permastonks
@permastonks
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retired portfolio manager/ advisor. $csu and chill
Joined January 2021
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@kgreifeld
This is from a Bloomberg anchor. Big if true 😂 she’s totally shocked that printing trillions resulted in inflation. This is the headline of today. Like where do these ppl get their education. Study history a bit maybe
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@IAPonomarenko
There’s a massive 40 km convoy just outside of Kiev. They’re sitting ducks. How is the airforce not wiping them out right now
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Why invest in Canada. Almost all of my portfolio is outside it. Fucking clowns running this company
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All I want for Christmas is more $csu spinoffs! Managed a double as I bought a bunch when it sold off right when it was listed.
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Guys $csu is not that expensive. They grew revenue 27%. Here’s a list of the fastest growing SAAS companies. They are all significantly more expensive. With less growth! $csu is current 7x price to sales multiple. Significantly less!
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@MFHoz
I mean you’ve been saying this for over a year and indices are down 5-10% and even less in other currencies lol
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I don’t ask for much on here. But if I could have all of your prayers tonight. My mother just went in for severe and sudden surgery. Her bowels were perforated and she is suddenly very sick ❤️🙏
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@David32375134
Why is this so surprising. Yields were depressed. Then they raised them at one of the fastest paces in history. Of course the yield curve would invert then
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@BarrySchwartzBW
The GOAT constellation software
Transdigm
Brookfield
Jack Henry & associates
Roper technologies
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True topicus shareholders should be pissed about this special dividend $toi.v
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Top positions in self my managed RSP
+16.45% ytd
$CSU - 22%
$celh - 15%
$toi. 7%
$googl $amzn 6% each
$pltr 4.4%
$meli 4%
$snow 3.8%
$se 3.4%
$aep.v 3.1%
$atd 2.9%
$unh 2.8%
$brkb 2.7%
$v 2.6%
$net 2.5%
$nvda $svi.to $tfii.to $lmn.to $unp $cnr $adyey $shop all 2%
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@Schuldensuehner
@TallSeller
Except if you look at the chart the death cross is actually closer to a bottom than the start of one. Also every death cross on your chart was near a bottom
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Tmx group is another quiet winner in my portfolio where I sleep well at night. Absolute monopoly.
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@MFHoz
God this guy is annoying. 10-20%? They shut down the world economy and it didn’t even get that high get real man.
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@BahamaBen9
@saxena_puru
Kind of hard to say that in its entirety when he went from bear to bull every other day
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Found a private business selling at 0.5x ebitda. 🤯 guy just wants a partner. Can do it with 0 cash down. I’m done buying public stocks lol
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$lmn.v $toi.v and $csu just don’t give a shit about what the rest of the market is doing.
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Why I’m not 100% $csu, I don’t know. Just have to get it right once.
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Looking at $lmn.v $toi.v and $csu.to q1 earnings and I again ask myself why bother buying anything else 😂
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I’ve been saying to buy $celh for years now. 2nd largest position.
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RBC “lumine will trade on the venture and will be excluded from indices where $csu resides, as a result, etfs that track these indices will be net sellers of $lmn and could be a source of selling pressure. The removal of $lmn from these indices will be postponed til mar 27th”
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Congrats David Nyland & $Lmn group. I look forward to being a long time shareholder and seeing you grow!
We are thrilled to announce that Lumine Group has officially joined the TSX Venture Exchange, under the symbol "LMN".
Thank you to everyone who has supported Lumine Group on this journey!
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I have some spare cash. I think it’s time to join my friends at $sgn.wa. Should have done this long ago.
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@ecommerceshares
Possibly, although this is backward looking and amazon could eventually generate large amounts of fcf
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@MFHoz
The problem with agreeing with you is you’ve been saying the same thing for years now and have no track record of nailing such calls
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Everyone is worrying about the fed and all I’m thinking about is how much $lmn I’m buying on Friday. $csu $toi.v $toitf
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My current top 10 from the best managers:
1) Microsoft
2) Nvidia
3) VIsa
4) Amazon
5) Thermo Fisher
6) Constellation Software
7) Danaher
8) United healthcare
9) Cadence Design Systems
10) Intuit
$msft $nvda $v $amzn $tmo $csu $dhr $unh $cdns $intu
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Ytd +21%, yoy 48% vs $spy at 10% yr and 26% yoy. $csu $celh $pnp.to $toi.v $v $amzn $msft $googl $nvda $meli …
#fintwit
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$upst is a multibagger here I could be wrong. But it’s deep value and a secular opportunity. Great management imo
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I love pizza. One of the dumbest things I did was not buy dominos at $15 a share years ago. Stop talking about valuation like it mean something over a 20 yr period $dpz. Its 450 a share you think 30 x p/e really mattered over that time frame when initially purchased?
