Seek the Kingdom first, everything will be added to u/ Wealth gained hastily will dwindle, but whoever gathers little by little will increase it—Proverbs 13:11
Joined March 2017
- Tweets 14,003
- Following 0
- Followers 1,242
- Likes 1,990
1,298 Photos and videos
13h
$CSU insider Sylvain Perrier speaks abt self-reflection. He left Mercatus Technologies, a personalized grocery e-commerce platform, to join Vertus Group.
“Reflection is not wasted time. It is leadership work. It is life’s work.”
To me, self-reflection can be quite meditative!
237
14h
Vancouver is one of the best places for value investors without being distracted by Wall Street or Bay Street noise. The city's vibe supports a more patient, fundamentals-driven mindset, vs one shaped by institutional chatter, conference cycles, & capital-markets positioning.
Jun 10
Vancouver Canada has been voted best host city for the 2026 World Cup
1
3
583
Jun 12
$CSU insider tried to use AI to rebuild old software
Verdict:
AI won't save u if u don't understand your own software. It'll just help u build the wrong thing faster. B4 asking if AI can rebuild it—can u explain why the current version works. Nervous? That's the real project!
1
6
53
4,147
Jun 12
$ADBE
The market disagrees—stock down 7% today, despite analysts raising revenue & eps estimates on average. Investors remain unconvinced by the outlook, while investment banks may be reluctant to turn too negative on ADBE given their capital markets relationships w/ ADBE.
Jun 12
726
Jun 12
For 10Y, low interest rates & abundant buy/sell liquidity hav worked well for PEs. Now they are shifting focus to specialized ERP that can be scaled via internationalization & buy-&-build strategies on the back of higher capital costs, geopolitical tensions, & a slow exit market.
196
Jun 11
$TYL
CA State Parks deal: no SaaS rev; transaction fees: hidden upside
2030 targets: unpriced AI rev optionality; seeing 20-170% SaaS rev uplift in some cases
Govt AI spend comes out of labour budget, not software
govt avoids startups
solid moat: 98% retention, 75-80% win rates
2
2
8
1,223
Jun 11
source: D.A. Davidson Annual Technology & Consumer Conference 2026 transcript
362
Jun 11
$DOL
send team to Oz; 28 of 410 stores hav DOL layout DOL-sourced products just reached Oz (50% by yr end) Central & S. America mkts fire all cylinders Mexico: investment mode hold on to bigger plastic items due to shipping cost shift more to smaller, higher GPM $5-max items
2
454
Jun 11
Is AI slop (Superficial Language Optimized for Performance) the new spam?
Slop isn't bad writing. Bad writing is clumsy & unfinished & reflects the process of thinking. Slop operates differently. Its output is optimized for the read rather than the idea.
psychologytoday.com/ca/blog/…
152
Jun 11
$CSU must be more mindful with price increases in France. Its consumer law prohibits practices that materially alter users' economic behaviour (grey area). France has shown willingness to intervene when critical infrastructure falls under foreign control.
next.ink/241694/les-developp…
2
376
Jun 11
$CSU CrescentOne, a comprehensive manufacturing ERP w/ roots dating back to 1970, expands its regional support capabilities for GLOVIA G2 customers across Southeast Asia, building on its long-standing relationship w/ Fujitsu Malaysia & the established GLOVIA G2 customers there.
4
424
Jun 11
$SCU insider podcast
Optimal Blue SVP Corporate Strategy tells the story of how product P&L ownership changed the way his teams think and operate post acquisition.
open.spotify.com/show/033w3L…
1
11
661
Jun 10
I spotted a $CSU bear, less optimistic abt runway, reinvestment rate, low WACC & operating margin.
diegofarci.substack.com/p/co…
I always love a critic!
My counter argument:
underpriced optionality
new markets being actively explored
adjacent VMS potential
potential spin-offs
PEMs
1
6
920
Jun 10
Most life sciences SaaS providers still trade at sky-high valuations. $CSU will likely need to wait several years for those businesses to mature before they become the kind of cash-generating "cows" they prefer to milk.
Be patient.
Jun 10
Thomas Bravo buys $KSI Kneat, an Irish SaaS providing digital validation lifecycle mgmt & testing platform for highly regulated life sciences sector, for $6.50/share or ~8x rev
rev cagr 50% past 5Y, 23% next 3Y
aim to breakeven in 2027
rated #1 by clients
Not $CSU kind of deal
4
807
Jun 10
$KSI insiders managed to exercise a bunch of options this month leading up to this acquisition announcement. All insiders offloaded some shares to pay for their options exercises. No net stock purchases. Insiders obviously knew how overvalued KSI shares were!
1
302
Jun 10
I'm not a chartist. But once again, $CSU gang, another pat on your own shoulder today!
1
14
1,600