TOI.V

Still (!) no signs of AI disruption (+valuation update)

Topicus' Q1 Earnings

May 6 • Best Anchor Stocks

No signs of AI (at least not yet)

Topicus' Q4 and FY 2025

Feb 26 • Best Anchor Stocks

A new addition to my portfolio

Been following for years, the time has finally come

Oct 16, 2025 • Best Anchor Stocks

Is AI eating Vertical Market Software?

(Maybe not yet)

Sep 22, 2025 • Best Anchor Stocks

Hidden Value in a Liability

Constellation's Q2

Aug 11, 2025 • Best Anchor Stocks

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