# ![@bigpoppastonk Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1586375176526209030.png) @bigpoppastonk BigPoppaStonk

BigPoppaStonk posts on X about $csuto, money, $cmgto, $enghto the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1586375176526209030/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1586375176526209030/c:line/m:interactions.svg)

- [--] Week [-------] +568%
- [--] Month [-------] +6,143%
- [--] Months [-------] +1,991%
- [--] Year [-------] +970%

### Mentions: [--] [#](/creator/twitter::1586375176526209030/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1586375176526209030/c:line/m:posts_active.svg)

- [--] Week [--] +114%
- [--] Month [--] +123%
- [--] Months [---] +58%
- [--] Year [---] +61%

### Followers: [---] [#](/creator/twitter::1586375176526209030/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1586375176526209030/c:line/m:followers.svg)

- [--] Week [---] +1.70%
- [--] Month [---] +4.60%
- [--] Months [---] +19%
- [--] Year [---] +70%

### CreatorRank: [---------] [#](/creator/twitter::1586375176526209030/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1586375176526209030/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [us election](/list/us-election)  [automotive brands](/list/automotive-brands)  [exchanges](/list/exchanges) 

**Social topic influence**
[$csuto](/topic/$csuto), [money](/topic/money), [$cmgto](/topic/$cmgto), [$enghto](/topic/$enghto), [$lmnv](/topic/$lmnv), [$tbrg](/topic/$tbrg), [ai](/topic/ai), [inflation](/topic/inflation), [in the](/topic/in-the), [$atex](/topic/$atex) #6

**Top accounts mentioned or mentioned by**
[@nocapcap](/creator/undefined) [@simeonresearch](/creator/undefined) [@kairospraxis](/creator/undefined) [@notmarkleonard](/creator/undefined) [@atelicinvest](/creator/undefined) [@chatsbc](/creator/undefined) [@jerrycap](/creator/undefined) [@trentblair19](/creator/undefined) [@seekingwinners](/creator/undefined) [@kyleadamsstocks](/creator/undefined) [@qualityinvest5](/creator/undefined) [@berkelkip](/creator/undefined) [@nicoperjes](/creator/undefined) [@grok](/creator/undefined) [@millionswithme](/creator/undefined) [@rubicon59](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@thexcapitalist](/creator/undefined) [@davidkatunaric](/creator/undefined) [@mosinvesting](/creator/undefined)

**Top assets mentioned**
[Docebo Inc. (DCBO)](/topic/$dcbo) [GrokCoin (GROKCOIN)](/topic/grok) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Bitcoin (BTC)](/topic/bitcoin) [Uber Technologies, Inc. (UBER)](/topic/uber) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Salesforce Inc (CRM)](/topic/$crm) [monday.com Ltd. (MNDY)](/topic/$mndy) [Quant (QNT)](/topic/quant) [Handshake (HNS)](/topic/handshake) [Nano (XNO)](/topic/nano) [Reserve (RSV)](/topic/reserve) [Fartcoin (FARTCOIN)](/topic/fartcoin)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@MatasBaliukonis Really looking forward to your thoughts on $TEQ"  
[X Link](https://x.com/bigpoppastonk/status/1815891549370343518)  2024-07-23T23:27Z [---] followers, [--] engagements


"@Dividend_Dollar If I had a 🔫 to my head then Id have to go with $LULU"  
[X Link](https://x.com/bigpoppastonk/status/1816280461972496776)  2024-07-25T01:13Z [---] followers, [---] engagements


"@PedroLamento @AnshulPuri0 I just made the same mistake I sold all but [--] share of $CSU.TO. however I spread mine between $PNP.TO $LMN.V & $TOI.V. Should I increase my diworsification and add $SGN.WA next"  
[X Link](https://x.com/bigpoppastonk/status/1816646959572353093)  2024-07-26T01:29Z [---] followers, [----] engagements


"@HimmyJTheGoat @TrentBlair19 I mean whatever works But statistically its very hard to do long term with that kind of diversification besides why bother putting your money to work in your 50th best position when you could add to spots you have higher conviction"  
[X Link](https://x.com/bigpoppastonk/status/1817027728987816019)  2024-07-27T02:42Z [---] followers, [---] engagements


"@onecentinvest @HimmyJTheGoat @TrentBlair19 Ah I see I dont understand much about the Quant world way above my pay grade"  
[X Link](https://x.com/bigpoppastonk/status/1817936892827971777)  2024-07-29T14:55Z [---] followers, [--] engagements


"@MillionsWithMe Disagree. Every investment should be backed by individual risk tolerance and goals not arbitrary rules like this"  
[X Link](https://x.com/bigpoppastonk/status/1818638364117286953)  2024-07-31T13:22Z [---] followers, [--] engagements


"@SeekingWinners_ Yes yesterdays report they missed earnings by a fair amount. Any 🚩 that you see"  
[X Link](https://x.com/bigpoppastonk/status/1819423323203555691)  2024-08-02T17:21Z [---] followers, [---] engagements


"@KyleAdamsStocks @therealzarie Wouldnt this be considered timing the market Ive always struggled with how to approach this"  
[X Link](https://x.com/bigpoppastonk/status/1819717131669233863)  2024-08-03T12:49Z [---] followers, [---] engagements


"@3Plantey2 @KyleAdamsStocks @therealzarie Well not really I am fully deployed into [--] names. In order for me to buy I must justify selling something I currently own to buy something I like better. My money always at work rather than being eroded by inflation hoping a pullback comes"  
[X Link](https://x.com/bigpoppastonk/status/1819720741769941244)  2024-08-03T13:03Z [---] followers, [---] engagements


"@minhasv @MohnishPabrai @DakshanaIndia I can probably afford a brief handshake and a thank you. 😅"  
[X Link](https://x.com/bigpoppastonk/status/1819760418325491840)  2024-08-03T15:41Z [---] followers, [---] engagements


"@DdEmerging @MrSeymourDuck Why dont you invest in it You sound confident the 25% gross margin collapse over the last several years is only temporary"  
[X Link](https://x.com/bigpoppastonk/status/1820217491722805732)  2024-08-04T21:57Z [---] followers, [--] engagements


"@futu00 @NotMarkLeonard $CSU.TO still owns over 60% of the shares I guarantee you they want $LMN.V to do well"  
[X Link](https://x.com/bigpoppastonk/status/1821383580276363674)  2024-08-08T03:10Z [---] followers, [---] engagements


"@SeekingWinners_ @sidecarcap @FundasyInvestor Completely agree. Ive gravitated towards the spinoffs only due to size. How big can $CSU.TO actually get over the long term Can it really 10x from here I know its possible but it just seems unlikely to me"  
[X Link](https://x.com/bigpoppastonk/status/1822290918340256196)  2024-08-10T15:16Z [---] followers, [---] engagements


"@PunkyCovfefe Interesting you managed to list every option but the correct one. Its government made with bureaucracy mass immigration and spending (inflation)"  
[X Link](https://x.com/bigpoppastonk/status/1822297285750870025)  2024-08-10T15:41Z [---] followers, [--] engagements


"@32AmAb @SeekingWinners_ @sidecarcap @FundasyInvestor Of course its possible however thats a very small group and most companies dont make it that far. Its all about risk and whats more likely when putting your dollars to work. My guess is its far more likely for $TOI.V and $LMN.V to 10x from 8B than $CSU.TO at 80B"  
[X Link](https://x.com/bigpoppastonk/status/1822321408476934173)  2024-08-10T17:17Z [---] followers, [---] engagements


"@SurrealInvestor @hcapinvesting Just think of the massive untapped market of living in your vehicle it has become all the rage the last few years. As housing becomes unaffordable for the majority of people and we add the total global housing market as a potential growth opportunity TSLA is basically free"  
[X Link](https://x.com/bigpoppastonk/status/1822637677881249953)  2024-08-11T14:14Z [---] followers, [---] engagements


"@GermannHj @nataninvesting If they were manipulating you think they fudge those terrible ROIC numbers over the last decadeits not manipulation its just they are terrible investments in a terrible country. Not sure why people havent figured out communism doesnt bode well for capital appreciation"  
[X Link](https://x.com/bigpoppastonk/status/1824225959987339533)  2024-08-15T23:25Z [---] followers, [--] engagements


