Calls
1
u/Aevykin
Reddit r/ValueInvesting
Win Rate
0.0%
return
-6.4%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 15
$3022.96
-6.4%
After a two-day ~10% drawdown driven by AI fears, the author argues Constellation Software trades at roughly 15x forward 2026 P/FCFA2S versus its historical 25-35x range, about two standard deviations below normal. With forward FCF yield near 6.5% and 15-20% top-line growth, the author estimates the full investment cost could be recouped from cash flow in about eight years. The author holds 96 shares and plans to keep buying, framing the selloff as a statistical outlier rather than a fundamental deterioration.
AI Software
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u/Aevykin has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: CSU.TO.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
