[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@RedshirtInsight](/creator/twitter/RedshirtInsight) "In light of the marriage falling through between $ATD.to and 7-11 -- for what its worth -- I want to push this thought into the universe: $BRK + 7&i. 😇"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945919857083429117) 2025-07-17 18:53:42 UTC 2058 followers, XXX engagements "$CSU.to (Vela) in Australia has acquired the Retail and Data solutions business from Cox Automotive"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1947646844420452799) 2025-07-22 13:16:07 UTC 2058 followers, XXX engagements "@VijarKohli Thank you for reposting. Been a part-owner and follower of $CSU.to and Mark Leonard for a while now. Happy to share this and more"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1938267622707278114) 2025-06-26 16:06:27 UTC 2058 followers, XXX engagements "$ATD.to and $BRK are in our coverage universe. I have no crystal ball on this one except that I know Buffett's circle of competence are truck stops and convenience stores. If and that's a big IF Alimentation Couche-Tard does figure out a way to acquire 7&i / 7-Eleven and needs to divest hundreds/thousands of stores in the US to throw the US anti-comp regulators off the scent then I think Abel and Buffett should be ready to pull the trigger. I hope they can get this done. Wouldn't that be lovely for all involved"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1944847878834335745) 2025-07-14 19:54:02 UTC 2058 followers, 5644 engagements "An example of this Scale Economies Shared (SES) first uncovered by Nick and Zak of Nomad Capital as it applies to $RDDT. There were legacy flywheels from being a 2-sided network but it's also important is the introduction of a possible acceleration in the existing flywheel while creating a brand new one w/ #AI"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942703152089719130) 2025-07-08 21:51:39 UTC 2056 followers, XXX engagements "this is perhaps fuelled by my recent trip to asia but i'm quite obsessed with the 7-Eleven and the potential interest from $atd.to $atd to buy them. i can see why. they have mind-share very important locations/real estate and devotion depending the country you are in. in the news today is the existing shareholders voting to install new management a ceo previously from $wmt having concerns that the deal won't close because of regulatory concerns in the US. on the other side couche-tard seems to be putting out all the stops in the courtship. they went to tokyo recently and have a dedicated"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1927374837963501825) 2025-05-27 14:42:24 UTC 2058 followers, XXX engagements "BREAKING: $ATD.to on their interest in acquiring 7-Eleven (7&i) Withdrawing from it's proposal to acquire them due to "lack of engagement" from the acquiree"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945615077668762105) 2025-07-16 22:42:36 UTC 2058 followers, 11.4K engagements "Does anyone know here if $BABA has a big advertising business"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945525664410472630) 2025-07-16 16:47:19 UTC 2058 followers, 2021 engagements "$MTY.to 1) they repaid $17M in debt 2) they repurchased 297k shares for $12.6M so what's that $XX bucks avg. 3) 670M in outstanding debt of which I think it's mostly in revolving line of credit. It's about 1:1.2 CAD to USD denominated. 4) Don't think they made any new acquisitions"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1943654112245010775) 2025-07-11 12:50:26 UTC 2058 followers, XXX engagements "How big can licensing be to $RDDT top and bottom lines I think one can assume if there continues to be moderate growth in the Reddit flywheels thru active users brands passive users (ie search LLM traffic) its possible that it dominates as a source of human chatter and crowdsourced human reenforced learning at scale"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1947627785079402791) 2025-07-22 12:00:23 UTC 2056 followers, XXX engagements "$T.to Been saying this for months if not years now. Finally following the playbook of our Southern neighbours like $T"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1905018132114047360) 2025-03-26 22:04:50 UTC 2058 followers, 1014 engagements "Lastly besides all the above coverage on $BRK $CSU.to $META $RDDT $ATRL.to $MTY.to $ATD.to I might at times comment on companies outside of that universe. Industries include: #OOTT #OilandGas particular of the Canadian variety. Companies: $AMZN $AAPL"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942977342638374932) 2025-07-09 16:01:11 UTC 2058 followers, XXX engagements "1/ A suitcase isnt just a suitcase anymoreits a status symbol a design statement and a business that prints money. Luggage has gone from a utility to a luxury with brands like Away Rimowa $LVMUY Tumi (owned by Samsonite $1910.HK and Briggs & Riley battling for dominance. And despite airlines making baggage fees a nightmare the industry is thriving"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1904558300512870582) 2025-03-25 15:37:38 UTC 2060 followers, XXX engagements "@VanIsleInvestor also finalizing and selling minority stake in their tower assets. looking forward to see if $T.to can do the same"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1937522664010076197) 2025-06-24 14:46:15 UTC 2055 followers, XX engagements "SharpStack (Modaxo Volaris Constellation Software $CSU.to) Says here it's "Founded in 2025" not acquired. Sector: Demand Response Paratransit"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945106789034274820) 2025-07-15 13:02:51 UTC 2060 followers, XXX engagements "So this is no longer news but is it priced into the market value of $RDDT I think there are reasons to think it could be but when I think about how unique this asset is -- where humans are basically doing re-enforcement learning at scale -- no longer the @OpenAI @grok and other LLMs are using it for both training and test-time/inference. It's not a homogenized mostly contextual data-set that is both long-lived and refreshed (and growing). That's what excited me about the platform as one of the pillars of #AI going forward"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945908204799746550) 2025-07-17 18:07:23 UTC 2059 followers, XXX engagements "$CSU.to (Volaris) acquires Surveypal from Finland . Serves its home country and some international customers. Founding Year: 2007 Primary Product: Online Survey Product"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945108157329461561) 2025-07-15 13:08:17 UTC 2058 followers, XXX engagements "How $RDDT stands out in the #AI landscape"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1946296666321272875) 2025-07-18 19:51:00 UTC 2058 followers, XXX engagements "Same. I have scoured the globe for a decade or so. I haven't found reading all the 10ks and listening in on any calls that's has that same truth-telling as ML from $CSU.to has done. $BRK is obviously the only other exception. It's almost like as if they are not running a business. It's a painting to them. It's a garden. And they are caretakers rather than businessmen"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945799669038330064) 2025-07-17 10:56:06 UTC 2058 followers, XXX engagements "@globeandmail Caps an interesting start of the day for $ATD.to post 7-11"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945844660682842535) 2025-07-17 13:54:53 UTC 2061 followers, XXX engagements "BREAKING: Alimentation Couche-Tard $ATD.to after stopping the acquisition process for 7-Eleven has reinstated its share buyback program for the year. Authorized to purchase up to XX% (or 77M) of outstanding shares which stand at 948M"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1947271518846685257) 2025-07-21 12:24:43 UTC 2058 followers, XXX engagements "This is where a lot of founder and current owners are worried. How will my continuing customers be treated $CSU.to $TOI.v $LMN.v"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1939315658535456796) 2025-06-29 13:30:58 UTC 2058 