Teemac
@Teemacsj
Student of investing greats...tweets are my own. Financial entrepreneur. Dad. Husband. Car nut. Dog lover.
Talvez você curta
Updated personal port & results at Dec 31, 2024. Port is >$1MM CDN HNY! Const Software 42.5% (owned since 2011) $CSU Couche Tard 14% $ATD Cash 10% Danaher 7.4% $DHR Terravest 6.2% $TVK Amazon 4.8% $AMZN Roper 3.8% $ROP Metro 3.7% $MRU Dollarama 2.8% $DOL Ametek 1.3% $AME
Why does $WMT trade at a higher multiple of FCF than $MA? That makes no sense....
GS on AI transformation project workflow $EPAM $DAVA $ACN $GLOB
As expected, Miller comes across as a pragmatic and thoughtful CEO who is focused on developing talent, preparing $CSU.to businesses for the long term and capital deployment. Business as usual.
$CSU.TO Another conference call to discuss the leadership transition
$ROP also a VMS serial acquirer, this year acquired CentralReach, the #1 AI-powered Autism and IDD Care software platform for applied behavior analysis (ABA) practices, multidisciplinary practices, and PreK-12 special education. $CSU.to #AI
The market hasn’t even considered the idea that Miller could be an equally gifted CEO as Leonard
The market hasn’t even considered the idea that Miller could be an equally gifted CEO as Leonard
Mark Miller co-founded Trapeze, $CSU.TO's first ever acquisition - he's OG CSI volarisgroup.com/acquired-knowl…
Constellation Software has announced that founder Mark Leonard has stepped down as President for health reasons, effective immediately. COO Mark Miller has been appointed President, while Leonard remains on the Board. $CSU.TO
$SAP CFO: "I am sometimes baffled when I hear from some investors that all customers will write their own software themselves. We're doing the same. So now the question is, who has the bigger relative advantage? Will it be a not-so-proficient software department of an industrial…
After never divesting anything it bought for yrs, $ROP's moved methodically to recast itself as an asset lght sftware based co w/ high recurring FCF. Paid $473 mm for Neptune in '04. Selling for 10x (after banking growth & FCF) is gr8 if can be used to buy highr mrgn businesses.
Roper Technologies is exploring a sale of its Neptune Technology Group division, which could fetch as much as $4 billion New w/ @kielporter ⬇️ $ROP bloomberg.com/news/articles/…
Perhaps a caution for #passiveinvesting in SPY? Or, are we in a new era that is 'different this time'?
$ROP Q1 '24: Net income: $1.55b, EPS: $14.35 Revenue: $7.04b Ops cash flow: $2.39b, Adj EBITDA: $2.83b '25 guidance: Adj DEPS: $19.75-$20, Rev growth: 10%+ with organic growth: 6-7% PR: urlu.xyz/2ec20259
United States Tendências
- 1. #warmertogether N/A
- 2. #NXXT 2,438 posts
- 3. Ben Shapiro 20.6K posts
- 4. Harvey Weinstein 1,482 posts
- 5. #maddiekowalski 2,776 posts
- 6. #BestStockToBuy 1,076 posts
- 7. University of Virginia 1,161 posts
- 8. #CAVoteYesProp50 2,366 posts
- 9. Gold's Gym 39.8K posts
- 10. Clemens 1,519 posts
- 11. Ndiaye 5,531 posts
- 12. 60 Minutes 167K posts
- 13. Blueface 4,242 posts
- 14. Taliah Scott N/A
- 15. Murray State 1,152 posts
- 16. Cardinals 10.8K posts
- 17. Bregman 2,117 posts
- 18. Election Day 56.1K posts
- 19. Coppertone 1,610 posts
- 20. No to Israel 25.9K posts
Talvez você curta
-
In Practise
@_inpractise -
LC Investing
@LCinvesting -
WTCM
@WTCM3 -
Finding Moats Investment Research
@Finding_Moats -
Adrian
@adrian__csc -
Implied Expectations
@LongHillRoadCap -
Barry Schwartz
@BarrySchwartzBW -
Andy 🍕🏔️
@bizalmanac -
YHamilton
@YHamiltonBlog -
Ernest Wong
@ErnestWongBWM -
Willis Cap
@willis_cap -
3:10 Value
@310Value -
Ray
@heartof_thesea -
Journey to Ithaka
@JourneyToIthaka -
Analog Capital
@analogcap
Something went wrong.
Something went wrong.