Deep Dive: Topicus.com Inc. ($TOI) – Part 1

This article is the first part of a deep dive series into Topicus.com Inc. It discusses the author's fascination with serial acquirers and the recent software selloff, which has created opportunities in the VMS (Vertical Market Software) space. The author argues that VMS companies like Topicus are more resilient to AI disruption than general SaaS companies. The article sets the stage for a detailed analysis of Topicus's business model, acquisition strategy, and valuation.