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Build a Thesis

@buildathesis

The starting point for serious investors. Free to use. Link below.

Katılım Ekim 2025
456 Takip Edilen136 Takipçiler
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Build a Thesis
Build a Thesis@buildathesis·
How should one use AI to help with investment research? The most challenging part is knowing what to ask about a company. But we’ve figured that out for you. Introducing Reports. Powered by our proprietary agentic framework, we’ve done a complete deep dive into $HITI to show you what it means. Link below. We believe you will find more value in this report than in standard deep-research features. Currently in beta, this feature is not fully released yet as we continue improving it based on your feedback. In fact, this is the end product of another feature that lets you steer the direction of your investment research. More details to come. Do you have another company you’d like us to create a report for? Let us know in the comments! buildathesis.com/reports/0db713…
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Build a Thesis
Build a Thesis@buildathesis·
@ValueByMarkus Agreed, except that private valuations doesn’t seem to have budged much, hence the experiments with PEMS “And we haven't really seen on the private side, any change in pricing so far, and competition for those businesses is still very strong. So nothing's changed there.”
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Markus
Markus@ValueByMarkus·
"The acquisition targets in Constellation's database continue to grow (now estimated at 120k, up from 1.2k in 2006). The 120k acquisition targets imply a large $ 600B+ addressable market." Wow, that’s even bigger than expected. While software will be disrupted to some extent, it’s hard to see a market this big without winners / survivors emerging. Bull case for $CSU by 2030: - Massive TAM gives room to deploy capital and reinvest nearly all FCF - Private (also public) software valuations compressing under AI fears, capital deployed at +20% IRR hurdle on increasing scale - AI-driven efficiencies in existing portfolio, cost savings and organic growth - Twin-engine to enable shareholder returns with both components: increased earnings + valuation multiple
Vancouver Island Guy 🌊@VanIsleInvestor

$CSU Constellation Software

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Varun Malhotra
Varun Malhotra@varunv_malhotra·
Pitch a stock in 3 words
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Product & Investing Nerd
Product & Investing Nerd@CSUnerd·
BREAKING: Mohnish Pabrai's Pabrai Wagon Funds Shareholder call -- touches on investment in $CSU.TO $CSU and Mark Leonard. Here are the key points regarding Constellation: - Acquisition Strategy: They have a vast universe of 50,000-70,000 potential targets they monitor, focusing on vertical software businesses whose founders may be looking to retire - Impact of AI: Pabrai believes AI is a tailwind for Constellation, as it may reduce their operational costs and lower the valuation multiples they pay for acquisitions - Valuation and Investment: Pabrai invested because the stock price finally dropped into a range he found compelling
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Build a Thesis
Build a Thesis@buildathesis·
Investing is similar to an auction. 1) Everyone wants to buy the item below its perceived value. 2) The rate at which the price is bid up has no relation to how much it will continue to rise. 3) Ultimately, there is only one true value for an item, and it cannot be infinite.
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Build a Thesis
Build a Thesis@buildathesis·
Expansion of the power grid is not coming fast enough, while investment in AI data centres accelerates. Obvious short-term catalyst for Terravest Industries, a disciplined serial acquirer with highly aligned management that manufactures fuel tanks, water tanks, and fuel supply systems for backup power generation. This being despite falling ~20% since the start of the year. $TVK.TO $TVK youtu.be/cXtosfAukLs
YouTube video
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Build a Thesis
Build a Thesis@buildathesis·
Key part of the thesis $CSU.TO $TOI.V
In Practise@_inpractise

Former Trapeze portfolio manager on Volaris annual maintenance costs relative to the customer's total budget: $CSU $TOI "A while back, Mark Miller made us look at the percentage of our annual maintenance relative to the customer's total budget, and we were all below 0.1%. Even customers with maintenance over a million dollars a year—which to us is a tremendous amount—were still below 0.1% of their total operating budget. What seems like a big number on its face is not a large portion of the customer's total spend. The point of that exercise, which every business unit at Volaris went through, was to become less sensitive to large maintenance increases; they're still such a small part of the customer's total annual spend. We sometimes are too sensitive to these big numbers because they seem large to us, but in the grand scheme of things for the customer, it's still such a small portion of their annual budget that maybe it shouldn't matter"

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Rene Sellmann
Rene Sellmann@ReneSellmann·
How to beat the market 101: "Only by looking further out than the short-term crowd can we expect to beat them." Nick Sleep understood that competition is highest in the 1-quarter window and lowest in the 5-year window. Excerpt from his letters 👇🏻
Rene Sellmann tweet media
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Build a Thesis
Build a Thesis@buildathesis·
Thinking about Taiwan and the Strait of Hormuz, this CAD 2.83B market cap company can benefit immensely from more maritime warfare and/or deterrence, esp SeaPower batteries We’ve prepared a free report for those interested in learning more. $PNG.V $KRKNF buildathesis.com/reports/fa8e24…
Kraken Robotics@KrakenRobotics

Sea mines remain a persistent maritime threat - modern systems sit on the seabed, disguised and difficult to detect. Kraken Robotics supports MCM with high-resolution SAS, enabling confident detection and classification at scale. Read more: ow.ly/k2R650YweM3

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François Chollet
François Chollet@fchollet·
Current AI is a librarian of existing knowledge. Science requires an explorer of the unknown. You don't win a Nobel Prize by staying in the library.
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Build a Thesis
Build a Thesis@buildathesis·
How should one use AI to help with investment research? The most challenging part is knowing what to ask about a company. But we’ve figured that out for you. Introducing Reports. Powered by our proprietary agentic framework, we’ve done a complete deep dive into $HITI to show you what it means. Link below. We believe you will find more value in this report than in standard deep-research features. Currently in beta, this feature is not fully released yet as we continue improving it based on your feedback. In fact, this is the end product of another feature that lets you steer the direction of your investment research. More details to come. Do you have another company you’d like us to create a report for? Let us know in the comments! buildathesis.com/reports/0db713…
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AIP
AIP@Anomaly_Invest·
As with most investments, KPG requires a long term view, longer still than with most investments because this is a high growth compounding story, so time is required for compounding to work. For these types of investments, we require two things, certainty in the underlying business and a trustworthy management. We believe both items are satisfied. Then again, perhaps AI destroys the business and Mr. Kelly is not the person we believe he is. Investing involves taking risks.
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Keşfet

@ValueByMarkus @varunv_malhotra @HiddenGemsInves @CSUnerd @elonmusk @BarackObama @taylorswift13 @cristiano