Wrapping up 2024 with the write-up on Constellation Software Inc. (CSI) - Its biggest risk? Its own track record 🙃 $CSU $TOI.V $LMN.V Thanks for liking and/or RT🙏

Christmas giveaway! We are giving away three signed copies of Brett G’s fantastic book, Buffett’s Early Investments. Perfect for holiday reading! To participate: 📚Like & Retweet 📚Follow us (so we can contact you) The winners will be announced on December 11.

There are many things that change in investing (mutable), but the one rule that never changes (immutable) is: Over the long term, capital will flow to businesses that are creating economic value and capital will drain away from those that destroy it. In plain English, great

Nouvelle vidéo !📺 On plonge dans Constellation Software $CSU avec Julien Husser 🇨🇦 ☑️Son parcours d'investisseur ☑️Les logiciels verticaux (VMS) ☑️ Le modèle CSU RT & like pour soutenir ! À voir ici 👉youtube.com/watch?v=EEt7o7… Résumé ici 👉 open.substack.com/pub/thomsb2k/p…

$KNSL One of the more important snips that you will see from an Insurance Conference Call in Q1 about the state of the industry CC: SVN Capital Galician Investor Quality Research

The GOAT's looking sharp on the 2025 AGM! Constellation's Mark Leonard $CSU $TOI.V $LMN.V

Dylan O'Sullivan The good life is about moving away from negatively compounding things and towards positively compounding ones

Mark Leonard basically outlining that the $CSU thesis should not be "VMS forever" but more so trust in their capital allocation strategy (admits style drift is inevitable) Pretty serious about reinvesting 100% of FCF even if outside of VMS (HMS, payments...) without lowering

Of course that’s your contention. You’re a first-year deep value investor. You just finished The Intelligent Investor, think net-nets are a cheat code, and you’re tweeting P/B ratios like they’re scripture. Right now, it’s all about Ben Graham, "margin of safety," "cigar

valeurbourse ⚾️🔜 ☑️Mc Coy Global $MCB.TO by Julien Husser 🇨🇦 ☑️Berentzen $BEZ.DE by Olivier (Emerging Value) 🇩🇪

Analyst : "Why not... buy Bitcoin" $WU CEO : (Takes a 10-second pause) "Have you ever met my CFO?"

J'ai beaucoup apprécié présenter $MCB.TO dans Le Fat Pitch en compagnie de Thomas Bondoux et valeurbourse

Reminder: Profit is a good thing. This should be an obvious statement. But, since our youngest and most educated citizens keep voting for people like Zohran Mamdani and AOC, apparently it needs to be reiterated. Profit is a good thing. It is critical for a progressive,

An excellent overview of McCoy Global $MCB.TO, with all inputs from management organized by topics such as capital allocation, operations, competition... Great work David Barbato !

“And this is where we adjust the interest rate.”

Well I believe this is the first time being fact checked by Grok. Imagine what he’d come up with if he was asked to fact check his creator during the car company’s earnings calls…

I just finished The Prize by Daniel Yergin — what a masterpiece! It's an essential history of oil & gas and a lens on the 20th century. I strongly recommend it. Got other similarly authoritative books on different industries? Drop them in the comments.