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BUY · CSU

Buy CSU by Dec 27, 2026.

C
coffeeestocksreddit
via r/ValueInvesting
· Published Sep 28, 2026 14:26 · Valid until Dec 27, 2026 · ACTIVE
Entry
$33.54
Now
$33.54 +0.0%
Target
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Score
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Full investment thesis on why I am long constellation software price: roughly $2,800 p/fcf: roughly 15ish The tldr is that very low multiple with long history of growth. I think the businesses that they own are too niche to be easily disrupted by AI. They've been going through a year of record capital deployment as well. The forward multiple on this is probably 13ish. So a few more years of 10-15% growth and this thing could return a 10% dividend …
— ORIGINAL POST · CSU: Constellation Software - Investment Thesis · r/ValueInvesting · Sep 28, 2026