followers, XXX engagements "@TLM_Capital ML is the Power Law manifested. $csu.to"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945644329357267065) 2025-07-17 00:38:51 UTC 2058 followers, XX engagements "People are paying for productivity specificity and capability. $CSU.to $TOI.v $LMN.v has the first mover advantage and tailwind to keep customers if they act fast"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1932398862410362915) 2025-06-10 11:26:05 UTC 2059 followers, XXX engagements "The OG of digital marketing @neilpatel wrote a piece recently on how to properly use Reddit as an emerging critical advertising surface. It's a porthole into how Reddit is becoming even more relevant and it has implications on how strong $RDDT's moat is and how they'll continue to juice their economic flywheel in years to come -- a 🧵. #investors $META $SNAP"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945481901105680472) 2025-07-16 13:53:25 UTC 2060 followers, 1705 engagements "@ErnestWongBWM Glad $ATD.to was a catalyst"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945809017101598955) 2025-07-17 11:33:15 UTC 2060 followers, XX engagements "@fhoro who needs new originations anyway speaking of which i wonder how $T.to is getting on with their minority sale on their towers"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1938238092735107234) 2025-06-26 14:09:06 UTC 2058 followers, XXX engagements "@PointBreakout This one is on my watchlist and has been for years. I feel like it still need to fall more before it gets interesting"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1946738101776252972) 2025-07-20 01:05:06 UTC 2058 followers, XX engagements "@NewcomerInvest Great news for all involved $T.to $BIPC"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945812804486754787) 2025-07-17 11:48:18 UTC 2058 followers, XX engagements "@ErnestWongBWM i'm always suspicious when the words rhyme but substance is lacking. not saying this about $csu.to but more about $tiny.v (w.r.t. $brk / buffett). i think the lollopolloza effect is missing when it comes to these types of companies"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1932883164432572868) 2025-06-11 19:30:32 UTC 2059 followers, XXX engagements "I do think we can draw conclusions on a few things from this example by $ATD.to: 1) $ATD.to is very disciplined and principled to a degree which I think is walking the talk 2) Walking away is always an option and shows that ACT or is acting rationally 3) Japan may still very much be "closed" for foreign acquisitions though 7&i is high profile enough that it might be a special case 4) As I mentioned in the past in a way 7&i board is not necessarily looking at this deal purely from a financial perspective which we'll argue later if the board is fulfilling their primary goal which is maximizing"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945619477053440441) 2025-07-16 23:00:05 UTC 2070 followers, XXX engagements "6/ The Shift to High-Margin Luxury The real money isnt in cheap bags. Its in luxury and brand loyalty. Away built a cult following but struggled with profitability. Rimowa $LVMUY thrives by being a status symbol more than a suitcase. Samsonite $1910.HK makes its best margins on Tumis premium pricing"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1904558314387804253) 2025-03-25 15:37:41 UTC 2057 followers, XXX engagements "Taobao growing with local language version. $BABA"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1948212407395909834) 2025-07-24 02:43:28 UTC 2058 followers, 2781 engagements "Featuring Volaris Group of $CSU.to on how it's building a mini-empire in the Nordic countries"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1947646490899300623) 2025-07-22 13:14:43 UTC 2058 followers, XXX engagements "As a follow up I would like $BRK and with #Buffett still at the helm to swallow up 7-Eleven whole and here's why I think it's a good fit: $ATD.to"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945104292978810979) 2025-07-15 12:52:56 UTC 2058 followers, XXX engagements "Constellation Software (Volaris) $CSU.to just shared their blueprint for M&A and what they look for. They published a 60-page guide showing exactly how it wins software acquisitions. Heres what shareholders should pay attention to🧵 $TOI.v $LMN.v #VMS #privateequity #rollups #investing"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1937968483351838982) 2025-06-25 20:17:46 UTC 2058 followers, 29.3K engagements "$CSU.to to announce quarterly results on 8/8"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945118078431342612) 2025-07-15 13:47:43 UTC 2060 followers, XXX engagements "Punchcard investing. Thats our jam here at @RedshirtInsight. Covering $CSU.to $META $RDDT $BABA $BRK $ATD.to $MTY.to $RXRX $GOOGL"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1946703676719997369) 2025-07-19 22:48:19 UTC 2058 followers, XXX engagements "Oft overlooked point about $RDDT and the long tail isnt just long but fat too"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945810186020553154) 2025-07-17 11:37:54 UTC 2058 followers, XXX engagements "This is from @OpenAI on how to build agents. For $CSU.to $TOI.v $LMN.v we've talked about the promise and threat of #agenticAI. Here is the explanation and I could've have said this better myself. For the #VMS software that CSU typically holds and buys it's not just about changing the thing that shows on your screens it's a complete reworking of the work it takes to have the same outcome. I continue to hold the same opinion: when humans are no longer the end-users of the "software" that's when the true disruption happen for VMS software businesses and owners"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1934642607461724457) 2025-06-16 16:01:56 UTC 2058 followers, XXX engagements "7-Eleven would be an amazing prize for $BRK. One last big acquisition for Mr. Buffett before he gives up the CEO seat"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945166212457005137) 2025-07-15 16:58:59 UTC 2058 followers, 1220 engagements "$CSU.to I've been a one-time Founder business owner. And it was a #SaaS product. Around the same time I realized there were others that were already doing the same -- Mark Leonard of Constellation since 1995. I think I originally really clued into them in around 2009 and didn't really invest until I had my own software company up and running which was around 2013. Full disclosure I've been a shareholder since and I own a sizeable portion of the company. Through the years I've actually email ML a couple times (and he replied) and I've been a fan of ML for years and also the company. It's"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942967594924814449) 2025-07-09 15:22:27 UTC 2058 followers, XXX engagements "$CSU.to $BRK bookmarking this in ten years time"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1943486737126129670) 2025-07-11 01:45:21 UTC 2058 followers, XXX engagements "On the surface on of the most pressing things that 7-Eleven's parent raised was how tricky the US regulatory landscape with be particularly about anti-trust and anti-competitive. Given $ATD.to portfolio of various C-store banners in the US I would imagine certain regions might require some divestitures. Not sure if ATD addressed them adequately enough but at least from the outset it seems like 7&i weren't given the full light of day one would expect to a would-be buyer"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945616293664641248) 2025-07-16 22:47:26 UTC 2070 followers, XXX engagements "@acquirers_club perhaps a good refresher on what is a good software roll-up versus the rest and how M&A is done: $CSU.to $TOI.v $LMN.v"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1938237478064034243) 2025-06-26 14:06:40 UTC 2058 followers, XXX engagements "$RDDT's forums (i.e. subreddits) in some ways are highly selected. People elect to go into those forums and if Advertisers and the platform does their job well enough they will be serving highly relevant contextual