link 2020-06-10T20:21Z [----] followers, [--] engagements
"Current portfolio asset allocation ⚖ What about yours"
X Link 2020-07-18T10:28Z [----] followers, [--] engagements
"TSM vs Intel: Vertical takeoff 🚀 $TSM $INTC"
X Link 2020-07-24T14:02Z [----] followers, [--] engagements
"I wonder what Mark Leonard thinks about good companies trading at triple digit revenues like $SNOW 🤔 For the record $JKHY didn't make any money for shareholders for a [--] year period. $SNOW trading at 150x [----] sales. If you paid 150x [----] sales at the time of $NOW's [----] IPO you'd have a 7% annualized returns to today vs. 21% annualized return in $QQQ over the same time period. $SNOW trading at 150x [----] sales. If you paid 150x [----] sales at the time of $NOW's [----] IPO you'd have a 7% annualized returns to today vs. 21% annualized return in $QQQ over the same time period"
X Link 2020-09-16T18:00Z [----] followers, [--] engagements
"Don't fight the WSB This won't end well. $GME $AMC"
X Link 2021-01-27T11:03Z [----] followers, [--] engagements
"$GOOG spent $31bn in buybacks during [----] 73% of its FCF $GOOG spent 156% of its FCF on share buybacks https://t.co/VobYNfKgrD $GOOG spent 156% of its FCF on share buybacks https://t.co/VobYNfKgrD"
X Link 2021-02-02T21:37Z [----] followers, [--] engagements
"$PINS physical assets are just their fancy headquarters and some PCs. The majority of their COGS is for AWS hosting services. $PINS' scalability is $AMZN's profit Pinterest spent $1.25 million in capex on $485 million in revenue. Talk about scalable Pinterest spent $1.25 million in capex on $485 million in revenue. Talk about scalable"
X Link 2021-04-28T08:09Z [----] followers, [--] engagements
"Todays unicorns 🦄 have bigger cumulative losses than $AMZN lost money far longer than Amazon still no turnaround Take a look at $UBER cumulative losses 🔥 vs $AMZN 🤯"
X Link 2021-07-07T07:25Z [----] followers, [--] engagements
"If you like $V or $MA at 30-40 EV/EBIT you'd love $SHVA at 14x 🙂 I know it is not intl. diversified and there's an obvious country risk ofc but is too cheap IMO I promised to prepare few threads about Israeli companies so I want to begin with the one of the rarest 💎 at Israel stock exchange: Symbol at IBRK: $SHVA.TLV Reports at English could be found under IR at https://t.co/WahM1F91Jo https://t.co/DQIeAELv2p I promised to prepare few threads about Israeli companies so I want to begin with the one of the rarest 💎 at Israel stock exchange: Symbol at IBRK: $SHVA.TLV Reports at English could"
X Link 2021-08-24T12:55Z [----] followers, [--] engagements
"Have you taken a look at Kyndryl $KD Don't bother. Only $IBM is capable of creating such a #ShitCo 💩 Is difficult to create a company that declines in a growing industry but they did ✅Declining customer base revenue & margins ✅Negative FCF & Growing debt pile"
X Link 2021-11-17T16:30Z [----] followers, [--] engagements
"Chobani $CHO files to go public at a $10bn+ valuation representing a fwd EV/Sales multiple of 7x+ with a gross margin of 20% 🙄 Of course is losing money year after year 💩💸🔥🔥🔥 Does this ring a bell @Post_Market cc $OTLY"
X Link 2021-11-18T09:59Z [----] followers, [--] engagements
""The efficient market hypothesis states that share prices reflect all information and consistent alpha generation is impossible" About that $MTBC +40% in three sessions 😌 $MTBC has a recurrent and resilient revenue base from healthcare billing and other tech. solutions Share price of $5.50 is below the lvl prior to their highest quality acquisition ever. EV/EBITDA NTM ex-SBC 9x IMO fair value is an EV/EBITDA of 15-20x so prob. a x2 from here https://t.co/PH0SJajNWr $MTBC has a recurrent and resilient revenue base from healthcare billing and other tech. solutions Share price of $5.50 is below"