"@thexcapitalist If you arent skeptical about owning a business in a communist state that has done nothing but destroy shareholder value for well over a decade Im not sure what to tell you"  
[X Link](https://x.com/bigpoppastonk/status/1824853635651547165)  2024-08-17T16:59Z [---] followers, [--] engagements


"@Sbery @phil_hellmuth $EVO.ST (Evokution AB) its actually in an industry Phil knows quite well. Bullish"  
[X Link](https://x.com/bigpoppastonk/status/1824958392324272342)  2024-08-17T23:56Z [---] followers, [---] engagements


"@KyleAdamsStocks @MillionsWithMe And why not"  
[X Link](https://x.com/bigpoppastonk/status/1825205343338836413)  2024-08-18T16:17Z [---] followers, [---] engagements


"@KatusaResearch Spread across the stocks in my Bio"  
[X Link](https://x.com/bigpoppastonk/status/1826037268936798238)  2024-08-20T23:23Z [---] followers, [---] engagements


"@MillionsWithMe I know a lot of people who said they were waiting for the housing market to correct pre COVID. They are still waiting. As Charlie said Buy a house when you need one"  
[X Link](https://x.com/bigpoppastonk/status/1826245332759646291)  2024-08-21T13:09Z [---] followers, [---] engagements


"@Quant_Kurtis @fzp450 Theres gold in them there hillsthe trouble is nobody wants to dig to find it. In my opinion smaller and illiquid is the only way to invest in individual names if you are looking for outsized returns. If not buy an index"  
[X Link](https://x.com/bigpoppastonk/status/1826345848399450591)  2024-08-21T19:49Z [---] followers, [--] engagements


"@thexcapitalist $PYPL isnt back it just filled the gap. Top is in"  
[X Link](https://x.com/bigpoppastonk/status/1826677640952250636)  2024-08-22T17:47Z [---] followers, [---] engagements


"@thexcapitalist Maybe at existing margins and growth but I dont think they will hold these numbers. Too much competition they are now in a race to the bottom. Collapsing revenue growth collapsing gross margins. I just dont see it"  
[X Link](https://x.com/bigpoppastonk/status/1826728264033075424)  2024-08-22T21:08Z [---] followers, [--] engagements


"Good time to invest in Sweden. $TEQ.ST $EVO.ST Swedes aren't spending very much the moment but dang are they wealthy (in aggregate). https://t.co/TFyEMjA0gB Swedes aren't spending very much the moment but dang are they wealthy (in aggregate). https://t.co/TFyEMjA0gB"  
[X Link](https://x.com/bigpoppastonk/status/1827044217648013694)  2024-08-23T18:04Z [---] followers, [---] engagements


"@TheWealthPhotog Not sure how thats relevant to the point I made. If risk management and asset preservation is important you are not going to benchmark to the SP500. Any fund or portfolio with anything other than equities is guaranteed to underperform"  
[X Link](https://x.com/bigpoppastonk/status/1828494288772350207)  2024-08-27T18:06Z [---] followers, [--] engagements


"@david_katunaric $SUP.L $PNP.TO $PAY.TO"  
[X Link](https://x.com/bigpoppastonk/status/1829883957187592687)  2024-08-31T14:08Z [---] followers, [---] engagements


"@david_katunaric $SUP.L Listen to a couple of supreme calls with Sandy (amazing capital allocator). $PNP.TO Son of Mark Leonard investing in small caps with a massive tax advantage. $PAY.TO Marco is a highly experienced fintech leader solving a unique problem"  
[X Link](https://x.com/bigpoppastonk/status/1829885646401650843)  2024-08-31T14:15Z [---] followers, [---] engagements


"@TreyHenninger @david_katunaric 65m-400m is too large for you Are you a Nano Cap guy 🤯"  
[X Link](https://x.com/bigpoppastonk/status/1830246749895897369)  2024-09-01T14:10Z [---] followers, [--] engagements


"@patientinvestt How is Alibaba undervalued exactly Isnt a business that returns zero capital worth zero"  
[X Link](https://x.com/bigpoppastonk/status/1830252863429505145)  2024-09-01T14:34Z [---] followers, [----] engagements


"Isnt this the definition of cutting the flowers to water the weeds What about tax implications What if your winning idea is still better than the new idea Isnt there risk in eventually weighing worse ideas heavier over time and capping the winning ones I really struggle with this"  
[X Link](https://x.com/bigpoppastonk/status/1830383419689185423)  2024-09-01T23:13Z [---] followers, [---] engagements


"@CJ0pp3l Everyone loved $TEQ.ST until they had a rough few quarters (Sweden recession) and now everyone thinks they are headed for zero. People always want a dip to buy until it comes. I vote $TEQ.ST and recently added to that position"  
[X Link](https://x.com/bigpoppastonk/status/1830618302143705234)  2024-09-02T14:46Z [---] followers, [---] engagements


"Fellow $EVO.ST / $EVVTY holders how do we convince management to pause dividends and put the cash toward buying back even more shares"  
[X Link](https://x.com/bigpoppastonk/status/1831130005906276475)  2024-09-04T00:39Z [---] followers, [---] engagements


"@CraigHRowland @ValueStockGeek Ill be white knuckling my all equities [--] fund portfolio 😅"  
[X Link](https://x.com/bigpoppastonk/status/1831419342103441582)  2024-09-04T19:49Z [---] followers, [--] engagements


"@EquityBrian Thats great and all but how much money are they returning to shareholders Or are you just helping prop up the CCP"  
[X Link](https://x.com/bigpoppastonk/status/1832434951226355741)  2024-09-07T15:05Z [---] followers, [---] engagements


"@KyleAdamsStocks Very undervalued can be a bad thing and judging by the looks of this one likely for good reason"  
[X Link](https://x.com/bigpoppastonk/status/1836219293744185422)  2024-09-18T01:42Z [---] followers, [---] engagements


"@MarketMovers10 @gurgavin Why do you think its so undervalued Or a better question would be what are you seeing that the massive equity firms arent Maybe just maybe its priced cheaply for a reason"  
[X Link](https://x.com/bigpoppastonk/status/1837167189968965780)  2024-09-20T16:29Z [---] followers, [---] engagements


"@capital_frozen @CCM_Brett And its not a matter of if its when. Private ownership doesnt last long in communist dictatorships its kind of the entire point of communism. Anyone investing in a country like that deserves to lose their money"  
[X Link](https://x.com/bigpoppastonk/status/1838295555111555326)  2024-09-23T19:13Z [---] followers, [--] engagements


"@MMMTwealth Correct it is. What do you think the return for baba has been since IPO in 2014"  
[X Link](https://x.com/bigpoppastonk/status/1838673184691999166)  2024-09-24T20:13Z [---] followers, [--] engagements


"@QualityInvest5 The larger the business the harder it is to grow and the shorter the runway. In order for CSU to 10x it needs to hit 900B market-cap although possible its far less likely from this point than 9B business for example"  
[X Link](https://x.com/bigpoppastonk/status/1838705396258853052)  2024-09-24T22:21Z [---] followers, [--] engagements


"@QualityInvest5 @simonseverino I was going to say get rid of the massive slow growers 😉 I think we can both agree concentration either way would be preferred"  
[X Link](https://x.com/bigpoppastonk/status/1838949751842357550)  2024-09-25T14:32Z [---] followers, [--] engagements


"@johnschaffer948 @ChrisChattin @thepowerfulHRV Gold does not have the ability to generate cash flow. If you buy gold today youll have the same amount of gold [--] years from now. The only value you can capture is through purely speculation. Just like bitcoin"  
[X Link](https://x.com/bigpoppastonk/status/1839102819997188097)  2024-09-26T00:40Z [---] followers, [--] engagements


"@nataninvesting @QualityInvest5 If only you bought in at IPO in [----] youd be up almost that same amount 😆"  
[X Link](https://x.com/bigpoppastonk/status/1839282858264776916)  2024-09-26T12:36Z [---] followers, [--] engagements