ads"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945861105290469467) 2025-07-17 15:00:14 UTC 2058 followers, XXX engagements "#AI is eating the world starting with base energy supplies. #OOTT #nuclear #renewables #BatteryStorage"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1948020716273578068) 2025-07-23 14:01:45 UTC 2056 followers, XXX engagements "this is a random question but any of ya'll out there know of analysts (pro or amateur) that focuses on the leisure travel industries $BKNG $ABNB $MAR $HLT $CHH $FUN $DAL $TRIP"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945832529472172515) 2025-07-17 13:06:41 UTC 2058 followers, XXX engagements "$CSU.to The City of Naples is rolling out an AI chatbot for permitting powered by the software stack includes CityView and Questys both owned by a Constellation subsidiary. But the AI layer comes from BlitzAI. Thats where the real value is forming. Constellations strength has always been stable vertical markets. But AI is starting to redraw where value accrues. BlitzAI handles reviews flags compliance issues and produces feedback in minutes. CityView remains the system-of-record (ROC) but the intelligence sits outside it. To stay relevant Constellation needs to shift. The edge isnt in control"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942613436673794395) 2025-07-08 15:55:09 UTC 2058 followers, XXX engagements "@F_Compounders too late $CSU.to $TOI.v $LMN.v"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1933149242933023024) 2025-06-12 13:07:50 UTC 2059 followers, XXX engagements "does $csu.to have an invisible psychological ceiling at 5k"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1948018254925951335) 2025-07-23 13:51:59 UTC 2058 followers, 2344 engagements "The Importance of Effective Exit Planning and the Role of M&A Slide XX For many sellers this isnt just a deal. Its their exit from the game. Volaris positions itself not as a buyer but as a retirement partner. That framing hits different especially for founder-led mission-critical software. /13"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1937968512883912862) 2025-06-25 20:17:53 UTC 2058 followers, XXX engagements "The third trait is monetization architecture. $RDDT is building multiple layers of revenue. Ads. Premium tiers. Data licensing. It is no longer just a forum. It is becoming a stack. That is convergence in motion. /6"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942980294308487401) 2025-07-09 16:12:55 UTC 2058 followers, XXX engagements "$CSU.to Acquisition in Portugal Modaxo acquires SISCOG - Sistemas Cognitivos S.A. (SISCOG) a provider of planning and scheduling technology solutions for the rail industry 🚉"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1947646114053636247) 2025-07-22 13:13:13 UTC 2058 followers, XXX engagements "$TEAM $CSU.to and others on having access and right of use for client data even if anonymized"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1941274566997037243) 2025-07-04 23:14:58 UTC 2059 followers, XXX engagements "FYI: $BABA is an investor in @Kimi_Moonshot. Rough tally so far: $1B USD from Series B funding"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945830273561591821) 2025-07-17 12:57:43 UTC 2058 followers, XXX engagements "@ErnestWongBWM WHOA.okay did not expect that at all. $ATD.to But I agree -- I'll take it"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945839569875722430) 2025-07-17 13:34:40 UTC 2061 followers, XXX engagements "@SimeonResearch_ Cool to sharing. I've also trimmed some $CSU.to. Same with $GOOGL for me. Though I think I'm being stupid"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1936067475096973674) 2025-06-20 14:23:51 UTC 2058 followers, XXX engagements "Telus $T.TO and Telus Digital $TIXT (formerly Telus International) are in the news today and wanted to share a tale of two cities. Digital spun off from Telus and IPO'ed in Feb 2021 while still being a minority shareholder. Fast forward to today and the parent is looking to reincorporate the spin-off again. IPO price: $XX Telus offering today: $X (I rounded up) Now having followed TIXT closely enough through the last X years it was certainly bad timing but also speaks to the fickleness of #tech. One story I want to highlight and is a microcosm for creative destruction is how TIXT lost a key"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1933170024379744751) 2025-06-12 14:30:25 UTC 2064 followers, 1527 engagements "In June which websites took top ten in traffic $GOOGL takes two top spots $META 3rd 4th 7th $RDDT 8th @Similarweb"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1943717070408966355) 2025-07-11 17:00:36 UTC 2058 followers, XXX engagements "Apparently there is an epilogue written by 7&i. Responding to the allegations that $ATD.to was a good faith partner they said that some of the conjectures made in $ATD.to press release were mischaracterizations and that 7&i didnt grok Japanese business culture and they didnt properly derisk the US anticompetitive regulatory hurdles. Talk about lost in translation"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1947826405053534536) 2025-07-23 01:09:38 UTC 2058 followers, XXX engagements "$RDDT Reddit is a new addition to my coverage and is also the latest addition to my portfolio. Two things when where it also concerns another business that I cover $META is that I am not a personal fan of social media. X is probably the exception since it's more text-based and I prefer that. But in the past year I've started using Reddit more and in true Lynchian form I've started to invest in what (I think) I know. But it wasn't until I was on a recent trip that I started using Reddit Answers (their AI search and summary product). And I continue to see the value that I had found compelling."  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942972437957656939) 2025-07-09 15:41:42 UTC 2067 followers, XXX engagements "Why Reddit $RDDT is a case study in CONVERGENCE the way Prasad explained it in What I Learned About Investing from Darwin (a book I was referred to by @MohnishPabrai). A thread 🧵"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942980282375668158) 2025-07-09 16:12:52 UTC 2058 followers, 3319 engagements "Further into Nuvini $NVNI's presentation is a comparison of it as a software rollup to the likes of $CSU.to $VITB.ST $ROP $TYL"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1934963450226393359) 2025-06-17 13:16:51 UTC 2059 followers, XXX engagements "Example of the lack on sincerity is shorting the time spent in meetings and no having enough or long enough meetings at a high level of real engagement. $ATD.to"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945615700623601893) 2025-07-16 22:45:05 UTC 2056 followers, XXX engagements "$RDDT has the ability for advertisers to target high intent high context ads within subreddits"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1947257958712176743) 2025-07-21 11:30:50 UTC 2058 followers, XXX engagements "This does not seem like a two-way street. $ATD.to"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945813916157690367) 2025-07-17 11:52:43 UTC 2061 followers, XXX engagements "$CSU.to (Jonas Vertus Group) acquires CAST Group of Companies"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1940848265899180249) 2025-07-03 19:01:00 UTC 2059 followers, XXX engagements "Perhaps Mark Leonard of $CSU.to got it from $BRK but if you think decentralization is that decision-making can be closer to the operating teams. But I think most people overlook why it's much more than that it also reduces single point of failures by introducing redundancy. $TOI.v"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1938569420554531122) 2025-06-27 12:05:41 UTC 2059 followers, XXX engagements "Tech (primarily software) companies on the #TSX @TMXGroup #markets: - $SHOP - $CSU.TO - $OTEX.TO - $ENGH.TO - $CMG.TO - $DSG.TO - $KXS.TO - $LSPD.TO - $SFTC.TO - $TCS.TO - $NVEI.TO - $DND.TO - $DCBO.TO - $VHI.TO"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1867967032475697268) 2024-12-14 16:17:00 UTC 2059 followers, 