X Link 2022-01-03T20:28Z [----] followers, [--] engagements
"Market valuation is just reverting to the mean at least for now after a couple of years of insane valuations specially among high-growth Tech S&P [---] fwd P/E is exactly at its 25-yr average of 17x"
X Link 2022-05-12T07:54Z [----] followers, [---] engagements
"$IBM spent $200+ billion in share repurchases since [----] Current market cap $127 billion 🤦♂ Every executive should pass a basic capital allocation test c'mon guys is not so hard 😂"
X Link 2022-07-01T11:40Z [----] followers, [--] engagements
"I always wondered why $SPOT needs soooo many employees. Its gross profit per employee is laughable even after layoffs If we compare its per employee data vs Tencent Music $TME well. let's say it doesn't look good"
X Link 2023-01-24T09:48Z [----] followers, [----] engagements
"Is $INTC the $IBM of semis Yes Of course Yes Of course"
X Link 2023-01-26T21:50Z [----] followers, [----] engagements
"@MindsetDividend Since GFC it's ideal so you can analyze what happened in several crises and slowdowns like the Euro debt crisis [----] slowdown Trade war Pandemic Cost pressures/Inflation"
X Link 2023-06-28T07:50Z [----] followers, [--] engagements
"@UpslopeCapital Unlikely but not impossible. Spread in $BKI narrowed to 25% from 35% a few weeks ago probably due to the sale of the Empower loan origination business to a subsidiary of $CSU.TO"
X Link 2023-07-11T14:08Z [----] followers, [---] engagements
"$CSU.TO $BKI $ICE Constellation will acquire Black Knights Optimal Blue business for $700 million USD That's a nice start to the week 😎"
X Link 2023-07-17T12:40Z [----] followers, [----] engagements
"I can't stress enough how great Optimal Blue acquisition is This is a high-quality asset with a HUGE moat: captive customers switching costs network efffects and pricing power $BKI (over)paid 30x EBITDA for OB $CSU.TO is paying 7x EBITDA 🤯"
X Link 2023-07-17T19:43Z [----] followers, 52.8K engagements
"@edwardypwang CEO explaining its new strategy to the BoD"
X Link 2023-08-26T22:10Z [----] followers, [---] engagements
"$ARM was really pissed off about $QCOM acquiring Nuvia so they ended up suing both companies claiming "a breach of Nuvia's license agreement and trademark infringement" Suing your top [--] customer which represents 11% of revenue is not an ideal situation ⚠"
X Link 2023-09-05T14:10Z [----] followers, [---] engagements
"If that were not enough some customers are trying to bypass $ARM by designing their own chips like the "RISC-V venture" launched by $IFNNY $QCOM and $NXPI among others ⚠"
X Link 2023-09-05T14:10Z [----] followers, [---] engagements
"The fight for the control of ARM China is well documented. I suggest you to read some articles about it like this one:"
X Link 2023-09-05T14:10Z [----] followers, [--] engagements
"Another stinky thing is the overspending. A few examples: - $130m in SBC - $95m in Executive Awards (yet to be paid) - $50m+ of "Public co. readiness cost" "
X Link 2023-09-05T14:10Z [----] followers, [--] engagements
"The EIGHT pages of Related party transactions in $ARM's prospectus is also fun Here you can find a Director pocketing 5% of the underwriting fees for "advisory services" (through "The Raine Group LLC") 🚩🚩🚩 He is in the arena @chamath would be proud"
X Link 2023-09-05T14:10Z [----] followers, [---] engagements
"Unbelievable $TSN management is so awfully incompetent that they can't even plan the production of a product with such stable demand File this under "cyclicals cutting capacity at the low" $TSN Tyson Foods is closing chicken plants after some say it went too far in building up the business which produces one-fifth of U.S. supply https://t.co/SARKLeqg5K via @WSJ File this under "cyclicals cutting capacity at the low" $TSN Tyson Foods is closing chicken plants after some say it went too far in building up the business which produces one-fifth of U.S. supply https://t.co/SARKLeqg5K via @WSJ"
