# ![@CSUnerd Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2598592686.png) @CSUnerd CSU Nerd

CSU Nerd posts on X about $csuto, $csu, ai, $toiv the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2598592686/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2598592686/c:line/m:interactions.svg)

- [--] Week [------] -40%
- [--] Month [-------] +358,708%
- [--] Months [-------] -66%
- [--] Year [-------] -7.80%

### Mentions: [--] [#](/creator/twitter::2598592686/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2598592686/c:line/m:posts_active.svg)

- [--] Week [--] +4.90%
- [--] Month [--] +1,113%
- [--] Months [---] -73%
- [--] Year [-----] +46%

### Followers: [-----] [#](/creator/twitter::2598592686/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2598592686/c:line/m:followers.svg)

- [--] Week [-----] +3.80%
- [--] Month [-----] +20%
- [--] Months [-----] +22%
- [--] Year [-----] +69%

### CreatorRank: [---------] [#](/creator/twitter::2598592686/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2598592686/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  18.45% [finance](/list/finance)  16.07% [technology brands](/list/technology-brands)  10.71% [countries](/list/countries)  2.98% [social networks](/list/social-networks)  1.79% [automotive brands](/list/automotive-brands)  0.6% [currencies](/list/currencies)  0.6%

**Social topic influence**
[$csuto](/topic/$csuto) #7, [$csu](/topic/$csu) #16, [ai](/topic/ai) 19.64%, [$toiv](/topic/$toiv) #7, [software](/topic/software) 5.36%, [in the](/topic/in-the) 4.76%, [$brk](/topic/$brk) 4.76%, [business](/topic/business) 4.17%, [$now](/topic/$now) 3.57%, [$msft](/topic/$msft) 3.57%

**Top accounts mentioned or mentioned by**
[@notmarkleonard](/creator/undefined) [@varunvmalhotra](/creator/undefined) [@ns123abc](/creator/undefined) [@gusatlantis](/creator/undefined) [@4layer123572](/creator/undefined) [@neversettle78](/creator/undefined) [@flagspotting2](/creator/undefined) [@danielfoch](/creator/undefined) [@morganhousel](/creator/undefined) [@tsarnick](/creator/undefined) [@ramit](/creator/undefined) [@barryschwartzbw](/creator/undefined) [@e_pap4](/creator/undefined) [@lifelonghacker](/creator/undefined) [@permastonks](/creator/undefined) [@bubbleboi](/creator/undefined) [@fivesigmacap](/creator/undefined) [@dratchcap](/creator/undefined) [@saxenapuru](/creator/undefined) [@genaiisreal](/creator/undefined)

**Top assets mentioned**
[Now Coin (NOW)](/topic/$now) [Microsoft Corp. (MSFT)](/topic/$msft) [Salesforce Inc (CRM)](/topic/$crm) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Alibaba Group (BABA)](/topic/$baba) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Coca-Cola Co (KO)](/topic/$ko) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Roper Technologies Inc (ROP)](/topic/$rop) [Tesla, Inc. (TSLA)](/topic/$tsla) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Metadium (META)](/topic/$meta)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Here's my take on who's selling as $CSU.to stock price drops: https://csunerd.substack.com/p/constellation-software-price-selling https://csunerd.substack.com/p/constellation-software-price-selling"  
[X Link](https://x.com/CSUnerd/status/2016566014641660128)  2026-01-28T17:36Z [----] followers, [----] engagements


"When it comes to AI and how it'll spread in tech including companies with the umbrella of $CSU.TO $CSU here's one way I look at things: https://csunerd.substack.com/p/water-seeks-its-own-level https://csunerd.substack.com/p/water-seeks-its-own-level"  
[X Link](https://x.com/CSUnerd/status/2016614660938600772)  2026-01-28T20:49Z [----] followers, [----] engagements


"How to Prep for AI in Software from a $CSU.TO lens: https://csunerd.substack.com/p/extreme-prepper-for-agi https://csunerd.substack.com/p/extreme-prepper-for-agi"  
[X Link](https://x.com/CSUnerd/status/2016714096087810258)  2026-01-29T03:24Z [----] followers, [---] engagements


"We both worship and misunderstand Efficiency. And then there is FRICTION-MAXXING: #AI $CSU.TO https://csunerd.substack.com/p/dont-delete-the-radiologist-and-other https://csunerd.substack.com/p/dont-delete-the-radiologist-and-other"  
[X Link](https://x.com/CSUnerd/status/2016731277416943685)  2026-01-29T04:33Z [----] followers, [----] engagements


"I started writing on Substack and figured I'd continue to double down on $CSU.to $CSU. Why there's one overlooked area that analysts often miss when modelling the impact of AI on VMS-related products: https://csunerd.substack.com/p/constellation-and-vms-in-general https://csunerd.substack.com/p/constellation-and-vms-in-general"  
[X Link](https://x.com/CSUnerd/status/2016856855264580107)  2026-01-29T12:52Z [----] followers, [----] engagements


"@GusAtlantis if it ever goes back there part of the compounding will be $csu.to doing some extreme buybacks like many managers in The Outsiders"  
[X Link](https://x.com/CSUnerd/status/2016871509483020478)  2026-01-29T13:50Z [----] followers, [---] engagements


"Today's meditation on $CSU.TO $CSU. This time I quote Munger. https://csunerd.substack.com/p/practice-evolution https://csunerd.substack.com/p/practice-evolution"  
[X Link](https://x.com/CSUnerd/status/2016932603878576173)  2026-01-29T17:53Z [----] followers, [----] engagements


"I am committing to one post a day on #AI and $CSU.TO $CSU. But given today's market action on all things software I figure this might be a good one to share on this specific topic especially in light of $NOW $MSFT and the whole band: https://csunerd.substack.com/p/the-doom-and-loom-of-today https://csunerd.substack.com/p/the-doom-and-loom-of-today"  
[X Link](https://x.com/CSUnerd/status/2016945797384790455)  2026-01-29T18:45Z [----] followers, [----] engagements


"@permastonks i think this: https://csunerd.substack.com/p/constellation-software-price-selling https://csunerd.substack.com/p/constellation-software-price-selling"  
[X Link](https://x.com/CSUnerd/status/2016946768626217098)  2026-01-29T18:49Z [----] followers, [---] engagements


"@bubbleboi Yes. I've written about this here in different words on CAPEX: I do think that it' sa bit more nuanced what it'll look like in 2027+. $CSU.TO $MSFT https://csunerd.substack.com/p/the-doom-and-loom-of-today https://csunerd.substack.com/p/the-doom-and-loom-of-today"  
[X Link](https://x.com/CSUnerd/status/2016985564709326893)  2026-01-29T21:23Z [----] followers, [----] engagements


"$CSU.TO maybe a case of horizontal versus verticals In the wake of the public SaaS meltdown Ive been debating in my mind and with others whether the concerns are overblown. One data point I was having lunch with an amazing founder (not a portfolio company) just now who was been building AI natively for the last two years and In the wake of the public SaaS meltdown Ive been debating in my mind and with others whether the concerns are overblown. One data point I was having lunch with an amazing founder (not a portfolio company) just now who was been building AI natively for the last two years"  
[X Link](https://x.com/CSUnerd/status/2017083159565742276)  2026-01-30T03:51Z [----] followers, [----] engagements


"New Daily Post: Getting from Point A to Point B $CSU.TO $CSU #SaaS $UBER $GOOG $AMZN https://open.substack.com/pub/csunerd/p/getting-from-point-a-to-br=6jrqz6&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/csunerd/p/getting-from-point-a-to-br=6jrqz6&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/CSUnerd/status/2017219494653907096)  2026-01-30T12:53Z [----] followers, [---] engagements


"Daily Post: There are only two ways to make money in a (tech) business $CSU.TO $TOI.V #systemofrecord #systemsofaction https://open.substack.com/pub/csunerd/p/there-are-only-two-ways-to-make-moneyr=6jrqz6&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/csunerd/p/there-are-only-two-ways-to-make-moneyr=6jrqz6&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/CSUnerd/status/2017578610765570459)  2026-01-31T12:40Z [----] followers, [----] engagements


