Buy CSU by Dec 24, 2026.

Reading this title in the age of AI, some will probably think I’m crazy. You’ll also think I’m crazy holding over half a million dollars between Constellation Software and Topicus while frontier labs, Metas, Amazons, and Googles of the world develop the next generation of agents to plan our vacations, order our lunch, and kill us all. All the while, I’m sticking to the Berkshire Hathaway of software. Businesses built from the ground up between the 1970s and 1990s, long …