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[@StockBookworm](/creator/twitter/StockBookworm)
"$CNSWF $CSU.TO Constellation Softwares stock has been hit by a perfect storm. Questions were being asked about the impact of AI on the company which was causing pressure on the stock. Then news arrives that the companys founder has resigned as president of the company causing the stock to drop further. I am going to give my perspective on both. Mark Leonard stepping down is very significant for Constellation Software. He has been an all-time great business leader and capital allocator. I was hoping he would continue to lead the company for longer and his absence will be a negative for the"  
[X Link](https://x.com/StockBookworm/status/1971378006011637775) [@StockBookworm](/creator/x/StockBookworm) 2025-09-26T00:55Z 2562 followers, 1171 engagements


"$RACE Ferraris financial guidance that was presented at its capital markets day is disappointing. I admit that. However I just dont put all that much credibility into the guidance. I think the company will exceed its guidance significantly. I think management sees a high degree of global macroeconomic uncertainty and wants to put a fairly low bar to clear. I would much rather them do this than put out very optimistic guidance start to underperform guidance and then feel pressure to meet the guidance by deciding to sacrifice exclusivity by overproducing its most desirable cars. With regards to"  
[X Link](https://x.com/StockBookworm/status/1976353000441499878) [@StockBookworm](/creator/x/StockBookworm) 2025-10-09T18:24Z 2562 followers, 11.5K engagements


"My portfolio as of before the opening of the market in the USA on May X 2025. I am long $NU $MELI $CNSWF $KNSL $RACE $HESAY $TTD $TOITF. This is not financial advice"  
[X Link](https://x.com/StockBookworm/status/1919379553413165476) [@StockBookworm](/creator/x/StockBookworm) 2025-05-05T13:12Z 2567 followers, 3091 engagements


"$MELI has seen a significant drawdown in its stock price. However the business continues to execute and remains in a very strong position to grow in the long term in my opinion. Narrative: $MELI is facing more competition in e-commerce. My take: $MELI has faced competition before. Network effects its logistical capabilities and excellent management will allow the company to outcompete challengers like it has done in the past. Also e-commerce in Latin America should continue to grow significantly. Even if competitors take some of the market $MELI should still be able to grow significantly by"  
[X Link](https://x.com/StockBookworm/status/1979103250931466631) [@StockBookworm](/creator/x/StockBookworm) 2025-10-17T08:32Z 2569 followers, 3833 engagements