"@investwithwes1 @QualityInvest5 Incorrect. Here is his direct quote I regard Alibaba as one of the worst mistakes I ever made. I got charmed by the idea of their position in the Chinese internet; I didnt stop to realize theyre still a goddamn retailer"  
[X Link](https://x.com/bigpoppastonk/status/1839302371966623753)  2024-09-26T13:53Z [---] followers, [--] engagements


"I dont think thats it. Indexing is fine is you are wanting average or below returns. The only way to get outsized returns is by stock picking especially in todays environment (very new stock pickers and value investors) everyone and their dog are buying indices and ETFs one could say its at bubble levels"  
[X Link](https://x.com/bigpoppastonk/status/1839304464479695298)  2024-09-26T14:02Z [---] followers, [--] engagements


"@burrytracker @PelosiTracker_ Quite the sales pitch. Sounds like a pump and dump to me"  
[X Link](https://x.com/bigpoppastonk/status/1839305669377503721)  2024-09-26T14:06Z [---] followers, 11K engagements


"@LionCubsFund Very nice Looks like youre just missing $LMN.V and your all set 😉"  
[X Link](https://x.com/bigpoppastonk/status/1839334885649248580)  2024-09-26T16:03Z [---] followers, [---] engagements


"@JerryCap Its amazing to me how so many people dont understand what communism actually means or how it works"  
[X Link](https://x.com/bigpoppastonk/status/1839636263777026460)  2024-09-27T12:00Z [---] followers, [---] engagements


"@mekkeboss @LionCubsFund I added to my position at $32"  
[X Link](https://x.com/bigpoppastonk/status/1839669344609218687)  2024-09-27T14:12Z [---] followers, [--] engagements


"@mtpennystocks Agreed now trading at a cap equal to their cash on hand. Massively oversold in my opinion. I added"  
[X Link](https://x.com/bigpoppastonk/status/1839673127531597929)  2024-09-27T14:27Z [---] followers, [---] engagements


"@CuriousRyanLee @WolfOfOakville @LuckyCrypto23 We dont know exactly but they just resigned with Lyft and they have Uber on the books still. I highly doubt DoorDash was 80% of their revenue and even if it was they have zero debt and 100M in cash"  
[X Link](https://x.com/bigpoppastonk/status/1839676226207928691)  2024-09-27T14:39Z [---] followers, [--] engagements


"@Oussama_zc @Simple_Cap How did you come up with 80-95% Thanks"  
[X Link](https://x.com/bigpoppastonk/status/1840855068532490370)  2024-09-30T20:43Z [---] followers, [--] engagements


"@KeepItRealYYC @Oussama_zc @onecentinvest https://corp.payfare.com/payfare-announces-first-quarter-2024-financial-results/ https://corp.payfare.com/payfare-announces-first-quarter-2024-financial-results/"  
[X Link](https://x.com/bigpoppastonk/status/1840899502137659697)  2024-09-30T23:40Z [---] followers, [--] engagements


"@KeepItRealYYC @Oussama_zc @onecentinvest [--] pretty good news growth announcements that will be showing up on the balance sheet soon they hinted they expect most of the DoorDash revenue to be mitigates by the time the contract ends"  
[X Link](https://x.com/bigpoppastonk/status/1840900075427647986)  2024-09-30T23:42Z [---] followers, [--] engagements


"@Roberto12294835 @JSpitTrades If the main driver for bond prices are interest rates inflation and credit ratings how exactly is a chart going to help predict future prices Supply and demand is typically a low to non-factor. TA hardly works for equities I just dont see why youd bother with it for Bonds"  
[X Link](https://x.com/bigpoppastonk/status/1844545242588135745)  2024-10-11T01:07Z [---] followers, [--] engagements


"How exactly The chart may show a reversal from a candlestick or pattern for example and the next day the FED could adjust rates and nothing that the chart showed from the past would matter. TA hardly works for equities which is completely driven by the market I just dont see the logic with bonds"  
[X Link](https://x.com/bigpoppastonk/status/1844551759605399982)  2024-10-11T01:33Z [---] followers, [--] engagements


"@Roberto12294835 @JSpitTrades What percentage of the price changes do you think is caused by supply and demand when compared to rates inflation and credit ratings"  
[X Link](https://x.com/bigpoppastonk/status/1844555038875844998)  2024-10-11T01:46Z [---] followers, [--] engagements


"@LogicalThesis @AP_stocks How do you justify your BTC position Whats the thesis How did you value it"  
[X Link](https://x.com/bigpoppastonk/status/1844798989499056416)  2024-10-11T17:55Z [---] followers, [--] engagements


"@LogicalThesis @AP_stocks Im open to learning What do you mean price pays How do you determine what fair price is Or that it will go higher into the future Thanks for sharing some wisdom 🙏"  
[X Link](https://x.com/bigpoppastonk/status/1844827548611707167)  2024-10-11T19:48Z [---] followers, [--] engagements


"@Govikings69 @FriendlyCapMgmt Like $CSU.TO"  
[X Link](https://x.com/bigpoppastonk/status/1844917430562566188)  2024-10-12T01:46Z [---] followers, [---] engagements


"@JerryCap I thought they were cutting the dividend long ago Why is this still being paid"  
[X Link](https://x.com/bigpoppastonk/status/1845101865798709662)  2024-10-12T13:58Z [---] followers, [---] engagements


"@JerryCap They were highly concentrated across a handful of gig clients (DoorDash Uber Lyft etc) unfortunately they were far more concentrated than I expected with 50-75% of their revenue coming from DoorDash (unconfirmed) they did not renew the contract"  
[X Link](https://x.com/bigpoppastonk/status/1846537406440169712)  2024-10-16T13:03Z [---] followers, [---] engagements


"@SavingsCaptain I thought you were cash 😆"  
[X Link](https://x.com/bigpoppastonk/status/1846907953431085179)  2024-10-17T13:35Z [---] followers, [--] engagements


"I sold $TEQ / $TEQ.ST to add even more to my $SUP.L position as well as another new holding (will announce once Im fully invested). I still like Teqnion long term but I feel theres still some headwinds in the short term"  
[X Link](https://x.com/bigpoppastonk/status/1848404071062847959)  2024-10-21T16:40Z [---] followers, [---] engagements


"@Masi_capital @NotMarkLeonard Oh and a premium for top tier management is also a thing. Remember the NAV was sub $6 a few months ago"  
[X Link](https://x.com/bigpoppastonk/status/1849242700203405590)  2024-10-24T00:13Z [---] followers, [--] engagements


"This is a tailwind disguised as a headwind. $SUP.L I can't see anything new in it but news is news. Possibly that the date is now fixed. https://t.co/8ph1QxbPci $SUP.L I can't see anything new in it but news is news. Possibly that the date is now fixed. https://t.co/8ph1QxbPci"  
[X Link](https://x.com/bigpoppastonk/status/1849820647700001161)  2024-10-25T14:29Z [---] followers, [---] engagements


"@CuriousRyanLee Im not a TA guy but the big gap at $33 looks like it wants to be filled and from a macro standpoint with the economy cooling xpel may have a rougher time in the short term. Im not surprised by the short interest tbh"  
[X Link](https://x.com/bigpoppastonk/status/1851377511352905916)  2024-10-29T21:36Z [---] followers, [---] engagements


"Yes there has been significant disinflation taking place over the last couple of years and demand is starting to soften thats why rates are coming down. Im not suggesting we are heading to a recession but definitely a softer economy than what we had in years past which benefited Xpel"  
[X Link](https://x.com/bigpoppastonk/status/1851397451917181326)  2024-10-29T22:55Z [---] followers, [--] engagements


"@DolphinBoi6 @MeadowsPoppa Actual ownership has value but the main concern is liquidity. Unless you are scared of currency risk (which I see as a tailwind) I dont know why youd buy an ADR over owning the stock directly"  
[X Link](https://x.com/bigpoppastonk/status/1851600530352869793)  2024-10-30T12:22Z [---] followers, [--] engagements


"@ValueIsaac2002 @hidden_returns @finance_schmidt @FinSkeptic @CloneShameless You nailed it I actually view regulation to be a long term tailwind. Supreme will adjust far easier to the new rules when compared to competition and should end up eating their lunch"  
[X Link](https://x.com/bigpoppastonk/status/1851964488544841931)  2024-10-31T12:28Z [---] followers, [---] engagements


