On this episode of duncan robinson Chit Chat Stocks, we speak with Drew Cohen of Speedwell Research about Constellation Software (Ticker: CSU). The stock is in a deep drawdown, its largest ever. We discuss:
00:00 Introduction
03:50 Understanding Constellation Software's Business Model
06:40 The Bear Case: AI Disruption and Market Concerns
15:45 Acquisition Strategy
19:45 Leadership Transition and Its Implications
28:29 Cultural Impact and Decentralization in Business
29:04 AI's Influence on Acquisition Strategies
31:48 Valuation Metrics and Market Perception
35:51 Stock Buyback?
43:11 The Unique Culture of Constellation Software
Speedwell Research:
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal maggio advice or a recommendation.