"Buffett famously create this -- what I'll call a moat razor -- back when he was an investor in $KO. He asked if someone had $100B to spend that could throw a fatal punch in Coke's face Who will be the winners and losers in our #AI build out https://open.substack.com/pub/csunerd/p/the-100-billion-question https://open.substack.com/pub/csunerd/p/the-100-billion-question"  
[X Link](https://x.com/CSUnerd/status/2018017205363843551)  2026-02-01T17:42Z [----] followers, [----] engagements


"From an insider on $CSU $CSU.TO. As an insider myself I agree with this point of view and way of analyzing which I find most pundits and analysts rarely do this to level of depth. tl;dr -- switching costs are real costs both economic psychological and reputation-related. Reflecting on AI and $CSU Im reminded of the internal tools Ive worked on at tech companies over the last 8+ years. (I'm trying to poke holes in my thesis. I welcome any and all feedback. This is mostly rambling and thinking out loud.) Those systems were probably pretty https://t.co/PaYe1eKxJ9 Reflecting on AI and $CSU Im"  
[X Link](https://x.com/CSUnerd/status/2018028393967607833)  2026-02-01T18:27Z [----] followers, 23K engagements


"This is a good but not great hypothesis what takes place and why (I elaborate more in my Substack). But suffice to say I agree with the conclusion. $CSU.TO $CSU $TOI.V $LMN.V $CRM $NOW $TEAM $VEEV This is the question every software company is asking themselves right now. What happens to our roadmap if an engineer can produce 2X or 5X more output. The general direction will be roadmap expansion. Companies that just use this leverage to cut costs will be outcompeted by This is the question every software company is asking themselves right now. What happens to our roadmap if an engineer can"  
[X Link](https://x.com/CSUnerd/status/2018300599603781978)  2026-02-02T12:28Z [----] followers, [----] engagements


"I thought I'd go smaller on today's post about $CSU.TO $CSU. It also includes $TOI.V. I'd like to think of it as a reaction-post on recent buys in the "constellation". #Munger https://csunerd.substack.com/p/a-tale-of-two-autos https://csunerd.substack.com/p/a-tale-of-two-autos"  
[X Link](https://x.com/CSUnerd/status/2018347681219793014)  2026-02-02T15:36Z [----] followers, [----] engagements


"Can the real roll-ups please stand up $TOI.V $CSU.TO $CSU $LMN.V $ROP The end of SaaS thanks to AI is real via Bloomberg The AI boom is sparking a selloff in software-company loans with prices plunging as investors fear tools like advanced AI coding agents could make parts of the sector obsolete. https://t.co/UvS65JO2ni The end of SaaS thanks to AI is real via Bloomberg The AI boom is sparking a selloff in software-company loans with prices plunging as investors fear tools like advanced AI coding agents could make parts of the sector obsolete. https://t.co/UvS65JO2ni"  
[X Link](https://x.com/CSUnerd/status/2018371671653077112)  2026-02-02T17:11Z [----] followers, [----] engagements


"@4Layer123572 I'll be happy if it juices more small (high hurdle rate) deals. $CSU.TO $CSU"  
[X Link](https://x.com/CSUnerd/status/2018398099014664660)  2026-02-02T18:56Z [----] followers, [---] engagements


"New Post: You've probably hear of Forward Deployed Engineers from $PLTR and has now become the hottest role hiring in the Valley. Unpacking what that is and why I think $CSU.TO $CSU are in the same wheelhouse. https://open.substack.com/pub/csunerd/p/the-hottest-role-in-silicon-valley https://open.substack.com/pub/csunerd/p/the-hottest-role-in-silicon-valley"  
[X Link](https://x.com/CSUnerd/status/2018670818264482241)  2026-02-03T13:00Z [----] followers, [----] engagements


"$PLTR and $CSU.to $CSU similarities New Post: You've probably hear of Forward Deployed Engineers from $PLTR and has now become the hottest role hiring in the Valley. Unpacking what that is and why I think $CSU.TO $CSU are in the same wheelhouse. https://t.co/IR2sDKsU0z https://t.co/1f1yJSNp7m New Post: You've probably hear of Forward Deployed Engineers from $PLTR and has now become the hottest role hiring in the Valley. Unpacking what that is and why I think $CSU.TO $CSU are in the same wheelhouse. https://t.co/IR2sDKsU0z https://t.co/1f1yJSNp7m"  
[X Link](https://x.com/CSUnerd/status/2018773482490695913)  2026-02-03T19:47Z [----] followers, [----] engagements


"I dont' know what will happen to $CSU.TO tomorrow but I figure there will be no spin-offs anytime soon"  
[X Link](https://x.com/CSUnerd/status/2018894119096222195)  2026-02-04T03:47Z [----] followers, [----] engagements


"@FiveSigmaCap NO no no. The devs + domain experts + agents within $CSU.TO $CSU would just sit on their hands Right I mean no hands in the case of agents"  
[X Link](https://x.com/CSUnerd/status/2018896250696085921)  2026-02-04T03:55Z [----] followers, [---] engagements


"Macrohard vs. Microsoft: The First Shot in the (AI) Bows $MSFT $CSU.TO $TSLA $SPCE https://open.substack.com/pub/csunerd/p/macrohard-vs-microsoft-the-firstutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/csunerd/p/macrohard-vs-microsoft-the-firstutm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/CSUnerd/status/2019064795736035708)  2026-02-04T15:05Z [----] followers, [----] engagements


"$CSU.TO $CSU - Volaris - Symplicity Corp Symplicity connects University alum to industries looking to hire interns and those in their early-careers. https://www.symplicity.com/ https://www.symplicity.com/"  
[X Link](https://x.com/CSUnerd/status/2019094090760028446)  2026-02-04T17:01Z [----] followers, [----] engagements


"@DratchCap @saxena_puru 100% agree with why he did not give a solid argument. Though I think he was selectively talking about it without taking the analogy far enough. Of course software is considered a tool. But the tool's "shape" depends on who and who it's used. And that shape can change. $CSU.TO"  
[X Link](https://x.com/CSUnerd/status/2019099268498313253)  2026-02-04T17:22Z [----] followers, [---] engagements


"Under the radar a bit but h/t to: Another possible sizable one for $CSU.TO $CSU (Volaris) https://x.com/MoS_Investing/status/2019044477353255326s=20 [--]. https://t.co/uW4FOYliad https://x.com/MoS_Investing/status/2019044477353255326s=20 [--]. https://t.co/uW4FOYliad"  
[X Link](https://x.com/CSUnerd/status/2019143430539210893)  2026-02-04T20:18Z [----] followers, [---] engagements


"@NeverSettle78 Unclear yet. I think those battles are still taking place. But while I don't know where the money will flow I think all of these agents and AI and the value they bring will be a non-zero sum game. $CSU.TO $CSU $MFST or whoever needs to continue to delivery for businesses"  
[X Link](https://x.com/CSUnerd/status/2019383763499962844)  2026-02-05T12:13Z [----] followers, [---] engagements


"New Post: The Agony of the Long Slog: Charlie Munger's Hidden Software Play $CSU.TO $CSU $DJCO https://open.substack.com/pub/csunerd/p/the-agony-of-the-long-slog-charlie https://open.substack.com/pub/csunerd/p/the-agony-of-the-long-slog-charlie"  
[X Link](https://x.com/CSUnerd/status/2019385833761943643)  2026-02-05T12:21Z [----] followers, [----] engagements


"$CSU.TO $CSU [----] at Volaris Group: steady execution long-term thinking and continued trust from founders worldwide. [--] VMS businesses acquired across [--] countries Growth in [--] verticals Ongoing investment in AI and a buy-and-hold model built for permanence As we marked [--] years https://t.co/vS3ArRMcpc [----] at Volaris Group: steady execution long-term thinking and continued trust from founders worldwide. [--] VMS businesses acquired across [--] countries Growth in [--] verticals Ongoing investment in AI and a buy-and-hold model built for permanence As we marked [--] years https://t.co/vS3ArRMcpc"  
[X Link](https://x.com/CSUnerd/status/2019386763475853338)  2026-02-05T12:24Z [----] followers, [----] engagements


