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

- X Week XXXXXXX -XXXX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +30%
- 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 +4.40%
- X Month XXX -XX%
- X Months XXX +31%
- X Year XXXXX +15%

### 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 +0.26%
- X Month XXXXXXX +2%
- X Months XXXXXXX +8.70%
- 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 [#](/creator/twitter::1019121058069217280/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$csuto](/topic/$csuto) #21, [$aapl](/topic/$aapl) #195, [$nvda](/topic/$nvda) #245, [$csu](/topic/$csu) #15, [$meli](/topic/$meli) #49, [ipo](/topic/ipo) #569, [$avgo](/topic/$avgo) 0.32%, [$amd](/topic/$amd) 0.32%, [$amzn](/topic/$amzn) 0.32%, [nvda](/topic/nvda) XXXX%

**Top accounts mentioned or mentioned by**
[@bjmtweets](/creator/undefined) [@sergeycyw](/creator/undefined) [@alc2022](/creator/undefined) [@firedupwealth](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@tacticzh](/creator/undefined) [@guy_schellekens](/creator/undefined) [@european_dgi](/creator/undefined) [@fools_gd](/creator/undefined) [@maxthecomrade](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@tkristjansson](/creator/undefined) [@cperruna](/creator/undefined) [@gabgrowth](/creator/undefined) [@jvluijmans](/creator/undefined) [@swetalp41290270](/creator/undefined) [@grok](/creator/undefined) [@frameworkwisely](/creator/undefined) [@chrisdelaney86](/creator/undefined) [@fundasyinvestor](/creator/undefined)

**Top assets mentioned**
[Apple, Inc. (AAPL)](/topic/$aapl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [MercadoLibre Inc (MELI)](/topic/$meli) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/$amd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NuCypher (NU)](/topic/$nu) [Sea Limited (SE)](/topic/$se) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Cloudflare, Inc. (NET)](/topic/$net) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Intel Corporation (INTC)](/topic/$intc) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Cisco Systems Inc (CSCO)](/topic/$csco) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [Accenture (ACN)](/topic/$acn) [Microsoft Corp. (MSFT)](/topic/$msft) [IBM (IBM)](/topic/ibm) [Metadium (META)](/topic/$meta) [Cream (CRM)](/topic/$crm) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Shopify Inc (SHOP)](/topic/$shop) [Taiwan Semiconductor (TSM)](/topic/$tsm)
### Top Social Posts [#](/creator/twitter::1019121058069217280/posts)
---
Top posts by engagements in the last XX hours

"$CSU.TO has never been down XX% in its time as a public stock since the IPO in 2006. It's up 25000% (a 250-bagger) in the meantime. It's now down almost XX% from its top. If you know you know.😉"  
[X Link](https://x.com/FromValue/status/1970262110962884919) [@FromValue](/creator/x/FromValue) 2025-09-22T23:01Z 116.3K followers, 18.4K engagements


"FACT: Financial institutions see XXX% more cyberattacks than five years ago. RESULT: Spending on cybersecurity will have to 3x as well. $CRWD $NET etc"  
[X Link](https://x.com/FromValue/status/1974017324249387372) [@FromValue](/creator/x/FromValue) 2025-10-03T07:43Z 116.3K followers, 7642 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) [@FromValue](/creator/x/FromValue) 2025-06-21T06:49Z 116.3K followers, 21.5K engagements


"1/ 🚨 $CSU.TO $CNSWF shares dropped XX% Mark Leonard the Buffett of serial acquirers steps down for health reasons. Hell stay on the board but no longer at the steering wheel. Mark Miller will be the new driver. Can he do to $CSU what Tim Cook did for $AAPL 🧵"  
[X Link](https://x.com/FromValue/status/1971230295539302521) [@FromValue](/creator/x/FromValue) 2025-09-25T15:08Z 116.4K followers, 36.4K engagements


"4/ Mark Miller steps up. He's the longtime $CSU.TO COO. ✅Started as COO XX years ago. ✅On CSUs Board for XX years. ✅Trusted by Leonard for decades. He knows the machine better than anyone. And hes now tasked with proving it works without the founder"  
[X Link](https://x.com/FromValue/status/1971230308050796585) [@FromValue](/creator/x/FromValue) 2025-09-25T15:08Z 116.4K followers, 1895 engagements


