[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: $BRK + 7&i. 😇"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945919857083429117) 2025-07-17 18:53:42 UTC 2070 followers, XXX engagements "$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 2070 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 2070 followers, 5632 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 2067 followers, 11.3K 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 2070 followers, 1834 engagements "@grok @WhiteCoatMafia @thejobchick @grok what do you think they would do in $WMT stores Try to find one use-case that is likely to be first deployed by Walmart"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1946937242611532170) 2025-07-20 14:16:25 UTC 2071 followers, XX engagements "How big can licensing be to $RDDT top and bottom lines I think one can assume if there continues to be moderate growth in the Reddit flywheels thru active users brands passive users (ie search LLM traffic) its possible that it dominates as a source of human chatter and crowdsourced human reenforced learning at scale"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1947627785079402791) 2025-07-22 12:00:23 UTC 2070 followers, XXX engagements "$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 2070 followers, 1013 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 2070 followers, XXX engagements "@thejobchick What year will a Walmart greeter be a humanoid robot"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1946901486505447892) 2025-07-20 11:54:20 UTC 2066 followers, 2469 engagements "I'm late but does anyone out there know about this Constellation Software copycat: Nuvini/Nvni Group $NVNI. They operate out of Latin America and focus on their geo there and have about less than XX operating business units. The first thing I did was look through their presentation materials and found out they are publicly traded on the NASDAQ and then looking at the chart from the 30000 foot view. My first reaction is: investing as a SaaS roll-up is hard work. $QQQ #VMS #SaaS #rollup #software $CSU.to"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1934960914807017579) 2025-06-17 13:06:46 UTC 2067 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 2073 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 2067 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 2070 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 2073 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 2070 followers, XXX engagements "@KairosPraxis Ya. Ive been finding it really hallucinate more than usual. Its been trending worse in the last X months or so"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1946703303493959934) 2025-07-19 22:46:50 UTC 2074 followers, XX 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 2073 followers, 1690 engagements "@ErnestWongBWM Glad $ATD.to was a catalyst"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945809017101598955) 2025-07-17 11:33:15 UTC 2070 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 2072 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 2070 followers, XX engagements "#AGI is coming and we dont fully grok the mechanics"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1946700124085764232) 2025-07-19 22:34:12 UTC 2074 followers, XXX engagements "True superintelligence (be it carbon-based silicon-based combo or other) will come with the appreciation of the holistic aspect of all existence and will support even the most seemingly insignificant parts to flourish. Few. #ai #agi #asi $meta $rddt $googl $baba"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945571582291661053) 2025-07-16 19:49:46 UTC 2072 followers, XXX 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 2074 followers, XX 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 "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 $LMN.v #VMS #privateequity #rollups #investing"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1937968483351838982) 2025-06-25 20:17:46 UTC 2071 followers, 29.2K engagements "$MTY.to I'm not sure many people will be of interest in this name. I've actually had a few DM contacts here on X that are very interested in it and follow it even more than me. MTY Foods what can we say about this It's kind of still founder led (Ma is still Chairman) and it kind of reminds me of Berkshire of the small food franchises. And it being primarily a royalty company it does intrigue me. I'll write up more about this company that does business in US and Canada but when COVID happened and everything was shuttered they still seemed to be able to collect their royalties. I've invested in"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942975629202161924) 2025-07-09 15:54:23 UTC 2075 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 2070 followers, XXX engagements "Oft overlooked point about $RDDT and the long tail isnt just long but fat too"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945810186020553154) 2025-07-17 11:37:54 UTC 2073 followers, XXX engagements "@WhiteCoatMafia @thejobchick @grok this is creepy"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1946936109558100093) 2025-07-20 14:11:55 UTC 2072 followers, XX engagements "$BYD FY24 Earnings release. For investors and watchers of $TSLA $GM $F #Waymo $UBER $RIVN $TM and beyond Happy Monday #investors and #traders on $FinX 👋"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1904174995489575367) 2025-03-24 14:14:31 UTC 2076 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 $TRIP"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945832529472172515) 2025-07-17 13:06:41 UTC 2067 followers, XXX engagements "10/ Aer is more street-smart. Based in San Francisco their bags lean urban and modulara favourite among remote workers gym-goers and digital nomads. The Aer Travel Pack is basically a carry-on built like a tactical backpack: Sleek exterior Laptop + tech gear pockets Expandable for multi-day trips Theyre quietly building a cult following by targeting travellers who want to fly with just one bagand look sharp doing it"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1904564880490770865) 2025-03-25 16:03:47 UTC 2073 followers, XXX engagements "$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 2070 followers, XXX engagements "FYI: $BABA is an investor in @Kimi_Moonshot. Rough tally so far: $1B USD from Series B funding"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945830273561591821) 2025-07-17 12:57:43 UTC 2070 followers, XXX engagements "$CSU.to This is what it looks like when Constellation gives its operating groups room to go deep instead of wide. Modaxo sits under Constellation Software $CSU.TO and focuses just on people-moving tech i.e. transportation. This new brand Intelliscape came out of their latest move buying SEAs intelligent transport systems. Theyre not treating it like a random bolt-on. Theyre building an ecosystem across traffic parking rail and road. That gives them compounding advantages over timeshared learning credibility with governments and sticky products for civic systems. #software #tech #manda"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942611278930833871) 2025-07-08 15:46:35 UTC 2070 followers, 1838 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 2070 followers, XXX 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 2068 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 $ATD.to press release were mischaracterizations and that 7&i didnt grok Japanese business culture and they didnt properly derisk the US anticompetitive regulatory hurdles. Talk about lost in translation"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1947826405053534536) 2025-07-23 01:09:38 UTC 2070 followers, XX engagements "$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 2067 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 2070 followers, XXX engagements "@VanIsleInvestor There are only two ways to make money: bundling and unbundling. $T.to $TIXT"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1933163950612602917) 2025-06-12 14:06:16 UTC 2070 followers, XXX engagements "Im not sure it spells out the root cause of the metrics decline. It implies that vibe coding has lower barriers to entry but thats just purely on the technical side to be able to match functionality. To the ongoing customers it needs to compete on price switching costs relations depth of integration. To new customers price is a huge competitor so I think thats where there is erosion in net new customers potentially"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1946902696352739500) 2025-07-20 11:59:09 UTC 2073 followers, XX 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 2067 followers, 1039 engagements "How big can licensing be to $RDDT top and bottom lines I think one can assume if there continues to be moderate growth in the Reddit flywheels thru active users brands passive users (ie search LLM traffic) its possible that it dominates as a source of human chatter and crowdsourced human reenforced learning at scale"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1947627735763063143) 2025-07-22 12:00:12 UTC 2070 followers, XXX engagements "$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 2070 followers, XXX engagements "We must realize that this cannot go on forever. #redqueeneffect $meta"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1947262517060817029) 2025-07-21 11:48:57 UTC 2070 followers, XXX engagements "Continuing coverage on $BRK. Full transparency I had a sizeable position and as luck would have it I had preplanned a sale before the last AGM which I didnt know would be Buffet announcing his retirement as CEO and was also ATHs. I always plan on reinvesting again particularly when it is closer to XXX book value. Im also a bit concerned about insurance. This is hard to predict but any global catastrophe spanning multiple countries might end up being a bad day for Berkshire. I know from what Buffett himself has said they are prepared Ajit is prepared and they will be the insurer of last"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942943671537586320) 2025-07-09 13:47:24 UTC 2073 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 2072 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 "Cool thanks for the CC. It is really fascinating to me the rise of $RDDT. I love also the part about Pinterest I do think all those a differentiated platforms that with AI now you can really build huge sustainable lead magnets to your ones online/offline products. I also think that perhaps it's makes it much easier to explain the spend. When you easily attribute impressions on this subreddit to funnel all the way to conversions it makes conversations with the CMO much easier for the Brand Managers. It's no longer trying to throw darts at the wall in a dark room. It's more about going to that"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1947391594006475148) 2025-07-21 20:21:51 UTC 2071 followers, XX engagements "$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 2070 followers, XXX engagements "Investing is everyones side gig now whether you like it or not. Whether you know anything about investing or not. Whether you should be DIY or not"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1947254159847084501) 2025-07-21 11:15:44 UTC 2071 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 $XTC.TO #tariffs"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1897039236030976346) 2025-03-04 21:39:33 UTC 2067 followers, 1561 engagements "$META building a renewable facility with $ENB for data center operations"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1947621875464479179) 2025-07-22 11:36:54 UTC 2070 followers, XXX engagements "$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 2070 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 2070 followers, XXX engagements
