JK Guada

@PronkDaniel Q1 25, DEbr +30%, +21% LTM.

After going through $BN's results, I do have to admit the growth is getting underwhelming. They've been guiding for 15%+ growth for years, but it seems like every quarter is lackluster. I'm pretty surprised by the market's response today. Will discuss more in a video soon.

@DAZNFutbol Leyendo los comentarios, no era consciente de la cantidad de anormales que hay.

🧴¡Vestido de crema solar! ☀️ ¡El disfraz que luce Marcos Llorente y que ha compartido en sus redes sociales!

@MariaGoikoetxea @PabloIglesias Charo, aqui te lo explica el chepas youtu.be/Sbp8HbhqrzU?si…

Nazis haciendo cosas de nazis. 🤮 El acoso a @PabloIglesias en Zaragoza es el resultado de un Gobierno de Azcón que financia el odio con dinero público. Si creen que nos van a intimidar, es que no nos conocen. ¡Este 8F, frente a sus matones, votos antifascistas! 🗳️✊

@JoeyMannarino ❤️❤️❤️❤️

He’s Pablo Iglesias, former Vice President of Spain. They call him “El chepas” the hunchback. He stated that he’d love to see a journalist whipped until she bleeds. He loves Sharia law. He wants to expropriate X, and turn it into a public social media, he has never worked in a private company. He fucked his female students when he was a political science professor to pass them, and he promoted Irene Montero (She only had experience as a supermarket cashier) after she gave him some blowjobs. He’s a communist, said he’d never leave his working-class neighborhood in Madrid, and when they made him a minister he bought himself a luxury chalet in an upscale area of Madrid. He had 3 kids with Irene Montero while advocates for abortions and left her taking care of the children while he opened a bar and travels between Madrid and Mexico running a media outlet like a good feminist. Now “El Chepas” lives the life of the wolf of Wall Street while preaching communism for others from a millionaire mansion. Don't be like Pablo Iglesias.

@varunv_malhotra Solid overview of CSU’s verticals. But the real moat isn’t “boring software” — it’s disciplined capital allocation at scale. The key question isn’t AI risk, it’s whether reinvestment returns stay high as CSU grows.

Mark Leonard didn't stumble into boring. He chose it. Every business Constellation Software owns has three characteristics: (1)Too small for big tech to care (2)Too complex for startups to figure out (3)Too embedded for customers to switch Here's what $CSU actually owns 1) GOVERNMENT & PUBLIC SECTOR Harris Local Government serves 5,500+ municipalities across the US with fund accounting, payroll, permitting, and tax software. SirsiDynix provides library management systems to thousands of libraries worldwide. AI Risk: Very Low Government procurement takes years. They're still running software from 2008. 2/ HEALTHCARE Constellation Kidney Group provides dialysis clinic software globally, celebrating 50 years of nephrology technology innovation in 2025. Switching costs are massive -Years of patient records -Lab equipment integrations -Staff trained on the system -CMS compliance validation -Billing codes mapped Computrition handles hospital foodservice management: tracking every patient meal, dietary restriction, and nutrition requirement. AI Risk: Low HIPAA. FDA. CMS. No one experiments with patient data. 3/ PUBLIC TRANSIT Trapeze Group powers 250,000 scheduled trips per day across North America, supporting 1.7 million registered riders using 14,000+ vehicles. They handle bus scheduling, route planning and the real time arrival info on your phone. AI Risk: Low ADA compliance is law. Union contracts are encoded in the software. 4/ HOSPITALITY & CLUBS Jonas Club Software serves 2,300+ golf, country, and yacht clubs across 20 countries. Springer-Miller Systems provides property management for luxury hotels and resorts, clients include Pebble Beach. AI Risk: Medium A bit more fragmented with already multiple players in the spaces. This could be at higher risk but still has change management and switching costs 5/ UTILITIES Harris Utilities provides billing systems for water, electric, and gas companies. Rate structures are insanely complex time-of-use, tiered, seasonal, demand charges, all integrated with physical meters. AI Risk: Very Low No utility executive risks a billing disaster for "innovation." 6/ NICHE INDUSTRIAL Vela Software focuses on oil & gas, manufacturing, and industrial verticals. Marina management. Steel inventory by grade and gauge. Grain elevator operations. AI Risk: Low What am I missing?

@Cescbaez Todo va a salir bien

Pues que las mujeres, en todo el planeta, ya no quieren a los hombres, al menos a los actuales. No tiene mucha mas explicación...

@joanbaldovi Eres mal ninot

En cambio, tengo fotos con una condenada a 4 años de cárcel y 5 de inhabilitación por malversación de fondos públicos.

@SeekingTheValue BAJO NIVEL DE DEUDA

Donald Trump habla exclusivamente para imbéciles descerebrados y para malditos hijos de Satanás. Nadie sensato ni decente puede creerle una palabra. Pienses lo que pienses de Maduro y de su gobierno.

El bombardeo de Caracas por parte de EEUU lleva el infierno a América Latina. Donald Trump prende fuego al planeta. Lanzar misiles sobre la ciudadanía venezolana exige una respuesta del mundo. La Unión Europea, la CELAC, la UNASUR deben romper con el nuevo Hitler norteamericano.

No, Estados Unidos bombardea al pueblo venezolano y Trump secuestra a Nicolás Maduro y a su mujer. Primeros crímenes de guerra de 2026

@carlosotermin No lo escuché quejarse tanto cuando formaba parte de todo eso que critica. Aún así, aqui bancamos por este señor. #teamabalos

@AntonioGoBe ¿Algún paper o argumento sientífico que lo demoestre?

Milei y Bukele nos enseñan dos lecciones simples: Si liberalizas la economía, tu país mejora. Si haces las calles seguras, tu país mejora. Impresionante, eh?

@juanatofs @Capitana_espana Que si que si

@alias_JK @Capitana_espana La República era el régimen vigente en España , si y por tanto legalmente vigente. Franco dio un golpe de Estado desencadenó una guerra civil

¿Pero alguien me explica por qué Pedro Sánchez está dando la nacionalidad a los descendientes de la URSS de Stalin?

@juanatofs @Capitana_espana Legalmente dice 😂😂😂😂

@Capitana_espana Brigadas internacionales son los que apoyaron al régimen legalmente establecido en España ante el golpe de estado de Franco. Estadounidenses británico franceses ....de donde te has sacado que eran soviéticos?. Estudia un poco la historia de tu país . Madre mía .....

@AntonioGoBe Ta wapo

A quien pollas le importa eso pregunto yo

@RR33188357588 @mark_ledain @valueandvol investors.dentalcorp.ca/news/news-deta…

@mark_ledain @valueandvol @alias_JK What management decisions or general observations do you refer to? Would be very interested to hear your thoughts… Happy to connect/chat if you are interested (DM me)…

What are the biggest bear cases for dentalcorp $DNTL Seems like it might be starting to bottom, improved its debt profile last few years, has strong reinvestment ops and is somewhat defensive Very interested in all the counter arguments

@mark_ledain Management

@OperadorNuclear @AlboranTV

Ir por lana y salir trasquilado. @AlboranTv, cuando quieras, vienes a por más.