Topicus.com Review – First Six Months Since Topicus.com has been spun off as a publicly traded entity on the TSX Venture exchange, it’s continued to become more well known in the investing communities. Continue Reading →
3 Best Reads of this Week “… and the third one is a strategy of selected internationalization. Continue Reading →
Finding the “Best” Software Companies Perhaps there many ways to compare the best and I attempted to build on Kai Wu / Sparkline Capital’s analysis on the human side of disruption. Continue Reading →
Nth Industrial Revolution? In the past few years, I’ve come around to this mental model that the economic value of tech businesses are not easily calculated when looking just at public financial reports/filings (10k, 10q, annual reports etc.) at face value. Continue Reading →
What We Know About Topicus.com As many of you know, I’ve been fan of Constellation Software. Continue Reading →
Analysis of Investment Criteria “The world is full of obvious things which nobody by any chance ever observes.”Sherlock Holmes in The Hound of the Baskervilles, Conan Doyle Maybe it’s signalling, maybe it’s marketing, maybe it’s self-selection, but I have long found fascinating what the greatest investors look when making investment decisions. Continue Reading →
3 Best Reads of this Week “One thing I find particularly interesting is that TOI [Topicus.com] is about the size of CSU [Constellation Software] in 2010. Continue Reading →
