FiveSigma รีทวีตแล้ว
Former Vela portfolio manager on why $CSU software is nearly impossible to rip out
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FiveSigma
2.7K posts
FiveSigma
@FiveSigmaCap
Private investor, generalist with a tech background. This account is a curated feed of public businesses I find interesting.
เข้าร่วม Mayıs 2012
425 กำลังติดตาม374 ผู้ติดตาม
FiveSigma รีทวีตแล้ว
FiveSigma รีทวีตแล้ว
$CSU
Vesta Software Group Acquires SK Trend
SK Trend is a Hungarian insurtech company offering an end-to-end digital platform for insurance brokers, covering policy comparison, contracting, and portfolio and commission management.
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FiveSigma รีทวีตแล้ว
FiveSigma รีทวีตแล้ว
$CSU.TO $CSU
Spreading this to our Latin American VMS owners.
Volaris Group@volarisgroup
Did you know that Volaris Group acquires in Latin America? We maintain an active presence there, with many of our Portuguese-speaking leaders actively seeking acquisitions in the region. Since Volaris began acquiring software businesses in 1995, we have completed hundreds of transactions worldwide, including several in Latin America. Group Leader Henrique Barreto speaks about Volaris Group's interest in acquiring in Latin America. #ForeverInvested
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FiveSigma รีทวีตแล้ว
Former VP of Operations at $CSU hasn't seen any attrition because of AI
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FiveSigma รีทวีตแล้ว
$CSU.TO COO: Constellation has not yet seen a meaningful revenue impact from AI
“We haven’t really seen a lot of new revenues from [AI] so far, and on the converse we haven’t seen really much loss of revenues either.”
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$CSU.TO is embracing AI
Volaris Group@volarisgroup
As AI developments continue to move rapidly, so do the opportunities for our businesses. As a learning organization, Volaris Group aims to help our businesses maximize access to their full capabilities, enabled by the latest AI technologies, skills, and knowledge. That’s why Volaris introduced the AI Accelerator in 2026: a program designed to rapidly help our businesses upskill their teams and adapt their product visions for the fast-evolving capabilities of AI. Read more: volarisgroup.com/acquired-knowl… #ForeverInvested
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FiveSigma รีทวีตแล้ว
FiveSigma รีทวีตแล้ว
$CSU.TO $CSU <> #AI
Volaris Group@volarisgroup
Volaris Group is introducing the AI Accelerator in 2026—a program designed to rapidly help our businesses upskill their teams and adapt their product visions for the new realities of AI. Watch the recap of the in-person part of the program, and stay tuned for more from the event. #ForeverInvested
FiveSigma รีทวีตแล้ว
$CSU.to
Some info on ML from Giverny.
"He therefore had to resign and undergo emergency surgery. The good news is that the surgery went well, and Mark is now out of danger. He will therefore remain on the company's board of directors."
givernycapital.com/wp-content/upl…
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FiveSigma รีทวีตแล้ว
$CSU $CSU.TO RBC
* Higher contingent consideration implies acquisitions are performing well and solid underlying profitability
* Constellation is making new AI investments, doesn't see AI changing the market structure of VMS
Vancouver Island Guy 🌊@VanIsleInvestor
$CSU Constellation Software
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FiveSigma รีทวีตแล้ว
FiveSigma รีทวีตแล้ว
FiveSigma รีทวีตแล้ว
Interesting comment from Constellation Software on AI:
“We haven’t really seen a lot of new revenues from it… but we also haven’t seen any loss of revenues from it.”
For now it’s mostly about getting teams familiar with the tools.
Minimal impact so far.
$CSU $TOI.V $LMN.V
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FiveSigma รีทวีตแล้ว
$CSU.TO Constellation Software COO says that cmpetition for private software acquisitions remains intense & valuations have not declined there
"There's just been a little bit of change in pricing for publicly traded companies...There might be some opportunities there."
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FiveSigma รีทวีตแล้ว
SaaS headcount is really showing the AI impact lately…
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FiveSigma รีทวีตแล้ว
$CSU.TO Constellation Software COO: "We spent 2025 upskilling our development teams. Thousands of developers have built skills in AI-augmented coding...We're entering 2026 with AI-enabled coding becoming increasingly commonplace. The productivity returns are real"
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FiveSigma รีทวีตแล้ว
