$ACP.WA Great Q guys Shares +80% YTD 👀

$CSU.TO Insightful podcast with a Portfolio CEO from Cora Group, part of the Vela Software operating group Main topic is M&A: due diligence, red flags, KPIs, contract terms, valuation, people... 👀 Transcript here: smallpdf.com/file#s=35b9a00… h/t Tech Behind FinTech Gowzican

That's a interesting one: - SaaS with virtually no competition - Rolled out in 95%+ of aussie pharmacies - 20%+ rev. growth - 70%+ recurring rev. - 87%+ gross margins, but unprofitable - (Probably) Poorly managed Classic hunting ground for $CSU.TO, let's turn it around baby!

Interesting read 🧐 TL;DR AI is being studied, experimented with, planned... since 2022 and is transforming every layer of the organization $CSU.TO

$ACP.WA Great Q guys ✅ Revenue growth on every segment ✅ Organic growth +5%) ✅ Margins up ✅ 13 acquisitions YTD cc $TOI.V $CSU.TO

Switching costs in the real world: a practical example👇 "massive disruption to the operations and global supply chain, halting the shipment of critical medical devices to doctors and patients"

$CSU.TO Which of you degens did this? 😆

$CSU.TO ML is retiring for health reasons ☹️ Mark Miller takes the helm (former COO) He's extremely prepared and capable, we're in good hands, but brace yourselves for some volatility Get well soon and thanks for everything 🫶❤️

$CSU.TO "AI in VMS demands a measured, long-term approach. It’s less about racing to market and more about ensuring AI enhances the durability of both customer relationships and the business itself"

$CSU.TO "The product had been in development for more than ten years" Vibe-code that 🤖

There's a lot of chatter on AI CapEx being in bubble territory It's hard to agree with that when the good 7-8 years old TPUs utilization rate is ~100% and their cost is ~$2 per hour AI customers are eager to buy all the computing they can take cc $GOOGL $MSFT $AMZN $ORCL

Bottom! $CSU.TO