X Link 2023-09-06T14:25Z [----] followers, [----] engagements
"@fundiescapital Yeah Masa Son justified that move to take control over ARM China Former CEO Allen Wu - fired by Son - is still fighting for the control in the arena I mean. court so who knows what will happen in the future 🙄"
X Link 2023-09-13T13:42Z [----] followers, [---] engagements
"Dear FinTwit does anyone have the list of "worst offenders" regarding SBC/Sales overall This screenshot is just for the IT sector"
X Link 2023-09-15T18:38Z [----] followers, [----] engagements
"The only thing that $SAND is able to grow is its share count 📈 Since [----] its share count increased at a CAGR of 12% while its Cash from operations per share grew at a mere CAGR of 3% 🤷♂ $SAND share price total return since 2013: -13% 🤣🤣🤣"
X Link 2023-09-26T18:30Z [----] followers, [----] engagements
"@ClarkSquareCap Maybe just add the following to the "About" tab Tis site does not offer FINANCIAL PORTFOLIO MANAGEMENT or INVESTMENT ADVISORY SERVICES Which is what their trademark is for 🖕😂"
X Link 2023-10-03T20:55Z [----] followers, [---] engagements
"@DeepSailCapital @JGGCDN As a matter of fact is better to focus on the organic recurring revenue growth (70%+ of revenue) The remaining three segments are less relevant and lumpy (30%)"
X Link 2023-11-03T10:26Z [----] followers, [---] engagements
"Here's a management team that doesn't get capital allocation right. They think of buybacks as a way to support the share price that's silly Is okay $INMD is a small cap and they can learnbut will they Read @mjmauboussin's papers ffs you don't need an MBA to get it right😆 $INMD 🧐 https://t.co/vb3ZuCX2Cf $INMD 🧐 https://t.co/vb3ZuCX2Cf"
X Link 2023-11-03T11:24Z [----] followers, [----] engagements
"@Sempiterno_Inv @NotMarkLeonard I think is a new country for CSU. If the transaction goes ahead it would open a whole new market for them. Language and culture barriers are real 🤝"
X Link 2023-11-21T18:02Z [----] followers, [--] engagements
"@dnystedt ASML's CEO said a few weeks ago that chinese demand is still catching up these are overdue orders"
X Link 2023-11-25T13:14Z [----] followers, [----] engagements
"@TomasRiba2 TD is targeting a 30% revenue growth for LMN in [----]. LMN probably achieved half of that growth with the two acquisitions from $SNCR A 34% EBITDA margin seems too high to me let's say 29% over that projected revenue would be 190m NTM EV/EBITDA 22x not a crazy valuation IMO"
X Link 2023-11-25T21:20Z [----] followers, [---] engagements
"@DeepSailCapital All these are 🍩🍩🍩: $EH eVTOL Hype $IONQ $QUBT Quantum BS $SMR biggest project canceled due to delays and cost overruns BK in [--] months $SHOT Fake product pump & dump scheme Honorable mention to shitco classics: $DNMR $BYND $OTLY"
X Link 2023-11-28T12:16Z [----] followers, [---] engagements
"About time $SPOT"
X Link 2023-12-04T10:29Z [----] followers, [----] engagements
"@bsg_cap @DakotasTwits Quebec's Bill [--] was a hard setback for PHA. The latest acquisition solved provided diversification now 60%+ of EBITDA comes from outside QC Highly levered tho. Lower rates will help"
X Link 2024-01-03T19:54Z [----] followers, [--] engagements
"$CSU.TO hit $3400 a few minutes ago That's a fresh 200-bagger plus dividends and spin-offs 🥹 $CSU.TO Seems that we have a fresh new 100-bagger In [----] Constellation Software priced its IPO at C$17 per share. Today its shares closed above C$1700 or [---] times its IPO price in just [--] years. What a ride 🚀 cc @ChrisMayer https://t.co/ZcxO9pvmmc $CSU.TO Seems that we have a fresh new 100-bagger In [----] Constellation Software priced its IPO at C$17 per share. Today its shares closed above C$1700 or [---] times its IPO price in just [--] years. What a ride 🚀 cc @ChrisMayer https://t.co/ZcxO9pvmmc"
