Mentions

Crack The MarketBlogBloom Energy: The Most Valuable Megawatt Is the One That Arrives on Time-30 Aug 2026
Speedwell MemosBlogSoftware’s AI Risk-27 Aug 2026
The Acquirers PodcastPodcastI Studied Every 100-Bagger Stock in History. Here's What I Found | Chris Mayer Watch · 11:13
+2Watch · 12:57Watch · 26:12
27 Aug 2026
TQI capital (Typical quality investor)BlogTwo Letters, Two Characters-24 Aug 2026
Capital EmployedBlog52 Stock Pitches (17th-23rd August) [NO PAYWALL] 🖨️-24 Aug 2026
Analyzing Good BusinessesBlogAre you missing the best investment talk on YouTube?-22 Aug 2026
TacticzHazelBlog10 Stocks to Buy Right Now-17 Aug 2026
Outsiders' CornerBlogQ2 26 Key Holdings Update-17 Aug 2026
TQI capital (Typical quality investor)Blog$CSU Q2 2026: No AI Target, No AI Timeline-17 Aug 2026
Best Anchor StocksBlogPrivate Equity is coming for Software (NOTW#104)-15 Aug 2026
Eagle Point CapitalBlogCapex: The Good, the Bad, and the Ugly-15 Aug 2026
Speedwell MemosBlogConstellation Software: 2Q26 Recap-13 Aug 2026
Clean Your FinanceBlog⚡ Constellation Software (CSU) T2 2026 : Le rouleau compresseur continue de tourner-12 Aug 2026
Best Anchor StocksBlogFood for the bears and bulls-12 Aug 2026
Feather FundBlogPORTFOLIO UPDATE-6 Aug 2026
Eagle Point CapitalBlogAppearance The Stansberry Investor Hour Podcast-1 Aug 2026
Quality Value InvestmentsBlog¿Son los Negocios Aburridos los Más Rentables? Experto en Serial Acquirers Revela Cómo Encontrarlos-30 Jul 2026
Quality Value InvestmentsBlogLas Magníficas pierden 797.000M$ en una sesión — Bloomberg-28 Jul 2026
Five Minute MoneyBlogConstellation Software Update: Broken Business or Rare Sale?-24 Jul 2026
Andvari’s SubstackBlogAndvari's Q2 2026 Letter-14 Jul 2026
Outsiders' CornerBlogInvestor - NAV discount gone-8 Jul 2026
Eagle Point CapitalBlogConstellation Software: Presentation At The Intellectual Investor Conference-27 Jun 2026
Nicoper’s NotesBlog34. Berkshire Hathaway: Dividend-in-kind-18 Jun 2026
Tidefall CapitalBlogConstellation Software: When Does a Stock Become a Bond?-15 Jun 2026
Speedwell MemosBlogConstellation Software: 1Q26 Business Recap-30 May 2026
The SynopsisPodcastDialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update-26 May 2026
The Business BrewPodcastRevisiting Fairfax Financial-30 Apr 2026
Rowan StreetInvestor letterQ1 2026 Letter-18 Apr 2026 (Q1 2026)
Torghatten CapitalBlogThe Truth Is In The Numbers: Bias, Conviction, and the Case for Concentration-6 Apr 2026
Tidefall CapitalBlogThe SaaS Earnings Mirage-22 Mar 2026
Edward's PointBlogTail risk-10 Mar 2026
Torghatten CapitalBlogPost-Crash Perspectives: Re-evaluating CSU and NVO-24 Feb 2026
Tidefall CapitalBlogBreaking Down RBC's Constellation Software Mega Report-17 Feb 2026
Tidefall CapitalBlogSaaSpocalypse-11 Feb 2026
Mimetic InvestingBlogIs this the best ETF on the planet?-1 Feb 2026
Edward's PointBlogConstellation Software update-20 Jan 2026
Edward's PointBlog2025 recap-30 Dec 2025
Picolinie CapitalBlogQuality Compounders - 5 Stocks I'm Watching Closely-3 Dec 2025
Sempiterno InvestmentsBlogWhat´s going on lately-8 Nov 2025
Canadian Value StocksBlog2024 Annual Letter-2 Jan 2025
Planet MicroCap PodcastPodcastWhy/Why Not Invest in Illiquid MicroCap Stocks + $OTCM $CSU.TO $AEP.V $GLXZ with Simon Handrahan, Editor of Margin of Safety Investing Newsletter-8 Aug 2023