Teemac @Teemacsj

Student of investing greats...tweets are my own. Financial entrepreneur. Dad. Husband. Car nut. Dog lover. Canada Joined March 2009

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ARENA MAN CAPITAL @ArenaManCapital

4 days ago

$CSU.TO Another conference call to discuss the leadership transition

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Teemac @Teemacsj

4 days ago

$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

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Teemac @Teemacsj

4 days ago

The market hasn’t even considered the idea that Miller could be an equally gifted CEO as Leonard

Teemac @Teemacsj

4 days ago

The market hasn’t even considered the idea that Miller could be an equally gifted CEO as Leonard

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C.J. @CJ0pp3l

5 days ago

Mark Miller co-founded Trapeze, $CSU.TO's first ever acquisition - he's OG CSI volarisgroup.com/acquired-knowl…

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The Transcript @TheTranscript_

5 days ago

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

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The Transcript @TheTranscript_

6 days ago

$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…

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JAMBEE @slamcandie

7 months ago

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.

Gillian Tan @GillianTan

7 months ago

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Teemac @Teemacsj

8 months ago

Perhaps a caution for #passiveinvesting in SPY? Or, are we in a new era that is 'different this time'?

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FwdQuarter @FwdQuarter

8 months ago

$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

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Durable Value Creators @DurableCreators

8 months ago

Amphenol Q4 Results: "For the full year, sales increased by 21%, with robust organic growth in the IT datacom, commercial air, mobile devices and defense markets as well as contributions from the Company’s acquisition program" $APH

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Rory Johnston @Rory_Johnston

9 months ago

and y'all want to invade Canada?!

*Walter Bloomberg @DeItaone

9 months ago

and y'all want to invade Canada?!

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tk @west4thstreet

9 months ago

@Teemacsj akrefund.com/documents/comm…

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Teemac @Teemacsj

9 months ago

Akre Q4 letter is a great read for those interested in cutting through the noise and focusing on compounding capital.

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Lynda Steele 🇨🇦 @steeletalk

9 months ago

If you're on the fence about Mark Carney as potential Liberal leader - watch this interview he just did with Jon Stewart. So impressive. He's quick on his feet, smart and very funny. Stewart seemed utterly charmed. youtube.com/watch?v=zs8St-…