Tremendous alpha in the Q&A If you have any similar anecdotes please share them ! $CSU
"Q2-to-date brings TTM capital deployed on acquisitions (and the equity investment in Asseco) to $2.835B, nearly double $1.50B in the previous TTM period." $CSU
$CSU Feasting https://t.co/7L36GzcSLl
$CSU feasting on this carcus for the second time?! From 2023: https://t.co/VRe2ySahr5 https://t.co/aNx3dx76QW
I for one believe $CSU is worth $2 trillion
John Arnold Bottom ™️ is holding $CSU
🐐🐐🐐 $CSU https://t.co/AkEmUE1xFu
$LMN "Lumine's telecom customers are unlikely to adopt Al within their core network software any time soon. 94% of Lumine's revenue comes from Tier 1 customers. While Lumine's software is already cloud-native, the majority of its customers deploy software on-premise or within their own private data centers. Management expects that these companies would not deploy agentic Al for at least 5-10 years, with many customers waiting for others in the industry to deploy first." $CSU
No tech debt $CSU https://t.co/TBiqOV7yAC
The ammo we need for a $CSU bottom comes in daily now
Yes it literally does $CSU
Insane bench at $CSU anyone worried about Mark leaving is a donkey. My pick is $LMN for next CEO. Who you got? https://t.co/yWlojrTYnI
$CSU HAS NO TECHNICAL DEBT ANYMORE THROW YOUR LAZY BEAR CASE AWAY
"Changing our user interface is not what our customers want" $CSU
Anyone at $CSU AGM?
$CSU +2% $ASML +1% https://t.co/uEEpd19V7C
"We are now at ~17x. The stock keeps grinding lower, and the multiple keeps compressing. However, if these ROICs hold up as CSU deploys capital, it should not be easy for the stock to keep grinding lower from here." $CSU @borrowed_ideas
Does anyone really think this is being disrupted? $CSU h/t @borrowed_ideas https://t.co/IBxfPqG9de
$CSU green on a semi day https://t.co/xxqIYzTbqK
$CSU "M&A tracking to an annual high reaffirms our positive thesis... Management sees AI as helping accelerate product innovation and expand Constellation's footprint at customers, which may drive stronger organic growth as a result. Constellation does not appear to be concerned about AI resulting in potential new competitors."
$CSU +2% $ASML +5% https://t.co/yCfZqX4Ioo
@FubarCapital $CSU or $AMZN
Comps for a bunch of dogshit software $CSU $TYL https://t.co/1Mysf00Ab9
$CSU green on a semi day https://t.co/VmPuUJfTNN
@Toronto242M @PythiaR thank you for your contribution to the $CSU bottom
$CSU +5% on news Mark Miller in Omaha and AI not disputing them.
$CSU +3% https://t.co/aoNuvxr0Z7
Can someone good a math and calculating shares outstanding tell me if $TOI is cheaper than $CSU yet?
@ManticoreCap why wouldnt you buy $CSU here?
"When a vertical market software provider embeds payment processing natively into its platform, the switching costs multiply exponentially. If a customer wants to rip out a $CSU software product, they aren't just changing their user interface or data storage- they are fundamentally disrupting their own accounts receivable, merchant underwriting, and daily cash reconciliation."
@dcurras1 Why would this AI commentary be a bad thing for $CSU and why would slowing m&a at $ROP mean anything for CSU? TIA!
$AMZN $ASML $CSU seems like a perfect three stock portfolio. There is a high probably all three are AI winners. But at worst you're hedged.
$CSU "AI first" pivot = margin expansion https://t.co/nIg65Ahm2n
travel zeroing doesnt matter for $CSU's $SABR investment because $SABR is a zero without or without a travel bull market
$CSU bought the software dip
IS AI INCREASEING GROWTH AT $CSU
$CSU https://t.co/8Uf8QcRiWn
kinda wild to see how public software companies are run and then say "how will $CSU deploy more capital once private cos don't move needle".
$CSU entered a bull market yesterday +20% off the lows.
@MetacriticCap noboby wants to own anything $CSU owns that's the entire point.
"The vast majority of $CSU acquisitions have been private companies. Constellation has only made a few acquisitions of public software companies primarily because valuations in the public markets have been significantly higher... valuations and reduced investor sentiment for software assets may increase the likelihood that $CSU is able to acquire public software companies"
and when that day comes $CSU will bid
$CSU https://t.co/V5USWv7Yqm
$CSU announced today it will host a fourth quarter conference call and live audio webcast on March 10, 2026 at 8:00 a.m. ET. https://t.co/HU9R6ElWRt
"An industry rule of thumb is that the average company spends ~80% of its IT budget to just maintain its existing software and tech infrastructure" $CSU
"proprietary to the VMS vendor, not the customer. Moreover, customers may not even be aware of all the relevant edge cases for their industry" $CSU
$CSU merges with $GPN I call it Instant Berkshire
$CSU long thesis
