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[@FromValue](/creator/twitter/FromValue)
"It's simple. A GREAT COMPANY + WEAK PRICE ACTION = OPPORTUNITY $MELI Don't say I didn't warn you. 😃"  
[X Link](https://x.com/FromValue/status/1978789771230278010) [@FromValue](/creator/x/FromValue) 2025-10-16T11:47Z 116.5K followers, 49.2K engagements


"Wake up honey The new Overview Of The Week is out This week: A week full of memes. Why cheap can look expensive and vice versa. The state of this market: underperforming fund managers tech inflows and the gold bull run. News about $NU $HIMS and much more. See 👇"  
[X Link](https://x.com/FromValue/status/1980123981790511388) [@FromValue](/creator/x/FromValue) 2025-10-20T04:08Z 116.5K followers, 6392 engagements


"60 semiconductor companies that have EPS growth of XX% or more over the last XX years. $NVDA $AVGO $ASML $TSM "  
[X Link](https://x.com/FromValue/status/1978895250216100160) [@FromValue](/creator/x/FromValue) 2025-10-16T18:46Z 116.5K followers, 51.5K engagements


"$NVDA in a bubble 🤔 Just look at revenue and stock price over the last X years. Revenue +66.5% Stock price +68.5% If you say it's a bubble you only look at price not fundamentals. 🤷♂"  
[X Link](https://x.com/FromValue/status/1979590052691747147) [@FromValue](/creator/x/FromValue) 2025-10-18T16:47Z 116.5K followers, 47.3K engagements


"$SHOP's stock price and revenue since I picked it as the first Potential Multibaggers stock on May X 2017. Revenue: +2004% Stock price: +1801% It was 'crazily overvalued' then. It's 'crazily overvalued now. When your time horizon is appropriate and the company executes outstandingly the price will play less and less of a role. Don't get me wrong. I don't say 'throw away all valuation concerns YOLO.' But I do think too many investors focus on price TOO much"  
[X Link](https://x.com/FromValue/status/1980127334725288187) [@FromValue](/creator/x/FromValue) 2025-10-20T04:22Z 116.5K followers, 14K engagements


"1/ 🚨 $CSU.TO $CNSWF shares dropped XX% Mark Leonard the Buffett of serial acquirers steps down for health reasons. Hell stay on the board but no longer at the steering wheel. Mark Miller will be the new driver. Can he do to $CSU what Tim Cook did for $AAPL 🧵"  
[X Link](https://x.com/FromValue/status/1971230295539302521) [@FromValue](/creator/x/FromValue) 2025-09-25T15:08Z 116.4K followers, 36.4K engagements


"3/ The market seems to say it was Leonard. The stock drops. Now X% but earlier 12%. So: is the value in the system or the operator Or can the next driver ride this as well as Leonard Enter Mark Miller Leonard's successor"  
[X Link](https://x.com/FromValue/status/1971230304183648598) [@FromValue](/creator/x/FromValue) 2025-09-25T15:08Z 116.4K followers, 1199 engagements


"5/ If he succeeds Miller becomes the Tim Cook of $CSU.TO: Not the creator but the operator who proves that the model works without Leonard. If he fails The drop you saw today is just the start. My guess He'll do great as he knows the system as well as Leonard"  
[X Link](https://x.com/FromValue/status/1971230310970061094) [@FromValue](/creator/x/FromValue) 2025-09-25T15:08Z 116.4K followers, 5127 engagements


"$CSU.TO holders and anyone interested in buying the stock need to see this. Repost if you agree. ♻"  
[X Link](https://x.com/FromValue/status/1971230812684288030) [@FromValue](/creator/x/FromValue) 2025-09-25T15:10Z 116.4K followers, 7470 engagements


"Yesterday I started a new position. Do you want to know which one and why You can. For F*R*E*E even. See below. 👇"  
[X Link](https://x.com/FromValue/status/1973390409331044667) [@FromValue](/creator/x/FromValue) 2025-10-01T14:11Z 116.4K followers, 13.3K engagements


"FACT: Financial institutions see XXX% more cyberattacks than five years ago. RESULT: Spending on cybersecurity will have to 3x as well. $CRWD $NET etc"  
[X Link](https://x.com/FromValue/status/1974017324249387372) [@FromValue](/creator/x/FromValue) 2025-10-03T07:43Z 116.4K followers, 7645 engagements