X Link 2024-01-08T15:52Z [----] followers, 10.8K engagements
"@CompTortoise Black Knight carve-outs will be a growth driver for years. Imagine a bull market in real estate = originations 📈 But organic growth will come down at some point it might cause some multiple compression 🤞"
X Link 2024-01-08T18:32Z [--] followers, [---] engagements
"@gezzogero Sad to see a takeover at such a low valuation That's why I defend that companies with a controlling shareholder deserve a permanent discount vs peers because you never know when they're going to stab you in the back Plenty of these cos. in Europe especially in and"
X Link 2024-01-12T20:29Z [----] followers, [--] engagements
"@_inpractise Charging both sides of the transaction is. nasty to say the least Btw Mark Miller mentioned this company as an example of a VC-backed company that did well in a mature market"
X Link 2024-01-18T11:46Z [----] followers, [---] engagements
"@natstewart5 @rubicon59 That's the exec who pitched Heydude as an acquisition target 😆"
X Link 2024-01-21T16:55Z [--] followers, [--] engagements
"$KPG.AX made official earlier today the cessation of the dividend to reinvest more capital in the business Shares closed in green 👌 Name a company with a high ROIC that decided to cut its dividend to prioritize growth 🤔 I wonder how shareholders reacted to the announcement. I'd also like to compare the stock returns before/after the cut 👀 Name a company with a high ROIC that decided to cut its dividend to prioritize growth 🤔 I wonder how shareholders reacted to the announcement. I'd also like to compare the stock returns before/after the cut 👀"
X Link 2024-02-05T07:27Z [----] followers, [----] engagements
"This comparison makes absolutely no sense Deals like MSFT-OpenAI/AMZN-Antherion/NVDA-CW are simply put CAC. Besides they've effectively locked-in hungry cloud customers Big Tech cos. have net cash or low debt. Not a single one of them will go down if the AI hype evaporates Study this chart of General Electric. That massive uptrend from 1981-2001 happened under Jack Welch's leadership. Business school professors eulogized him and financial journalists wrote fawning articles about his leadership style. Everyone praised him as America's greatest CEO. https://t.co/w2fzXPd2yb Study this chart of"
X Link 2024-02-10T17:48Z [----] followers, [----] engagements
"@kashyap286 AI was a tailwind that's a fact but this could last for years Valuation reset maybe maybe not. EPS growth could slow but multiples might hold if USTs yields keep going down Point being nobody can possibly know for sure what will happen in the future"
X Link 2024-02-10T21:49Z [----] followers, [--] engagements
"@LogicalThesis Please wake me up when EV/TAM becomes a "valuation" metric again😆"
X Link 2024-02-11T15:18Z [----] followers, [---] engagements
"@NotMarkLeonard Boring is beautiful 😆"
X Link 2024-02-13T14:03Z [----] followers, [---] engagements
"Interesting conclusions in this "mini-study" about 10-baggers over the last decade in the software industry Most of them were small caps with a median initial market cap of $70m 👀 Musing #1 - [--] Baggers in Small Cap Software Observations on 10x plus returns in public SW from the last decade. https://t.co/382QzLoKRe cc: @JohnHuber72 @chriswmayer @SaaSletter @OnlyCFO @27XVII @ArdaCapital @CapitalShipyard @ClarkSquareCap @BreakingSaaS @willschoebs https://t.co/esTBAOW1li Musing #1 - [--] Baggers in Small Cap Software Observations on 10x plus returns in public SW from the last decade."