"Post out later this week wow between $HUBS announcement and this there is a lot of work to win Enterprises $CSU.TO $CSU $CRM $NOW Frontier gives agents the same skills people need to succeed at work: - Understand how work gets done - Use a computer and tools - Improve quality over time - Stay governed & observable https://t.co/9EYu4XS3G4 Frontier gives agents the same skills people need to succeed at work: - Understand how work gets done - Use a computer and tools - Improve quality over time - Stay governed & observable https://t.co/9EYu4XS3G4"  
[X Link](https://x.com/CSUnerd/status/2019501670334353799)  2026-02-05T20:01Z [----] followers, [----] engagements


"Another one for the "win". $CSU.TO $CSU Volaris Automotive an acquirer of specialized software companies serving the automotive industry has acquired WinCar Automotive ICT Solutions a prominent provider of dealer management systems in the Netherlands. Head of Volaris Automotive Werner Leinauer commented WinCar https://t.co/8cxzYi4tuB Volaris Automotive an acquirer of specialized software companies serving the automotive industry has acquired WinCar Automotive ICT Solutions a prominent provider of dealer management systems in the Netherlands. Head of Volaris Automotive Werner Leinauer"  
[X Link](https://x.com/CSUnerd/status/2019527279483707509)  2026-02-05T21:43Z [----] followers, [----] engagements


"$CSU.TO $CSU We need AMS -- Agent Market Systems Frontier is really a recognition that were not going to build everything ourselves Fidji Simo OpenAIs CEO of Applications told reporters during a briefing. We are going to be working with the ecosystem to build alongside them and we embrace the fact that enterprises are Frontier is really a recognition that were not going to build everything ourselves Fidji Simo OpenAIs CEO of Applications told reporters during a briefing. We are going to be working with the ecosystem to build alongside them and we embrace the fact that enterprises are"  
[X Link](https://x.com/CSUnerd/status/2019543774699917711)  2026-02-05T22:48Z [----] followers, [----] engagements


"@GenAI_is_real I think most people don't under what moats really mean especially in the context of a business"  
[X Link](https://x.com/CSUnerd/status/2019579686624653743)  2026-02-06T01:11Z [----] followers, [---] engagements


"Did you hear that $CSU.TO $CSU $TOI.V $LMN.V @volarisgroup @topicusbv M&A folks Keep at it M&A activity in the lower middle market will face challenges as SaaS products could in theory be rebuilt using AI tools. Even companies growing at 40%+ in public markets are trading at the lowest multiple since the cloud and SaaS boom 10+ years ago. This has already trickled M&A activity in the lower middle market will face challenges as SaaS products could in theory be rebuilt using AI tools. Even companies growing at 40%+ in public markets are trading at the lowest multiple since the cloud and SaaS"  
[X Link](https://x.com/CSUnerd/status/2019583470650159133)  2026-02-06T01:26Z [----] followers, 10.3K engagements


"@DurableCreators But I agree finding customers asking for money and proving an outcome (assuming no longer "seats") is not as straightforward"  
[X Link](https://x.com/CSUnerd/status/2019598382139076705)  2026-02-06T02:25Z [----] followers, [--] engagements


"@zeroxpectation i've build "legacy" software built brand new ones with just genai as foundation and also pushed legacy apps to overlay AI. deliberate not disruptive or complex is good but.this is a huge but. as steve jobs says: it's not always what the users says they want"  
[X Link](https://x.com/CSUnerd/status/2019765159544188940)  2026-02-06T13:28Z [----] followers, [---] engagements


"I Ate a Chocolate Bar To Tell You About the State of SaaS $CSU.TO $CSU $BRK #SaaSpocalypse https://open.substack.com/pub/csunerd/p/i-eat-a-chocolate-bar-to-tell-you https://open.substack.com/pub/csunerd/p/i-eat-a-chocolate-bar-to-tell-you"  
[X Link](https://x.com/CSUnerd/status/2019776784347156648)  2026-02-06T14:14Z [----] followers, [----] engagements


"This is like "Wicked" for "Wizard of Oz". I liked Wicked too. $AMZN The alternative story for @ajassy [--]. was the "founder" of AWS [--]. The Covid overspend he inherited is now steamlined [--]. $META $GOOGL and $MSFT all over hired during the pandemic as did $aMZN - jassy's right sizing [--]. RTO was needed. 32% of Amazon engineers had side hustles after The alternative story for @ajassy [--]. was the "founder" of AWS [--]. The Covid overspend he inherited is now steamlined [--]. $META $GOOGL and $MSFT all over hired during the pandemic as did $aMZN - jassy's right sizing [--]. RTO was needed. 32% of Amazon"  
[X Link](https://x.com/CSUnerd/status/2019810357821501854)  2026-02-06T16:28Z [----] followers, [---] engagements


"reposted without (the need for) comment. $CSU.TO $CSU $NOW $CRM Y'all are clowns. Clowns. The Anthropic legal plugin USES SOFTWARE. It doesn't replace it. "In fact the Cowork legal plugin uses Microsoft [---] Jira Slack and Box software to accomplish its tasks. No one at Anthropic has replicated any of these applications with ones coded https://t.co/gJMhi3qAYt Y'all are clowns. Clowns. The Anthropic legal plugin USES SOFTWARE. It doesn't replace it. "In fact the Cowork legal plugin uses Microsoft [---] Jira Slack and Box software to accomplish its tasks. No one at Anthropic has replicated any of"  
[X Link](https://x.com/CSUnerd/status/2019810955329524031)  2026-02-06T16:30Z [----] followers, [----] engagements


"@NotMarkLeonard i wonder the footnote is"  
[X Link](https://x.com/CSUnerd/status/2019875917661650991)  2026-02-06T20:48Z [----] followers, [---] engagements


"@NotMarkLeonard @commonsense937 I'm okay with them moving slow. Slow is fast and fast is smooth. From the MatchaAI page it says that it a chatbot and a knowledge base which isn't anything really. And if their goal is to sell their AI capabilities why make it so opaque as a footnote Or have poor semantics"  
[X Link](https://x.com/CSUnerd/status/2019904277712449977)  2026-02-06T22:41Z [----] followers, [--] engagements


"Very good points. It's true. But everything is a trade off. It alls depends where you want to focus. $CSU.to $CSU Things that seem important if youre building software right now: [--]. You can write code quickly now [--]. Competitors can too [--]. So can your users [--]. If it takes more than a few clicks an agent should be able to do it [--]. Users probably want to use their own agents Things that seem important if youre building software right now: [--]. You can write code quickly now [--]. Competitors can too [--]. So can your users [--]. If it takes more than a few clicks an agent should be able to do it [--]. Users"  
[X Link](https://x.com/CSUnerd/status/2019942343542280701)  2026-02-07T01:12Z [----] followers, [----] engagements


"Front-Running The Final Frontier $CSU.TO #OpenAI @runlayer @openclaw $CSU $CRM $NOW https://open.substack.com/pub/csunerd/p/front-running-the-final-frontier https://open.substack.com/pub/csunerd/p/front-running-the-final-frontier"  
[X Link](https://x.com/CSUnerd/status/2020101580159123882)  2026-02-07T11:45Z [----] followers, [---] engagements


"@varunv_malhotra Great post. I appreciate you sharing where you circle of competence is as a core reason for owning $CSU.TO $CSU. In your experience what might be some verticals or within that depth of workflow that might not make it"  
[X Link](https://x.com/CSUnerd/status/2020181388478353885)  2026-02-07T17:02Z [----] followers, [----] engagements


"$CSU.TO $CSU keep on at it AI *IS* software. AI isn't "coming for software" like this grim reaper that's going to destroy everything while "software" sits idly by like a sheep that can't defend itself. AI is an evolution of how software is written and how it works and the best software companies are AI *IS* software. AI isn't "coming for software" like this grim reaper that's going to destroy everything while "software" sits idly by like a sheep that can't defend itself. AI is an evolution of how software is written and how it works and the best software companies are"  
[X Link](https://x.com/CSUnerd/status/2020183467972259972)  2026-02-07T17:10Z [----] followers, [----] engagements


