CNSWF
2 tracked calls · 2 long · 0 short · last 90d: 1L/0S
first called by We Study Billionaires 3mo ago
LONG2mo ago
“I think Constellation is a more resilient business than Walmart because it is 1,000 businesses in one.”We Study Billionaires · Mohnish Pabrai
Constellation Software is more resilient than Walmart, a rare 30%+ compounder to hold
CNSWFLONG@ $1,829.02
$2,151.55+17.63%
since call May 2
peak +21.9%
LONG3mo ago
“over three-quarters of Constellation's revenues actually come from maintenance. So customers pay for ongoing support with the systems…”We Study Billionaires · Clay Finck
AI fears are overblown for Constellation; maintenance revenue and switching costs protect it
CNSWFLONG@ $1,879.27
$2,151.55+14.49%
since call Apr 18
peak +15.2%