"$CSU $TOI or $LMN Which One Should You Buy I keep getting this question: If I can only buy one of the Constellation Software trio (Constellation Topicus or Lumine) which should it be My answer All three. 😃 But OK with a gun to my head: Topicus. And heres why. 👇 Lets talk size: Constellation Software: CAD $80B (USD $57.4B) Topicus: CAD $12.4B (USD $8.9B) Lumine: CAD $10.5B (USD $7.5B) Lumine is the smallest sure. But that doesnt automatically make it the best. It operates in the communications VMS market a narrower TAM. Fewer fish in the pond means deals get pricier and growth could slow. On"  
[X Link](https://x.com/FromValue/status/1974174359825625166) [@FromValue](/creator/x/FromValue) 2025-10-03T18:07Z 116.4K followers, 14.7K engagements


"This one simple principle made Nick Sleep rich. Between 2001 and 2013 he had a CAGR of 20.8%. That's a yearly outperformance of XXX% per year. 🚀 His one idea Scale advantages shared. I adapted it for the modern age"  
[X Link](https://x.com/FromValue/status/1976393719743189445) [@FromValue](/creator/x/FromValue) 2025-10-09T21:05Z 116.4K followers, 8515 engagements


"Honey wake up The new Overview Of The Week is out With the $AMD - OpenAI deal the trade war (another TACO) news about $MELI & $NU $SE and much much more. See below to read"  
[X Link](https://x.com/FromValue/status/1977556342945849485) [@FromValue](/creator/x/FromValue) 2025-10-13T02:05Z 116.5K followers, 11.7K engagements


"Quality matters. The XXX Best Companies to Work For have outperformed the S&P500 $SPY by 2000% since 1998. It's not just the numbers it's also the culture"  
[X Link](https://x.com/FromValue/status/1978426376999858337) [@FromValue](/creator/x/FromValue) 2025-10-15T11:43Z 116.4K followers, 15.5K engagements


"I've got a fever. The doctor ordered me to buy more stocks today. I always do everything for my health. 😉"  
[X Link](https://x.com/FromValue/status/1978875083390357723) [@FromValue](/creator/x/FromValue) 2025-10-16T17:26Z 116.5K followers, 6672 engagements


"@wy940729 Again you are wrong. It WILL help OpenAI yes. Not in the past. Nvidia's dividend What"  
[X Link](https://x.com/FromValue/status/1979915187898536072) [@FromValue](/creator/x/FromValue) 2025-10-19T14:19Z 116.4K followers, XX engagements


"Am I the only one who thinks today is exactly what you want if you want the bull market to continue. A few more of those James"  
[X Link](https://x.com/FromValue/status/1976683440809329113) [@FromValue](/creator/x/FromValue) 2025-10-10T16:17Z 116.5K followers, 13.1K engagements


"The Adyen Formula For $ADYEY corporate culture is essential. That's why founder and co-CEO Pieter van der Does installed the Adyen Formula. Adyen employees are not only rewarded when they hit their KPIs but also to how much they live up to the Adyen formula. Here it is: The Adyen Formula The way we work is guided by the eight principles of the Adyen Formula. It keeps us moving with speed and autonomy across teams regions and time zones. ➡We build to benefit all customers (not just one) ➡We make good decisions and consider the long-term benefits for our customers Adyen and the world at large"  
[X Link](https://x.com/FromValue/status/1978094536153845932) [@FromValue](/creator/x/FromValue) 2025-10-14T13:44Z 116.5K followers, 7373 engagements


"@SamHollanders It won't be. If you follow the industry you know companies are still begging to get more Nvidia chips. Maybe in XX months or so Possibly. But not now"  
[X Link](https://x.com/FromValue/status/1979713896937320594) [@FromValue](/creator/x/FromValue) 2025-10-19T00:59Z 116.5K followers, XXX engagements


"Global-e Online $GLBE had a really strange price action today.🤔 Initially XX% pre-market now9%.😮 The earnings were strong. Revenue: $214.9M (+27.9% YoY) beat by $6.9M✅ GAAP () EPS: $XXXX vs $XXXX est ✅ GMV: $1.45B (+34% YoY) ✅ Q3 guide: $214$221M rev beat. GMV $1.46B$1.50B FY guide raised: $921.5$971.5M rev GMV $6.22B$6.52B Adj. EBITDA: $180$200M (prev. $179$199M). Beat beat raise first profitable quarter on a GAAP basis GAAP profitability guidance for the year. I see nothing bad here. Still have to do the deep dive. Did I miss something🤔"  
[X Link](https://x.com/FromValue/status/1955705666154189011) [@FromValue](/creator/x/FromValue) 2025-08-13T18:59Z 116.5K followers, 11.8K engagements


"An interview with $SE's Forrest Li. 🙏Sebastian"  
[X Link](https://x.com/FromValue/status/1978406783694614948) [@FromValue](/creator/x/FromValue) 2025-10-15T10:25Z 116.5K followers, 13.9K engagements


