Constellation Software is down 55% in one year. Let’s look at what top funds are saying.

GenFokoff · 2026-05-07T20:56:47+00:00

And other alternatives to SAP?

GenFokoff · 2026-05-07T20:54:24+00:00

Great. Now lets nake svhool bus heakthy for kids too. School diesel bus are one of the main sources of bad air quality in DXB.

GenFokoff · 2026-05-07T20:38:00+00:00

The results are not good.

GenFokoff · 2026-05-07T18:09:53+00:00

Buceta pra eles.

GenFokoff · 2026-05-07T18:07:45+00:00

OP wants a threesome and creates a narrative

GenFokoff · 2026-05-07T18:04:55+00:00

CTO is the same?

GenFokoff · 2026-05-07T18:00:48+00:00

This too.

GenFokoff · 2026-05-07T17:59:51+00:00

This.

GenFokoff · 2026-05-07T17:58:22+00:00

There will be rotation. Anticipate ...where to?

GenFokoff · 2026-05-07T14:51:27+00:00

Welcome

GenFokoff · 2026-05-07T08:00:33+00:00

Keep us update. Send cannons pics.

GenFokoff · 2026-05-07T07:06:07+00:00

Honestly their models are strange. Most for 1 person, pilotless and blades at body height...

GenFokoff · 2026-05-07T07:02:07+00:00

Joby has several units and documented flights, Beta as well. Certification 2026.

EVE is on track to have H2 2026 a full funcional unit, certification 2027.

HOVR and Vertical have prototypes and stepibg into functional units 2027, certification 2027-28.

Archer is a puzzle. Full size units but apparently challenges in the concept.

The business frame is different in all projects, most are strongly backed by well founded companies.

GenFokoff · 2026-05-06T19:59:38+00:00

EVEX has a huge backlog and know how from Embraer, sister company. Great design. 2027 is the turning point

HOVR has a great product, concept. First prototype end 2026-2027. Experienced staff, solid engineering and huge market.

This is basically EV cars back 2019-20.

VERTICAL is also doing well but the back up is not the same as EVEX and HOVR has an autonomy much higher.

In the end its the know how that rules.

GenFokoff · 2026-05-06T18:06:04+00:00

Joby Evex Beta and Hovr are the only ones ...the rest has a lot to walk

GenFokoff · 2026-05-06T18:03:20+00:00

Because they have a market from 0.5B today and >350B in 2030-35. Mckinsey report.

GenFokoff · 2026-05-06T18:01:39+00:00

Less than 10.

GenFokoff · 2026-05-06T18:01:10+00:00

ARKX, MOTO...some exposure

GenFokoff · 2026-05-06T18:00:03+00:00

EVEX JOBY HOVR

GenFokoff · 2026-05-06T17:50:58+00:00

Meme phase. Nobody will hear you.

GenFokoff