1040 engagements "@AJButton2 it is. i think we're seeing the ability to "translate" things going to open up new markets for a lot of these digital companies and platforms. $rddt also seems to be doing the same thing and being able to open things up to new geos too or accelerate new geo growth"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1948353514528243956) 2025-07-24 12:04:11 UTC 2058 followers, XX engagements "How big can licensing be to $RDDT top and bottom lines I think one can assume if there continues to be moderate growth in the Reddit flywheels thru active users brands passive users (ie search LLM traffic) its possible that it dominates as a source of human chatter and crowdsourced human reenforced learning at scale"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1947627735763063143) 2025-07-22 12:00:12 UTC 2056 followers, XXX engagements "$RDDT is become a true platform especially as AI is leveraged to create value for Users and Advertisers alike. This is a small sample of Reddit is increasingly become a surface area for brands to advertise. Word of mouth still holds sway people like to buy from other people still and RDDT is the larger platform that still has a human-voice to the homogeneity that is AI content"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1947392395336679571) 2025-07-21 20:25:02 UTC 2058 followers, XXX engagements "#AI is eating the world one volt at a time"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1948020856174584108) 2025-07-23 14:02:19 UTC 2058 followers, XXX engagements "$GOOGL Q2-25 Earnings. Looking to see if there how AI Overviews are doing and how that attributes to $RDDT. No direct mention of Reddit on any materials but still good to hear that Sundar says Overviews are performing well"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1948353150043169172) 2025-07-24 12:02:44 UTC 2058 followers, XXX engagements "Who knew artificial brains 🧠 demand so much energy #convergence #energy #nuclear #oilandgas #renewables #fusion #AI #datacenters"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945809660205809873) 2025-07-17 11:35:49 UTC 2056 followers, XXX engagements "It takes only one bad answer from your local friendly neighbourhood #LLM to leave a bad impression in your mouth to the point you dont trust it the same anymore. And frankly it takes more time to sift thru the hallucination mumble jumble friction"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1947254776892141586) 2025-07-21 11:18:11 UTC 2058 followers, XXX engagements "One thing of note is some more juicy details on strategies that might create what I think are more win-win situations given the hesitance of 7&i to divest not just XXX% of the Japanese business due primarily to how much of a "staple" those c-stores are to Japanese citizens and businesses especially during times of need. Acquiring XX% while leaving majority ownership to continuing shareholders of the Japan business seems like it could be the olive branch that was needed but alas that wasn't enough for 7&i board to take this offer seriously"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945618126730928577) 2025-07-16 22:54:43 UTC 2070 followers, XXX engagements "$CSU.to -- even as I hold and have been an owner for over a decade I agree with ML. Despite it pains me to say it"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942637451786207573) 2025-07-08 17:30:35 UTC 2059 followers, 1548 engagements "$RDDT and how it's becoming one of the handful of platforms that advertisers can rely on"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945525553357804030) 2025-07-16 16:46:52 UTC 2067 followers, XXX engagements "Cool thanks for the CC. It is really fascinating to me the rise of $RDDT. I love also the part about Pinterest I do think all those a differentiated platforms that with AI now you can really build huge sustainable lead magnets to your ones online/offline products. I also think that perhaps it's makes it much easier to explain the spend. When you easily attribute impressions on this subreddit to funnel all the way to conversions it makes conversations with the CMO much easier for the Brand Managers. It's no longer trying to throw darts at the wall in a dark room. It's more about going to that"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1947391594006475148) 2025-07-21 20:21:51 UTC 2060 followers, XX engagements "$ATD.to Last but not least ATD. I find this company fascinating. Many people say this is a compounder and it has been similar to $MTY.to. But are these companies melting ice cubes In the very least I'd like to cover that over the next decade. Because both these Quebec-HQed companies are effectively holding companies and grow primarily by acquisition it's interesting to see how they can allocate capital in their domains to see if they can extend their track records in times past. Not to mention this pending merger with 7&i or 7-ELEVeN is fun to watch on the sidelines. If you've ever been to"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942976561893753246) 2025-07-09 15:58:05 UTC 2058 followers, XXX engagements "$CSU.to thats why I think of companies like this as a garden. Its all the BUs fighting it out in the jungle"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1943435490658783336) 2025-07-10 22:21:42 UTC 2058 followers, XXX engagements "" . no sincere or constructive engagement from 7&i . " $ATD.to"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945615360998134115) 2025-07-16 22:43:44 UTC 2056 followers, XXX engagements "Software is safe (for now). Until March 2026 it seems. 🤡 $SHOP.TO $CSU.TO $BB.TO $CLS.TO $DSG.TO $ENGH.TO $KXS.TO $LSPD.TO $OTEX.TO $REAL.TO $TOI.TO $CTC.A $GIB.A $SFTC.TO $TIXT.TO $NCIB.TO $NVEI.TO $PAY.TO $QTRH.TO $SANG.V $SYZ.TO $TC.TO $TCL.A $TCS.TO $TIXT.TO $VDY.TO $WELL.V $XTC.TO #tariffs"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1897039236030976346) 2025-03-04 21:39:33 UTC 2058 followers, 1574 engagements "@psyopcapital $csu.to. the problem is price with these 200"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1924211233802363105) 2025-05-18 21:11:22 UTC 2059 followers, XXX engagements "$META building a renewable facility with $ENB for data center operations"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1947621875464479179) 2025-07-22 11:36:54 UTC 2058 followers, XXX engagements "5/ The Baggage Economy: Samsonites Global Grip ($1910.HK) If theres a global luggage giant its Samsonite ($1910.HK). They own: Tumi Premium business-travel luxury American Tourister Budget-friendly mass-market Samsonite The everyday middle ground High Sierra & Gregory Outdoor and adventure bags Samsonite sells at every price point covering everything from checked bags to backpacks. In 2023 they did $3.5B in revenue proving that even with travel disruptions people keep buying luggage"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1904558311313187089) 2025-03-25 15:37:41 UTC 2059 followers, XXX engagements "$ATD.to Another look into the insider commentary of the 7&i (7-Eleven parent) that fell through -- likely deliberately"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945831326889713906) 2025-07-17 13:01:54 UTC 2059 followers, XXX engagements "What are the chances that in 2025 a consortium of a combination of all the big asset managers + business community both public or private in Canada (like $BN CCPIB AIMco $ENB $ATRL.to $WSP.to etc.) will announce plans for new #oilandgas pipelines in Canada"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945837170935181524) 2025-07-17 13:25:08 UTC 2058 followers, XXX engagements "$BRK has only a few more months till Buffett steps down as CEO. I maintain a glimmer of hope that something right will come along where he can deploy some cash though Im not holding my breath"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1947256061951459780) 2025-07-21 11:23:18 UTC 2060 followers, XXX engagements "the same moats still matter. as i've said before customer relationships is the invaluable intangible assets of companies like $csu.to $toi.v $lmn.v"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1937882612392923529) 2025-06-25 14:36:33 UTC 2058 followers, XXX engagements "I've followed this company and read more of their annual reports front to back than any other company besides the others ones on coverage like $BRK $CSU.to. So I think I know the company well and that's why we're covering it here. In a nutshell this could easily be a much bigger company if they don't have the gravity of their debt as overhang. At this rate of repayment it'll still take 6-9 years to pay it all off. I suspect they won't need to pay it all off before having more leeway to make bigger acquisitions but it also looks like the market for any bolt-ons right now are expensive and"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1943655162226110730) 2025-07-11 12:54:36 UTC 2059 followers, XXX engagements "Key Takeaway: $CSU.to wins not because it pays the most but because it promises the most continuity with the least drama. For shareholders this guide is a glimpse into how that machine keeps running. Forever invested. Thats not just branding. Its the strategy. /END Reference:"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1937968515182412277) 2025-06-25 20:17:54 UTC 2059 followers, XXX engagements "$BRK Comes as no surprise. I've really been one of those groupies though I've never been to Omaha. I've read so much of their materials both Mr. Buffett and Mr. Munger and I've followed them for more than a decade now. I don't see why I would stop here and how their principles extend to other companies for long-term investing"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942966865501749484) 2025-07-09 15:19:33 UTC 2058 followers, XXX engagements "$MTY.to 2025-Q2 Results out today: The thing about MTY foods is covered by X things in my opinion and similar to most serial acquirers and compounders. I'm really most interested in their major capital allocation decisions and how far they are coming along with what they said they were going to do. To me it's: 1) How much they repaid their debt 2) How many shares and what price point did they repurchase shares 3) What their revolving line of credit outstanding and the interest rate 4) Did they make any acquistions. Sure did they grow storecount did they acquire any new banners are great when"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1943653055833976945) 2025-07-11 12:46:14 UTC 2058 followers, 1517 engagements
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@RedshirtInsight
"In light of the marriage falling through between $ATD.to and 7-11 -- for what its worth -- I want to push this thought into the universe: $BRK + 7&i. 😇"
@RedshirtInsight on X 2025-07-17 18:53:42 UTC 2058 followers, XXX engagements
"$CSU.to (Vela) in Australia has acquired the Retail and Data solutions business from Cox Automotive" @RedshirtInsight on X 2025-07-22 13:16:07 UTC 2058 followers, XXX engagements
"@VijarKohli Thank you for reposting. Been a part-owner and follower of $CSU.to and Mark Leonard for a while now. Happy to share this and more" @RedshirtInsight on X 2025-06-26 16:06:27 UTC 2058 followers, XXX engagements
"$ATD.to and $BRK are in our coverage universe. I have no crystal ball on this one except that I know Buffett's circle of competence are truck stops and convenience stores. If and that's a big IF Alimentation Couche-Tard does figure out a way to acquire 7&i / 7-Eleven and needs to divest hundreds/thousands of stores in the US to throw the US anti-comp regulators off the scent then I think Abel and Buffett should be ready to pull the trigger. I hope they can get this done. Wouldn't that be lovely for all involved" @RedshirtInsight on X 2025-07-14 19:54:02 UTC 2058 followers, 5644 engagements
"An example of this Scale Economies Shared (SES) first uncovered by Nick and Zak of Nomad Capital as it applies to $RDDT. There were legacy flywheels from being a 2-sided network but it's also important is the introduction of a possible acceleration in the existing flywheel while creating a brand new one w/ #AI" @RedshirtInsight on X 2025-07-08 21:51:39 UTC 2056 followers, XXX engagements
"this is perhaps fuelled by my recent trip to asia but i'm quite obsessed with the 7-Eleven and the potential interest from $atd.to $atd to buy them. i can see why. they have mind-share very important locations/real estate and devotion depending the country you are in. in the news today is the existing shareholders voting to install new management a ceo previously from $wmt having concerns that the deal won't close because of regulatory concerns in the US. on the other side couche-tard seems to be putting out all the stops in the courtship. they went to tokyo recently and have a dedicated" @RedshirtInsight on X 2025-05-27 14:42:24 UTC 2058 followers, XXX engagements
"BREAKING: $ATD.to on their interest in acquiring 7-Eleven (7&i) Withdrawing from it's proposal to acquire them due to "lack of engagement" from the acquiree" @RedshirtInsight on X 2025-07-16 22:42:36 UTC 2058 followers, 11.4K engagements
"Does anyone know here if $BABA has a big advertising business" @RedshirtInsight on X 2025-07-16 16:47:19 UTC 2058 followers, 2021 engagements
"$MTY.to 1) they repaid $17M in debt 2) they repurchased 297k shares for $12.6M so what's that $XX bucks avg. 3) 670M in outstanding debt of which I think it's mostly in revolving line of credit. It's about 1:1.2 CAD to USD denominated. 4) Don't think they made any new acquisitions" @RedshirtInsight on X 2025-07-11 12:50:26 UTC 2058 followers, XXX engagements
"How big can licensing be to $RDDT top and bottom lines I think one can assume if there continues to be moderate growth in the Reddit flywheels thru active users brands passive users (ie search LLM traffic) its possible that it dominates as a source of human chatter and crowdsourced human reenforced learning at scale" @RedshirtInsight on X 2025-07-22 12:00:23 UTC 2056 followers, XXX engagements
"$T.to Been saying this for months if not years now. Finally following the playbook of our Southern neighbours like $T" @RedshirtInsight on X 2025-03-26 22:04:50 UTC 2058 followers, 1014 engagements
"Lastly besides all the above coverage on $BRK $CSU.to $META $RDDT $ATRL.to $MTY.to $ATD.to I might at times comment on companies outside of that universe. Industries include: #OOTT #OilandGas particular of the Canadian variety. Companies: $AMZN $AAPL" @RedshirtInsight on X 2025-07-09 16:01:11 UTC 2058 followers, XXX engagements
"1/ A suitcase isnt just a suitcase anymoreits a status symbol a design statement and a business that prints money. Luggage has gone from a utility to a luxury with brands like Away Rimowa $LVMUY Tumi (owned by Samsonite $1910.HK and Briggs & Riley battling for dominance. And despite airlines making baggage fees a nightmare the industry is thriving" @RedshirtInsight on X 2025-03-25 15:37:38 UTC 2060 followers, XXX engagements
"@VanIsleInvestor also finalizing and selling minority stake in their tower assets. looking forward to see if $T.to can do the same" @RedshirtInsight on X 2025-06-24 14:46:15 UTC 2055 followers, XX engagements
"SharpStack (Modaxo Volaris Constellation Software $CSU.to) Says here it's "Founded in 2025" not acquired. Sector: Demand Response Paratransit" @RedshirtInsight on X 2025-07-15 13:02:51 UTC 2060 followers, XXX engagements
"So this is no longer news but is it priced into the market value of $RDDT I think there are reasons to think it could be but when I think about how unique this asset is -- where humans are basically doing re-enforcement learning at scale -- no longer the @OpenAI @grok and other LLMs are using it for both training and test-time/inference. It's not a homogenized mostly contextual data-set that is both long-lived and refreshed (and growing). That's what excited me about the platform as one of the pillars of #AI going forward" @RedshirtInsight on X 2025-07-17 18:07:23 UTC 2059 followers, XXX engagements
"$CSU.to (Volaris) acquires Surveypal from Finland . Serves its home country and some international customers. Founding Year: 2007 Primary Product: Online Survey Product" @RedshirtInsight on X 2025-07-15 13:08:17 UTC 2058 followers, XXX engagements
