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Varun Malhotra

@varuninvesting • 4,797 subscribers

Built a software company. Sold it to Google. Now I invest in what I know.

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Mark Leonard almost never speaks publicly. When he does, you listen. In this clip he shows you the exact playbook AI agent companies will run against $CSU. His case study: Veeva. Leonard was wargaming at all-time highs. Before anyone was worried. This is not a man who got blindsided.

Mark Leonard almost never speaks publicly. When he does, you listen. In this clip he shows you the exact playbook AI agent companies will run against $CSU. His case study: Veeva. Leonard was wargaming at all-time highs. Before anyone was worried. This is not a man who got blindsided.

117,243 Aufrufe • vor 3 Monaten

$MSFT's P/E is at a 5-year low while FCF keeps growing. Dividendology and I ranked 9 stocks that have been beaten down on if you should buy the dip. What do you think, is Microsoft cheap?

$MSFT's P/E is at a 5-year low while FCF keeps growing. Dividendology and I ranked 9 stocks that have been beaten down on if you should buy the dip. What do you think, is Microsoft cheap?

23,735 Aufrufe • vor 29 Tagen

Mark Leonard almost never speaks publicly. When he does, you listen. In this clip he tells you exactly what happens next for $CSU. Acquisitions slow. Returns compress. And organic growth becomes the new engine. "As the acquisition opportunity tails off, and it will inevitably tail off at some point, I think we will shift some of our efforts towards organic growth." Inevitably. His word, not mine. The bears say this is a warning. The bulls say this is the blueprint. Which is it?

Mark Leonard almost never speaks publicly. When he does, you listen. In this clip he tells you exactly what happens next for $CSU. Acquisitions slow. Returns compress. And organic growth becomes the new engine. "As the acquisition opportunity tails off, and it will inevitably tail off at some point, I think we will shift some of our efforts towards organic growth." Inevitably. His word, not mine. The bears say this is a warning. The bulls say this is the blueprint. Which is it?

58,835 Aufrufe • vor 4 Monaten

William Thorndike almost never speaks. When he does, you listen. A decade ago, in 68 seconds, he named 10 current Outsider CEOs. Mark Leonard at $CSU. Mike Pearson at Valeant. Eight more. Leonard compounded 10x. Pearson cratered 95%. Now ask yourself: who would you put on the list today?

William Thorndike almost never speaks. When he does, you listen. A decade ago, in 68 seconds, he named 10 current Outsider CEOs. Mark Leonard at $CSU. Mike Pearson at Valeant. Eight more. Leonard compounded 10x. Pearson cratered 95%. Now ask yourself: who would you put on the list today?

35,024 Aufrufe • vor 2 Monaten

I ran the numbers on $ADBE. Bear case: 1% annual return. Bull case: 30% IRR. Everyone on fintwit thinks Adobe is dead. AI kills Photoshop. Canva already won. Meanwhile, 90% of enterprise creative teams are locked into Adobe. The switching cost isn't the software. It's thousands of templates, brand assets, and team libraries that don't transfer. There's zero evidence of an actual melting ice cube. Seat counts are stable. Renewals are holding. Pricing power is intact. But even if that plays out, you basically get your money back. If the business holds, you do very well from here. Broke this down with Aria Radnia 🇮🇷 on my youtube channel.

27,776 Aufrufe • vor 2 Monaten

If you own $CSU, you should be able to answer this question. AI can now clone any niche software product for almost nothing. So why can't anyone touch their 70,000 vertical markets? If you can't answer that, watch this.

If you own $CSU, you should be able to answer this question. AI can now clone any niche software product for almost nothing. So why can't anyone touch their 70,000 vertical markets? If you can't answer that, watch this.

27,640 Aufrufe • vor 3 Monaten

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