Short Term Capital Mismanagement @_STCM

Penny pinching on the TSXV. Journaling. Opinions not investment advice. sedar.com Toronto, Ontario Joined May 2021

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Fenix Vanlangerode @Fenmagne

3 weeks ago

A position I deeply regret undersizing is $BATS

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Sidecar Investor @sidecarcap

4 weeks ago

It unfair how much of an investment edge you get from not hyperventilating over clearly temporary issues.

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Short Term Capital Mismanagement @_STCM

2 months ago

I've been biding my time for months - finally going long $DHR and making it a core position

Leandro @Invesquotes

2 months ago

I've been biding my time for months - finally going long $DHR and making it a core position

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Long $CGY.TO as of this morning - timing couldn't be better. Canada today announced they are raising defence spending (allegedly) this year from 1.37%-> 2%. That's a massive step up in spending. $CGY.TO is one of the cleanest plays half their revenues come from defence.

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Vernon @SouthwardVernon

3 months ago

Another failure: Amazon's in-car software deal with Stellantis fizzles. Automotive software has emerged as one of the most critical and challenging areas for legacy automakers to address. How much is the $Siri platform really worth?

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Bespoke @bespokeinvest

3 months ago

"AI is growing faster and will be larger than any platform shifts before, including the Internet, mobile, and cloud.” – NVIDIA $NVDA CEO Jensen Huang

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Short Term Capital Mismanagement @_STCM

3 months ago

$DAVA set-up is eerily similar to $META at it's trough -Narrative hammered by Rus/Ukr war, weakness in UK markets, and slow-down in the overall sector -Market questioning LT viability of these services vs. in-house AI tooling -Founder led w/significant ownership stake -Cheap

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signüll @signulll

3 months ago

the opposite of a pump & dump should be called a poop & scoop… tank the vibes, trash the narrative, make it reek… then quietly buy the dip.

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Morningstar, Inc. @MorningstarInc

4 months ago

$DAVA leads our list of the 12 best tech stocks to buy now. See what other undervalued tech companies look attractive today. spr.ly/6012Nvujw

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Sparrow Capital @Sparrow_PM

4 months ago

$DAVA disappointing that deals aren’t converting, like to see the upsized share buyback program. Guess it’ll just be dead in the portfolio for now.

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SA_vaninvestor @SA_VanInvestor

4 months ago

$spb.to Superior Propane Massive tax loss selling after slashing the dividend and committing to buybacks. Bought +6% of shares in last 6 months. Nice YTD share price outperformance DYOR.

SA_vaninvestor @SA_VanInvestor

7 months ago

$spb.to Superior Propane Massive tax loss selling after slashing the dividend and committing to buybacks. Bought +6% of shares in last 6 months. Nice YTD share price outperformance DYOR. https://t.co/IA9nyzgjYy

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Bill @W98AB

5 months ago

The only thing that could save the global economy is rush hour 4

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Aurelius @Aureliusltd28

5 months ago

Tariffs are dumb. We’re not going back to making toasters in Toledo. But if they crush yields and we refi $30T of debt just 100bps cheaper, that’s $300B+ a year in savings. Corporates have largely extended their debt maturity profile and maybe it’s time for Bessent to do the…

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Value Drift @valuedrift

6 months ago

$DAVA $DEO

Bloomberg @business

6 months ago

$DAVA $DEO

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CNBC @CNBC

6 months ago

Cramer's Lightning Round: 'We're going to stay away from' Sirius XM cnbc.com/2025/03/11/cra…

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Evan @StockMKTNewz

6 months ago

Microsoft $MSFT said today it is open to using natural gas to power AI data centers to keep up with demand - CNBC

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Astrid Wilde 🌞 @astridwilde1

7 months ago

i think it's finally time to start buying $DAVA

Astrid Wilde 🌞 @astridwilde1

10 months ago

i think it's finally time to start buying $DAVA

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Logos LP @Logos_LP

7 months ago

AI will end up being a significant (arguably overwhelming) source of backlog work for $DAVA and $EPAM. The work will be multiples greater than cloud ever was in the 2010s.