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Spent some of the day going through $teq tequion annual report. Im
@like
what I’m seeing here.
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Looks like a decent acquisitions from $atd.to. The $csu of convenient stores
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@dampedspring
Uh bc ppl want a better return than 2%. Many etfs and assets already up double
@digits
this year
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Some of the top ytd returns in my portfolio:
Tier 1 returns
$pltr 211%
$crwd 102%
$celh 56%
$meli 81%
$amzn 68%
$msft 56%
$csu 49%
$ddog 55%
$net 72%
$nvda 248% 🤯
$shop 95%
Tier 2
$atd.to 31%
$lmn.v 39%
$snow 23%
$v 22%
$tfii 15%
$brkb 17%
$unh 5%
$unp 7%
$x.to 7%
Not bad!!
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$csu family now 28% of the portfolio after q1. $lmn.v $toi.v $pnp.to $sgn.wa
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Fwiw $csu has more than tripled since 2019 and valuations aren’t that much different. A slight premium. Courtesy of Morningstar
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$csu $toi.v $lmn.v and $sgn.wa are currently 27% of self managed accounts. Honestly this should be higher
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New year, new career! First day in the job tomorrow as a GM, with zero industry experience. This should be interesting!
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Top 10 performers in my portfolio as we close out the year.
1) $nvda + 244%
2) $upst + 214%
3) $pltr + 169%
4) $crwd + 146%
5) $shop + 119%
6) $lmn.v +111%
7) $net + 94%
8) $amzn +78%
9) $celh +64%
10) $msft +57%
Honourable mentions to $googl $csu $snow
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I think I’m just buying $csu $lmn.v $toi.v and future spin-offs from here on out I doubt I can do better long term
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@PythiaR
No chance. So 200 companies, 200billion in cash a 350 billion dollar equity portfolio (all real rough numbers) are going to just disappear
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Added some $toi.v and $amazn for the first adds of the year
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Jesus my portfolio is on fire this year.
$celh $se $csu $aep.v $pltr $meli $toi.v $amzn $snow $v $amzn $shop
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@MichaelMOTTCM
I don’t understand how overlaying a chart without any fundamentals analysis makes much sense. Not saying you’re wrong
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Not to shabby. 6% organic seems quite good! $csu
$CSU.TO Q4 '23 Earnings 🚀:
▫️ Rev +26% YoY to $2.32B, 6% organic growth 🌱
▫️ Net income -7% to $141M, $6.64 EPS
▫️ Acquisitions $463M in Q4, $654M committed in 2024 💼
▫️ CFO +28% at $511M 💰
▫️ FCFA2S +12% to $325M 💵
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I wish I wouldn’t have said anything before I built a position. Volume is only $20k -$30k. Would be be surprised to see an imminent jump in share price
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$toi.v with another consistent quarter. +22% revenue growth and a little q/q acceleration
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Building my “tree” position as quickly as possible but y’all keep bidding this thing up. Bought a few more round lots today. High confidence position. $csu
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Self managed rsp is now at 32% weighting in $csu $toi.v $lmn.v
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Valuation is such an ambiguous concept. I’ve bought hypergrowth companies that have done better at 20x sales than low p/e companies at 5x earnings. And vice versa.
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Everyone hated $crwd when it was down 70% and growing 90% now it’s up300% from then and it’s growing 34z% and fintwit loves it.
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Great thread on the upcoming $lmn spin-off from $csu
1/ Very interesting Constellation Software expert call.
Discusses some things around the M&A machine and Lumine, which is expected to start trading next week.
Short thread (link to the call in the last tweet)
$CSU $LMN
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$celh
Still in hyper growth mode! Big quarter from celcius!
Record first quarter revenue of $260 million, up 95% from $133 million in Q1 2022
North America revenue increased 101% to $249 million, up from $124 million in Q1 2022
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$meli is the next $amzn at a smaller scale. It’s not that hard. I’ve been long $meli since $500
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$celh has leapfrogged into my top position now ahead of $csu with a 24% allocation (only 3.5% cost basis) $csu
#2
with 18% allocation. My portfolio is 42% allocation between these two companies.
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I wonder which one will do better over time. $lmn.v or $toi.v ???
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After a very long week mom is finally out of icu! Thanks everyone!
I don’t ask for much on here. But if I could have all of your prayers tonight. My mother just went in for severe and sudden surgery. Her bowels were perforated and she is suddenly very sick ❤️🙏
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