"New Post: Software-as-a-Newspaper Mark Leonard and @benthompson referencing the newspaper biz and how that may be a harbinger of times ahead for software $CSU.TO $CSU $MSFT #SaaSpocalypse #Software #AI https://open.substack.com/pub/csunerd/p/software-as-a-newspaper https://open.substack.com/pub/csunerd/p/software-as-a-newspaper"  
[X Link](https://x.com/CSUnerd/status/2020532740613972032)  2026-02-08T16:18Z [----] followers, [----] engagements


"Is this the new vaporware $CSU.TO $CSU I went through the legal plugin code the geniuses in mainstream media said sparked the selloff panic last week. It's literally a super basic glorified prompt. Each legal "skill" is [---] lines. Exhibit No. [----] on how no one in media and Wall Street does any real research or https://t.co/gAjFI6C6Fp I went through the legal plugin code the geniuses in mainstream media said sparked the selloff panic last week. It's literally a super basic glorified prompt. Each legal "skill" is [---] lines. Exhibit No. [----] on how no one in media and Wall Street does any real"  
[X Link](https://x.com/CSUnerd/status/2020617555875103200)  2026-02-08T21:55Z [----] followers, [----] engagements


"@jchawla55 connect the dots for me how are AI companies like utilities by this headline"  
[X Link](https://x.com/CSUnerd/status/2020698983040262389)  2026-02-09T03:19Z [----] followers, [---] engagements


"New Daily Post: Convergence: Mental Model Useful for The Current Moment where Agents and AI Displaces Almost Everything #AI #SaaS #Converence #Saaspolypse #Software #GPU"  
[X Link](https://x.com/CSUnerd/status/2020838008988033314)  2026-02-09T12:31Z [----] followers, [---] engagements


"$CSU.TO $CSU Solera (Dealership vertical) announces AI acceleration: - New conversational AI lead response and AIpowered lead scoring help dealers respond faster work smarter and grow more profitably - innovation in CRM unifying email phone web and showroom"  
[X Link](https://x.com/CSUnerd/status/2020847987438617009)  2026-02-09T13:11Z [----] followers, [----] engagements


"Happy Monday. For my fellow $CSU.TO $CSU Nerds. Having done tons of coding cloud engineering as well as covering the software sector as an equity analyst over the last 15+ years I'm really not seeing a software disruption here. Jensen is focused on boosting the productivity of his workforce which can easily result into Having done tons of coding cloud engineering as well as covering the software sector as an equity analyst over the last 15+ years I'm really not seeing a software disruption here. Jensen is focused on boosting the productivity of his workforce which can easily result into"  
[X Link](https://x.com/CSUnerd/status/2020848727041151419)  2026-02-09T13:14Z [----] followers, [----] engagements


"$CSU.TO $CSU $TOI.V Bearish on Software in the Enterprise The only software that is safe is anything that is highly regulated and where compliance is important & anything supporting hardware And the only reason that will hold is so Enterprise can reduce their liability and have a scapegoat if Bearish on Software in the Enterprise The only software that is safe is anything that is highly regulated and where compliance is important & anything supporting hardware And the only reason that will hold is so Enterprise can reduce their liability and have a scapegoat if"  
[X Link](https://x.com/CSUnerd/status/2020896184580104501)  2026-02-09T16:22Z [----] followers, [----] engagements


"The question here is where will the real value be captured in the valuechain if AI is so robust shouldn't another company replicate this Or better yet roll this up to be a full package offering in the case of VMS in the case of $CSU's businesses $CSU.TO I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short I now constantly get questions about the SAAS meltdown role of AI system of"  
[X Link](https://x.com/CSUnerd/status/2020920313664741693)  2026-02-09T17:58Z [----] followers, [----] engagements


"$CSU.TO retail shareholders will not get this treatment. Perhaps in part because all shareholders should be treated equally no matter our size. ServiceNow CEO Bill McDermott responds to a retail investors email $now https://t.co/jgP6nn2GHj ServiceNow CEO Bill McDermott responds to a retail investors email $now https://t.co/jgP6nn2GHj"  
[X Link](https://x.com/CSUnerd/status/2020948779541856514)  2026-02-09T19:51Z [----] followers, [----] engagements


"@tom_peters show not just tell"  
[X Link](https://x.com/CSUnerd/status/2020966203372749184)  2026-02-09T21:01Z [----] followers, [---] engagements


"@sarahdingwang @databricks @alighodsi It's true. but it doesn't matter. What matters is how much of a moat is this being first mover isn't really all the important now"  
[X Link](https://x.com/CSUnerd/status/2020969457770996128)  2026-02-09T21:14Z [----] followers, [---] engagements


"interesting take. $CSU.TO $CSU ai native company thesis is mostly cope. vcs pitched the idea the startups that build from scratch around ai would structurally outperform the incumbents retrofitting ai onto all legacy systems. but irl though it is real it is narrow. it matters for new paradigms like coding ai native company thesis is mostly cope. vcs pitched the idea the startups that build from scratch around ai would structurally outperform the incumbents retrofitting ai onto all legacy systems. but irl though it is real it is narrow. it matters for new paradigms like coding"  
[X Link](https://x.com/CSUnerd/status/2021269515011510671)  2026-02-10T17:06Z [----] followers, [----] engagements


"Announcement: $CSU.TO $CSU new AI offering "Stella AI gives builders immediate visibility into market trends performance shifts and opportunities for improvement by surfacing insights from . Constellation's proprietary real-time data analytics and benchmarking.""  
[X Link](https://x.com/CSUnerd/status/2021223617011347462)  2026-02-10T14:03Z [----] followers, [----] engagements


"If y'all are interested on how the value will accrue: https://csunerd.substack.com/p/the-doom-and-loom-of-today https://csunerd.substack.com/p/the-doom-and-loom-of-today"  
[X Link](https://x.com/CSUnerd/status/2022297567111901464)  2026-02-13T13:11Z [----] followers, [---] engagements


"$CSU.TO latest acquisition has loads of hardware. 👍👍 $CSU.TO 🎣 Vesta Software Group acquires Pollution Monitors Ltd Founded [----] family run Gas detection and environmental monitoring systems 🧪 Hydrogen sulphide & odour monitoring for wastewater & sewage plants Expanded into labs at major universities and research sites 🎓 https://t.co/Lbdcj8erTj $CSU.TO 🎣 Vesta Software Group acquires Pollution Monitors Ltd Founded [----] family run Gas detection and environmental monitoring systems 🧪 Hydrogen sulphide & odour monitoring for wastewater & sewage plants Expanded into labs at major"  
[X Link](https://x.com/CSUnerd/status/2020926283836948784)  2026-02-09T18:22Z [----] followers, [----] engagements


"To Cannibalize or Not to Cannibalize: That is the Question for Most Incumbent Software Companies (post in profile link) $CSU.TO $CSU #SaaS #software"  
[X Link](https://x.com/CSUnerd/status/2021212916792377652)  2026-02-10T13:21Z [----] followers, [----] engagements


""Heres my plea to CSUs board and managers through all their Operating Groups and Business Units . To survive you might need to cannibalize." $CSU.to $CSU To Cannibalize or Not to Cannibalize: That is the Question for Most Incumbent Software Companies (post in profile link) $CSU.TO $CSU #SaaS #software https://t.co/V56FWAgslp To Cannibalize or Not to Cannibalize: That is the Question for Most Incumbent Software Companies (post in profile link) $CSU.TO $CSU #SaaS #software https://t.co/V56FWAgslp"  
[X Link](https://x.com/CSUnerd/status/2021321332424638886)  2026-02-10T20:32Z [----] followers, [----] engagements


"@firstadopter @flagspotting2 curious to understand your thinking behind the answer"  
[X Link](https://x.com/CSUnerd/status/2021650466715972064)  2026-02-11T18:20Z [----] followers, [---] engagements


"@varunv_malhotra @BradoCapital On that note when $PLTR is really that"  
[X Link](https://x.com/CSUnerd/status/2021664073776320565)  2026-02-11T19:14Z [----] followers, [---] engagements


"@Saboo_Shubham_ Is the future of work just our favourite tv characters"  
[X Link](https://x.com/CSUnerd/status/2021694023337918603)  2026-02-11T21:13Z [----] followers, [--] engagements