X Link 2024-02-15T16:17Z [----] followers, [----] engagements
"@LionCubsFund $APR.WA Auto parts. Countercyclical similar dynamics as $ORLY and $AZO $DOM.L Junk food. Resilient $KPG.AX Corporate taxes ain't going away $SHVA.TA Card rails. V/MA among top shareholders"
X Link 2024-02-21T10:25Z [----] followers, [---] engagements
"@Chrisbagmancap @AlteraHealth The rationale for spin-offs is financing (at least for now.) so it won't happen unless they acquire a big competitor and that would be a risk you can't "merge" different EHRs/RCMs"
X Link 2024-02-21T16:50Z [----] followers, [--] engagements
"@eshear That's incorrect - 50% RSUs were already vested on the grant date - The remaining 50% RSUs will be vested quarterly over the next [--] years (5% per Q) - Options will also vest quarterly 5% per Q so in [--] years 100% of the options will be vested regardless what the max. term is"
X Link 2024-02-25T17:33Z [----] followers, [---] engagements
"DAUs matter yes but FCF per share growth is even more important i.e. $SNAP DAUs tripled since its IPO in [----] yet share price is down 55% because this business barely generates any FCF Cash is king 👑 Reality Narrative 3/ Everyone is focused on revenue and profit but for social media what really matters is daily uniques (DAUq in the S-1). On page [--] we finally get to the good stuff. The short version: consistent +20% YOY growth. At reddits size thats very strong. https://t.co/rehn99hR7m 3/ Everyone is focused on revenue and profit but for social media what really matters is daily uniques"
X Link 2024-02-25T17:56Z [----] followers, [----] engagements
"@eshear That's the theory but not all DAUs are created equal FB was profitable since late [----] [--] years before IPO with 180m DAUs $SNAP still loses money with 400m+ DAUs $PINS barely breaks even with 500m MAUs $RDDT has a difficult journey ahead that's for sure"
X Link 2024-02-25T20:02Z [----] followers, [--] engagements
"@CJ0pp3l Oopsie Why am I not surprised 😅 Allscripts $MDRX has an awful record of overpaying for acquisitions. Their financials are full of impairments and HUGE "integration costs"🙄 MDRX paid $2.2bn for acquisitions over the last [--] years and its EV is $2.6bn this is not exactly value creation 💸🔥 https://t.co/ljXbmw1NkN Allscripts $MDRX has an awful record of overpaying for acquisitions. Their financials are full of impairments and HUGE "integration costs"🙄 MDRX paid $2.2bn for acquisitions over the last [--] years and its EV is $2.6bn this is not exactly value creation 💸🔥"
X Link 2024-02-28T09:47Z [----] followers, [---] engagements
"@ToffCap They've missed big in a previous guidance and BaFin investigation didn't help either I mean the market does not trust the management team"
X Link 2024-02-29T19:29Z [----] followers, [---] engagements
"I'm reading plenty of critics about $TOI.V paying $200m in special dividends C'mon guys this isn't the first time it's happened $CSU.TO paid a special div of $400m+ in [----]. Shares x4 since then Special divs impose discipline on capital allocation. Let them do their thing"
X Link 2024-03-06T09:13Z [----] followers, [----] engagements
"Bonus: Topicus has 500m+ in undrawn credit facilities Acquisitions will happen is just a matter of time. Be patient"
X Link 2024-03-06T09:16Z [----] followers, [---] engagements
"Astera IPO is valued @ $4.5bn $ALAB An "AI pick-and-shovel play" at only 40x revenue A hardware business with a 73% net loss margin Relying in only one supplier Material weaknesses Just [---] employees Who cares It's AI Count me in 💸💸💸 What business is this https://t.co/sl5frTpPnD What business is this https://t.co/sl5frTpPnD"
X Link 2024-03-11T18:43Z [----] followers, [----] engagements
