CSU's Generational Buy Opportunity Amidst a Historic Selloff

2 months ago

Speaker

"This is a sell-off that hasn't happened since the company went public about 37% from its all-time high. This is a stock that's gaining a lot of traction amongst the retail community as a quality stock to buy and hold forever. And there's really a misunderstood story where the company is having its Google kind of moment when people said that Google was dead and it's not an AI stock. I see the same setup for this one. If I'm right, I believe the gains on this stock are going to be insane. And if I'm wrong, then you know the stock's going to keep going down. But this stock is CSU, which is Constellation Software."

The speaker outlines a generational buying opportunity for Constellation Software (CSU), emphasizing that the current historic selloff—down 24% year to date—is a rare event. He draws parallels with Google's turnaround amid AI fears, arguing that CSU's recurring revenue model, non-dilutive acquisitions, and potential efficiency improvements from AI set the stage for significant upside despite leadership changes. The commentary suggests that the selloff is overdone, making CSU attractively valued for long-term hold.