"We need an Avatar. That's the promise of agents"  
[X Link](https://x.com/CSUnerd/status/2021749116099776557)  2026-02-12T00:52Z [----] followers, [---] engagements


"@BitcoinCyborg @mattshumer_ Not so sure if that's the best advice. Maybe things that are more in the world of atoms than bits"  
[X Link](https://x.com/CSUnerd/status/2021415830693740772)  2026-02-11T02:47Z [----] followers, [----] engagements


"Breaking: $CSU $CSU.TO Constellation HomeBuilder Systems launching Excel-add on. Is that like a co-pilot for homebuilders"  
[X Link](https://x.com/CSUnerd/status/2021939879978954956)  2026-02-12T13:30Z [----] followers, [----] engagements


"@e_pap4 because a forest is better than buying just one tree"  
[X Link](https://x.com/CSUnerd/status/2021966749638279582)  2026-02-12T15:16Z [----] followers, [---] engagements


"Mark Leonard from $CSU.to mentioned that they have only sold one company in their history. Does anyone know which company this is @LibertyRPF @pearnick or others"  
[X Link](https://x.com/CSUnerd/status/1507734541087223813)  2022-03-26T15:01Z [----] followers, [--] engagements


"@danielfoch @igetredpilled Does this modelling include any effects on employment and their effects on the housing market or discretionary and staple spending"  
[X Link](https://x.com/anyuser/status/1881303314199150629)  2025-01-20T11:30Z [----] followers, [----] engagements


"big beautiful deal $toi.v $csu.to i would like to learn more about cipal schaubroeck. this a big deal and juicy $TOI.V $CSU.TO 💶 💶 https://t.co/YjsgyJe4qQ this a big deal and juicy $TOI.V $CSU.TO 💶 💶 https://t.co/YjsgyJe4qQ"  
[X Link](https://x.com/anyuser/status/1929530771963867623)  2025-06-02T13:29Z [----] followers, [----] 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"  
[X Link](https://x.com/anyuser/status/1945615077668762105)  2025-07-16T22:42Z [----] followers, 11.8K engagements


"From the CEO of Reddit $RDDT on why their data is a much needed source of data to feed into LLMs and Engines: #AI $GOOGL #LLM"  
[X Link](https://x.com/anyuser/status/1952744889063452683)  2025-08-05T14:53Z [----] followers, [----] engagements


"BREAKING: $CSU.to quarterly numbers out"  
[X Link](https://x.com/anyuser/status/1953928169175527884)  2025-08-08T21:15Z [----] followers, [----] engagements


"$BN announced that Flatt is being succeeded. Flatt basically said that his core work: advising strategy is not gonna change. Thing that people forget about and similar Mark Leonard $CSU.TO "only" being on the board: that HOLDING COMPANIES have a lot of bench strength"  
[X Link](https://x.com/CSUnerd/status/2019152750504997073)  2026-02-04T20:55Z [----] followers, [----] engagements


"@BradDunkley @varunv_malhotra oh that adds an important nuance to the first post in the thread. and thanks for sharing was this $VEEV"  
[X Link](https://x.com/CSUnerd/status/2021596361020301559)  2026-02-11T14:45Z [----] followers, [---] engagements


"$RELX reported today. Here's how LexisNexus is competing in the marketplace alongside AI-Native entrants: Executives highlighted Lexis+ AI and Protg expansion noting with usage growing faster than the user base. Revenue grew 9% because of it. $CSU.TO $CSU @harvey $TOI.V First Post in the Series on Deep Dives into Different Vertical Market Software. I'll keep covering this. First Vertical is: LEGAL & LAW https://t.co/DP9gxLVUb6 First Post in the Series on Deep Dives into Different Vertical Market Software. I'll keep covering this. First Vertical is: LEGAL & LAW https://t.co/DP9gxLVUb6"  
[X Link](https://x.com/CSUnerd/status/2021937369952530621)  2026-02-12T13:20Z [----] followers, [----] engagements


"@Sempiterno_Inv OH ya absolutely $CSU.TO MO especially with ML still on the board and on board. But I see there's two things that they will be rational about: 1) do they have an edge there 2) will it continue to have high ROIC and still grow their revenue at the parent see some deals of late"  
[X Link](https://x.com/CSUnerd/status/2022020143942185379)  2026-02-12T18:49Z [----] followers, [---] engagements


"Almost no one is talking about this. It's not the tech. It's where the value will accrue when all is said and done through the chain. As end consumers I'm delighted that it's likely us getting most of it. But it'll shake up to the whole value chain and every industry. Agencies will need much less people to deliver services. AI agents will cut team sizes by 50% or more. It sounds like incredible productivity and profitability boost for agencies but there's another trend too: customers expect you to pass down the savings to them. There's Agencies will need much less people to deliver services."  
[X Link](https://x.com/CSUnerd/status/2022286883821068456)  2026-02-13T12:29Z [----] followers, [---] engagements


"Yes. And I've also made a comparison to newpapers too. $CSU.TO $CSU One of my favourite software investing stacks https://t.co/97on16vuCj One of my favourite software investing stacks https://t.co/97on16vuCj"  
[X Link](https://x.com/CSUnerd/status/2022357429288345657)  2026-02-13T17:09Z [----] followers, [---] engagements


"How Defensible is the System of Record-as-Moat Argument $SAP $INTU @dualentry https://open.substack.com/pub/csunerd/p/how-defensible-is-the-system-of-recordr=6jrqz6&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/csunerd/p/how-defensible-is-the-system-of-recordr=6jrqz6&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/CSUnerd/status/2022676966453973379)  2026-02-14T14:19Z [----] followers, [---] engagements


"🚨 A Users Guide to Restructuring the Global Trading System is the white paper that's hiding in PLAIN SIGHT. Economist Stephen Miran explores in this white paper (referenced at the end of the thread) to reshape global trade the consequences of a strong $USD and potential policy shifts under a second Trump administration. While Mirin has explicitly said this is NOT policy the rhetoric and actions line up exactly to what's laid out here. I debated about writing this up because my primary research is in the micro and on individual businesses but I believe that this is important enough to spread"  
[X Link](https://x.com/CSUnerd/status/1884721933582811151)  2025-01-29T21:55Z [----] followers, 31.6K engagements


"Mark Leonard the elusive founder of Constellation Software $CSU.to $CSU is often discussed for his capital allocation prowess long-term thinking and the Berkshire Hathaway-style conglomerate he http://x.com/i/article/1898007108995395584 http://x.com/i/article/1898007108995395584"  
[X Link](https://x.com/CSUnerd/status/1898008748419113169)  2025-03-07T13:52Z [----] followers, [----] engagements


"@PeterSchiff Best tweet of the week"  
[X Link](https://x.com/CSUnerd/status/1899190074400469191)  2025-03-10T20:06Z [----] followers, [----] engagements


"$BRK Berkshire Hathaway A (801950) and B (534.52) at all-time closing highs. Berkshire Hathaway A (801950) and B (534.52) at all-time closing highs"  
[X Link](https://x.com/CSUnerd/status/1905423614150652354)  2025-03-28T00:56Z [----] followers, [----] engagements


"@ExnerPirot This is so exciting. As someone who had worked in the industry before this renaissance is invigorating"  
[X Link](https://x.com/CSUnerd/status/1912137811743875452)  2025-04-15T13:35Z [----] followers, [---] engagements


"@AlanMCole many more subtle ways that one can even possibly imagine"  
[X Link](https://x.com/CSUnerd/status/1914403268492403160)  2025-04-21T19:38Z [----] followers, 17.9K engagements


"@FoodProfessor little do they know that all of that data sits on servers in the cloud likely in the US-East region"  
[X Link](https://x.com/CSUnerd/status/1914752377393176665)  2025-04-22T18:45Z [----] followers, [---] engagements


"@SpencerHakimian no no lets give credit where credit is due there is only one person that is saying it"  
[X Link](https://x.com/anyuser/status/1917368921788932277)  2025-04-30T00:02Z [----] followers, [----] engagements


