On this episode of 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: https://speedwellresearch.com/
*****************************************************
Sign up for our stock research service, Emerging Moats: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.