"5/ If he succeeds Miller becomes the Tim Cook of $CSU.TO: Not the creator but the operator who proves that the model works without Leonard. If he fails The drop you saw today is just the start. My guess He'll do great as he knows the system as well as Leonard"  
[X Link](https://x.com/FromValue/status/1971230310970061094) [@FromValue](/creator/x/FromValue) 2025-09-25T15:08Z 116.4K followers, 5126 engagements


"This one simple principle made Nick Sleep rich. Between 2001 and 2013 he had a CAGR of 20.8%. That's a yearly outperformance of XXX% per year. 🚀 His one idea Scale advantages shared. I adapted it for the modern age"  
[X Link](https://x.com/FromValue/status/1976393719743189445) [@FromValue](/creator/x/FromValue) 2025-10-09T21:05Z 116.3K followers, 8499 engagements


"Am I the only one who thinks today is exactly what you want if you want the bull market to continue. A few more of those James"  
[X Link](https://x.com/FromValue/status/1976683440809329113) [@FromValue](/creator/x/FromValue) 2025-10-10T16:17Z 116.4K followers, 13.1K engagements


"In the stock market being right can feel very wrong for a surprisingly long time"  
[X Link](https://x.com/FromValue/status/1977853895809380435) [@FromValue](/creator/x/FromValue) 2025-10-13T21:48Z 116.4K followers, 8505 engagements


"$CSU.TO holders and anyone interested in buying the stock need to see this. Repost if you agree. ♻"  
[X Link](https://x.com/FromValue/status/1971230812684288030) [@FromValue](/creator/x/FromValue) 2025-09-25T15:10Z 116.3K followers, 7469 engagements


"Yesterday I started a new position. Do you want to know which one and why You can. For F*R*E*E even. See below. 👇"  
[X Link](https://x.com/FromValue/status/1973390409331044667) [@FromValue](/creator/x/FromValue) 2025-10-01T14:11Z 116.3K followers, 13.3K engagements


"Always (ALWAYS) keep investing"  
[X Link](https://x.com/FromValue/status/1973539769536684151) [@FromValue](/creator/x/FromValue) 2025-10-02T00:05Z 116.3K followers, 317.4K engagements


"Honey wake up The new Overview Of The Week is out ➡The math behind 1000x returns ➡The $MELI drop. ➡ Is $NVDA the next $CSCO ➡ $NET's great hiring culture ➡ How many stocks should you own ➡ much more. Look below to find it.👇"  
[X Link](https://x.com/FromValue/status/1975035174565114170) [@FromValue](/creator/x/FromValue) 2025-10-06T03:07Z 116.3K followers, 24.3K engagements


"The Adyen Formula For $ADYEY corporate culture is essential. That's why founder and co-CEO Pieter van der Does installed the Adyen Formula. Adyen employees are not only rewarded when they hit their KPIs but also to how much they live up to the Adyen formula. Here it is: The Adyen Formula The way we work is guided by the eight principles of the Adyen Formula. It keeps us moving with speed and autonomy across teams regions and time zones. ➡We build to benefit all customers (not just one) ➡We make good decisions and consider the long-term benefits for our customers Adyen and the world at large"  
[X Link](https://x.com/FromValue/status/1978094536153845932) [@FromValue](/creator/x/FromValue) 2025-10-14T13:44Z 116.3K followers, 7333 engagements


"@FedexSTi Exactly Fede That's why I bought more $MELI today. 🙂"  
[X Link](https://x.com/FromValue/status/1978922230785671397) [@FromValue](/creator/x/FromValue) 2025-10-16T20:33Z 116.3K followers, XXX engagements


"Nu Holdings $NU Great earnings again💜 Stock +10% pre-market.📈 Revenue: $3.67B+40% YoY FXN ✅ Net income $637M (+42% YoY FXN) adj. net income $695M ROE: XX% 💪 Deposits: $36.6B (+45% YoY) ✅ Customers: 122.7M (+17% YoY) +4.1M QoQ Gross profit margin XXXX% Risk-adjusted NIM XXX% (+100 bps QoQ) Brazil : 107M customers XX% as their primary bank👀 Mexico: 12M customers deposits $6.7B Colombia : 3.4M customers deposits $2.1B (+841% YoY FXN 👀) Potential Multibagger since $XXXX (April X 2023)"  
[X Link](https://x.com/FromValue/status/1956290279218000023) [@FromValue](/creator/x/FromValue) 2025-08-15T09:42Z 116.3K followers, 15.1K engagements