"How $RDDT stands out in the #AI landscape" @RedshirtInsight on X 2025-07-18 19:51:00 UTC 2058 followers, XXX engagements
"Same. I have scoured the globe for a decade or so. I haven't found reading all the 10ks and listening in on any calls that's has that same truth-telling as ML from $CSU.to has done. $BRK is obviously the only other exception. It's almost like as if they are not running a business. It's a painting to them. It's a garden. And they are caretakers rather than businessmen" @RedshirtInsight on X 2025-07-17 10:56:06 UTC 2058 followers, XXX engagements
"@globeandmail Caps an interesting start of the day for $ATD.to post 7-11" @RedshirtInsight on X 2025-07-17 13:54:53 UTC 2061 followers, XXX engagements
"BREAKING: Alimentation Couche-Tard $ATD.to after stopping the acquisition process for 7-Eleven has reinstated its share buyback program for the year. Authorized to purchase up to XX% (or 77M) of outstanding shares which stand at 948M" @RedshirtInsight on X 2025-07-21 12:24:43 UTC 2058 followers, XXX engagements
"This is where a lot of founder and current owners are worried. How will my continuing customers be treated $CSU.to $TOI.v $LMN.v" @RedshirtInsight on X 2025-06-29 13:30:58 UTC 2058 followers, XXX engagements
"@TLM_Capital ML is the Power Law manifested. $csu.to" @RedshirtInsight on X 2025-07-17 00:38:51 UTC 2058 followers, XX engagements
"People are paying for productivity specificity and capability. $CSU.to $TOI.v $LMN.v has the first mover advantage and tailwind to keep customers if they act fast" @RedshirtInsight on X 2025-06-10 11:26:05 UTC 2059 followers, XXX engagements
"The OG of digital marketing @neilpatel wrote a piece recently on how to properly use Reddit as an emerging critical advertising surface. It's a porthole into how Reddit is becoming even more relevant and it has implications on how strong $RDDT's moat is and how they'll continue to juice their economic flywheel in years to come -- a 🧵. #investors $META $SNAP" @RedshirtInsight on X 2025-07-16 13:53:25 UTC 2060 followers, 1705 engagements
"@ErnestWongBWM Glad $ATD.to was a catalyst" @RedshirtInsight on X 2025-07-17 11:33:15 UTC 2060 followers, XX engagements
"@fhoro who needs new originations anyway speaking of which i wonder how $T.to is getting on with their minority sale on their towers" @RedshirtInsight on X 2025-06-26 14:09:06 UTC 2058 followers, XXX engagements
"@PointBreakout This one is on my watchlist and has been for years. I feel like it still need to fall more before it gets interesting" @RedshirtInsight on X 2025-07-20 01:05:06 UTC 2058 followers, XX engagements
"@NewcomerInvest Great news for all involved $T.to $BIPC" @RedshirtInsight on X 2025-07-17 11:48:18 UTC 2058 followers, XX engagements
"@ErnestWongBWM i'm always suspicious when the words rhyme but substance is lacking. not saying this about $csu.to but more about $tiny.v (w.r.t. $brk / buffett). i think the lollopolloza effect is missing when it comes to these types of companies" @RedshirtInsight on X 2025-06-11 19:30:32 UTC 2059 followers, XXX engagements
"I do think we can draw conclusions on a few things from this example by $ATD.to: 1) $ATD.to is very disciplined and principled to a degree which I think is walking the talk 2) Walking away is always an option and shows that ACT or is acting rationally 3) Japan may still very much be "closed" for foreign acquisitions though 7&i is high profile enough that it might be a special case 4) As I mentioned in the past in a way 7&i board is not necessarily looking at this deal purely from a financial perspective which we'll argue later if the board is fulfilling their primary goal which is maximizing" @RedshirtInsight on X 2025-07-16 23:00:05 UTC 2070 followers, XXX engagements
"6/ The Shift to High-Margin Luxury The real money isnt in cheap bags. Its in luxury and brand loyalty. Away built a cult following but struggled with profitability. Rimowa $LVMUY thrives by being a status symbol more than a suitcase. Samsonite $1910.HK makes its best margins on Tumis premium pricing" @RedshirtInsight on X 2025-03-25 15:37:41 UTC 2057 followers, XXX engagements
"Taobao growing with local language version. $BABA" @RedshirtInsight on X 2025-07-24 02:43:28 UTC 2058 followers, 2781 engagements
"Featuring Volaris Group of $CSU.to on how it's building a mini-empire in the Nordic countries" @RedshirtInsight on X 2025-07-22 13:14:43 UTC 2058 followers, XXX engagements
"As a follow up I would like $BRK and with #Buffett still at the helm to swallow up 7-Eleven whole and here's why I think it's a good fit: $ATD.to" @RedshirtInsight on X 2025-07-15 12:52:56 UTC 2058 followers, XXX engagements
"Constellation Software (Volaris) $CSU.to just shared their blueprint for M&A and what they look for. They published a 60-page guide showing exactly how it wins software acquisitions. Heres what shareholders should pay attention to🧵 $TOI.v $LMN.v #VMS #privateequity #rollups #investing" @RedshirtInsight on X 2025-06-25 20:17:46 UTC 2058 followers, 29.3K engagements
"$CSU.to to announce quarterly results on 8/8" @RedshirtInsight on X 2025-07-15 13:47:43 UTC 2060 followers, XXX engagements
"Punchcard investing. Thats our jam here at @RedshirtInsight. Covering $CSU.to $META $RDDT $BABA $BRK $ATD.to $MTY.to $RXRX $GOOGL" @RedshirtInsight on X 2025-07-19 22:48:19 UTC 2058 followers, XXX engagements
"Oft overlooked point about $RDDT and the long tail isnt just long but fat too" @RedshirtInsight on X 2025-07-17 11:37:54 UTC 2058 followers, XXX engagements
"This is from @OpenAI on how to build agents. For $CSU.to $TOI.v $LMN.v we've talked about the promise and threat of #agenticAI. Here is the explanation and I could've have said this better myself. For the #VMS software that CSU typically holds and buys it's not just about changing the thing that shows on your screens it's a complete reworking of the work it takes to have the same outcome. I continue to hold the same opinion: when humans are no longer the end-users of the "software" that's when the true disruption happen for VMS software businesses and owners" @RedshirtInsight on X 2025-06-16 16:01:56 UTC 2058 followers, XXX engagements
"7-Eleven would be an amazing prize for $BRK. One last big acquisition for Mr. Buffett before he gives up the CEO seat" @RedshirtInsight on X 2025-07-15 16:58:59 UTC 2058 followers, 1220 engagements
"$CSU.to I've been a one-time Founder business owner. And it was a #SaaS product. Around the same time I realized there were others that were already doing the same -- Mark Leonard of Constellation since 1995. I think I originally really clued into them in around 2009 and didn't really invest until I had my own software company up and running which was around 2013. Full disclosure I've been a shareholder since and I own a sizeable portion of the company. Through the years I've actually email ML a couple times (and he replied) and I've been a fan of ML for years and also the company. It's" @RedshirtInsight on X 2025-07-09 15:22:27 UTC 2058 followers, XXX engagements
"$CSU.to $BRK bookmarking this in ten years time" @RedshirtInsight on X 2025-07-11 01:45:21 UTC 2058 followers, XXX engagements
"On the surface on of the most pressing things that 7-Eleven's parent raised was how tricky the US regulatory landscape with be particularly about anti-trust and anti-competitive. Given $ATD.to portfolio of various C-store banners in the US I would imagine certain regions might require some divestitures. Not sure if ATD addressed them adequately enough but at least from the outset it seems like 7&i weren't given the full light of day one would expect to a would-be buyer" @RedshirtInsight on X 2025-07-16 22:47:26 UTC 2070 followers, XXX engagements
"@acquirers_club perhaps a good refresher on what is a good software roll-up versus the rest and how M&A is done: $CSU.to $TOI.v $LMN.v" @RedshirtInsight on X 2025-06-26 14:06:40 UTC 2058 followers, XXX engagements