"@oscar100_x Place your bets Latest target from the management was 11k+. And that's just in Poland Comp table via @atmosinvest"
X Link 2024-03-17T10:24Z [----] followers, [----] engagements
"Told ya $CSU.TO bought [---] million $TOI.V shares from a founder that - probably - left the business My napkin math says that's a +1% stake in $TOI.V 🤑 h/t @wlep Since the spin-off $TOI.V return was 92% vs 36% for $CSU.TO Y'all know that CSI has the right to acquire an additional 30% stake in Topicus right 🤔 https://t.co/sDeVrq5IdH Since the spin-off $TOI.V return was 92% vs 36% for $CSU.TO Y'all know that CSI has the right to acquire an additional 30% stake in Topicus right 🤔 https://t.co/sDeVrq5IdH"
X Link 2024-04-02T15:14Z [----] followers, [----] engagements
"Total return since Topicus' was spun out: CSU 122% TOI 98% How the tables have turned 🙃"
X Link 2024-04-02T18:35Z [----] followers, [---] engagements
"@patientinvestt Former $SAND 🐂 here They'll find new ways to destroy value. They always do. The only thing that $SAND is able to grow is its share count 📈 Since [----] its share count increased at a CAGR of 12% while its Cash from operations per share grew at a mere CAGR of 3% 🤷♂ $SAND share price total return since 2013: -13% 🤣🤣🤣 https://t.co/XKda0HX0Yy https://twitter.com/adrivalue/status/1706737982969942063 The only thing that $SAND is able to grow is its share count 📈 Since [----] its share count increased at a CAGR of 12% while its Cash from operations per share grew at a mere"
X Link 2024-04-03T10:04Z [----] followers, [---] engagements
"@NestBetter SL management does not look like the best capital allocators. They've raised equity in the IPO back in [----] what for it has been [--] years c'mon do something 😂"
X Link 2024-04-09T13:24Z [----] followers, [---] engagements
"@CompTortoise I love "idiotic glitches": - Amazon UK blocking Visa cards in late [----]. It was obvious that both parts will reach an agreement. $V +24% in a few weeks - Alphabet is a woke company is so over $GOOG +20% during the last month"
X Link 2024-04-11T09:53Z [----] followers, [---] engagements
"@ReneSellmann This data seems misleading maybe it's the % of stocks owned by the household that do invest in financial ssets I.e. in Spain only 12% of households own stocks. These households invest 43% in equities and mutual funds"
X Link 2024-05-05T11:01Z [----] followers, [----] engagements
"@LukeWolgram I never wanted to run a fund but I can say about #3 that you never know. I thought the same as you back in [----] but in [----] I started working part-time in finance switched jobs a few months later and this has become my FT job a few months back and I enjoy it 😎"
X Link 2024-05-05T11:11Z [----] followers, [---] engagements
"@LukeWolgram Fun facts: - My background is in IT no formal education in finance - Never applied for a job in finance - I've just published some deep dives in YouTube. I was contacted by the two companies that I've worked for. They liked my work and offered me a position just like that"
X Link 2024-05-05T11:15Z [----] followers, [---] engagements
"@yesandnotyes @AccionEAFI @LibertyRPF That would make sense. He always tried to keep expectations low. They also want their employees to purchase shares at a fair price My favorite metric for CSI always has been FCF ex-CWC. Since the spin-offs happened I just substract the minority interests"
X Link 2024-05-11T07:09Z [----] followers, [--] engagements
"@ClarkSquareCap In Micro Cap land we have $TR1.MC Undiscovered VMS Growing mostly organically Profitable with net cash position never issued shares 40%+ insider ownership even long-term employees own stock Crazy cheap. Illiquid. Scanned AR materials in doesn't help either 😂"
