Mohnish Pabrai on Why He Bought Constellation Software:
$CSU.TO $TOI.V $LMN.V
$CSU.TO $TOI.V $LMN.V
My 15 favorite International stocks to track right now:
$NVO | Novo Nordisk 🇩🇰
$ASML | ASML 🇳🇱
$TSM | Taiwan Semiconductor Manufacturing 🇹🇼
$DLO | Dlocal 🇺🇾
$CSU | Constellation Software 🇨🇦
$MELI | MercadoLibre 🇦🇷
$SE | Sea Ltd 🇸🇬
$NBIS | Nebius 🇳🇱
$TOI.V | Topicus 🇨🇦
$KRKNF | Kraken Robotics 🇨🇦
$XK4 | Gabler Group 🇩🇪
$ALSTI | STIF 🇫🇷
$PME | Pro Medicus 🇦🇺
$HXSCL | SK Hynix
$GRAB | Grab holdings 🇸🇬
What are yours?
$NVO | Novo Nordisk 🇩🇰
$ASML | ASML 🇳🇱
$TSM | Taiwan Semiconductor Manufacturing 🇹🇼
$DLO | Dlocal 🇺🇾
$CSU | Constellation Software 🇨🇦
$MELI | MercadoLibre 🇦🇷
$SE | Sea Ltd 🇸🇬
$NBIS | Nebius 🇳🇱
$TOI.V | Topicus 🇨🇦
$KRKNF | Kraken Robotics 🇨🇦
$XK4 | Gabler Group 🇩🇪
$ALSTI | STIF 🇫🇷
$PME | Pro Medicus 🇦🇺
$HXSCL | SK Hynix
$GRAB | Grab holdings 🇸🇬
What are yours?
Show More
RT TacticzHazel
My 15 favorite International stocks to track right now:
$NVO | Novo Nordisk 🇩🇰
$ASML | ASML 🇳🇱
$TSM | Taiwan Semiconductor Manufacturing 🇹🇼
$DLO | Dlocal 🇺🇾
$CSU | Constellation Software 🇨🇦
$MELI | MercadoLibre 🇦🇷
$SE | Sea Ltd 🇸🇬
$NBIS | Nebius 🇳🇱
$TOI.V | Topicus 🇨🇦
$KRKNF | Kraken Robotics 🇨🇦
$XK4 | Gabler Group 🇩🇪
$ALSTI | STIF 🇫🇷
$PME | Pro Medicus 🇦🇺
$HXSCL | SK Hynix
$GRAB | Grab holdings 🇸🇬
What are yours?
My 15 favorite International stocks to track right now:
$NVO | Novo Nordisk 🇩🇰
$ASML | ASML 🇳🇱
$TSM | Taiwan Semiconductor Manufacturing 🇹🇼
$DLO | Dlocal 🇺🇾
$CSU | Constellation Software 🇨🇦
$MELI | MercadoLibre 🇦🇷
$SE | Sea Ltd 🇸🇬
$NBIS | Nebius 🇳🇱
$TOI.V | Topicus 🇨🇦
$KRKNF | Kraken Robotics 🇨🇦
$XK4 | Gabler Group 🇩🇪
$ALSTI | STIF 🇫🇷
$PME | Pro Medicus 🇦🇺
$HXSCL | SK Hynix
$GRAB | Grab holdings 🇸🇬
What are yours?
