Calls
1
u/fmsilver11
Reddit r/ValueInvesting
Win Rate
100.0%
return
+1.8%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 25
$2781.11
+1.8%
The author argues that the narrative of AI replacing all SaaS and vertical software is wrong, based on his experience with legacy 80s/90s-era code that is deeply embedded, over a million lines, and cannot be replaced because no one understands it and downtime costs about $30k per hour. In his view this creates a stellar opportunity for Constellation Software to buy cheap, mispriced verticals due to the AI narrative, resulting in an explosion of free cash flow that no one is considering as a bull case. He recommends buying and holding for a few years.
AI Software
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u/fmsilver11 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: CSU.TO.
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