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Investment Strategies / Falling Knives
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Author: Lear   😊 😞
Number: of 1023 
Subject: Re: Constellation Software - CNSWF
Date: 01/15/26 5:09 PM
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No. of Recommendations: 3
I haven't seen firm specific news.

It appears CSU is falling in line with several SaaS stocks, likely due to continuing perceived AI threats (and especially agentic AI developments, such as Claude's recent release).

It seems a baby out with the bathwater kind of situation to me, but I too would be interested in others' opinions.
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