"$RDDT's forums (i.e. subreddits) in some ways are highly selected. People elect to go into those forums and if Advertisers and the platform does their job well enough they will be serving highly relevant contextual ads" @RedshirtInsight on X 2025-07-17 15:00:14 UTC 2058 followers, XXX engagements
"#AI is eating the world starting with base energy supplies. #OOTT #nuclear #renewables #BatteryStorage" @RedshirtInsight on X 2025-07-23 14:01:45 UTC 2056 followers, XXX engagements
"this is a random question but any of ya'll out there know of analysts (pro or amateur) that focuses on the leisure travel industries $BKNG $ABNB $MAR $HLT $CHH $FUN $DAL $TRIP" @RedshirtInsight on X 2025-07-17 13:06:41 UTC 2058 followers, XXX engagements
"$CSU.to The City of Naples is rolling out an AI chatbot for permitting powered by the software stack includes CityView and Questys both owned by a Constellation subsidiary. But the AI layer comes from BlitzAI. Thats where the real value is forming. Constellations strength has always been stable vertical markets. But AI is starting to redraw where value accrues. BlitzAI handles reviews flags compliance issues and produces feedback in minutes. CityView remains the system-of-record (ROC) but the intelligence sits outside it. To stay relevant Constellation needs to shift. The edge isnt in control" @RedshirtInsight on X 2025-07-08 15:55:09 UTC 2058 followers, XXX engagements
"@F_Compounders too late $CSU.to $TOI.v $LMN.v" @RedshirtInsight on X 2025-06-12 13:07:50 UTC 2059 followers, XXX engagements
"does $csu.to have an invisible psychological ceiling at 5k" @RedshirtInsight on X 2025-07-23 13:51:59 UTC 2058 followers, 2344 engagements
"The Importance of Effective Exit Planning and the Role of M&A Slide XX For many sellers this isnt just a deal. Its their exit from the game. Volaris positions itself not as a buyer but as a retirement partner. That framing hits different especially for founder-led mission-critical software. /13" @RedshirtInsight on X 2025-06-25 20:17:53 UTC 2058 followers, XXX engagements
"The third trait is monetization architecture. $RDDT is building multiple layers of revenue. Ads. Premium tiers. Data licensing. It is no longer just a forum. It is becoming a stack. That is convergence in motion. /6" @RedshirtInsight on X 2025-07-09 16:12:55 UTC 2058 followers, XXX engagements
"$CSU.to Acquisition in Portugal Modaxo acquires SISCOG - Sistemas Cognitivos S.A. (SISCOG) a provider of planning and scheduling technology solutions for the rail industry 🚉" @RedshirtInsight on X 2025-07-22 13:13:13 UTC 2058 followers, XXX engagements
"$TEAM $CSU.to and others on having access and right of use for client data even if anonymized" @RedshirtInsight on X 2025-07-04 23:14:58 UTC 2059 followers, XXX engagements
"FYI: $BABA is an investor in @Kimi_Moonshot. Rough tally so far: $1B USD from Series B funding" @RedshirtInsight on X 2025-07-17 12:57:43 UTC 2058 followers, XXX engagements
"@ErnestWongBWM WHOA.okay did not expect that at all. $ATD.to But I agree -- I'll take it" @RedshirtInsight on X 2025-07-17 13:34:40 UTC 2061 followers, XXX engagements
"@SimeonResearch_ Cool to sharing. I've also trimmed some $CSU.to. Same with $GOOGL for me. Though I think I'm being stupid" @RedshirtInsight on X 2025-06-20 14:23:51 UTC 2058 followers, XXX engagements
"Telus $T.TO and Telus Digital $TIXT (formerly Telus International) are in the news today and wanted to share a tale of two cities. Digital spun off from Telus and IPO'ed in Feb 2021 while still being a minority shareholder. Fast forward to today and the parent is looking to reincorporate the spin-off again. IPO price: $XX Telus offering today: $X (I rounded up) Now having followed TIXT closely enough through the last X years it was certainly bad timing but also speaks to the fickleness of #tech. One story I want to highlight and is a microcosm for creative destruction is how TIXT lost a key" @RedshirtInsight on X 2025-06-12 14:30:25 UTC 2064 followers, 1527 engagements
"In June which websites took top ten in traffic $GOOGL takes two top spots $META 3rd 4th 7th $RDDT 8th @Similarweb" @RedshirtInsight on X 2025-07-11 17:00:36 UTC 2058 followers, XXX engagements
"Apparently there is an epilogue written by 7&i. Responding to the allegations that $ATD.to was a good faith partner they said that some of the conjectures made in $ATD.to press release were mischaracterizations and that 7&i didnt grok Japanese business culture and they didnt properly derisk the US anticompetitive regulatory hurdles. Talk about lost in translation" @RedshirtInsight on X 2025-07-23 01:09:38 UTC 2058 followers, XXX engagements
"$RDDT Reddit is a new addition to my coverage and is also the latest addition to my portfolio. Two things when where it also concerns another business that I cover $META is that I am not a personal fan of social media. X is probably the exception since it's more text-based and I prefer that. But in the past year I've started using Reddit more and in true Lynchian form I've started to invest in what (I think) I know. But it wasn't until I was on a recent trip that I started using Reddit Answers (their AI search and summary product). And I continue to see the value that I had found compelling." @RedshirtInsight on X 2025-07-09 15:41:42 UTC 2067 followers, XXX engagements
"Why Reddit $RDDT is a case study in CONVERGENCE the way Prasad explained it in What I Learned About Investing from Darwin (a book I was referred to by @MohnishPabrai). A thread 🧵" @RedshirtInsight on X 2025-07-09 16:12:52 UTC 2058 followers, 3319 engagements
"Further into Nuvini $NVNI's presentation is a comparison of it as a software rollup to the likes of $CSU.to $VITB.ST $ROP $TYL" @RedshirtInsight on X 2025-06-17 13:16:51 UTC 2059 followers, XXX engagements
"Example of the lack on sincerity is shorting the time spent in meetings and no having enough or long enough meetings at a high level of real engagement. $ATD.to" @RedshirtInsight on X 2025-07-16 22:45:05 UTC 2056 followers, XXX engagements
"$RDDT has the ability for advertisers to target high intent high context ads within subreddits" @RedshirtInsight on X 2025-07-21 11:30:50 UTC 2058 followers, XXX engagements
"This does not seem like a two-way street. $ATD.to" @RedshirtInsight on X 2025-07-17 11:52:43 UTC 2061 followers, XXX engagements
"$CSU.to (Jonas Vertus Group) acquires CAST Group of Companies" @RedshirtInsight on X 2025-07-03 19:01:00 UTC 2059 followers, XXX engagements
"Perhaps Mark Leonard of $CSU.to got it from $BRK but if you think decentralization is that decision-making can be closer to the operating teams. But I think most people overlook why it's much more than that it also reduces single point of failures by introducing redundancy. $TOI.v" @RedshirtInsight on X 2025-06-27 12:05:41 UTC 2059 followers, XXX engagements
"Tech (primarily software) companies on the #TSX @TMXGroup #markets: - $SHOP - $CSU.TO - $OTEX.TO - $ENGH.TO - $CMG.TO - $DSG.TO - $KXS.TO - $LSPD.TO - $SFTC.TO - $TCS.TO - $NVEI.TO - $DND.TO - $DCBO.TO - $VHI.TO" @RedshirtInsight on X 2024-12-14 16:17:00 UTC 2059 followers, 1040 engagements
"@AJButton2 it is. i think we're seeing the ability to "translate" things going to open up new markets for a lot of these digital companies and platforms. $rddt also seems to be doing the same thing and being able to open things up to new geos too or accelerate new geo growth" @RedshirtInsight on X 2025-07-24 12:04:11 UTC 2058 followers, XX engagements
"How big can licensing be to $RDDT top and bottom lines I think one can assume if there continues to be moderate growth in the Reddit flywheels thru active users brands passive users (ie search LLM traffic) its possible that it dominates as a source of human chatter and crowdsourced human reenforced learning at scale" @RedshirtInsight on X 2025-07-22 12:00:12 UTC 2056 followers, XXX engagements
"$RDDT is become a true platform especially as AI is leveraged to create value for Users and Advertisers alike. This is a small sample of Reddit is increasingly become a surface area for brands to advertise. Word of mouth still holds sway people like to buy from other people still and RDDT is the larger platform that still has a human-voice to the homogeneity that is AI content" @RedshirtInsight on X 2025-07-21 20:25:02 UTC 2058 followers, XXX engagements
