Calls
2
u/Dcye98
Reddit r/CanadianInvestor
Win Rate
0.0%
return
-21.4%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 06
$127.54
-29.8%
The author views Topicus.com as attractively valued after the recent downturn because it achieved record capital deployment of about 900 million euro this year, exceeding the prior five years combined. He attributes this to disciplined capital allocation and a lumpy acquisition model that can deliver strong growth. He regards AI disruption as the main risk but argues switching costs and mission-critical software protect incumbent vendors.
AI Software
Long
Jan 06
$3249.04
-12.9%
The author argues Constellation Software is attractively priced after the record downturn because its fundamentals remain intact, with roughly $1.7 billion deployed this year and good revenue and FCF growth. He believes year-over-year comparisons to last year's blowout are short-sighted given the lumpy acquisition model and disciplined capital allocation. The main stated risk is AI disruption, which he considers overblown due to high switching costs and mission-critical software.
AI Software
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u/Dcye98 has 2 trade ideas tracked on Buzzberg across 2 tickers since January 2026. Most covered: CSU.TO, TOI.V.
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