"@alc2022 Funny story but I actually started in 2015 with DCFs. Doing them and not having your eyes in your pocket shows you why they fail miserably. Picked $SHOP in May 2017 without DCF at $XXXX never looked back. 😃"  
[X Link](https://x.com/FromValue/status/1978574283166167490) [@FromValue](/creator/x/FromValue) 2025-10-15T21:30Z 116.5K followers, 3074 engagements


"This is a common argument. But there are two things: X. Colored info of course but $NVDA says that hyperscalers can earn $X for every $X invested in capacity just by renting that space out. Even if it's exaggerated I think it shows why $AMZN's AWS underperformed the others. They clearly said: more demand than computing power (read: chips). X. Productivity gains also matter. $SHOP for example has an AI-first approach and that pays off. See this post. As always something might change and break this but for now I don't see it yet"  
[X Link](https://x.com/FromValue/status/1979878965860016535) [@FromValue](/creator/x/FromValue) 2025-10-19T11:55Z 116.5K followers, XXX engagements


"4/ Mark Miller steps up. He's the longtime $CSU.TO COO. ✅Started as COO XX years ago. ✅On CSUs Board for XX years. ✅Trusted by Leonard for decades. He knows the machine better than anyone. And hes now tasked with proving it works without the founder"  
[X Link](https://x.com/FromValue/status/1971230308050796585) [@FromValue](/creator/x/FromValue) 2025-09-25T15:08Z 116.5K followers, 1897 engagements


"🚨Value alert 🚨 The new Potential Multibaggers article looks at Tempus $TEM. I give away the full Quality Score That's the system I have developed to measure the quality of growth stocks. AI in healthcare quality or not See below"  
[X Link](https://x.com/FromValue/status/1976433920406323279) [@FromValue](/creator/x/FromValue) 2025-10-09T23:45Z 116.5K followers, 18.9K engagements


"The new Potential Multibaggers article looks at $ROKU. Is it a buy or a sell now 🤔 🔗👇"  
[X Link](https://x.com/FromValue/status/1979332800835916264) [@FromValue](/creator/x/FromValue) 2025-10-17T23:44Z 116.5K followers, 11K engagements


"Since its IPO in 2006 Constellation Software $CSU is up 23470%. That's a CAGR of XXXX% per year for XX years. The craziest thing The stock has NEVER been down XX% not even in the Great Financial Crisis. 🤯 Long since January 2022"  
[X Link](https://x.com/FromValue/status/1967875856929362066) [@FromValue](/creator/x/FromValue) 2025-09-16T08:59Z 116.5K followers, 12.6K engagements


"Top M&A dealmakers 2008 - 2020 $ACN $MSFT $IBM $AAPL $META $AMZN $CRM"  
[X Link](https://x.com/FromValue/status/1978402645841698887) [@FromValue](/creator/x/FromValue) 2025-10-15T10:08Z 116.5K followers, 6604 engagements


"10 things I learned from Jeff Bezos. $AMZN"  
[X Link](https://x.com/FromValue/status/1979885320486498362) [@FromValue](/creator/x/FromValue) 2025-10-19T12:20Z 116.5K followers, 13.3K engagements


"10 of the best investing accounts on X and why you should follow them: X. Of course @Invesquotes with whom I have worked for over X years now. If you don't follow Leandro you miss out on a ton of high-quality information. He made me invest in $CSU.TO in January 2022 and taught me everything about the chip industry I needed to know. He leads Best Anchor Stocks & Invirtiendo En Calidad outstandingly. Subscribing is a no-brainer X. @QCompounding my good friend Pieter. We communicate daily. I know him from before the paid newsletter was launched and it's fantastic to see what he has built out 👏"  
[X Link](https://x.com/FromValue/status/1979941847830294565) [@FromValue](/creator/x/FromValue) 2025-10-19T16:04Z 116.5K followers, 46.2K engagements


"This is what I wrote about $NVDA in my Best Buys Now in December 2023. Many were already calling it a bubble stock back then. The stock is up XXX% since this moment. Curious to see X of my current Best Buys Now 👇"  
[X Link](https://x.com/FromValue/status/1980305238755282994) [@FromValue](/creator/x/FromValue) 2025-10-20T16:08Z 116.5K followers, 10.8K engagements


"@LievenM2 $TSM's biggest customer is $AAPL. You only look at the high-end chips. Calling a company a one-trick pony because of that is pretty funny. Long $TSM as well by the way"  
[X Link](https://x.com/FromValue/status/1980386639995453885) [@FromValue](/creator/x/FromValue) 2025-10-20T21:32Z 116.5K followers, XXX engagements