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Tidefall Capital

https://tidefall.substack.com/

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Latest post15 Jun 2026
Constellation Software Inc.Constellation Software: When Does a Stock Become a Bond?-15 Jun 2026
Topicus.com Inc.The SaaS Earnings Mirage-22 Mar 2026
Constellation Software Inc.The SaaS Earnings Mirage-22 Mar 2026
goeasy Ltd.Fairfax India: Control the Terminal, Control the Teller?-28 Feb 2026
Fairfax India Holdings CorporationFairfax India: Control the Terminal, Control the Teller?-28 Feb 2026
Constellation Software Inc.Breaking Down RBC's Constellation Software Mega Report-17 Feb 2026
Topicus.com Inc.SaaSpocalypse-11 Feb 2026
Constellation Software Inc.SaaSpocalypse-11 Feb 2026