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[@CJ0pp3l](/creator/twitter/CJ0pp3l)
"Vela enters Thailand $CSU.TO"  
[X Link](https://x.com/CJ0pp3l/status/1979032778063643072) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-10-17T03:52Z 14.3K followers, 4536 engagements


"some see Dougie I see ultra niche $CSU.TO software 😂"  
[X Link](https://x.com/CJ0pp3l/status/1960135157903684026) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-08-26T00:20Z 14.3K followers, 4407 engagements


"Sygnity first half final numbers 😎 $SGN.WA - that margin growth $TOI.V $CSU.TO"  
[X Link](https://x.com/CJ0pp3l/status/1963777068933804206) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-09-05T01:31Z 14.3K followers, 6989 engagements


"Software used on 70%+ of yachts over 40m $CSU.TO Interesting case study that highlights the benefit of niche focus"  
[X Link](https://x.com/CJ0pp3l/status/1969961733759590408) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-09-22T03:07Z 14.3K followers, 14.9K engagements


"Vela has now made (at least) X acquisitions in Vietnam $CSU.TO"  
[X Link](https://x.com/CJ0pp3l/status/1970087708078006615) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-09-22T11:28Z 14.3K followers, 3805 engagements


"the next $CSU.TO spin-out draws nearer am accepting guesses can only choose X name"  
[X Link](https://x.com/CJ0pp3l/status/1970484009311596777) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-09-23T13:42Z 14.3K followers, 6097 engagements


"what's your best pitch right now that is *not* primarily a play on AI/data centers Ticker plus 1-3 sentences"  
[X Link](https://x.com/CJ0pp3l/status/1969291228974907467) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-09-20T06:43Z 14.3K followers, 47.5K engagements


"SegreTech sand separators (including for rental)"  
[X Link](https://x.com/CJ0pp3l/status/1979828011055919408) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-10-19T08:32Z 14.3K followers, 1513 engagements


"Outside of the Constellation Software family ( $CSU / $TOI / $LMN / $SGN ) my highest conviction serial acquirer is $TVK.TO You"  
[X Link](https://x.com/CJ0pp3l/status/1645025329185173504) [@CJ0pp3l](/creator/x/CJ0pp3l) 2023-04-09T11:26Z 14.3K followers, 66.6K engagements


"Blue area is $PPL.TO $ALA.TO and $VPK.AS exporting propane primarily to Japan and South Korea out of Prince Rupert - soon to expand further with AltaGas/Royal Vopak REEF project under construction - one of the most important places in right now"  
[X Link](https://x.com/CJ0pp3l/status/1910518512592052374) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-04-11T02:21Z 14.3K followers, 5911 engagements


"Constellation Software (parent co) has added more employees so far in August than any other month this yr so far. I'm enjoying $CSU.TO 🏝"  
[X Link](https://x.com/CJ0pp3l/status/1956173265392820479) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-08-15T01:57Z 14.3K followers, 6697 engagements


"Mark Miller co-founded Trapeze $CSU.TO's first ever acquisition - he's OG CSI"  
[X Link](https://x.com/CJ0pp3l/status/1971386810157891968) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-09-26T01:30Z 14.3K followers, 18.7K engagements


"Update: Mark Miller picked up shares in open market buy too XXX shares $CSU.TO"  
[X Link](https://x.com/CJ0pp3l/status/1971852688733491244) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-09-27T08:21Z 14.3K followers, 28.7K engagements


"that's hot $TOI.V $CSU.TO"  
[X Link](https://x.com/CJ0pp3l/status/1973345514960933235) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-10-01T11:13Z 14.3K followers, 22.2K engagements


"Optimal Blue case study $CSU.TO Now we can raise margins where it makes sense or get really competitive in specific MSAs without tightening everywhere. We were able to nearly double our margins from XXXX% in November 2024 to X% in July 2025"  
[X Link](https://x.com/CJ0pp3l/status/1973965295170855115) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-10-03T04:16Z 14.3K followers, 9182 engagements


