Despite a 25% year-to-date drop and fears of AI disruption, Constellation Software's strong revenue and cash flow growth from acquisitions support a 'hold' conviction.
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Is it the right time to buy Constellation Software
Dividend GuyApr 15, 2026
The creator discusses Constellation Software (CSU), which has seen a significant price drop due to market narratives around AI potentially disrupting its business model. Despite the stock's decline and concerns about AI, the creator highlights the company's consistent revenue and cash flow growth through acquisitions, suggesting the underlying business fundamentals remain strong. The creator holds a 'hold' position, believing the investment thesis is still intact.
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