"@ericnuttall You don't think they would've done this on their own"  
[X Link](https://x.com/CSUnerd/status/1933584077816320085)  2025-06-13T17:55Z [----] followers, [----] 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"  
[X Link](https://x.com/anyuser/status/1937968483351838982)  2025-06-25T20:17Z [----] followers, 30.3K engagements


"@CDInewsletter i dunno why they profile these people but perhaps that's exactly why -- i causes you and i to react to it"  
[X Link](https://x.com/CSUnerd/status/1942330958482379152)  2025-07-07T21:12Z [----] followers, [----] 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. Mark Leonard commented on $CSU valuation in VERY blunt terms at the AGM: "So I am not a big fan of generating market rates of return. If you want to generate a 6% to 8% rate of return by buying an ETF go for it and we're part of those ETFs. And so obviously our stock is Mark Leonard commented on $CSU valuation in VERY blunt terms at the AGM: "So I am not a big fan of generating market rates of return. If you want to generate a 6% to 8% rate of return by buying an ETF go for it"  
[X Link](https://x.com/anyuser/status/1942637451786207573)  2025-07-08T17:30Z [----] followers, [----] engagements


"$CSU.to (Volaris) acquires Surveypal from Finland . Serves its home country and some international customers. Founding Year: [----] Primary Product: Online Survey Product"  
[X Link](https://x.com/anyuser/status/1945108157329461561)  2025-07-15T13:08Z [----] followers, [---] engagements


"Taobao growing with local language version. $BABA"  
[X Link](https://x.com/anyuser/status/1948212407395909834)  2025-07-24T02:43Z [----] followers, [----] engagements


"My commentary on $CSU.to latest quarter: - organic growth at 5% is very beautiful 🤩 - FCFA2S growth of 20% is equally solid ✅ - deployed almost half a billion (some of which was telegraphed last quarter but that is incredible if they can keep it up even at this level)"  
[X Link](https://x.com/anyuser/status/1953928842659156409)  2025-08-08T21:18Z [----] followers, [----] 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 [----] they did $3.5B in revenue proving that even with travel disruptions people keep buying luggage. https://twitter.com/i/web/status/1904558311313187089 https://twitter.com/i/web/status/1904558311313187089"  
[X Link](https://x.com/CSUnerd/status/1904558311313187089)  2025-03-25T15:37Z [----] followers, [---] 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. https://twitter.com/i/web/status/1904558314387804253 https://twitter.com/i/web/status/1904558314387804253"  
[X Link](https://x.com/CSUnerd/status/1904558314387804253)  2025-03-25T15:37Z [----] followers, [---] engagements


"$PKI.to interesting developments. Similar to the recent $AND.TO deal a company reporting disappointing results gets a takeover bid. Dangerous game trying to pick these situations but congrats to those enjoying the $PKI.TO win today. Parkland Corporation to be Acquired by Sunoco LP https://t.co/Fmq5tMABHB Similar to the recent $AND.TO deal a company reporting disappointing results gets a takeover bid. Dangerous game trying to pick these situations but congrats to those enjoying the $PKI.TO win today. Parkland Corporation to be Acquired by Sunoco LP https://t.co/Fmq5tMABHB"  
[X Link](https://x.com/CSUnerd/status/1919360275209228381)  2025-05-05T11:55Z [----] followers, [---] engagements


"@pmarca The Matrix"  
[X Link](https://x.com/CSUnerd/status/1512970966489575427)  2022-04-10T01:49Z [----] followers, [--] engagements


"The CEO of MTY Foods $MTY.to $MTYFF said on their Q1-22 call on M&A: "One our mentors is known to make the small acquisitions if they're strategically relevant and they also make the really really big acquisitions when strategically it makes sense." Is this mentor $CSU.to 🤔"  
[X Link](https://x.com/anyuser/status/1513569807890886657)  2022-04-11T17:28Z [----] followers, [--] engagements


"Lumines Sharpley: Were buyin but we aint sellin. (One of $CSU.to business units.) @CJ0ppel @chriswmayer https://www.telecomtv.com/content/digital-platforms-services/lumine-s-sharply-we-re-buyin-but-we-ain-t-sellin-44773/ https://www.telecomtv.com/content/digital-platforms-services/lumine-s-sharply-we-re-buyin-but-we-ain-t-sellin-44773/"  
[X Link](https://x.com/CSUnerd/status/1539406281974460417)  2022-06-22T00:33Z [----] followers, [--] engagements


"@Havenlust Who took this photo #whowatchesthewatchmen"  
[X Link](https://x.com/CSUnerd/status/1652243017359663104)  2023-04-29T09:26Z [----] followers, [----] engagements


"@oli_sgm In other words hard to fine those [--] foot hurdles"  
[X Link](https://x.com/CSUnerd/status/1652675741564252161)  2023-04-30T14:06Z [----] followers, 20.3K engagements


"@BilgeEbiri have you seen @pastlivesmovie"  
[X Link](https://x.com/CSUnerd/status/1731802727284429309)  2023-12-04T22:28Z [----] followers, 10.1K engagements


"@datepsych They can argue the many sides of an argument equally well"  
[X Link](https://x.com/CSUnerd/status/1782484341206978720)  2024-04-22T18:59Z [----] followers, [----] engagements


"@earthcurated You are enough"  
[X Link](https://x.com/CSUnerd/status/1793400520272490800)  2024-05-22T21:56Z [----] followers, [---] engagements


"Investing Advice from Charlie Munger's Own Right-hand Man Li Lu the only outside manager that the late Charlie Munger gave his own family funds to manage for him gave a talk at Colombia Business School in [----] hosted by Professor Bruce Greenwald. Classic http://x.com/i/article/1867231949078867968 http://x.com/i/article/1867231949078867968"  
[X Link](https://x.com/anyuser/status/1867562502046855234)  2024-12-13T13:29Z [----] followers, [----] engagements


"@Anthony__Koch While I agree with this sentiment look at the baseline: https://x.com/i/grok/share/Xqfemn7h2pxAebVeMv0kOzEKd https://x.com/i/grok/share/Xqfemn7h2pxAebVeMv0kOzEKd"  
[X Link](https://x.com/CSUnerd/status/1867694110121111673)  2024-12-13T22:12Z [----] followers, [----] engagements


"@ScalperSpecltr They have a net cash position of $50.2B as of the last earnings release. Market cap is what $200B approx. That's is roughly 25% not 41%"  
[X Link](https://x.com/anyuser/status/1868731746055041287)  2024-12-16T18:55Z [----] followers, [----] engagements


"@KateMalloy379 @HouseofAnansi @cafreeland This timing is impeccable. Well also save on GST/HST when buying this book📕"  
[X Link](https://x.com/anyuser/status/1868828689087316472)  2024-12-17T01:20Z [----] followers, [----] engagements


"@amitisinvesting Greatest show on earth indeed. Just as @morganhousel says: Markets are the most interesting game because its never the same. Its the greatest show on earth because everyone plays a different game for a different reason"  
[X Link](https://x.com/CSUnerd/status/1869215925578403953)  2024-12-18T02:59Z [----] followers, [----] engagements


"@RobertFife Is there any possibility that Mondays antics was premeditated theatre that was orchestrated by JT and CF To support CFs rise by distancing her from JT"  
[X Link](https://x.com/CSUnerd/status/1869550901113020641)  2024-12-19T01:10Z [----] followers, [----] engagements


"Wealth is what you dont see. The cars not purchased the diamonds not bought the watches not worn. @morganhousel The rich buy luxuries last while the poor and middle class tend to buy luxuries first. -Robert Kiyosaki"  
[X Link](https://x.com/CSUnerd/status/1872448311325864141)  2024-12-27T01:04Z [----] followers, [----] engagements


"@sama Yep. GOLEM [---] @HumaneTech_ @tristanharris"  
[X Link](https://x.com/CSUnerd/status/1872707439583477917)  2024-12-27T18:13Z [----] followers, [----] engagements


"@danielfoch Nothing to see here"  
[X Link](https://x.com/CSUnerd/status/1875614126673903703)  2025-01-04T18:43Z [----] followers, [----] engagements