Show More
The best risk/reward setups in this market today:
Amazon $AMZN @ $221
Microsoft $MSFT @ $375
MercadoLibre $MELI @ $1775
Adobe $ADBE @ $240
SOFI $SOFI @ $16.50
NovoNordisk $NVO @ $37
Grab $GRAB @ $3.63
Constellation Software $CSU.TO @ $2400
Amazon $AMZN @ $221
Microsoft $MSFT @ $375
MercadoLibre $MELI @ $1775
Adobe $ADBE @ $240
SOFI $SOFI @ $16.50
NovoNordisk $NVO @ $37
Grab $GRAB @ $3.63
Constellation Software $CSU.TO @ $2400
RT Patient Investor
The best risk/reward setups in this market today:
Amazon $AMZN @ $221
Microsoft $MSFT @ $375
MercadoLibre $MELI @ $1775
Adobe $ADBE @ $240
SOFI $SOFI @ $16.50
NovoNordisk $NVO @ $37
Grab $GRAB @ $3.63
Constellation Software $CSU.TO @ $2400
The best risk/reward setups in this market today:
Amazon $AMZN @ $221
Microsoft $MSFT @ $375
MercadoLibre $MELI @ $1775
Adobe $ADBE @ $240
SOFI $SOFI @ $16.50
NovoNordisk $NVO @ $37
Grab $GRAB @ $3.63
Constellation Software $CSU.TO @ $2400
RT Patient Investor
Re My recent $CSU.TO $TOI.V Analysis video
https://youtu.be/TcWe-3KZlqg?si=UOAYxYZ0QLwXOeM0
Re My recent $CSU.TO $TOI.V Analysis video
https://youtu.be/TcWe-3KZlqg?si=UOAYxYZ0QLwXOeM0
Stocks with 20%+ ROIC trading below 20x earnings:
1. HP $HPQ
ROIC: 35%
PE: 6x
2. Adobe $ADBE
ROIC: 50%
PE: 10x
3. Booking Holdings $BKNG
ROIC: 40%
PE: 15x
4. Lululemon $LULU
ROIC: 38%
PE: 13x
5. Lowe's $LOW
ROIC: 38%
PE: 13x
6. Constellation Software $CSU
ROIC: 20%
PE: 16x
1. HP $HPQ
ROIC: 35%
PE: 6x
2. Adobe $ADBE
ROIC: 50%
PE: 10x
3. Booking Holdings $BKNG
ROIC: 40%
PE: 15x
4. Lululemon $LULU
ROIC: 38%
PE: 13x
5. Lowe's $LOW
ROIC: 38%
PE: 13x
6. Constellation Software $CSU
ROIC: 20%
PE: 16x
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''Smaller'' account's that I think are Hidden Gems 💎
@DD17_Capital (Deep dives)
@jimmyinvest (Generalist)
@varunv_malhotra ( $CSU expert)
@ManuInvests (generalist and $UBER expert)
@ResearchPulse1 (GLP-1s + $NVO)
@MarkosAAIG (tech + AI)
@KairosPraxis (Focusses on niche markets)
@SoJustFollowMe (Hedge fund level insights)
@SimeonResearch_ (Small-caps mostly)
@weary_centurion (Share analyses)
@RichardWedekin1 (Generalist)
@investseekers ( $NVO mostly)
@DrewCohenMoney (Generalist)
Sure I forgot a whole bunch here.
Which ones would you add?
Jebaim: Which twitter accounts are hidden gems 💎?
Which ones can you recommend?
- Under 10k followers
- Actively replying
- Providing quality content/updates
- Not spamming charts
- Not chasing hottest stocks on a daily basis
Probably a very low number, but those are usually worth
@DD17_Capital (Deep dives)
@jimmyinvest (Generalist)
@varunv_malhotra ( $CSU expert)
@ManuInvests (generalist and $UBER expert)
@ResearchPulse1 (GLP-1s + $NVO)
@MarkosAAIG (tech + AI)
@KairosPraxis (Focusses on niche markets)
@SoJustFollowMe (Hedge fund level insights)
@SimeonResearch_ (Small-caps mostly)
@weary_centurion (Share analyses)
@RichardWedekin1 (Generalist)
@investseekers ( $NVO mostly)
@DrewCohenMoney (Generalist)
Sure I forgot a whole bunch here.
Which ones would you add?
Jebaim: Which twitter accounts are hidden gems 💎?
Which ones can you recommend?
- Under 10k followers
- Actively replying
- Providing quality content/updates
- Not spamming charts
- Not chasing hottest stocks on a daily basis
Probably a very low number, but those are usually worth
Show More
Stocks with 20%+ ROIC trading below 20x earnings:
1. Novo Nordisk $NVO:
ROIC: 20%
PE: 18x
2. Adobe $ADBE:
ROIC: 47%
PE: 13x
3. Domino's Pizza $DPZ:
ROIC: 60%
PE: 19x
4. PDD Holdings $PDD:
ROIC: 23%
PE: 8x
5. Constellation Software $CSU:
ROIC: 20%
PE: 18x
1. Novo Nordisk $NVO:
ROIC: 20%
PE: 18x
2. Adobe $ADBE:
ROIC: 47%
PE: 13x
3. Domino's Pizza $DPZ:
ROIC: 60%
PE: 19x
4. PDD Holdings $PDD:
ROIC: 23%
PE: 8x
5. Constellation Software $CSU:
ROIC: 20%
PE: 18x
$CSU: AI could negatively impact our business ability to compete effectively.
Many of our businesses use or plan to use artificial intelligence in their operations; challenges with incorporating and managing its use may result in competitive harm or adversely affect the results of our businesses
Many of our businesses use or plan to use artificial intelligence in their operations; challenges with incorporating and managing its use may result in competitive harm or adversely affect the results of our businesses
$CSU just reported earnings, looks like another strong year/quarter.
Some highlights:
✅Revenue: Total revenue for 2025 was $11,6B, a 15% increase from $10,06B in 2024
✅Organic growth: 6% for Q4 and 4% for the year.