"#AI is eating the world one volt at a time" @RedshirtInsight on X 2025-07-23 14:02:19 UTC 2058 followers, XXX engagements
"$GOOGL Q2-25 Earnings. Looking to see if there how AI Overviews are doing and how that attributes to $RDDT. No direct mention of Reddit on any materials but still good to hear that Sundar says Overviews are performing well" @RedshirtInsight on X 2025-07-24 12:02:44 UTC 2058 followers, XXX engagements
"Who knew artificial brains 🧠 demand so much energy #convergence #energy #nuclear #oilandgas #renewables #fusion #AI #datacenters" @RedshirtInsight on X 2025-07-17 11:35:49 UTC 2056 followers, XXX engagements
"It takes only one bad answer from your local friendly neighbourhood #LLM to leave a bad impression in your mouth to the point you dont trust it the same anymore. And frankly it takes more time to sift thru the hallucination mumble jumble friction" @RedshirtInsight on X 2025-07-21 11:18:11 UTC 2058 followers, XXX engagements
"One thing of note is some more juicy details on strategies that might create what I think are more win-win situations given the hesitance of 7&i to divest not just XXX% of the Japanese business due primarily to how much of a "staple" those c-stores are to Japanese citizens and businesses especially during times of need. Acquiring XX% while leaving majority ownership to continuing shareholders of the Japan business seems like it could be the olive branch that was needed but alas that wasn't enough for 7&i board to take this offer seriously" @RedshirtInsight on X 2025-07-16 22:54:43 UTC 2070 followers, XXX engagements
"$CSU.to -- even as I hold and have been an owner for over a decade I agree with ML. Despite it pains me to say it" @RedshirtInsight on X 2025-07-08 17:30:35 UTC 2059 followers, 1548 engagements
"$RDDT and how it's becoming one of the handful of platforms that advertisers can rely on" @RedshirtInsight on X 2025-07-16 16:46:52 UTC 2067 followers, XXX engagements
"Cool thanks for the CC. It is really fascinating to me the rise of $RDDT. I love also the part about Pinterest I do think all those a differentiated platforms that with AI now you can really build huge sustainable lead magnets to your ones online/offline products. I also think that perhaps it's makes it much easier to explain the spend. When you easily attribute impressions on this subreddit to funnel all the way to conversions it makes conversations with the CMO much easier for the Brand Managers. It's no longer trying to throw darts at the wall in a dark room. It's more about going to that" @RedshirtInsight on X 2025-07-21 20:21:51 UTC 2060 followers, XX engagements
"$ATD.to Last but not least ATD. I find this company fascinating. Many people say this is a compounder and it has been similar to $MTY.to. But are these companies melting ice cubes In the very least I'd like to cover that over the next decade. Because both these Quebec-HQed companies are effectively holding companies and grow primarily by acquisition it's interesting to see how they can allocate capital in their domains to see if they can extend their track records in times past. Not to mention this pending merger with 7&i or 7-ELEVeN is fun to watch on the sidelines. If you've ever been to" @RedshirtInsight on X 2025-07-09 15:58:05 UTC 2058 followers, XXX engagements
"$CSU.to thats why I think of companies like this as a garden. Its all the BUs fighting it out in the jungle" @RedshirtInsight on X 2025-07-10 22:21:42 UTC 2058 followers, XXX engagements
"" . no sincere or constructive engagement from 7&i . " $ATD.to" @RedshirtInsight on X 2025-07-16 22:43:44 UTC 2056 followers, XXX engagements
"Software is safe (for now). Until March 2026 it seems. 🤡 $SHOP.TO $CSU.TO $BB.TO $CLS.TO $DSG.TO $ENGH.TO $KXS.TO $LSPD.TO $OTEX.TO $REAL.TO $TOI.TO $CTC.A $GIB.A $SFTC.TO $TIXT.TO $NCIB.TO $NVEI.TO $PAY.TO $QTRH.TO $SANG.V $SYZ.TO $TC.TO $TCL.A $TCS.TO $TIXT.TO $VDY.TO $WELL.V $XTC.TO #tariffs" @RedshirtInsight on X 2025-03-04 21:39:33 UTC 2058 followers, 1574 engagements
"@psyopcapital $csu.to. the problem is price with these 200" @RedshirtInsight on X 2025-05-18 21:11:22 UTC 2059 followers, XXX engagements
"$META building a renewable facility with $ENB for data center operations" @RedshirtInsight on X 2025-07-22 11:36:54 UTC 2058 followers, XXX engagements
"5/ The Baggage Economy: Samsonites Global Grip ($1910.HK) If theres a global luggage giant its Samsonite ($1910.HK). They own: Tumi Premium business-travel luxury American Tourister Budget-friendly mass-market Samsonite The everyday middle ground High Sierra & Gregory Outdoor and adventure bags Samsonite sells at every price point covering everything from checked bags to backpacks. In 2023 they did $3.5B in revenue proving that even with travel disruptions people keep buying luggage" @RedshirtInsight on X 2025-03-25 15:37:41 UTC 2059 followers, XXX engagements
"$ATD.to Another look into the insider commentary of the 7&i (7-Eleven parent) that fell through -- likely deliberately" @RedshirtInsight on X 2025-07-17 13:01:54 UTC 2059 followers, XXX engagements
"What are the chances that in 2025 a consortium of a combination of all the big asset managers + business community both public or private in Canada (like $BN CCPIB AIMco $ENB $ATRL.to $WSP.to etc.) will announce plans for new #oilandgas pipelines in Canada" @RedshirtInsight on X 2025-07-17 13:25:08 UTC 2058 followers, XXX engagements
"$BRK has only a few more months till Buffett steps down as CEO. I maintain a glimmer of hope that something right will come along where he can deploy some cash though Im not holding my breath" @RedshirtInsight on X 2025-07-21 11:23:18 UTC 2060 followers, XXX engagements
"the same moats still matter. as i've said before customer relationships is the invaluable intangible assets of companies like $csu.to $toi.v $lmn.v" @RedshirtInsight on X 2025-06-25 14:36:33 UTC 2058 followers, XXX engagements
"I've followed this company and read more of their annual reports front to back than any other company besides the others ones on coverage like $BRK $CSU.to. So I think I know the company well and that's why we're covering it here. In a nutshell this could easily be a much bigger company if they don't have the gravity of their debt as overhang. At this rate of repayment it'll still take 6-9 years to pay it all off. I suspect they won't need to pay it all off before having more leeway to make bigger acquisitions but it also looks like the market for any bolt-ons right now are expensive and" @RedshirtInsight on X 2025-07-11 12:54:36 UTC 2059 followers, XXX engagements
"Key Takeaway: $CSU.to wins not because it pays the most but because it promises the most continuity with the least drama. For shareholders this guide is a glimpse into how that machine keeps running. Forever invested. Thats not just branding. Its the strategy. /END Reference:" @RedshirtInsight on X 2025-06-25 20:17:54 UTC 2059 followers, XXX engagements
"$BRK Comes as no surprise. I've really been one of those groupies though I've never been to Omaha. I've read so much of their materials both Mr. Buffett and Mr. Munger and I've followed them for more than a decade now. I don't see why I would stop here and how their principles extend to other companies for long-term investing" @RedshirtInsight on X 2025-07-09 15:19:33 UTC 2058 followers, XXX engagements
"$MTY.to 2025-Q2 Results out today: The thing about MTY foods is covered by X things in my opinion and similar to most serial acquirers and compounders. I'm really most interested in their major capital allocation decisions and how far they are coming along with what they said they were going to do. To me it's: 1) How much they repaid their debt 2) How many shares and what price point did they repurchase shares 3) What their revolving line of credit outstanding and the interest rate 4) Did they make any acquistions. Sure did they grow storecount did they acquire any new banners are great when" @RedshirtInsight on X 2025-07-11 12:46:14 UTC 2058 followers, 1517 engagements