"@PVofFCF Oh I have some I created One of my them is also of ML. https://chatgpt.com/g/g-NS9A4CDsM-leonard-s-lens https://chatgpt.com/g/g-NS9A4CDsM-leonard-s-lens"  
[X Link](https://x.com/CSUnerd/status/1878120098239594913)  2025-01-11T16:41Z [----] followers, [----] engagements


"@JavierBlas WOWZERS. I hate to be right about this one"  
[X Link](https://x.com/CSUnerd/status/1878838338289021246)  2025-01-13T16:15Z [----] followers, 20.3K engagements


"Buffetts [----] $BRK letter taught me a key investing mental model kind of like the Occam's Razor for investing. It's particularly useful when thinking of great companies who seem to have rich valuations on paper. It's this: the difference between an economic FRANCHISE and organizations that are just a business. A FRANCHISE has [--] traits: [--] A product/service people need or desire. [--] No close substitutes in customers minds. [--] Freedom to raise prices without regulation. Franchises can survive bad managementpricing power and moats make them durable. A business by contrast succeeds by being a"  
[X Link](https://x.com/anyuser/status/1879196346466419086)  2025-01-14T15:58Z [----] followers, 10.5K engagements


"@KobeissiLetter @HindenburgRes"  
[X Link](https://x.com/CSUnerd/status/1879645491073577272)  2025-01-15T21:43Z [----] followers, [----] engagements


"@bindureddy This saves me time to do the comparison. Pretty incredible"  
[X Link](https://x.com/CSUnerd/status/1881701806134497379)  2025-01-21T13:54Z [----] followers, [---] engagements


"@tsarnick Kind of comes full circle: https://x.com/readswithravi/status/1879902552944517143s=46 Greatness does not come out of intelligence it comes from character. Character is not formed out of smart people: it is formed out of people who have suffered. Nvidia CEO Jensen Huang https://t.co/Te2egWJRgv https://x.com/readswithravi/status/1879902552944517143s=46 Greatness does not come out of intelligence it comes from character. Character is not formed out of smart people: it is formed out of people who have suffered. Nvidia CEO Jensen Huang https://t.co/Te2egWJRgv"  
[X Link](https://x.com/CSUnerd/status/1882978333354508682)  2025-01-25T02:26Z [----] followers, [----] engagements


"In a weekend and week like ours w/ the advent of #DeepSeek it might be a good story to investors about a great example of investing in #tech from Berkshire Hathaway. In a nutshell: Too much tech not enough economics. A lesson from Charlie Munger 🧵of Berkshire in its early days. #investing #AI $BRK $BRK.b $BKR.a $DJCO #CharlieMunger #WarrenBuffett"  
[X Link](https://x.com/anyuser/status/1883899200418546122)  2025-01-27T15:25Z [----] followers, 107.3K engagements


"1/ In a UC Davis lecture Munger shared a story about Berkshire Hathaways early days as a textile company. The company kept buying new looms. They pay for themselves in [--] years But profits barely budged. The problem Economics not technology"  
[X Link](https://x.com/CSUnerd/status/1883899202708631821)  2025-01-27T15:25Z [----] followers, [----] engagements


"2/ The efficiency gains from new looms didnt benefit Berkshireit went straight to customers in the form of lower prices. Mungers takeaway: investing in tech is worthless if the economics dont align. Sound familiar in todays #AI stack"  
[X Link](https://x.com/CSUnerd/status/1883899204726301014)  2025-01-27T15:25Z [----] followers, [----] engagements


"4/ Are companies throwing too much money into tech arms races without considering who actually benefits Will efficiency gains translate into profits or will the value just flow to customers/users leaving margins squeezed"  
[X Link](https://x.com/CSUnerd/status/1883899208048189468)  2025-01-27T15:25Z [----] followers, [----] engagements


"5/ AI investment hype feels a lot like Berkshire/Buffet/Mungers' looms: 🌟 Flashy promises ⚙ Clear efficiency gains 📉 But potential long-term value erosion if the economics dont work in the investors favor"  
[X Link](https://x.com/CSUnerd/status/1883899209654600036)  2025-01-27T15:25Z [----] followers, [----] engagements


"6/ The challenge: distinguishing between necessary innovation and over-engineering. If DeepSeek can truly beat rivals with lower costs it could rewrite the economics of the AI space. But who captures the value matters even more"  
[X Link](https://x.com/CSUnerd/status/1883899211277623766)  2025-01-27T15:25Z [----] followers, [----] engagements


"7/ Mungers wisdom for AI investors: Dont fall for projections or shiny tech alone. Always ask: who benefits from the improvementinvestors customers or someone else entirely"  
[X Link](https://x.com/CSUnerd/status/1883899212846498260)  2025-01-27T15:25Z [----] followers, [----] engagements


"9/ Mungers loom story is a classic case of ignoring second-order effects. $BRK saw efficiency gains (1st order) but didnt ask: - Where will this value flow - Will it strengthen our competitive position or just create a race to the bottom (#RedQueenEffect)"  
[X Link](https://x.com/CSUnerd/status/1883909399737147605)  2025-01-27T16:06Z [----] followers, [----] engagements


"12/ Higher-order effects can create unexpected consequences: - Lower costs could shrink barriers to entry increasing competition. - Commoditization can erode pricing power. - Efficiency may shift value downstream to customers not investors"  
[X Link](https://x.com/CSUnerd/status/1883909405185654896)  2025-01-27T16:06Z [----] followers, [----] engagements


"13/ The lesson: efficiency isnt enough. Higher-order effects determine who wins. Companies like $MSFT and $AAPL thrive not because theyre efficient but because they control ecosystems where they capture the value. How might the advent of #DeepSeek as the first shot across the bow (of which are many more to come) change the disruptive landscape of #tech. Many commentators on all-sides of this debate but I think it's prudent to take a lesson from #Buffett #Munger's recounting of it in early $BRK days: tech is meant to be #disruptive so it falls on: 1) Understanding the economics and value chain"  
[X Link](https://x.com/CSUnerd/status/1883909406758199606)  2025-01-27T16:06Z [----] followers, [----] engagements


"@tsarnick Or this: In a weekend and week like ours w/ the advent of #DeepSeek it might be a good story to investors about a great example of investing in #tech from Berkshire Hathaway. In a nutshell: Too much tech not enough economics. A lesson from Charlie Munger 🧵of Berkshire in its early https://t.co/4YP3wu12dE In a weekend and week like ours w/ the advent of #DeepSeek it might be a good story to investors about a great example of investing in #tech from Berkshire Hathaway. In a nutshell: Too much tech not enough economics. A lesson from Charlie Munger 🧵of Berkshire in its early"  
[X Link](https://x.com/CSUnerd/status/1884012431716016300)  2025-01-27T22:55Z [----] followers, 15.3K engagements


"Taking a step back might be useful in this case. Tech is disruptive and as you @DivesTech have well crafted our vernacular on what we now call the #AIRevolution. Time will tell if this "art project" holds any water but no matter how it came to be this Revolution continues it's exponential path. And here's where taking page from history might help provide some perspective. Not a perfect analogy but might help illuminate how #tech has always been disruptive and how #investors who keep this mind at all times stand to benefit more than most: https://x.com/redshirtet/status/1883899200418546122"  
[X Link](https://x.com/CSUnerd/status/1884328054765326719)  2025-01-28T19:49Z [----] followers, [----] engagements


"@ramit America is the ship hes happy to pay dues to"  
[X Link](https://x.com/CSUnerd/status/1893485248492507338)  2025-02-23T02:17Z [----] followers, [----] engagements


"@vivek_naskar Groks bash went wild: ChatGPT tripped DeepSeek sank Gemini spun Meta AI mingled oddly Le Chat clawed Copilot crashed Claude chilled Perplexity puzzled Kimi kicked You froze HuggingChat hugged Pi pondered ChatLLM droned Qwen leapedhilarious AI chaos"  
[X Link](https://x.com/CSUnerd/status/1893853447641821538)  2025-02-24T02:40Z [----] followers, [----] engagements


"@sobel_mark When Wall and Main Street speaks up publicly and in unison from a place of fear pain regret and heart"  
[X Link](https://x.com/CSUnerd/status/1899480015609151642)  2025-03-11T15:18Z [----] followers, [----] engagements


