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[@dcurras1](/creator/twitter/dcurras1)
"The new piece on Intuitive is out. The Surgical Robot that Became a Monopoly. $ISRG 🔗 Find the article on thread below or in my profile"  
[X Link](https://x.com/dcurras1/status/1979479118996443267) [@dcurras1](/creator/x/dcurras1) 2025-10-18T09:26Z XXX followers, XXX engagements


"First installment of a Constellation Software $CSU $CSU.TO trilogy is live. In this opening piece I dive into CSUs capital allocation outlook and explore whether Mark Leonard and team can sustain their high returns into the 5-10 years. 🔗 Full write-up in the thread below"  
[X Link](https://x.com/dcurras1/status/1958513904008470555) [@dcurras1](/creator/x/dcurras1) 2025-08-21T12:57Z XXX followers, 7131 engagements


"$TDG . Bla bla bla. 🐐"  
[X Link](https://x.com/dcurras1/status/1971999059700564407) [@dcurras1](/creator/x/dcurras1) 2025-09-27T18:03Z XXX followers, XXX engagements


"The third (and final) chapter of the $CSU.TO $CSU trilogy is on the way. Well break down how to build a DCF for serial acquirers like CSU driven by ROIC and reinvestment rates instead of the usual revenue/margin assumptions. Also coming in October: A Deep Dive Brief on $ISRG"  
[X Link](https://x.com/dcurras1/status/1973734958792646819) [@dcurras1](/creator/x/dcurras1) 2025-10-02T13:00Z XXX followers, 7277 engagements


"A more fundamental approach: ROIC & Reinvestment Rate-Driven DCF. Practical guide + example with $CSU $CSU.TO Includes downloadable models for CSU and its spin-offs (Topicus and Lumine Group). 🔗 Link in thread or profile"  
[X Link](https://x.com/dcurras1/status/1976653416320639321) [@dcurras1](/creator/x/dcurras1) 2025-10-10T14:17Z XXX followers, 1087 engagements


"The real question for $AMZN is whether the Trainium bet pays off. If it doesnt expect continued underperformance vs $MSFT and $GOOG for the foreseeable future"  
[X Link](https://x.com/dcurras1/status/1978427346899124432) [@dcurras1](/creator/x/dcurras1) 2025-10-15T11:46Z XXX followers, XXX engagements


"Meanwhile $AMZN is trying to fight the AI war with limited in-house talent and a 2nd-gen Trainium chip vs. $NVDAs decades of specialization & $GOOG 's AI pioneers with 10+ years of TPU experience. At least $MSFT knows its lane: buying $NVDA GPUs like theres no tomorrow"  
[X Link](https://x.com/dcurras1/status/1978838715867828695) [@dcurras1](/creator/x/dcurras1) 2025-10-16T15:01Z XXX followers, XXX engagements


"$ADDT $ADDT.B Addtech What a well-run business. Great numbers all around"  
[X Link](https://x.com/dcurras1/status/1922954605719154705) [@dcurras1](/creator/x/dcurras1) 2025-05-15T09:57Z XXX followers, XXX engagements


"Deep Dive Brief: How to Build a DCF for Serial Acquirers Like Constellation Software - Part #3 It includes models for both $CSU and spin-offs $TOI.V $LMN.V 🔗 Full article in the thread below"  
[X Link](https://x.com/dcurras1/status/1975890440546316380) [@dcurras1](/creator/x/dcurras1) 2025-10-08T11:46Z XXX followers, 3536 engagements


"Back to technicals aka "astrology for men". XXX CAD support zone did not hold another line of defense around the 130-132 CAD level. and this an important one: bottom of the bull channel which started in '22 👀 + Valuation starting to make a lot of sense here. $TOI.V"  
[X Link](https://x.com/dcurras1/status/1978834426374070731) [@dcurras1](/creator/x/dcurras1) 2025-10-16T14:44Z XXX followers, 1573 engagements


"$CSU $CSU.TO + $TOI.V $LMN.V Execution execution execution. Cc: Mark Miller"  
[X Link](https://x.com/dcurras1/status/1978910936342630621) [@dcurras1](/creator/x/dcurras1) 2025-10-16T19:48Z XXX followers, 5269 engagements


"$CSU $CSU.TO $TOI.V The AI has spoken"  
[X Link](https://x.com/dcurras1/status/1978912086580236402) [@dcurras1](/creator/x/dcurras1) 2025-10-16T19:53Z XXX followers, 4097 engagements


"Intuitive Surgical Deep Dive Brief dropping this weekend. 🔹 Visionaries behind a new frontier in Health-Tech: Surgical Robotics. 🔹 A blend of moat business model and growth runway priced steeply but maybe for a reason. Heres a preview. Free to read for two weeks 😉 $ISRG"  
[X Link](https://x.com/dcurras1/status/1979155982677647450) [@dcurras1](/creator/x/dcurras1) 2025-10-17T12:02Z XXX followers, 1965 engagements


"Here is the link to the Intuitive deep dive brief:"  
[X Link](https://x.com/dcurras1/status/1979479121433387218) [@dcurras1](/creator/x/dcurras1) 2025-10-18T09:26Z XXX followers, XX engagements


"Top Thread for $ASML lovers 🙌"  
[X Link](https://x.com/dcurras1/status/1979822454777524373) [@dcurras1](/creator/x/dcurras1) 2025-10-19T08:10Z XXX followers, XXX engagements