When you strip out foreign exchange fluctuations (the impact of the US dollar), the organic growth looks even leaner: 2% for Q4 and 3% for the full year
✅ Net income dropped 30% to $512M , down from $731M in 2024.
This was driven mainly by two non-cash hits: a $440 million revaluation charge for the IRGA/TSS membership liability and a $260 million loss from revaluing the Asseco investment to cost
✅FCFA2S increased by 14% to $1.683B for the year
✅They deployed just over $2B in capital to public and private investments
✅$802M committed to acquisitions subsequent 2025.
✅Management on AI: Management noted that while many CSI businesses are incorporating AI, challenges in doing so effectively or more slowly than competitors could result in competitive harm or reduced barriers to entry in their markets
AI may also reduce barriers to entry in the industries in which we operate, resulting in increased competition and price pressure. Further, given the rapid pace of change and highly competitive environment in connection with AI, there is an increased level of risk that the AI solutions that we develop or adopt will not be effective or commercially viable.
The numbers look good, but we have to be forward looking here. Really curious how they will address these AI worries in the earnings call.
Some highlights:
✅Revenue: Total revenue for 2025 was $11,6B, a 15% increase from $10,06B in 2024
✅Organic growth: 6% for Q4 and 4% for the year.
When you strip out foreign exchange fluctuations (the impact of the US dollar), the organic growth looks even leaner: 2% for Q4 and 3% for the full year
✅ Net income dropped 30% to $512M , down from $731M in 2024.
This was driven mainly by two non-cash hits: a $440 million revaluation charge for the IRGA/TSS membership liability and a $260 million loss from revaluing the Asseco investment to cost
✅FCFA2S increased by 14% to $1.683B for the year
✅They deployed just over $2B in capital to public and private investments
✅$802M committed to acquisitions subsequent 2025.
✅Management on AI: Management noted that while many CSI businesses are incorporating AI, challenges in doing so effectively or more slowly than competitors could result in competitive harm or reduced barriers to entry in their markets
AI may also reduce barriers to entry in the industries in which we operate, resulting in increased competition and price pressure. Further, given the rapid pace of change and highly competitive environment in connection with AI, there is an increased level of risk that the AI solutions that we develop or adopt will not be effective or commercially viable.
The numbers look good, but we have to be forward looking here. Really curious how they will address these AI worries in the earnings call.
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$CSU - Long-awaited earnings + earnings call tomorrow!
Really looking forward to what they have to say.
We don't get insights into the company like that very often.
If you want to read up on $CSU beforehand, check out my free deep dive. I'm sure it's worth your time!
TacticzHazel: http://x.com/i/article/2021663892112650240
Really looking forward to what they have to say.
We don't get insights into the company like that very often.
If you want to read up on $CSU beforehand, check out my free deep dive. I'm sure it's worth your time!
TacticzHazel: http://x.com/i/article/2021663892112650240
Show More
RT TacticzHazel
$CSU - Long-awaited earnings + earnings call tomorrow!
Really looking forward to what they have to say.
We don't get insights into the company like that very often.
If you want to read up on $CSU beforehand, check out my free deep dive. I'm sure it's worth your time!
TacticzHazel: http://x.com/i/article/2021663892112650240
$CSU - Long-awaited earnings + earnings call tomorrow!
Really looking forward to what they have to say.
We don't get insights into the company like that very often.
If you want to read up on $CSU beforehand, check out my free deep dive. I'm sure it's worth your time!
TacticzHazel: http://x.com/i/article/2021663892112650240
Show More
$CSU - Constellation Software does not give a fck about the Iran conflict.
This was probably the easiest buy in the market at $2300.
This was probably the easiest buy in the market at $2300.
RT TacticzHazel
$CSU - Constellation Software does not give a fck about the Iran conflict.
This was probably the easiest buy in the market at $2300.
$CSU - Constellation Software does not give a fck about the Iran conflict.
This was probably the easiest buy in the market at $2300.
Just an article on the P/E ratio and why it is often used wrong.
$CSU, $PLTR, $META and $TSLA as examples!
Share it if you liked it.
Good night!
TacticzHazel: http://x.com/i/article/2023508879892508672
$CSU, $PLTR, $META and $TSLA as examples!
Share it if you liked it.
Good night!
TacticzHazel: http://x.com/i/article/2023508879892508672
RT TacticzHazel
Just an article on the P/E ratio and why it is often used wrong.
$CSU, $PLTR, $META and $TSLA as examples!
Share it if you liked it.
Good night!
TacticzHazel: http://x.com/i/article/2023508879892508672
Just an article on the P/E ratio and why it is often used wrong.
$CSU, $PLTR, $META and $TSLA as examples!
Share it if you liked it.
Good night!
TacticzHazel: http://x.com/i/article/2023508879892508672