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![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7787 followers
Created: 2025-07-08 21:30:21 UTC

Lakehouse Global Growth Fund on Kinaxis $KXS CN

Thesis: Kinaxis is a top investment in supply chain planning software with a strong reputation, high customer retention, and growing free cash flow margins as it transitions to a full cloud offering.

(Extract from their Q1'25 letter)

![](https://pbs.twimg.com/media/GvXZVJcXcAASQ3B.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1942697789856583863/c:line.svg)

**Related Topics**
[cash flow](/topic/cash-flow)
[investment](/topic/investment)
[$kxs](/topic/$kxs)

[Post Link](https://x.com/StockCompil/status/1942697789856583863)