[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
"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: $BRK + 7&i. 😇"
@RedshirtInsight on X 2025-07-17 18:53:42 UTC 2070 followers, XXX engagements
"$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 2070 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 2070 followers, 5632 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 2067 followers, 11.3K engagements
"Does anyone know here if $BABA has a big advertising business" @RedshirtInsight on X 2025-07-16 16:47:19 UTC 2070 followers, 1834 engagements
"@grok @WhiteCoatMafia @thejobchick @grok what do you think they would do in $WMT stores Try to find one use-case that is likely to be first deployed by Walmart" @RedshirtInsight on X 2025-07-20 14:16:25 UTC 2071 followers, XX engagements
"How big can licensing be to $RDDT top and bottom lines I think one can assume if there continues to be moderate growth in the Reddit flywheels thru active users brands passive users (ie search LLM traffic) its possible that it dominates as a source of human chatter and crowdsourced human reenforced learning at scale" @RedshirtInsight on X 2025-07-22 12:00:23 UTC 2070 followers, XXX engagements
"$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 2070 followers, 1013 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 2070 followers, XXX engagements
"@thejobchick What year will a Walmart greeter be a humanoid robot" @RedshirtInsight on X 2025-07-20 11:54:20 UTC 2066 followers, 2469 engagements
"I'm late but does anyone out there know about this Constellation Software copycat: Nuvini/Nvni Group $NVNI. They operate out of Latin America and focus on their geo there and have about less than XX operating business units. The first thing I did was look through their presentation materials and found out they are publicly traded on the NASDAQ and then looking at the chart from the 30000 foot view. My first reaction is: investing as a SaaS roll-up is hard work. $QQQ #VMS #SaaS #rollup #software $CSU.to" @RedshirtInsight on X 2025-06-17 13:06:46 UTC 2067 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 2073 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 2067 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 2070 followers, XXX engagements
"How $RDDT stands out in the #AI landscape" @RedshirtInsight on X 2025-07-18 19:51:00 UTC 2073 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 2070 followers, XXX engagements
"@KairosPraxis Ya. Ive been finding it really hallucinate more than usual. Its been trending worse in the last X months or so" @RedshirtInsight on X 2025-07-19 22:46:50 UTC 2074 followers, XX 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 2073 followers, 1690 engagements
"@ErnestWongBWM Glad $ATD.to was a catalyst" @RedshirtInsight on X 2025-07-17 11:33:15 UTC 2070 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 2072 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 2070 followers, XX engagements
"#AGI is coming and we dont fully grok the mechanics" @RedshirtInsight on X 2025-07-19 22:34:12 UTC 2074 followers, XXX engagements
"True superintelligence (be it carbon-based silicon-based combo or other) will come with the appreciation of the holistic aspect of all existence and will support even the most seemingly insignificant parts to flourish. Few. #ai #agi #asi $meta $rddt $googl $baba" @RedshirtInsight on X 2025-07-16 19:49:46 UTC 2072 followers, XXX engagements
"@NewcomerInvest Great news for all involved $T.to $BIPC" @RedshirtInsight on X 2025-07-17 11:48:18 UTC 2074 followers, XX 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
"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 $LMN.v #VMS #privateequity #rollups #investing" @RedshirtInsight on X 2025-06-25 20:17:46 UTC 2071 followers, 29.2K engagements
"$MTY.to I'm not sure many people will be of interest in this name. I've actually had a few DM contacts here on X that are very interested in it and follow it even more than me. MTY Foods what can we say about this It's kind of still founder led (Ma is still Chairman) and it kind of reminds me of Berkshire of the small food franchises. And it being primarily a royalty company it does intrigue me. I'll write up more about this company that does business in US and Canada but when COVID happened and everything was shuttered they still seemed to be able to collect their royalties. I've invested in" @RedshirtInsight on X 2025-07-09 15:54:23 UTC 2075 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 2070 followers, XXX engagements
"Oft overlooked point about $RDDT and the long tail isnt just long but fat too" @RedshirtInsight on X 2025-07-17 11:37:54 UTC 2073 followers, XXX engagements
"@WhiteCoatMafia @thejobchick @grok this is creepy" @RedshirtInsight on X 2025-07-20 14:11:55 UTC 2072 followers, XX engagements
"$BYD FY24 Earnings release. For investors and watchers of $TSLA $GM $F #Waymo $UBER $RIVN $TM and beyond Happy Monday #investors and #traders on $FinX 👋" @RedshirtInsight on X 2025-03-24 14:14:31 UTC 2076 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 $TRIP" @RedshirtInsight on X 2025-07-17 13:06:41 UTC 2067 followers, XXX engagements
