US · 23 entries · 17 publications
Constellation Software
More bullish than bearish among those that state a stance.
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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…
Since publication +17.6% α +16.3 pp vs S&P/TSX · CAD
YouTube · Value Investing with Sven Carlin, Ph.D.
Substack · Don Wharton Victoria, BC · Don Wharton
Descartes Deploys US$220 Toward Acquisitions and Constellation’s Volaris Group Acquires Four Companies
Since publication CSU +17.8% α +18.3 pp vs S&P/TSX · CAD
Substack · Speedwell Memos · Speedwell Research
AI Didn’t Hurt... or Help
Since publication +6.3% α +8.5 pp vs S&P/TSX · CAD
Substack · Burn The Index
Results and thesis check
Since publication +9.3% α +11.3 pp vs S&P/TSX · CAD
Substack · invirtiendoencalidad · Invirtiendo En Calidad
El Q2 de Constellation Software
Since publication +9.3% α +11.3 pp vs S&P/TSX · CAD
Substack · Don Wharton Victoria, BC · Don Wharton
Topicus and Lumine’s Results Bode Well for Constellation Software and AMD Acquires Another Canadian AI Chip Company
Since publication CSU +4.4% α +5.8 pp vs S&P/TSX · CAD
Substack · Whiteout Capital
Writeup updates, a framework I've been using to identify what matters most, and new writeups on Mako Mining and Constellation Software.
Since publication CSU +21.0% α +18.2 pp vs S&P/TSX · CAD
Substack · Eagle Point Capital · Matt Franz
This year I had the opportunity to present Constellation Software at the Intelligent Investor Conference (formerly ValueX Vail).
Since publication +21.5% α +18.3 pp vs S&P/TSX · CAD
Substack · Speedwell Memos · Speedwell Research
AI Strategy Revealed
Since publication +14.7% α +11.2 pp vs S&P/TSX · CAD
Substack · Don Wharton Victoria, BC · Don Wharton
Constellation Software Reports Solid Growth and Phenom Acquires Plum to Strengthen AI-Era Hiring Assessments
Since publication +23.1% α +16.6 pp vs S&P/TSX · CAD
Substack · bizalmanac · Andy
2026 Q2: Checking in on Terravest, Constellation Software and Amazon.com
Since publication CSU +23.1% α +16.6 pp vs S&P/TSX · CAD
Substack · Waver Research · Waver
Lumine Group is down 58% from its peak while its cash machine just posted the best year in company history. Here's why the market is confusing an accounting cleanup with a broken thesis.
Since publication +46.5% α +39.8 pp vs S&P/TSX · CAD
YouTube · The Patient Investor
Substack · Don Wharton Victoria, BC · Don Wharton
Constellation sees no major financial impact from AI and Kraken Robotics scales underwater technology platform with Covelya acquisition
Since publication +24.5% α +16.0 pp vs S&P/TSX · CAD
YouTube · Value Investing with Sven Carlin, Ph.D.
YouTube · Drew Cohen
YouTube · Aria Radnia
YouTube · UNRIVALED INVESTING
Substack · Horizon
An investment thesis of Soluciones Cuatroochenta
Since publication −15.0% α −33.4 pp vs S&P/TSX · CAD
Substack · Simeon Capital · Simeon Research
The constellation software playbook in venture capital?
Since publication −30.0% α −77.4 pp vs S&P/TSX · CAD
There is 1 more low-confidence entry, hidden because the ticker could not be checked in the text. See them in the index →
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.