🌱 VMS Fund new entries
8️⃣ Layers: The SuperApp of Education in Brazil
9️⃣ OliveAI: AI Driven Dynamic Pricing for the Rental Industry
🔟 Argonautas.ai: The ultimate legal assistant
✨ Constellation Hathaway Capital retweeted
Obligadisima lectura si eres inversor en $CSU gracias al extraordinario trabajo de @AboveAvgOdds.
Ya no solo nos une Mario y Luigi, Ryan 😉.
Da gusto leer trabajos así y aprender de gente mucho mejor que uno.
crossroadscap.io/insights/co…
✨ Constellation Hathaway Capital retweeted
We’re rolling out monthly Claude Platform API credits for Max and Team plans:
Max 5x: $100
Max 20x: $200
Team: up to $500, pooled
Works on any model, including Haiku 5.5, in your code or third-party harnesses.
How it works and full terms: support.claude.com/en/articl…
✨ Constellation Hathaway Capital retweeted
My takeaways from Mark's fireside:
- he's super humble despite incredible returns
- he's read all the books, he's an encyclopedia
- has come back strong from recent health challenges
- he's deeply entrenched in the details of Constellation despite having a step back – at Toronto, Ontario
✨ Constellation Hathaway Capital retweeted
Our boy is in the arena send it back to 5K $CSU
✨ Constellation Hathaway Capital retweeted
Cloud sessions are officially available and out of research preview! They let you keep Claude Code working, even when your laptop is closed.
Existing subscribers get a one-time credit to try them: $100 on Pro, $250 on Max.
Thomson Reuters’ arguing that “SovereignAI” is achievable by mid-sized institutions through continual learning on open-weight models $TRI
✨ Constellation Hathaway Capital retweeted
$CSU.TO mothership earnings are out:
- Revenue +17% YoY
- Recurring revenue organic growth just 2% 😕 (CC) It would be 4% excluding Altera
- $1.7B in acquisitions 🤯($893M deployed + $818M in commitments, both including deferred payments)
- FCFA2S ex-IRGA ex-CWC +15%
✨ Constellation Hathaway Capital retweeted
Maintenance revenue keeps growing organically at a healthy clip. $TOI.V
✨ Constellation Hathaway Capital retweeted
$TOI.V earnings are out
- Revenue +18% YoY
- Maintenance organic growth 6% 👌
- Margins flattish YoY (they might require some adjustments...)
- Not a great Q for acquisitions with $40M deployed
- FCFA2S metric for this Q is totally useless due to the extraordinary dividend received from $ACP.WA
This beauty is yours for ~27x EV/FCFA2S ex-CWC
cc $CSU.TO
✨ Constellation Hathaway Capital retweeted
Lumine Group Inc. Announces Results for the Second Quarter Ended June 30, 2026.
Read More: luminegroup.com/statutory-fi…
✨ Constellation Hathaway Capital retweeted
$CSU Jonas \ Vertus buys Delineate, a research tech that enables brands to measure & adjust brand health & campaign performance in real time, replacing the traditional annual tracking study. It operates across 100+ markets, serving leading global brands like Coca Cola.
Niche!!!
I think they need to step it up. Or I have a problem... 24.1 billion tokens on codex for me. Claude code is another story. $CSU.TO
$CSU raia awarded CSU Finance VP Scott Denneny the distinction of being the first CSI agent, “Pacioli,” to reach 1B tokens with 600 finance power users across 20+ countries. For perspective, 1B tokens is roughly 1B words — equivalent to a human typing nonstop, 24/7, for 48 years.
✨ Constellation Hathaway Capital retweeted
$CSU.TO
Yonder is cooking!
They're creating AI agents for real-world use, adding value to CSI's customers 👌
✨ Constellation Hathaway Capital retweeted
"We estimate that $CSU deployed $646m on acquisitions in Q2. Since Q2, Constellation has deployed another $270- $347m on acquisitions. With $1.63B YTD, we estimate $3.12b capital deployed in FY26, above the record $2.46b deployed in FY23." - RBC