"@markymarv13 @MeadowsPoppa Average volume is 10x higher on the Stockholm exchange. It may not matter to you if you are dealing with small sums of money"  
[X Link](https://x.com/bigpoppastonk/status/1852730170928676981)  2024-11-02T15:11Z [---] followers, [--] engagements


"@TheRealKeean Harris would be better for Canadas economy but Trump would be better for the West in general"  
[X Link](https://x.com/bigpoppastonk/status/1853842758374490401)  2024-11-05T16:52Z [---] followers, [---] engagements


"@NotMarkLeonard Is this a constellation business"  
[X Link](https://x.com/bigpoppastonk/status/1854550821264126155)  2024-11-07T15:45Z [---] followers, [---] engagements


"@NotMarkLeonard Ok thanks Ill pass I only deal with Mark 😉"  
[X Link](https://x.com/bigpoppastonk/status/1854576131820921325)  2024-11-07T17:26Z [---] followers, [---] engagements


"I just started a new position in $CMG.TO. Looking forward to my thesis being confirmed by @SeekingWinners_ 🤞"  
[X Link](https://x.com/bigpoppastonk/status/1854576551192670276)  2024-11-07T17:28Z [---] followers, [---] engagements


"@NotMarkLeonard Have you looked into yet That may scratch your itch. Small cap - both marks are involved. http://PNP.TO http://PNP.TO"  
[X Link](https://x.com/bigpoppastonk/status/1854611437303611607)  2024-11-07T19:46Z [---] followers, [--] engagements


"@NotMarkLeonard What are your thoughts Why only a small position I didnt realize they held CMG in the past thanks for the info"  
[X Link](https://x.com/bigpoppastonk/status/1854618623152996857)  2024-11-07T20:15Z [---] followers, [--] engagements


"@thexcapitalist Crypto Interestingwhy doesnt he currently have a position 🤔"  
[X Link](https://x.com/bigpoppastonk/status/1857193427177181598)  2024-11-14T22:46Z [---] followers, [--] engagements


"@BerkelKip @bkaellner How come"  
[X Link](https://x.com/bigpoppastonk/status/1860742851211952294)  2024-11-24T17:50Z [---] followers, [--] engagements


"Future looking bright 😎 The outlook for $SUP.L. The previous EBITDA was 37M. https://t.co/B6xBXcLi5r The outlook for $SUP.L. The previous EBITDA was 37M. https://t.co/B6xBXcLi5r"  
[X Link](https://x.com/bigpoppastonk/status/1861606133883908360)  2024-11-27T03:01Z [---] followers, [---] engagements


"@CloneShameless @mrhaeschen I think people forget a small fintwitland actually is. If you investing thesis is focused on how many finwits post about a stock it may be time to come up with a new strategy. $SUP.L has a long long way to go before it has $HIMS and $PLTR vibes"  
[X Link](https://x.com/bigpoppastonk/status/1861738061794578895)  2024-11-27T11:45Z [---] followers, [---] engagements


"@Aktionaer_JR Jan - any plans to release another portfolio update soon Would love to hear your thoughts on $SUP.L now their report is out"  
[X Link](https://x.com/bigpoppastonk/status/1861738798717018132)  2024-11-27T11:48Z [---] followers, [---] engagements


"@RTelford_invest Wow mine is 30m and the swings have been pretty wild not sure I could handle 2.5m 😅"  
[X Link](https://x.com/bigpoppastonk/status/1861829303815619015)  2024-11-27T17:47Z [---] followers, [----] engagements


"Sandy & Team at $SUP.L continue building their compound machine. $SUP.L interesting news. Potential acquisition of Typhoon Tea out of administration. "According to the firm's latest results which cover the year to the end of September [----] pre-tax losses widened to 38m from 9.6m and sales fell to 25.3m from 33.7m." https://t.co/Ss2pPVlUuR $SUP.L interesting news. Potential acquisition of Typhoon Tea out of administration. "According to the firm's latest results which cover the year to the end of September [----] pre-tax losses widened to 38m from 9.6m and sales fell to 25.3m from 33.7m.""  
[X Link](https://x.com/bigpoppastonk/status/1862283582934270051)  2024-11-28T23:53Z [---] followers, [---] engagements


"@MillionsWithMe A bit misleading - youre in the same boat with the ETF only difference is the speed of which losses or gains are made. Theres no difference other than what you can tolerate for risk and the return is needed to reach your goals. If yours is to sleep easy consider a money fund"  
[X Link](https://x.com/bigpoppastonk/status/1862498305135010107)  2024-11-29T14:06Z [---] followers, [---] engagements


"@MillionsWithMe There is a downside to low volatility that investors (usually passive) make. Lower volatility can also cause lower returns and inflation risk. Its all about risk vs reward and timeframe vs goals. ETFs arent a magic bullet there are [--] sides to every coin"  
[X Link](https://x.com/bigpoppastonk/status/1862504748185743414)  2024-11-29T14:31Z [---] followers, [--] engagements


"Getting this write up notification felt like Christmas morning. Outstanding work @SeekingWinners_ New write-up is now published over on my substack on $CMG.TO. Give it a read this weekend and let me know what you think https://t.co/NaTzGornBh https://t.co/pu7K1ZTRRu New write-up is now published over on my substack on $CMG.TO. Give it a read this weekend and let me know what you think https://t.co/NaTzGornBh https://t.co/pu7K1ZTRRu"  
[X Link](https://x.com/bigpoppastonk/status/1862854723143192604)  2024-11-30T13:42Z [---] followers, [---] engagements


"@BerkelKip Interesting comparison. I guess the question is - how long can $CSU.TO keep that up as they move into a larger and more competitive market I would guess it will be more difficult. Synergy is also a factor that is tough to compare"  
[X Link](https://x.com/bigpoppastonk/status/1862976435754783193)  2024-11-30T21:46Z [---] followers, [---] engagements


"I asked Grok to draw me based on my posts and interests and the result was pretty surprising Not only did it capture my interests (investing & politics) it somehow figured out fairly accurately what I look like. Im not sure if I should be impressed or scared"  
[X Link](https://x.com/bigpoppastonk/status/1863210190876602534)  2024-12-01T13:15Z [---] followers, [--] engagements


"I asked Grok to draw me based on my posts and interests and the result was pretty surprising Not only did it capture my interests it somehow figured out fairly accurately what I look like first try with zero prompting. Im not sure if I should be impressed or scared"  
[X Link](https://x.com/bigpoppastonk/status/1863210953124261932)  2024-12-01T13:18Z [---] followers, [---] engagements


"@NestBetter Whats the thesis on this name Not sure its within my competency. Any good write ups out there"  
[X Link](https://x.com/bigpoppastonk/status/1863657420565745814)  2024-12-02T18:52Z [---] followers, [---] engagements


"@sammccolgan @BreakoutInvestr This is the perfect environment to be a stock picker imo"  
[X Link](https://x.com/bigpoppastonk/status/1869386174453952706)  2024-12-18T14:16Z [---] followers, [---] engagements


"A long term compounder in the middle of refueling. $CMG.TO 🚀 This isnt your mom and pops $CMG.TO major cultural shift filtering down throughout the whole organization. https://t.co/5oyFTYkLJT This isnt your mom and pops $CMG.TO major cultural shift filtering down throughout the whole organization. https://t.co/5oyFTYkLJT"  
[X Link](https://x.com/bigpoppastonk/status/1870087962425471184)  2024-12-20T12:44Z [---] followers, [---] engagements


"@DTmesswithtexas @BerkelKip Nice Tell me about QXOthat one hasnt come across my desk yet"  
[X Link](https://x.com/bigpoppastonk/status/1870151153402401101)  2024-12-20T16:55Z [---] followers, [---] engagements


"@MallardResearch $SUP.L - would love to hear your thoughts on this one. Its one of my largest holdings"  
[X Link](https://x.com/bigpoppastonk/status/1870600003322020255)  2024-12-21T22:39Z [---] followers, [---] engagements


