Mentions

Latticework by MOI GlobalBlogThe Monday Morning Briefing: TSMC, ASML, J.P. Morgan on Deck-12 Oct 2026
Clean Your FinanceBlogFocus Sectoriel : Le Modèle VMS & Les Serial Acquirers (Masterclass Quality #5)-11 Oct 2026
Clean Your FinanceBlogBilan T3 2026 : +56,5 % vs MSCI World (+18 %) et mes 11 cibles Quality 🎯-4 Oct 2026
TQI capital (Typical quality investor)BlogWhat 20 Years of Rob Vinall Taught Me About Betting on People-28 Sept 2026
TQI capital (Typical quality investor)Blog13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Crack The MarketBlogThe Surge That Never Happened-20 Sept 2026
Boyar ResearchBlogChris Mayer Returns: The Investor’s Odyssey, AI as a Junior Analyst & Life on a Public Board-17 Sept 2026
Sherwood Investment LetterBlog3 buckets. My updated investment strategy-6 Sept 2026
Clean Your FinanceBlogL’écosystème Constellation : Quelle pépite PEA acheter aujourd’hui ?-6 Sept 2026
TQI capital (Typical quality investor)BlogTwo Letters, Two Characters-24 Aug 2026
Analyzing Good BusinessesBlogAre you missing the best investment talk on YouTube?-22 Aug 2026
Outsiders' CornerBlogQ2 26 Key Holdings Update-17 Aug 2026
TQI capital (Typical quality investor)Blog$CSU Q2 2026: No AI Target, No AI Timeline-17 Aug 2026
Eagle Point CapitalBlogCapex: The Good, the Bad, and the Ugly-15 Aug 2026
Speedwell MemosBlogConstellation Software: 2Q26 Recap-13 Aug 2026
Clean Your FinanceBlog⚡ Constellation Software (CSU) T2 2026 : Le rouleau compresseur continue de tourner-12 Aug 2026
Best Anchor StocksBlogFood for the bears and bulls-12 Aug 2026
Quality Value InvestmentsBlog¿Son los Negocios Aburridos los Más Rentables? Experto en Serial Acquirers Revela Cómo Encontrarlos-30 Jul 2026
Quality Value InvestmentsBlogLas Magníficas pierden 797.000M$ 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
Feather FundBlogPORTFOLIO UPDATE-10 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
North of Expected ValueBlogQ1-2026 Portfolio Update : +5%-6 Apr 2026
North of Expected ValueBlogThe Bias Caused by Uncertainty-30 Mar 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
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