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Topicus: Q4 2025 The European CSU Accelerates

Now publishing my #Topicus $TOI earnings digest.
#LumineGroup $LMN will come next.

expansestocks.substack.com/p/topicus-q4...

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A more fundamental approach: ROIC & Reinvestment Rate-Driven DCF.

Practical guide + example with #ConstellationSoftware.
Includes downloadable models for #CSU and its spin-offs ( #Topicus and #LumineGroup).

🔗 Link in thread or profile.

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Deep Dive Brief: How to Build a DCF for Serial Acquirers Like Constellation Software - Part #3 A More Fundamental Approach: The ROIC and Reinvestment Rate-Driven DCF

Deep Dive Brief: How to Build a DCF for Serial Acquirers Like #ConstellationSoftware - Part #3
It includes models for both #CSU and spin-offs #Topicus and #Lumine

🔗 Full article in the thread below.
expansestocks.substack.com/p/deep-dive-...

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A Hidden Gem Deep Dive Brief: Topicus The CSU Spin-Off Set to Dominate Europe’s Vertical Software Landscape and Beyond

My latest research report on one compounder 'made by #ConstellationSoftware' is now live: #Topicus $TOI.V

Link's in profile and here: expansestocks.substack.com/p/a-hidden-g...

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💼 Expanse Stocks: Behind-The-Scenes Explore my portfolio's composition, strategy, valuation metrics, and performance. Premium subscribers get full access to portfolio holdings, swing trades, and my stock-picking methodology.

#Topicus #TOI research memo's coming out next week.

Half will be free-to-read, the other half along with downloadable Valuation models will be for paid subscribers.

Take a closer look at what we offer and who we are at #ExpanseStocks Behind-The-Scenes: expansestocks.substack.com/p/expanse-st...

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Monthly Specials (March 2025) Two fresh ideas for a messy start of the year: Amazon and Topicus

Perfect timing (I know 😅) for a new series of Monthly Specials - March 2025 as ‘markets in turmoil’ navigate Trump-induced turbulences.
But that shall not stop me from bringing 2 fresh picks:
🔹 #Amazon #AMZN
🔹 #Topicus #TOI #TOI.V

Free to read:
expansestocks.substack.com/p/monthly-sp...

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