"@SimeonResearch_ @LogicalThesis I think the argument in by buying MSTR you are getting the software business for free. But I could be wrong. Either way not a bet Id be looking to make thats for sure"  
[X Link](https://x.com/bigpoppastonk/status/1871594796923658561)  2024-12-24T16:32Z [---] followers, [--] engagements


"Ive succumbed to the Finwit pressure started a position in $TVK.TO today. It looks cheap at this price however reserve the right to change my mind after further research 😉"  
[X Link](https://x.com/bigpoppastonk/status/1872731976446427312)  2024-12-27T19:51Z [---] followers, [----] engagements


"@SuperMarius19 Do you see any concerns Ive had it on my watch list for a long time and couldnt pull the trigger. I still might change my mind after further research. Im very concerned about the acquisition runway and cyclical sector - which may be why its valued cheaper than others"  
[X Link](https://x.com/bigpoppastonk/status/1873031017445114225)  2024-12-28T15:39Z [---] followers, [---] engagements


"EOY update: ✅+51.43% YTD Mistakes made: 🤦🏻♂Buying $PAY.TO - Underestimated the concentration risk. 🤦🏻♂Selling $CSU.TO - Unconfirmed yet but likely to be an error. Im sure there will be new lessons in [----] to learn from. What mistakes did you make in [----] and what did you learn from it"  
[X Link](https://x.com/bigpoppastonk/status/1874211479274049953)  2024-12-31T21:50Z [---] followers, [---] engagements


"@MrSeymourDuck Dang whats your cost base on EVO if you dont mind me asking"  
[X Link](https://x.com/bigpoppastonk/status/1874238260794503584)  2024-12-31T23:36Z [---] followers, [--] engagements


"@SimeonResearch_ @zerohedge Good time to invest in Europe imo"  
[X Link](https://x.com/bigpoppastonk/status/1874263286495273414)  2025-01-01T01:16Z [---] followers, [--] engagements


"@CompoundinGirl I thought the top priority for communism is abolishing private ownership and for profit business structures Not a great recipe for owning equities"  
[X Link](https://x.com/bigpoppastonk/status/1874521002279149703)  2025-01-01T18:20Z [---] followers, [---] engagements


"@CapitalPmh You still got cash available 😉"  
[X Link](https://x.com/bigpoppastonk/status/1874794431351828962)  2025-01-02T12:26Z [---] followers, [--] engagements


"@rubicon59 I mean if you are a good investor does it make sense spending the time trying to sell your Substack Gives me internet guru vibes. If youre successful at the thing you wouldnt need to sell Substack articles nor would you be interested"  
[X Link](https://x.com/bigpoppastonk/status/1875246825411899871)  2025-01-03T18:24Z [---] followers, [---] engagements


"I didnt say it was wrong I just said its usually a sign of someone who isnt actually that skilled. If they were theyd spend more of their time energy and focus on what brings in the most return for their time. If its investing then theyd likely spend their time focusing on making money at that and sharing ideas rather than trying to sell articles about investing. Does that make sense"  
[X Link](https://x.com/bigpoppastonk/status/1875310469868630165)  2025-01-03T22:37Z [---] followers, [--] engagements


"@investing_qt @rubicon59 I actually couldnt disagree more with you on this one. If I had a job in sales that paid me $150k a year selling software do you think I would spend my free time selling news papers on the side for an extra 15k to diversify my income"  
[X Link](https://x.com/bigpoppastonk/status/1875312667113709877)  2025-01-03T22:45Z [---] followers, [--] engagements


"@investing_qt @rubicon59 Why wouldnt you just spend more time selling software and make even more money rather than waste your time on news papers Wouldnt that be the wiser investment decision"  
[X Link](https://x.com/bigpoppastonk/status/1875313395848954179)  2025-01-03T22:48Z [---] followers, [--] engagements


"It absolutely is more work. Do you think the articles just write themselves What about the marketing Who are you selling subscriptions to Why arent all the great investors doing this Why isnt Monish Pabri charging for a Substack Its because hes busy investing and managing money not selling articles"  
[X Link](https://x.com/bigpoppastonk/status/1875314618958020972)  2025-01-03T22:53Z [---] followers, [--] engagements


"@DividendDude_X @profitpapi1 Its actually not that crazy of a call - dividend stocks will always have a performance drag because the act of paying a dividend is literally a forced sell. If you are looking to grow you shouldnt own those types of businesses. If you are looking for income then they are great"  
[X Link](https://x.com/bigpoppastonk/status/1875547183379877976)  2025-01-04T14:17Z [---] followers, [--] engagements


"@m1929473782 @investing_qt @rubicon59 Reasonable however if your only income is coming from managing your own money and thats not enough to survive on my question would be why arent you managing other peoples money if you are so skilled"  
[X Link](https://x.com/bigpoppastonk/status/1875581296589861278)  2025-01-04T16:33Z [---] followers, [--] engagements


"@realroseceline Id love to hear what you dont like and why. Any opportunity to get out of the echo chamber is a good thing"  
[X Link](https://x.com/bigpoppastonk/status/1875709653147119661)  2025-01-05T01:03Z [---] followers, [---] engagements


"@KyleAdamsStocks Whats the catalyst on CXDO Kyle"  
[X Link](https://x.com/bigpoppastonk/status/1875925984140267860)  2025-01-05T15:23Z [---] followers, [---] engagements


"@mvcinvesting $CMG.TO"  
[X Link](https://x.com/bigpoppastonk/status/1875927525886656901)  2025-01-05T15:29Z [---] followers, [----] engagements


"@mvcinvesting I guess CMG isnt really founder-led so Ill submit $SUP.L as a replacement. Sandy is close enough 😌"  
[X Link](https://x.com/bigpoppastonk/status/1875928965145387209)  2025-01-05T15:34Z [---] followers, [---] engagements


"@DTmesswithtexas Let me know your thoughts"  
[X Link](https://x.com/bigpoppastonk/status/1875942830994244087)  2025-01-05T16:29Z [---] followers, [--] engagements


"@Short2Dirt @MikeBarrettON And why cant this be done by the private sector Why does it need to be funded by tax dollars if there is a need for the service"  
[X Link](https://x.com/bigpoppastonk/status/1876087318106480873)  2025-01-06T02:04Z [---] followers, [--] engagements


"@BBQKingInNZ @BRICSinfo @Cobratate This sounds like a grok response"  
[X Link](https://x.com/bigpoppastonk/status/1876451934619701554)  2025-01-07T02:12Z [---] followers, [--] engagements


"@BBQKingInNZ @BRICSinfo @Cobratate And by sources you mean grok"  
[X Link](https://x.com/bigpoppastonk/status/1876455404882051501)  2025-01-07T02:26Z [---] followers, [--] engagements


"@MoS_Investing Im sure Ill get roasted for this but I havent and Im not really interested either - I heard its extremely dry and outdated"  
[X Link](https://x.com/bigpoppastonk/status/1877895669043855810)  2025-01-11T01:49Z [---] followers, [---] engagements


"@ValueStockGeek @mindthelongterm And by everyone you are referring to retail investors who own $PLTR and Fartcoin right"  
[X Link](https://x.com/bigpoppastonk/status/1878160199296434213)  2025-01-11T19:21Z [---] followers, [---] engagements


"Owning $TOI.V is boring 🥱 $TOI cc $CSU https://t.co/d121TWiKJE $TOI cc $CSU https://t.co/d121TWiKJE"  
[X Link](https://x.com/bigpoppastonk/status/1879339025049493891)  2025-01-15T01:25Z [---] followers, [----] engagements


"If you were curious what a Wide Moat looks like this is it - $CMG.TO 100% of super majors use CMG software around the world. There's not an oil and gas company that you will find where CMG software is not installed or not being used which speaks a lot about how mission critical the business is how sticky the business is how the barriers of entry is hard because we still talk about [--] or [--] large competitors in this space doing reservoir simulation. Even though we started from Canada now we have operations in U. S in Latin America Southeast Asia and so on so a very globally diversified business."  
[X Link](https://x.com/bigpoppastonk/status/1879346461454012492)  2025-01-15T01:54Z [---] followers, 35.8K engagements