"10/ Aer is more street-smart. Based in San Francisco their bags lean urban and modulara favourite among remote workers gym-goers and digital nomads. The Aer Travel Pack is basically a carry-on built like a tactical backpack: Sleek exterior Laptop + tech gear pockets Expandable for multi-day trips Theyre quietly building a cult following by targeting travellers who want to fly with just one bagand look sharp doing it" @RedshirtInsight on X 2025-03-25 16:03:47 UTC 2073 followers, XXX engagements
"$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 2070 followers, XXX engagements
"FYI: $BABA is an investor in @Kimi_Moonshot. Rough tally so far: $1B USD from Series B funding" @RedshirtInsight on X 2025-07-17 12:57:43 UTC 2070 followers, XXX engagements
"$CSU.to This is what it looks like when Constellation gives its operating groups room to go deep instead of wide. Modaxo sits under Constellation Software $CSU.TO and focuses just on people-moving tech i.e. transportation. This new brand Intelliscape came out of their latest move buying SEAs intelligent transport systems. Theyre not treating it like a random bolt-on. Theyre building an ecosystem across traffic parking rail and road. That gives them compounding advantages over timeshared learning credibility with governments and sticky products for civic systems. #software #tech #manda" @RedshirtInsight on X 2025-07-08 15:46:35 UTC 2070 followers, 1838 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 2070 followers, XXX 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 2068 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 $ATD.to press release were mischaracterizations and that 7&i didnt grok Japanese business culture and they didnt properly derisk the US anticompetitive regulatory hurdles. Talk about lost in translation" @RedshirtInsight on X 2025-07-23 01:09:38 UTC 2070 followers, XX engagements
"$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 2067 followers, XXX engagements
"This does not seem like a two-way street. $ATD.to" @RedshirtInsight on X 2025-07-17 11:52:43 UTC 2070 followers, XXX engagements
"@VanIsleInvestor There are only two ways to make money: bundling and unbundling. $T.to $TIXT" @RedshirtInsight on X 2025-06-12 14:06:16 UTC 2070 followers, XXX engagements
"Im not sure it spells out the root cause of the metrics decline. It implies that vibe coding has lower barriers to entry but thats just purely on the technical side to be able to match functionality. To the ongoing customers it needs to compete on price switching costs relations depth of integration. To new customers price is a huge competitor so I think thats where there is erosion in net new customers potentially" @RedshirtInsight on X 2025-07-20 11:59:09 UTC 2073 followers, XX 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 2067 followers, 1039 engagements
"How big can licensing be to $RDDT top and bottom lines I think one can assume if there continues to be moderate growth in the Reddit flywheels thru active users brands passive users (ie search LLM traffic) its possible that it dominates as a source of human chatter and crowdsourced human reenforced learning at scale" @RedshirtInsight on X 2025-07-22 12:00:12 UTC 2070 followers, XXX engagements
"$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 2070 followers, XXX engagements
"We must realize that this cannot go on forever. #redqueeneffect $meta" @RedshirtInsight on X 2025-07-21 11:48:57 UTC 2070 followers, XXX engagements
"Continuing coverage on $BRK. Full transparency I had a sizeable position and as luck would have it I had preplanned a sale before the last AGM which I didnt know would be Buffet announcing his retirement as CEO and was also ATHs. I always plan on reinvesting again particularly when it is closer to XXX book value. Im also a bit concerned about insurance. This is hard to predict but any global catastrophe spanning multiple countries might end up being a bad day for Berkshire. I know from what Buffett himself has said they are prepared Ajit is prepared and they will be the insurer of last" @RedshirtInsight on X 2025-07-09 13:47:24 UTC 2073 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 2072 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
"Cool thanks for the CC. It is really fascinating to me the rise of $RDDT. I love also the part about Pinterest I do think all those a differentiated platforms that with AI now you can really build huge sustainable lead magnets to your ones online/offline products. I also think that perhaps it's makes it much easier to explain the spend. When you easily attribute impressions on this subreddit to funnel all the way to conversions it makes conversations with the CMO much easier for the Brand Managers. It's no longer trying to throw darts at the wall in a dark room. It's more about going to that" @RedshirtInsight on X 2025-07-21 20:21:51 UTC 2071 followers, XX engagements
"$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 2070 followers, XXX engagements
"Investing is everyones side gig now whether you like it or not. Whether you know anything about investing or not. Whether you should be DIY or not" @RedshirtInsight on X 2025-07-21 11:15:44 UTC 2071 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 $XTC.TO #tariffs" @RedshirtInsight on X 2025-03-04 21:39:33 UTC 2067 followers, 1561 engagements
"$META building a renewable facility with $ENB for data center operations" @RedshirtInsight on X 2025-07-22 11:36:54 UTC 2070 followers, XXX engagements
"$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 2070 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 2070 followers, XXX engagements