"Tecplot. pretty CFD  $CSU.TO biz Case study: aixprocess "Before using Tecplot XXX for post-processing aixprocess was spending XX% of total man hours of each calciner project on postprocessing and regularly facing issues with Ansys Ensights lack of support for Barracuda output files and software crashes. These problems ultimately affected their delivery schedule and depth of analysis. When searching for a better solution the CPFD Software team recommended Tecplot XXX which is built into the Barracuda Virtual Reactor simulation software.""  
[X Link](https://x.com/CJ0pp3l/status/1974772145772228922) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-10-05T09:42Z 14.3K followers, 4012 engagements


"IndustriOS (ERP for manufacturers biz part of $CSU.TO) providing free US Tariff Tracker with live updates"  
[X Link](https://x.com/CJ0pp3l/status/1976181029955363124) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-10-09T07:00Z 14.3K followers, 4756 engagements


"Per RBN model nat gas intake at LNG Canada ramping Train X just started up full intake at both trains expected to be X Bcf/d early 2026 🫡"  
[X Link](https://x.com/CJ0pp3l/status/1976470951899562409) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-10-10T02:12Z 14.3K followers, 2418 engagements


"@tom_grlla @david_katunaric Was trying to set David up for the most adventure :)"  
[X Link](https://x.com/CJ0pp3l/status/1979132927465140241) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-10-17T10:30Z 14.3K followers, XXX engagements


"it's Constellation Software's birthday today XX years 🎂 "Constellations early acquisitions laid the groundwork for what would become six distinct operating groups. Just months after its founding Constellation acquired Trapeze Group which would later serve as the foundation for Volaris Group. In 1996 Harris Computer Systems was acquired eventually forming one of Constellations largest operating groups. A few years later in 1999 the acquisition of Friedman Corp marked the beginning of Jonas Software. The first pillars of what would become Perseus Group emerged in 2004 with the back-to-back"  
[X Link](https://x.com/CJ0pp3l/status/1960696366864457916) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-08-27T13:30Z 14.3K followers, 7518 engagements


"today we're at about X MTPA"  
[X Link](https://x.com/CJ0pp3l/status/1967903366832623747) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-09-16T10:48Z 14.3K followers, 1606 engagements


"@simcity31 @evfcfaddict gimme some of them sweet just-starting-to-steam names"  
[X Link](https://x.com/CJ0pp3l/status/1969365186906898713) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-09-20T11:37Z 14.3K followers, 2173 engagements


"Sounds like $META in the likely customer 🍁 $PPL.TO $TVK.TO"  
[X Link](https://x.com/CJ0pp3l/status/1974287460495733155) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-10-04T01:36Z 14.3K followers, 8919 engagements


"unusually large black bumble bee with iridescent wings delivering equities tips rn"  
[X Link](https://x.com/CJ0pp3l/status/1979734324418396342) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-10-19T02:20Z 14.3K followers, 2387 engagements


"@freedomprocess Tbh not sure which producers stand to gain the most im mostly interested in the net demand for gas/health of that ecosystem. And the infrastructure spend for the power gen/data centre"  
[X Link](https://x.com/CJ0pp3l/status/1974292776629252209) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-10-04T01:57Z 14.3K followers, XXX engagements


"number of countries that CSI is making acquisitions in 2023 - XX 2024 - XX 2025 YTD - XX $CSU.TO $TOI.V $LMN.V $SGN.WA"  
[X Link](https://x.com/CJ0pp3l/status/1979425059803664574) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-10-18T05:51Z 14.3K followers, 6701 engagements


"@BerkelKip told me as an aside that $BMBL is a lousy fake"  
[X Link](https://x.com/CJ0pp3l/status/1979736950979641709) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-10-19T02:30Z 14.3K followers, XXX engagements


"LNG Canada ramp at XX% rockin' - is/will be pulling up activity upstream RJV Manufacturing Separator Metering packages"  
[X Link](https://x.com/CJ0pp3l/status/1979824646120993013) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-10-19T08:19Z 14.3K followers, 3253 engagements


"'90s was peak sports car - best McLaren (F1) - best Acura (NSX) - best Porsche (993 911) - best Ferraris (F355 & F40) - best Bugatti (EB110) list goes on #modernbutstillanalog"  
[X Link](https://x.com/CJ0pp3l/status/1980101699147866550) [@CJ0pp3l](/creator/x/CJ0pp3l) 2025-10-20T02:40Z 14.3K followers, 3207 engagements