- 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