"Since its IPO in 2006 Constellation Software $CSU is up 23470%. That's a CAGR of XXXX% per year for XX years. The craziest thing The stock has NEVER been down XX% not even in the Great Financial Crisis. 🤯 Long since January 2022"  
[X Link](https://x.com/FromValue/status/1967875856929362066) [@FromValue](/creator/x/FromValue) 2025-09-16T08:59Z 116.3K followers, 12.6K engagements


"$CSU $TOI or $LMN Which One Should You Buy I keep getting this question: If I can only buy one of the Constellation Software trio (Constellation Topicus or Lumine) which should it be My answer All three. 😃 But OK with a gun to my head: Topicus. And heres why. 👇 Lets talk size: Constellation Software: CAD $80B (USD $57.4B) Topicus: CAD $12.4B (USD $8.9B) Lumine: CAD $10.5B (USD $7.5B) Lumine is the smallest sure. But that doesnt automatically make it the best. It operates in the communications VMS market a narrower TAM. Fewer fish in the pond means deals get pricier and growth could slow. On"  
[X Link](https://x.com/FromValue/status/1974174359825625166) [@FromValue](/creator/x/FromValue) 2025-10-03T18:07Z 116.3K followers, 14.7K engagements


"Honey wake up The new Overview Of The Week is out With the $AMD - OpenAI deal the trade war (another TACO) news about $MELI & $NU $SE and much much more. See below to read"  
[X Link](https://x.com/FromValue/status/1977556342945849485) [@FromValue](/creator/x/FromValue) 2025-10-13T02:05Z 116.3K followers, 11.7K engagements


"Top M&A dealmakers 2008 - 2020 $ACN $MSFT $IBM $AAPL $META $AMZN $CRM"  
[X Link](https://x.com/FromValue/status/1978402645841698887) [@FromValue](/creator/x/FromValue) 2025-10-15T10:08Z 116.3K followers, 6376 engagements


"An interview with $SE's Forrest Li. 🙏Sebastian"  
[X Link](https://x.com/FromValue/status/1978406783694614948) [@FromValue](/creator/x/FromValue) 2025-10-15T10:25Z 116.3K followers, 13.9K engagements


"Quality matters. The XXX Best Companies to Work For have outperformed the S&P500 $SPY by 2000% since 1998. It's not just the numbers it's also the culture"  
[X Link](https://x.com/FromValue/status/1978426376999858337) [@FromValue](/creator/x/FromValue) 2025-10-15T11:43Z 116.3K followers, 15.5K engagements


"@alc2022 Funny story but I actually started in 2015 with DCFs. Doing them and not having your eyes in your pocket shows you why they fail miserably. Picked $SHOP in May 2017 without DCF at $XXXX never looked back. 😃"  
[X Link](https://x.com/FromValue/status/1978574283166167490) [@FromValue](/creator/x/FromValue) 2025-10-15T21:30Z 116.3K followers, 3065 engagements


"It's simple. A GREAT COMPANY + WEAK PRICE ACTION = OPPORTUNITY $MELI Don't say I didn't warn you. 😃"  
[X Link](https://x.com/FromValue/status/1978789771230278010) [@FromValue](/creator/x/FromValue) 2025-10-16T11:47Z 116.3K followers, 49K engagements


"I've got a fever. The doctor ordered me to buy more stocks today. I always do everything for my health. 😉"  
[X Link](https://x.com/FromValue/status/1978875083390357723) [@FromValue](/creator/x/FromValue) 2025-10-16T17:26Z 116.3K followers, 6636 engagements


"60 semiconductor companies that have EPS growth of XX% or more over the last XX years. $NVDA $AVGO $ASML $TSM "  
[X Link](https://x.com/FromValue/status/1978895250216100160) [@FromValue](/creator/x/FromValue) 2025-10-16T18:46Z 116.3K followers, 50.1K engagements


"$NVDA in a bubble 🤔 Just look at revenue and stock price over the last X years. Revenue +66.5% Stock price +68.5% If you say it's a bubble you only look at price not fundamentals. 🤷♂"  
[X Link](https://x.com/FromValue/status/1979590052691747147) [@FromValue](/creator/x/FromValue) 2025-10-18T16:47Z 116.3K followers, 17.1K engagements


"@SamHollanders It won't be. If you follow the industry you know companies are still begging to get more Nvidia chips. Maybe in XX months or so Possibly. But not now"  
[X Link](https://x.com/FromValue/status/1979713896937320594) [@FromValue](/creator/x/FromValue) 2025-10-19T00:59Z 116.3K followers, XXX engagements