🔥Telegram İfşa

CSU isn't trying to "crack Al." They're waiting for one of 700 embedded experiments to succeed - then scaling

$TVK.TO I can't believe so many people care about CIBC's rating. The stock has been at/above analyst targets since it was $30. Alternatively, something has leaked from the quarter tomorrow

SaaS & Software selling off, what is going on ⚠️ Is AI a threat 🤔 An analysis 👇 The quick answer is yes and no, but not all software is the same, let me explain Observing how Ai solutions are advancing I have seen the following, because companies are heavily investing in

Simeon Research VMS is not selling just the product it’s selling the people too. If your mission critical software breaks and your boss gets pissed, you can’t just blame it on ChatGPT, it’s your ass that is fired. In VMS that is what you prevent, accountability and insulation for your own job.

Brookfield Asset Management ( $BAM ) and Brookfield Wealth Solutions ( $BWS ) are the twin engines attracting and fueling capital to power Brookfield’s operating businesses. $BN is the modern $BRK.A

$TVK.TO Q3

Beyond the "Search" Box $GOOGL

Q3 2025 of $TVK.TO | $TVK ‘’The big digestion’’ Highlights 📊 Sales up 70% YoY basis ✅️ Net income Down 8% YoY 🔻 EBITDA Margin Compressed 26% vs 29% 🔻 Adjusted EBITDA margin 16.8% vs 20.6% 🔻 Gross profit up 52% ✅️ Organic growth came in soft (minus 2%) for their base

Is the bottom in for $BN's office real estate? $BN started 2024 with suspending payments on 1% of their properties' debt and ended the year at 4%, which was also the level in Q1 25. In Q2 25, suspended debt payments dropped down to 3% of the portfolio. $BN has $26B ($16 p.s.)

The Wall Street Shuffle That's how I call the game with the consensus numbers and meeting, missing or beating them. The short-term misses and stock moves, no matter how dramatic, are noise if the company's fundamentals are intact. Keep this in mind and you'll do better.

We just had the pleasure of talking for close to 90 minutes with Michael Gielkens about serial acquirers and holding companies. Episode will be available Sept. 4th!

It was a pleasure The Dutch Investors 🦁! Thanks for an interesting conversation on two very interesting business models 😀

Another strong quarter for $MBB.DE, although the preannouncement took some of the shine away from the actual report today. Vorwerk is executing very well, while growth is accelerating at DTS IT, which will also benefit margin-wise by buying the last 20% of the proprietary

Regarding $MBB.DE and Vorwerk

guys, its not buffet

$CSU.TO

The reason I think $BN can scale much larger, and has a long runway ahead of it is because: 1. The business has shown that it can manage and deploy hundreds of billions of client capital at high rates of returns. 2. BN itself is only producing ~$5.3B in annual cash flow today.

Michael Gielkens You told us again and again before the 60% rise. Great newsletter! For free. Thanx. 🙏

Software and AI: opportunity or threat? ​Many software stocks have been under pressure in recent trading days. Investors seem to fear that AI will have an impact on software. ​We believe that vertical market software companies like Constellation Software $CSU.TO, Topicus

$TVK.TO I had wondered about this too... 🙂