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# ![@FromValue Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1019121058069217280.png) @FromValue From Growth To Value

Mark Leonard, the founder of Constellation Software ($CSU), is stepping down as CEO for health reasons and will be replaced by Mark Miller, the current COO. This change has led to a significant drop in the company's stock. The event has sparked discussions about whether the company's success was due to Leonard's leadership or the company's business model.

### Engagements: XXXXXX [#](/creator/twitter::1019121058069217280/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1019121058069217280/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +11%
- X Months XXXXXXXXX +41%
- X Year XXXXXXXXXX +1.60%

### Mentions: XX [#](/creator/twitter::1019121058069217280/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1019121058069217280/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +12%
- X Months XXX +41%
- X Year XXXXX +6.40%

### Followers: XXXXXXX [#](/creator/twitter::1019121058069217280/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1019121058069217280/c:line/m:followers.svg)

- X Week XXXXXXX +0.06%
- X Month XXXXXXX +0.95%
- X Months XXXXXXX +8.90%
- X Year XXXXXXX +14%

### CreatorRank: XXXXXXX [#](/creator/twitter::1019121058069217280/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1019121058069217280/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XX% [finance](/list/finance)  XXXXX% [exchanges](/list/exchanges)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$nvda](/topic/$nvda) #258, [$amzn](/topic/$amzn) 5%, [stocks](/topic/stocks) #954, [$nu](/topic/$nu) #35, [$asml](/topic/$asml) #54, [asml](/topic/asml) #96, [$adyey](/topic/$adyey) #2, [$amd](/topic/$amd) 3.33%, [$meli](/topic/$meli) 3.33%, [strong](/topic/strong) XXXX%

**Top accounts mentioned or mentioned by**
[@caesarcapitalz](/creator/undefined) [@adotham1787](/creator/undefined) [@samhollanders](/creator/undefined) [@garpandchill](/creator/undefined) [@brechtdonckels](/creator/undefined) [@mikefrancais](/creator/undefined) [@adamomancino](/creator/undefined) [@cperruna](/creator/undefined) [@financefilosoof](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@hangmanrocks](/creator/undefined) [@patrikderycke](/creator/undefined) [@pdeneve1](/creator/undefined) [@vlfedbeleggers](/creator/undefined) [@marcosgalperin](/creator/undefined) [@adrianpdoc](/creator/undefined) [@johnobrennan2](/creator/undefined) [@fallacyalarm](/creator/undefined) [@mateuss11694714](/creator/undefined) [@thehotmarket](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NuCypher (NU)](/topic/$nu) [Advanced Micro Devices (AMD)](/topic/$amd) [MercadoLibre Inc (MELI)](/topic/$meli) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Apple, Inc. (AAPL)](/topic/$aapl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Intel Corporation (INTC)](/topic/$intc) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Dash (DASH)](/topic/$dash) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Datadog Inc (DDOG)](/topic/$ddog) [Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [SAP SE (SAP)](/topic/$sap) [Novo-Nordisk (NVO)](/topic/$nvo)
### Top Social Posts
Top posts by engagements in the last XX hours

"You can find the article here. As always a generous free part 👍"  
[X Link](https://x.com/FromValue/status/1997338580662825312)  2025-12-06T16:13Z 118.1K followers, 3120 engagements


"$TSM's top XX customers. X. Apple $AAPL X. Nvidia $NVDA X. Broadcom $AVGO X. Qualcom $QCOM X. AMD $AMD X. Mediatek X. Intel $INTC X. Sony $SONY X. Marvell $MRVL XX. Amazon $AMZN"  
[X Link](https://x.com/FromValue/status/1936315397021810822)  2025-06-21T06:49Z 118.1K followers, 21.6K engagements


"My XX stocks for 2025 are doing great. +55.39% 🚀🚀🚀 That's XXXXX% better than the S&P XXX & XXXXX% better than the Nasdaq. $TSM $TMDX $NVDA $NU $MELI $HIMS $DASH $CELH $ASML $AMD Still a bit to go but great results so far.🙂"  
[X Link](https://x.com/FromValue/status/1988426269269410052)  2025-11-12T01:59Z 118.1K followers, 42.3K engagements


"$NU Very strong earnings again. Revenue of $4.17B +41.8% YoY beating the consensus by $130M 🚀 Adjusted Net Income $829M a beat by 6.7%💪 Customers +15.8% Deposits: +37.1% Potential Multibagger pick since $XXXX and one of my biggest positions. 🙌"  
[X Link](https://x.com/FromValue/status/1989099082158338486)  2025-11-13T22:32Z 118.1K followers, 13K engagements


"Right now $GOOGL $AMZN (long both)"  
[X Link](https://x.com/FromValue/status/1993266986579603942)  2025-11-25T10:34Z 118.1K followers, 38.8K engagements


"Which X stocks would you buy now if you are not allowed to sell them for XX years I'll start: $MELI $NU $ADYEY You"  
[X Link](https://x.com/FromValue/status/1993268570650718699)  2025-11-25T10:40Z 118.1K followers, 36.2K engagements