"We have close to [---] customers [---] oil and gas companies and then [---] of them are universities. Why universities That's our seeding strategy. So think of you finance professionals who used Bloomberg in your university days same concept applies for CMG - software is donated to universities so they get used to the software when they graduate they come out and do their job they have propensity to buy CMG software. And that's how we've been doing it for the last [--] plus years"  
[X Link](https://x.com/bigpoppastonk/status/1879357760078598612)  2025-01-15T02:39Z [---] followers, [----] engagements


"I would agree that the future growth will primarily be coming from acquisitions not sure I agree that the individuals that have recently joined as board members and major shareholders have yet to prove to themselves considering they bring past experience performing at a high level in that space along with connections to CSU but yes the main risk is execution which Im willing to bet on (and have)"  
[X Link](https://x.com/bigpoppastonk/status/1879669270336114974)  2025-01-15T23:17Z [---] followers, [---] engagements


"@Akanan33167651 Oh and they put up 47% growth last year while continuing to produce well above 20% ROIC every year for a few decades now. Low risk high reward imo"  
[X Link](https://x.com/bigpoppastonk/status/1879672861788602767)  2025-01-15T23:31Z [---] followers, [--] engagements


"Here is what the CEO said about their new aquidition strategy Our financial hurdle rate publicly that we have disclosed is 20% IRR after tax. Now that's a very critical hurdle and a strict hurdle that we have to meet. Secondly does it fit into our ecosystem And there's a lot of opportunities and lot of companies operating in each of the different segments. The third thing that's important is you want to meet those IRRs and where can we add value into it"  
[X Link](https://x.com/bigpoppastonk/status/1879689370346963180)  2025-01-16T00:37Z [---] followers, [--] engagements


"Since I get asked frequently about their pivot to growth via Acquisitionstrategy - still grew at 12% organic growth last year with a total annual revenue growth of 47%. Yes a large chunk of future growth is planned to come from acquisitions but to call this cash flow machine a no growth business is absurd. Here is what the CEO has to say regarding the new strategy. http://CMG.TO http://CMG.TO http://CMG.TO http://CMG.TO"  
[X Link](https://x.com/bigpoppastonk/status/1879690401709457479)  2025-01-16T00:41Z [---] followers, [----] engagements


"@Gubben89 Noooo dont fall into the trap People forget what the key goals of communism are and I hate to break it to you private ownership and corporate profits arent on the list"  
[X Link](https://x.com/bigpoppastonk/status/1880274036397326374)  2025-01-17T15:20Z [---] followers, [---] engagements


"@LukeWolgram Luck exists but you still need to put yourself in a position to get lucky. Stocks are a great example of this"  
[X Link](https://x.com/bigpoppastonk/status/1880772996346122537)  2025-01-19T00:23Z [---] followers, [--] engagements


"$TOI.V with another acquisition. $TOI.V in Cyprus https://t.co/B9nWmd9w0h $TOI.V in Cyprus https://t.co/B9nWmd9w0h"  
[X Link](https://x.com/bigpoppastonk/status/1883856965199356313)  2025-01-27T12:37Z [---] followers, [----] engagements


"@JackLuxton6 @zoomyzoomm Not many people want to own a stock they cant actually own to begin with and can be taken from you at anytime along with operating in a state whos main objective is to eliminate said ownership all together along with profits. Hard Pass"  
[X Link](https://x.com/bigpoppastonk/status/1894928440685666416)  2025-02-27T01:52Z [---] followers, [--] engagements


"Big shopping day for me today added to both $LMN.V 💡& $CMG.TO 🛢"  
[X Link](https://x.com/bigpoppastonk/status/1895564044133892481)  2025-02-28T19:57Z [---] followers, [----] engagements


"If you arent buying Canadian equities during arguably the highest fear levels in history it may be time to pack it in"  
[X Link](https://x.com/bigpoppastonk/status/1896955825106862556)  2025-03-04T16:08Z [---] followers, [----] engagements


"@Short2Dirt How much of that fear do you think is already baked in The potential damage isnt exactly a surprise at this point"  
[X Link](https://x.com/bigpoppastonk/status/1896957787546239408)  2025-03-04T16:15Z [---] followers, [---] engagements


"Day [--] of $ENGH.TO outperforming $CSU.TO ✅"  
[X Link](https://x.com/bigpoppastonk/status/1897032918679384223)  2025-03-04T21:14Z [---] followers, [---] engagements


"@rubicon59 $ENGH.TO $CSU.TO"  
[X Link](https://x.com/bigpoppastonk/status/1897053928489111945)  2025-03-04T22:37Z [---] followers, [---] engagements


"Week [--] of $ENGH.TO outperforming $CSU.TO (+4.26%) ✅"  
[X Link](https://x.com/bigpoppastonk/status/1898126732315836558)  2025-03-07T21:40Z [---] followers, [----] engagements


"@permastonks @atelicinvest I think hes saying is $ENGH.TO $CSU.TO"  
[X Link](https://x.com/bigpoppastonk/status/1898184153247760758)  2025-03-08T01:29Z [---] followers, [---] engagements


"@borrowed_ideas $ENGH.TO $CSU.TO"  
[X Link](https://x.com/bigpoppastonk/status/1898787853905318314)  2025-03-09T17:27Z [---] followers, [----] engagements


"$ENGH.TO - Soon we will be reminded that valuations do in fact matter and Enghouse is too cheap to ignore"  
[X Link](https://x.com/bigpoppastonk/status/1899432203714781341)  2025-03-11T12:08Z [---] followers, [----] engagements


"Pretty short sighted to be claiming their core business is at risk because of a down quarter. The core annuity/maintenance revenue experienced a dip in Q2 [----] but then quickly recovered in Q3. If you zoom out and look YR/YR the core business is actually up 8% with operating profit up 37%. Seems fine to me 🤷🏻♂"  
[X Link](https://x.com/bigpoppastonk/status/1899925354032357753)  2025-03-12T20:47Z [---] followers, [--] engagements


"Yes I added more to the unloved unwanted $CMG.TO Shitco last week. It was a high quality highly desired software business at $14 but now nobody wants it at $7 🤷🏻♂"  
[X Link](https://x.com/bigpoppastonk/status/1900900629192864252)  2025-03-15T13:23Z [---] followers, [---] engagements


"@MoS_Investing 👀 Long $TSLA"  
[X Link](https://x.com/bigpoppastonk/status/1902470558698393859)  2025-03-19T21:21Z [---] followers, [---] engagements


"Week [--] of $ENGH.TO $CSU.TO (+2%) ✅"  
[X Link](https://x.com/bigpoppastonk/status/1903193506673463416)  2025-03-21T21:14Z [---] followers, [---] engagements


"@NicoperJES Strong balance sheet at a cheap price Whats the downside from here from your view"  
[X Link](https://x.com/bigpoppastonk/status/1903583428945367093)  2025-03-22T23:03Z [---] followers, [--] engagements


"@KyleAdamsStocks $POWL 🤝 $CMG.TO"  
[X Link](https://x.com/bigpoppastonk/status/1904279489053667709)  2025-03-24T21:09Z [---] followers, [---] engagements


"@LilArkad @permastonks Thats debatable. $CSU.TO is the most expensive of the 3"  
[X Link](https://x.com/bigpoppastonk/status/1904671118272978998)  2025-03-25T23:05Z [---] followers, [---] engagements


"@CuriousRyanLee 😆 besides being cheap whats the thesis"  
[X Link](https://x.com/bigpoppastonk/status/1904696188949217582)  2025-03-26T00:45Z [---] followers, [--] engagements


"@LilArkad @permastonks How so"  
[X Link](https://x.com/bigpoppastonk/status/1904865804967154005)  2025-03-26T11:59Z [---] followers, [--] engagements


"Month #1 of $ENGH.TO $CSU.TO (+8.19%) ✅"  
[X Link](https://x.com/bigpoppastonk/status/1905980593558401059)  2025-03-29T13:49Z [---] followers, [---] engagements


"Sell. BREAKING 🚨: Trump imposes tariffs on exporting to PDF BREAKING 🚨: Trump imposes tariffs on exporting to PDF"  
[X Link](https://x.com/bigpoppastonk/status/1906824240399282241)  2025-03-31T21:41Z [---] followers, [---] engagements


