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Investment Strategies / Falling Knives
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Author: Johncleven   😊 😞
Number: of 1023 
Subject: Re: Constellation Software - CNSWF
Date: 01/20/26 3:50 PM
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No. of Recommendations: 6
Initiated a position today. If the "Canadian Berkshire Hathaway of software" is good enough for Manlobbi at 20x FCF, then it's good enough for me at 16x FCF.

This is my first new single-stock position in a number of years and I hope to own it for decades.
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