steven capital 🐧

[steven capital 🐧 @lifelonghacker]

@CJ0pp3l @ErnestWongBWM Coiled spring

[steven capital 🐧 @lifelonghacker]

@JerryCap coiled spring ...

[steven capital 🐧 @lifelonghacker]

@JerryCap Or just go full port $csu today

[steven capital 🐧 @lifelonghacker]

@CJ0pp3l coiled spring ...

[steven capital 🐧 @lifelonghacker]

@CSUnerd crazy deployment this year

[steven capital 🐧 @lifelonghacker]

@CJ0pp3l_Sub Congrats! Whats the valuation on this thing now?

[steven capital 🐧 @lifelonghacker]

@BerkelKip presumably under 100 million since there's no news release from CSI 🤔

cc @wlep

[steven capital 🐧 @lifelonghacker]

@tom_grlla @CJ0pp3l_Sub Sygnity when …

[steven capital 🐧 @lifelonghacker]

@NicoperJES Seems like a bigger one

[steven capital 🐧 @lifelonghacker]

@tom_grlla @CJ0pp3l_Sub Timing of his buys are quite suspicious. He must know something! JK

[steven capital 🐧 @lifelonghacker]

David Nyland putting in work 😎

$lmn.v $csu.to $csu

[Lumine Group @Lumine_Group]

Press Release: Lumine Group Enters into an Agreement to Acquire the Video Network Business from Synamedia.

Headquartered in the UK, Synamedia is a global provider of video software solutions helping operators, broadcasters and media companies transform how video is delivered, experienced and monetised. With more than 30 years of industry expertise, Synamedia combines cloud and AI technologies, operational scale, managed services, and deep domain knowledge to support customers through the evolution of video.

Consistent with Lumine’s decentralization strategy, the business will operate independently under its primary product name, ‘Quortex.’ Upon completion, this will mark Lumine Group’s 16th corporate carve-out transaction.

Read the release here: https://t.co/HOTTEJWOJG

[steven capital 🐧 @lifelonghacker]

@zeroxpectation already rejected by their board unfortunately.

[Viking Vancouver @VikingVan100]

My PDF/book on Fairfax has been updated (~950 pages). New posts have been added. With lots of help from others, like @BrownMarubozu Click the link to get a copy. The companion Excel document (with models) is also there. $FFH.TO $FRFHF $BRK $MKL $CB $WRB

https://t.co/DJ0zmCP4s5

[AChhoy @a_chhoy]

Back-to-back $TVK.TO 🇨🇦 bolt-on acquisitions — the latest is Jet Peinture, a Québec propane tank refurbishment and recertification business.

B&R was trailer services. This is tank recertification — non-discretionary, regulation-mandated work on the compressed-gas installed base.

TVK is buying the service layer around what it already owns — deepening the moat.

[steven capital 🐧 @lifelonghacker]

@JerryCap 4XXX by EOY. Shame, some of us were hoping for 1k / share so we could full port 😏

[steven capital 🐧 @lifelonghacker]

@DrewCohenMoney Lesson I learned from all this is that in the ST, stock prices are dictated by monkey behaviour ...

[steven capital 🐧 @lifelonghacker]

@a_chhoy beautiful

[Trung Phan @TrungTPhan]

Traditional SaaS is dead.

I asked Claude to vibe code a Docusign replacement.

6 hours and 450k lines of code later it built a drag-and-drop PDF signer, initials stamps, and a very satisfying “signature complete” animation.

So, the first 45 contracts we used it for auto-selected governing law at random. Every agreement is void. We lost $473K in bookings and I have in-person courts dates in 18 countries over the next week.

But, man, was the dynamic completion checkmark graphic sick.

[steven capital 🐧 @lifelonghacker]

@JerryCap the monkeys will push csu to 10k / share this year (wishful thinking)

[steven capital 🐧 @lifelonghacker]

@Investmentideen @TidefallCapital Hoping for the PEMS route if that’s the case so I can piggyback off CSI :)

[steven capital 🐧 @lifelonghacker]

Topicus hunting for an🐘!

"Toronto-listed software player lobs $250m bid for ReadyTech. The Canadian company has been chasing ReadyTech for nearly 18 months, and the bid values the ASX-listed at about $250 million."

$csu $csu.to $toi.v