X Link 2024-05-13T19:33Z [----] followers, [---] engagements
"@BarrySchwartzBW Gotta love sell-side analysts MS valued the company at 22x in early [----] only to double the multiple six months later 😆"
X Link 2024-05-19T09:05Z [----] followers, [---] engagements
"@Uzo_Investor The IR sends the PRs and quarterly reports translated to english a couple of days after they're published in hebrew is sub-optimal I kmow 😆 Google translate also does a good job translating entire PDFs now even the tables look good"
X Link 2024-05-22T21:58Z [----] followers, [--] engagements
"@Robel2405 @Falcon10X PHA made a huge acquisition financed with VERY expensive debt Result Interest Expense EBIT ☠"
X Link 2024-05-28T17:37Z [----] followers, [---] engagements
"@Robel2405 @Falcon10X They need to improve margins real fast IMO the most likely outcome is to raise capital to reduce debt. 17m market cap vs 45m+ debt = Dilution through the roof"
X Link 2024-05-28T18:02Z [----] followers, [--] engagements
"@lfg_cap 🤡🤡🤡"
X Link 2024-06-06T09:28Z [----] followers, [---] engagements
"@invest091 @CCM_Brett This is not exactly what I'd call "rational capital allocation""
X Link 2024-06-13T10:50Z [----] followers, [--] engagements
"Wait this 🤡 was still $TSN's CFO 😆😆😆"
X Link 2024-06-13T17:58Z [----] followers, [----] engagements
"@InvestInJapan CSU's JV in was terminated a few months ago. They've only completed one acquisition over there in [--] years"
X Link 2024-06-16T08:12Z [----] followers, [---] engagements
"@hectorchamizo No lo creo. Esa tendencia es anterior al "boom" en GenIA OpenAI lanz su demo en noviembre de [----] cuando el n de devs ya llevaba varios trimestres cayendo Muchas compaas se pasaron de frenada contratando devs durante 2020-2021 y despus lleg el golpe de realidad"
X Link 2024-07-04T13:16Z [----] followers, [--] engagements
"@finphysnerd Welcome aboard glad to hold but is a small position for me due to the controlling shareholder limited float and operating in an EM"
X Link 2024-07-12T16:47Z [----] followers, [---] engagements
"@DiogoPrnt Their earnings are closely correlated to overall market volatility just look at their quarterly earnings during volmageddon (Q1'18) or after market drawdowns It is ultimately a bet on higher $VIX"
X Link 2024-07-28T12:58Z [----] followers, [---] engagements
"@FundasyInvestor Food inflation increased in during the Q2 but Biedronka suffered from deflation. Lagging effect or Biedronka lowering prices to keep foot traffic 🤔 They also called for deflation during the H2 but this is not the trend Dino results will shed some light about this 👀"
X Link 2024-08-08T13:25Z [----] followers, [----] engagements
"@KyleAdamsStocks When someone blames others for their own investing mistakes is proof that they didn't do their own DD and they're not honest with themselves in acknowledging their OWN mistakes Keep up the good work and ignore/mute/block negative people"
X Link 2024-08-28T10:44Z [----] followers, [---] engagements
"$TYL Best business model definition ever: "Its product portfolio is a libertarians brain worm providing endless applications for the public sector" Quite a line on $TYL here: "The inefficiencies of government bureaucracy have left Tyler practically immune to disruption in recent years despite a long history of software flaws release delays and user complaints and lawsuits. https://t.co/fKQrum6tfx Quite a line on $TYL here: "The inefficiencies of government bureaucracy have left Tyler practically immune to disruption in recent years despite a long history of software flaws release delays and"
X Link 2024-09-05T20:12Z [----] followers, [----] engagements
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