Now publishing my #Topicus $TOI earnings digest.
#LumineGroup $LMN will come next.
expansestocks.substack.com/p/topicus-q4...
Latest posts tagged with #Topicus on Bluesky
Now publishing my #Topicus $TOI earnings digest.
#LumineGroup $LMN will come next.
expansestocks.substack.com/p/topicus-q4...
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.
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-...
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...
#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...