2 Recent Buys – CSU, TWLO


A quick update on two purchases in my portfolio from last week.

  • First purchase: I added to my position in Constellation Software Inc (CSU.TO) @ $1,301.68. This is my third tranche of buying CSU and now makes for a full position. Previous purchases are documented here.
  • Second purchase: I added to my position in the one SaaS company I own – Twilio Inc (TWLO) @ $104.00. A riskier play but I like the long term prospects of the company. Decided to up my stake a little bit with this purchase after the whole SaaS space took a beating last week.

What are your thoughts on these purchases. Share a comment below.

Full Disclosure: Long CSU.TO, TWLO. Our full list of holdings is available here.

2 thoughts on “2 Recent Buys – CSU, TWLO

  1. I always say the same thing when reading these posts… happy to see the buying continue. True DGI shows no fear even when the market is at all time highs, QE, terror, war, N. Korea, deflation, inflation, crypto crash, crypto moon, gold/silver rise/fall, whatever. Not familiar with either name you bought but that’s nothing new for me 🙂 I added to some old time holdings of mine this month. Moved away from MO after many months of repeated buys.

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