"CrowdStrike $CRWD earnings. Revenue: $1.23B (+21.8% YoY) beats by $10M. Non-GAAP EPS: $XXXX beats by $XXXX. Subscription revenue: $XXXX billion +21% YoY. Strong earnings again. Potential Multibaggers pick since $XX too hot to touch now"  
[X Link](https://x.com/FromValue/status/1995977140391870616)  2025-12-02T22:03Z 118.1K followers, 6047 engagements


"$TTD is down XXXX% from its highs.📉😱 Is it an opportunity or a trap You can find the answer in my new Potential Multibaggers article. How about the $AMZN competition Quality valuation. 👇"  
[X Link](https://x.com/FromValue/status/1996361208929423566)  2025-12-03T23:29Z 118.1K followers, 16.5K engagements


"Here is the article. As usual a generous free part (you will know if the investment thesis is intact or not)"  
[X Link](https://x.com/FromValue/status/1996361386755240076)  2025-12-03T23:30Z 118.1K followers, 3905 engagements


"@GarpandChill Love the question. 👍🏻 Adyen Great company extremely high quality. Was overvalued a few years ago but fairly valued now and most underestimate how long they will be able to grow at 20%. A few other European stocks I own: $ASML & $RMS.PA And Topicus to a certain extent"  
[X Link](https://x.com/FromValue/status/1996576578990493730)  2025-12-04T13:45Z 118.1K followers, XXX engagements


"$RBRK fantastic earnings 💪💪💪"  
[X Link](https://x.com/FromValue/status/1996691529914896835)  2025-12-04T21:22Z 118.1K followers, 2526 engagements


"$RBRK after hours"  
[X Link](https://x.com/FromValue/status/1996734976969314811)  2025-12-05T00:14Z 118.1K followers, 7968 engagements


"$DUOL is the clearest opportunity I see since the stupid $ADYEY crash in August 2023. I made Adyen my largest position at the time"  
[X Link](https://x.com/FromValue/status/1987808950998241536)  2025-11-10T09:06Z 118.1K followers, 19.4K engagements


"I never invested in $DLO. It was a stock that could have been right in my ballpark but my research kept me away. $DLO was spun off from Astropay which was used for payments for sex sites gambling and reportedly more illegal things. The people are more or less the same. Just one big change: Pedro Arnt $MELI's former CFO became the CEO. That is the only reason why I could change my mind. He's fantastic. So would he work at a shady company🤔 But how can you be with X leg in often illegal activities and with the other be a great business That was/is my main concern. Even more because in payments"  
[X Link](https://x.com/FromValue/status/1990571151979131258)  2025-11-18T00:02Z 118.1K followers, 23.6K engagements


"The new Potential Multibaggers article is out 🎉 It's about $DDOG. After the earnings it shot up by XX% now it's down X% compared to the pre-earnings price. Does that present a buying opportunity Find out below"  
[X Link](https://x.com/FromValue/status/1997338227213050303)  2025-12-06T16:11Z 118.1K followers, 15.4K engagements


"Fear is a terrible financial advisor"  
[X Link](https://x.com/FromValue/status/1997604617669230739)  2025-12-07T09:50Z 118.1K followers, 6544 engagements


"Wake up honey The new Overview Of The Week is out With among many other things: * My 2026 market prediction * $AMZN's Trainium chips a threat to $NVDA * Will $NFLX buy $WBD * The best stock market memes * The S&P XXX rebalance * Much more. See below"  
[X Link](https://x.com/FromValue/status/1997970646031278432)  2025-12-08T10:04Z 118.1K followers, 10.5K engagements


"The XX biggest European companies. From this list I'm long only $ASML & $SAP $MC.PA $LVMHF $NESN.SW $NSRGY $ROG.SW $RHHBY $OR.PA $NVO $SIE.DE $AIR.PA I'm also long $ADYEY and a small company which is one of my latest picks. And $TOI.TO"  
[X Link](https://x.com/FromValue/status/1983847457948578219)  2025-10-30T10:44Z 118.1K followers, 27.9K engagements


"Do you know what made $CSU.TO a XXX bagger Buy and hold. Why can't you do it 🤷♂"  
[X Link](https://x.com/FromValue/status/1988740861543559238)  2025-11-12T22:49Z 118.1K followers, 15.3K engagements


"Now I know why so many can't see $DUOL's moat.🙈 'The stock is still expensive.' They are ALL using the PE ratio. For a growth stock +41% revenue growth WTF🙈 Just give it up. You will lose money. Buy an ETF and call it a day. Seriously. Or learn this"  
[X Link](https://x.com/FromValue/status/1988004048335749181)  2025-11-10T22:01Z 118.1K followers, 30.7K engagements


"@fallacyalarm When will people FINALLY understand this Revenue growth not FCF not valuation is the most important metric for stock return for the long term"  
[X Link](https://x.com/FromValue/status/1998197451208225195)  2025-12-09T01:06Z 118.1K followers, XXX engagements