"All in on Canada baby Long Canada and outperforming 🍁 Long Canada and outperforming 🍁"  
[X Link](https://x.com/bigpoppastonk/status/1907772884782641365)  2025-04-03T12:31Z [---] followers, [---] engagements


"Quick Portfolio Update [--]. Moved my entire "emergency" fund into VTI after the large drawdown @$244. I felt this was the best spot for my cash for now. [--]. Sold $ENGH.TO to add more $TOI.V @ $134.9 [--]. Added my first US name to the portfolio - $CFLT @ $18.6. Now I wait and pray that the Don doesn't rug-pull me.🙏"  
[X Link](https://x.com/bigpoppastonk/status/1910109193073533341)  2025-04-09T23:14Z [---] followers, [----] engagements


"@NestBetter I was wondering if it was a future M&A strategy the balance sheet looks primed for it"  
[X Link](https://x.com/bigpoppastonk/status/1925018479536873953)  2025-05-21T02:39Z [---] followers, [---] engagements


"$CMG.TO continuing to execute on their [---] strategy. https://www.cmgl.ca/wp-content/uploads/2025/05/Financial/CEO-Letter-to-Shareholders-Q4-25.pdf https://www.cmgl.ca/wp-content/uploads/2025/05/Financial/CEO-Letter-to-Shareholders-Q4-25.pdf"  
[X Link](https://x.com/bigpoppastonk/status/1925541447836832065)  2025-05-22T13:17Z [---] followers, [----] engagements


"@Merzy_123 What part of their core business are you referring to exactly and how are you measuring the decline"  
[X Link](https://x.com/bigpoppastonk/status/1925558923442233351)  2025-05-22T14:26Z [---] followers, [---] engagements


"@no_cap_cap Are you an investor or a trader Seems risky by the time an acquisition is announced it will be too late 😉"  
[X Link](https://x.com/bigpoppastonk/status/1937256678602518774)  2025-06-23T21:09Z [---] followers, [---] engagements


"So easy to get chopped up trying to time the swings especially with high quality businesses like LMN not to mention the tax consequences. If you are an investor the short term shouldnt matter that much and selling is usually a mistake unless a stock is egregiously overvalued - like PNP"  
[X Link](https://x.com/bigpoppastonk/status/1937259375258964088)  2025-06-23T21:20Z [---] followers, [---] engagements


"@no_cap_cap Selling to invest in something else is a different story and I like that play CMG is trading at bargain prices right now. Id add more myself if I wasnt beyond a full position"  
[X Link](https://x.com/bigpoppastonk/status/1937262333258313849)  2025-06-23T21:31Z [---] followers, [--] engagements


"I did this with my cleaner. During high inflation I told her to start charging me more her rate was no longer competitive and recommended she do the same with her other clients. She was floored. Shes been cleaning for me for several years now and Im confident this has secured her for many more years to come which is great because she does a phenomenal job"  
[X Link](https://x.com/bigpoppastonk/status/1937845914749788267)  2025-06-25T12:10Z [---] followers, [---] engagements


"7-10 seems to be my sweet spot. Just enough to have some diversification but few enough to know my businesses well and hopefully generate alpha. Although I do struggle finding a full [--] names worthy of putting my money in with any meaningful conviction. Some thoughts on the classic question: Whats the optimal number of stocks to own 👇 https://t.co/trY3AjJVT6 Some thoughts on the classic question: Whats the optimal number of stocks to own 👇 https://t.co/trY3AjJVT6"  
[X Link](https://x.com/bigpoppastonk/status/1938204711422988503)  2025-06-26T11:56Z [---] followers, [---] engagements


"Its been a while since Ive posted - mainly because I havent had much of value to share as of late but I thought it would be fun to give the Coles notes for each of my positions starting from my largest and work my way down. Stay tuned because there are a few new smaller positions"  
[X Link](https://x.com/bigpoppastonk/status/1938396837062578341)  2025-06-27T00:39Z [---] followers, [----] engagements


"Computer Modelling Group Ltd. $CMG.TO Developer of reservoir simulation software for global oil & gas producers [--]. Business Overview Computer Modelling Group (CMG) is a Calgary-based software company specializing in reservoir simulation technology used by upstream oil and gas companies worldwide. Its suite of productsincluding IMEX GEM and STARSenables producers to model fluid behavior in complex underground reservoirs optimize production and plan field development with precision. CMG serves a customer base of national oil companies (NOCs) supermajors and independents across 60+ countries."  
[X Link](https://x.com/bigpoppastonk/status/1938402210762920000)  2025-06-27T01:01Z [---] followers, [---] engagements


"@chat_SBC @no_cap_cap What makes you think the quality is worse"  
[X Link](https://x.com/bigpoppastonk/status/1938608369973260685)  2025-06-27T14:40Z [---] followers, [---] engagements


"@no_cap_cap Oh ohlooks like shes bouncing time to jump back in 😆"  
[X Link](https://x.com/bigpoppastonk/status/1938608560306618807)  2025-06-27T14:41Z [---] followers, [---] engagements


"@no_cap_cap So whats your decision process for getting back in Or are you comfortable staying out until it drops below your exit"  
[X Link](https://x.com/bigpoppastonk/status/1938611675999162794)  2025-06-27T14:53Z [---] followers, [--] engagements


"@no_cap_cap Ive been increasing all my VMS positions. I think the fear regarding AI is overblown and providing some great discounts atm 😬 time will tell"  
[X Link](https://x.com/bigpoppastonk/status/1938615440378654996)  2025-06-27T15:08Z [---] followers, [--] engagements


"@no_cap_cap I did it didnt pass my checks unfortunately"  
[X Link](https://x.com/bigpoppastonk/status/1938624956532937049)  2025-06-27T15:46Z [---] followers, [--] engagements


"Hardware/software hybrid not subscription-based SaaS platforms. The core business depends primarily on device sales and solutions causing lower margins less reliable FCF than pure-play SaaS and FCF is quite far out. Lower insider ownership for the size last but currently not least its quite expensive"  
[X Link](https://x.com/bigpoppastonk/status/1938630926990516319)  2025-06-27T16:10Z [---] followers, [--] engagements


"@no_cap_cap Hmmm maybe I am confusing them. Its been a while let me take a second look and Ill get back to you"  
[X Link](https://x.com/bigpoppastonk/status/1938634442664468875)  2025-06-27T16:24Z [---] followers, [--] engagements


"@chat_SBC @no_cap_cap Sounds to me like you dont understand the business no offence. This isnt Topicus the strategy is very different with carve outs organic growth doesnt matter at least not right now"  
[X Link](https://x.com/bigpoppastonk/status/1938723866572136675)  2025-06-27T22:19Z [---] followers, [--] engagements


"@no_cap_cap @chat_SBC Must have missed it. Organic growth doesnt matter and its arguably cheaper than both CSU and Topicus"  
[X Link](https://x.com/bigpoppastonk/status/1938724189915226509)  2025-06-27T22:20Z [---] followers, [---] engagements


"Doesnt matter if thats not their focus and if its not their focus measuring it isnt fruitful. Lumines carve-out strategy is about acquiring under-loved mission-critical vertical software from big companies and extracting long-term cash flow. Organic growth is a nice-to-have but the real alpha is from: Buying right Integrating right Optimizing for cash flow"  
[X Link](https://x.com/bigpoppastonk/status/1938748548608336098)  2025-06-27T23:57Z [---] followers, [--] engagements


"@no_cap_cap @chat_SBC The mess and lumps are where the value is"  
[X Link](https://x.com/bigpoppastonk/status/1938749755221577829)  2025-06-28T00:02Z [---] followers, [---] engagements


"@no_cap_cap @chat_SBC Completely agree. Lumine is still flying under the radar most dont understand it"  
[X Link](https://x.com/bigpoppastonk/status/1938759791339544969)  2025-06-28T00:42Z [---] followers, [--] engagements


