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.
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.
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.
“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.
“One thing I find particularly interesting is that TOI [Topicus.com] is about the size of CSU [Constellation Software] in 2010.