"Mark Leonard on corporate culture. $CSU.to $CSU $TOI.v $LMN.v"  
[X Link](https://x.com/anyuser/status/1901365352363389309)  2025-03-16T20:10Z [----] followers, [----] engagements


"Mark Leonard of $CSU.to $CSU brilliance answer (2018) on how to value earnings for VMS type businesses. Key takeaway: the intangible value of our underlying VMS Software assets is actually increasing 🤩 #VerticalMarkets #VMS #SaaS #software $TOI.v $LMN.v"  
[X Link](https://x.com/anyuser/status/1901636600691662896)  2025-03-17T14:07Z [----] followers, [----] engagements


"Tell me in max [--] words why anyone should invest in $PDD today March [--] 2025"  
[X Link](https://x.com/anyuser/status/1901643383686246510)  2025-03-17T14:34Z [----] followers, [----] engagements


"@CJ0pp3l Probably comes as no surprise 😆: [--] years w/ $CSU.to"  
[X Link](https://x.com/anyuser/status/1911030851585921041)  2025-04-12T12:17Z [----] followers, [---] engagements


"@onechancefreedm Its a toss up who is going to have the first #sovereigndebtcrisis. And this time there will be little to no safe havens. Not in the traditional way anyway"  
[X Link](https://x.com/CSUnerd/status/1911895523528692086)  2025-04-14T21:33Z [----] followers, 10.3K engagements


"Munger has said that Berkshire and Buffett probably only had one outstanding decision that drove outsized performance every five years or so. Thats not a bad cadence. Looking back its about the same batting average for me. Here are my three since I started investing in [----]. The key theme is what I synthesized before making the betand how one thing often leapfrogged me to the next. Thats the real lesson: learning for me means exposure hands-on experience then conviction to commit. 1) Perhaps unsurprisingly to some long-time followers Ive been an owner and fan of Constellation Software $CSU.to"  
[X Link](https://x.com/CSUnerd/status/1912136459693195629)  2025-04-15T13:30Z [----] followers, [----] engagements


"@ns123abc he's not wearing a leather jacket"  
[X Link](https://x.com/CSUnerd/status/1912900334235660642)  2025-04-17T16:05Z [----] followers, 62.7K engagements


"@DNChangaingai @ns123abc yes and hes showing respect (seems to be the word of the month)"  
[X Link](https://x.com/CSUnerd/status/1912932685900607630)  2025-04-17T18:14Z [----] followers, [----] engagements


"@jbjohnjbjohn83 @ns123abc Suits them"  
[X Link](https://x.com/CSUnerd/status/1912978681149931525)  2025-04-17T21:17Z [----] followers, [----] engagements


"@Molson_Hart i'm not going to say it. i'm not going to say it. okay. they should build it block by block. it's that easy"  
[X Link](https://x.com/CSUnerd/status/1914867253641699490)  2025-04-23T02:21Z [----] followers, [----] engagements


"This is Clay Christensen [---]. White House AI Czar David Sacks: Google Must Go All-In on Gemini or Lose to ChatGPT "It is a true innovator's dilemma . what's basically happening right now is users are learning a new habit. They're learning to go to ChatGPT to get their questions answered or their searches https://t.co/yFHGW44SQu White House AI Czar David Sacks: Google Must Go All-In on Gemini or Lose to ChatGPT "It is a true innovator's dilemma . what's basically happening right now is users are learning a new habit. They're learning to go to ChatGPT to get their questions answered or their"  
[X Link](https://x.com/CSUnerd/status/1916080491972751865)  2025-04-26T10:42Z [----] followers, [----] engagements


"@TheCinesthetic The Prestige. Its both magical and unnatural"  
[X Link](https://x.com/CSUnerd/status/1916230269301834080)  2025-04-26T20:37Z [----] followers, [----] engagements


"@TheDrugMoney They cringe when they dont have a tax refund when they file their return"  
[X Link](https://x.com/anyuser/status/1916993525431886036)  2025-04-28T23:10Z [----] followers, 31.2K engagements


"@parkerpbutler @ramit Aint that a beauty. Kids Learn this lesson this is how you get out of anything"  
[X Link](https://x.com/CSUnerd/status/1917579305690841522)  2025-04-30T13:58Z [----] followers, 19.9K engagements


"@BarrySchwartzBW As much as I am a bag holder still I do think there is a time and place to sell. The current quarters results is backwards looking"  
[X Link](https://x.com/CSUnerd/status/1917694898674749721)  2025-04-30T21:37Z [----] followers, [----] engagements


"Portillos Hot Dog is now a global household name. #BRK2025 $BRK"  
[X Link](https://x.com/CSUnerd/status/1918668916940746777)  2025-05-03T14:08Z [----] followers, [----] engagements


"@TrungTPhan Is that Warren behind the veil"  
[X Link](https://x.com/CSUnerd/status/1918695705293492330)  2025-05-03T15:54Z [----] followers, [----] engagements


"Lawrence Cunningham is the connection between $BRK and $CSU.to that isnt often talked about. LC wrote the literal books on Buffett and what comes for Berkshire after him. Hes also the Vice-Chairman of the Board at Constellation. Attached is his bio and also an excerpt from an interview in [----] on how Berkshire and Constellation converge in one key area. tl;dr: Maximum autonomy. In the words of Buffett/Munger to the point of abdication. $TOI.v $LMN.v $BRK.a $BRK.b $PNP.to #Buffett #Munger #MarkLeonard"  
[X Link](https://x.com/anyuser/status/1919845588876616173)  2025-05-06T20:03Z [----] followers, [----] engagements


"Topicus Q1-25 $TOI.v $CSU.to 📈"  
[X Link](https://x.com/anyuser/status/1920230263675568135)  2025-05-07T21:32Z [----] followers, [----] engagements


"@StockSavvyShay how is $RXRX in genomics"  
[X Link](https://x.com/CSUnerd/status/1931008036904046962)  2025-06-06T15:19Z [----] followers, [----] engagements


"The Shape of 10-baggers. #investing #10bagger #100bagger #stocks #powerlaw"  
[X Link](https://x.com/anyuser/status/1933140585885343884)  2025-06-12T12:33Z [----] followers, [----] engagements


"This a fun one from Morningstar. Moved $CSU.to price target from $3550 to $5230 because they have changed their analyst"  
[X Link](https://x.com/anyuser/status/1935352572958703927)  2025-06-18T15:03Z [----] followers, [---] engagements


"@BarrySchwartzBW Funeral homes"  
[X Link](https://x.com/CSUnerd/status/1935883786568319048)  2025-06-20T02:13Z [----] followers, [----] engagements


"@inglouriouscap also: no euro-vacation lengths. no nyc entertainment and life. no cheap trains/planes to nice destinations. just work work work"  
[X Link](https://x.com/anyuser/status/1937511650979934461)  2025-06-24T14:02Z [----] followers, [----] 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"  
[X Link](https://x.com/anyuser/status/1942611278930833871)  2025-07-08T15:46Z [----] followers, [----] 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. https://twitter.com/i/web/status/1944847878834335745"  
[X Link](https://x.com/anyuser/status/1944847878834335745)  2025-07-14T19:54Z [----] followers, [----] engagements


"does $csu.to have an invisible psychological ceiling at 5k"  
[X Link](https://x.com/anyuser/status/1948018254925951335)  2025-07-23T13:51Z [----] followers, [----] engagements


"Taobao expanding well in Thailand $BABA https://x.com/RedshirtInsight/status/1948212407395909834 Taobao growing with local language version. $BABA https://t.co/1Q8Qh3lN5h https://x.com/RedshirtInsight/status/1948212407395909834 Taobao growing with local language version. $BABA https://t.co/1Q8Qh3lN5h"  
[X Link](https://x.com/anyuser/status/1948378553029992848)  2025-07-24T13:43Z [----] followers, [----] engagements


"@blueprintsmb22 @roshanpateI then the question would be to increase debt"  
[X Link](https://x.com/CSUnerd/status/1949931057387544758)  2025-07-28T20:32Z [----] followers, [----] engagements

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