permastonks
@permastonks
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retired portfolio manager/ advisor. $csu and chill
Joined January 2021
$csu is slowly getting rerated on the downside after a week quarter.
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Up nearly 200% since then $se. Lots of upside still.
Nice thread on $se I think this could be a big long term winner.
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Over all this was the lowest growth many years. Is constellation struggling to grow at this size? Too soon to tell. Quarter to quarter can be quite lumpy. Management does sound optimistic on their ability to deploy capital.
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$csu earnings recap:. 13% revenue growth, 2% organic, 0% after fx (miss by 100mm).FCFA2S $510MM up 14%.Alterra with -13% growth on top of -5% in 2024.Cash on balance sheet was up 25%.Equities on BS exploded 27x due to asseco. Q1 deal flow was quite light. Q2 looking better.
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I’m not going to lie. $csu earnings were kind of meh. Not really a surprise if you been tracking acquisitions this year as they’ve been slow.
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Great review and notes from 2025 $csu shareholder AGM.
Constellation Software 2025 annual meeting notes:. - quality of net new additions of acquisition prospects is down over the past ten years. - it used to be straight VMS in comfortable geographies, now its horizontals hardware etc anything they can get in further geographies.
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It’s looking to be a great day in the markets. Congrats to all longs who didn’t panic sell the dip! And especially to those who bought it!. That’s how you invest!.
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Just found a private business for sale. $1,700,000 in revenue.$275,000 in EBItda.$240k in inventory and equipment. Been in business for 30 years. Asking price is $500,000. 😏🤔😳.
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What’s the bearish thesis on $oscr? . The stock appears to be extremely undervalued imo? What am I missing?.
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Portfolio hitting ath with double digit returns ytd. Many stocks within hitting ath. Leading the way is $pnp.to up another 8% today! Was told it was too expensive 50% below this price!
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Another solid quarter with beats across the board for $meli.
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$toi.v. Fca2S + 21%.Revenue +16% .Assets +26%.Retained earnings +51% . Not bad. Still waiting on a couple of larger deals to close I believe.
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200% yoy + $pnp.to.
Picked up a couple thousand shares $pnp.to.
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This chart was beautiful. 300%+ gain from when I said this $pltr.
I’ve been a long term bull since dpo. The community is a cult but they may not be wrong. The chart looks great here despite the “valuation” and the fundamentals are quite strong. Strong inverse head and shoulders on the chart is quite bullish imo $pltr
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$pltr qoq growth just went from 14% to 7%. A 50% deceleration in growth. Not what you want to see when a company is prose at nearly 100x p/s.
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