"Their new growth strategy which is a piviot to M&A for growth. They have recently completed their first two bolt on acquisitions which seems to be going well so far. They also said they are considering opening up their targets to other simulation industries outside of O&G to increase their TAM and reduce their ties to the cyclically of the O&G market. If they can pull it off the future looks very bright. I should have included execution as a risk in the note. Great question"  
[X Link](https://x.com/bigpoppastonk/status/1938950615989878833)  2025-06-28T13:20Z [---] followers, [---] engagements


"@no_cap_cap @GSinghinvests @ReneSellmann Well said"  
[X Link](https://x.com/bigpoppastonk/status/1939030442747064718)  2025-06-28T18:37Z [---] followers, [--] engagements


"@SeekingWinners_ @no_cap_cap @KairosPraxis @chat_SBC I agree. I have a really good post saved that outlines the AI risk to software very well. Ill see if I can dig it up"  
[X Link](https://x.com/bigpoppastonk/status/1939051333270806737)  2025-06-28T20:00Z [---] followers, [--] engagements


"@no_cap_cap @KairosPraxis @chat_SBC Check out this post: I think its one of the best breakdowns Ive found in the threat of AI and its impacts. https://x.com/carrynointerest/status/1825200059991871768s=46&t=bdZwvm79-51um0aqYAQBrg WILL AI DESTROY YOUR SOFTWARE COMPANY OR: WHICH SOFTWARE COMPANY SHOULD I BUILD I'm a software private equity investor. I look at 10-20 software businesses each week to acquire. I see good bad and everything in between. I keep getting this freaking dm 'Now that I can build https://x.com/carrynointerest/status/1825200059991871768s=46&t=bdZwvm79-51um0aqYAQBrg WILL AI"  
[X Link](https://x.com/bigpoppastonk/status/1939052174547526069)  2025-06-28T20:03Z [---] followers, [---] engagements


"@KairosPraxis @no_cap_cap @chat_SBC Sounds awesome"  
[X Link](https://x.com/bigpoppastonk/status/1939073375705722941)  2025-06-28T21:28Z [---] followers, [--] engagements


"Quorum Information Technologies $QIS.V [--]. Business Overview Quorum operates the XSellerator DMS platform along with complementary modules like CRM digital retailing and BDC services. It serves over [----] dealership rooftops with solutions deeply embedded in core back-office workflows and customer-facing operations. [--]. Fit vs Strategy ✅ Vertical market software (auto dealerships) ✅ Mission-critical (integral to sales service parts workflows) ✅ Recurring revenue (72% SaaS 25% BDC) ✅ High switching costs ✅ Fragmented client base across dealerships ✅ Low hypesmall-cap and overlooked ✅"  
[X Link](https://x.com/bigpoppastonk/status/1940582598033699310)  2025-07-03T01:25Z [---] followers, [---] engagements


"Vitalhub Corp $VHI.TO [--]. Business Overview Vitalhub develops and sells enterprise-grade regulatory-compliant software solutions to hospitals regional health authorities long-term care (LTC) mental health facilities and social services agencies. Its solutions include: Patient flow & resource management (e.g. Oculys) Electronic Health Records (EHR) Care coordination & referral platforms Mobile apps for front-line staff Risk and performance reporting tools Clients are primarily public sector agencies in Canada the UK Australia and the Middle East. It has a proven M&A playbook for acquiring and"  
[X Link](https://x.com/bigpoppastonk/status/1940837740343661029)  2025-07-03T18:19Z [---] followers, [---] engagements


"Why not make the goal achieving the best possible risk adjusted return If your aim is diversification Id argue youd be better off in an ETF as anything above around [--] starts becoming a net negative not to mention a ton of work and my guess is you dont have a team of people like Lynch did 😉"  
[X Link](https://x.com/bigpoppastonk/status/1941476696819105831)  2025-07-05T12:38Z [---] followers, [--] engagements


"Calian Group Ltd. $CGY.TO [--]. Business Overview Calian delivers vertically aligned mission-critical solutionsspanning software systems engineering and managed servicesto regulated sectors such as healthcare defense and government agencies. It has built a recurring revenue base via long-term contracts while expanding its software and IP offerings across its divisions. [--]. Fit vs Strategy ⚠ Vertical Market Software (Mix of software and services; not pure-play but growing IP/software base) ✅ Mission-Critical Use Case (Essential systems for healthcare defense cybersecurity) ⚠ Recurring Revenue"  
[X Link](https://x.com/bigpoppastonk/status/1941503735542468863)  2025-07-05T14:25Z [---] followers, [---] engagements


"Here is my core investing check list: [--]. Vertical Market Focus [--]. Mission-Critical Software [--]. Recurring Revenue Model [--]. High Switching Costs [--]. Fragmented Customer Base [--]. Low Market Hype / Low Institutional Interest [--]. Operator or Founder-led [--]. Capital Discipline & FCF Conversion [--]. Bolt-On M&A Opportunity Whats yours Do you know of a business that matchs all [--] I struggle to find them"  
[X Link](https://x.com/bigpoppastonk/status/1941507387262951633)  2025-07-05T14:40Z [---] followers, 12.9K engagements


"@KairosPraxis @no_cap_cap Whats your best idea in that space"  
[X Link](https://x.com/bigpoppastonk/status/1941509725222469678)  2025-07-05T14:49Z [---] followers, [---] engagements


"I always took it as more of a mindset when it comes to investing rather than actual portfolio advice. When I invest I do so with the conviction of holding forever but if I come across a better risk adjusted return opportunity I have no problem reallocating funds or taking advantage of an egregious pricing"  
[X Link](https://x.com/bigpoppastonk/status/1941516402738987052)  2025-07-05T15:15Z [---] followers, [--] engagements


"@no_cap_cap @KairosPraxis 😆"  
[X Link](https://x.com/bigpoppastonk/status/1941516792775729160)  2025-07-05T15:17Z [---] followers, [--] engagements


"@KairosPraxis @no_cap_cap $CLBT looks interesting at quick glance"  
[X Link](https://x.com/bigpoppastonk/status/1941564713252553030)  2025-07-05T18:27Z [---] followers, [---] engagements


"@carmo_analyse Whats that"  
[X Link](https://x.com/bigpoppastonk/status/1942052122633359757)  2025-07-07T02:44Z [---] followers, [--] engagements


"@carmo_analyse Great business - its been on my watch list for a long time now. Thanks for sharing"  
[X Link](https://x.com/bigpoppastonk/status/1942238712152428683)  2025-07-07T15:06Z [---] followers, [--] engagements


"And just like that $LMN.V hits a new all time high on zero news. This is why you dont try and swing trade quality compounders they always end up surprising you"  
[X Link](https://x.com/bigpoppastonk/status/1943323383699234904)  2025-07-10T14:56Z [---] followers, [----] engagements


"@PulsionDe Delayed pump Do you have the news release"  
[X Link](https://x.com/bigpoppastonk/status/1943333756678607353)  2025-07-10T15:37Z [---] followers, [--] engagements


"@SimeonResearch_ @no_cap_cap @KairosPraxis I personally do 69% 😆"  
[X Link](https://x.com/bigpoppastonk/status/1947790559718084988)  2025-07-22T22:47Z [---] followers, [--] engagements


"@no_cap_cap @KairosPraxis @SimeonResearch_ @grok Thats me and @SimeonResearch_"  
[X Link](https://x.com/bigpoppastonk/status/1947803731602640948)  2025-07-22T23:39Z [---] followers, [--] engagements


"@no_cap_cap @KairosPraxis @SimeonResearch_ @grok Im on the right obviously"  
[X Link](https://x.com/bigpoppastonk/status/1947803899903246631)  2025-07-22T23:40Z [---] followers, [--] engagements


"@no_cap_cap Youre back in"  
[X Link](https://x.com/bigpoppastonk/status/1953181755927822440)  2025-08-06T19:49Z [---] followers, [--] engagements


"$CMG.TO - I like it when the CEO lets his money do the talking"  
[X Link](https://x.com/bigpoppastonk/status/1957920332733686080)  2025-08-19T21:39Z [---] followers, [----] engagements


"@no_cap_cap Im waiting and praying to the stonk gods for $4.20 🙏"  
[X Link](https://x.com/bigpoppastonk/status/1958923534606197173)  2025-08-22T16:05Z [---] followers, [--] engagements

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