How do we feel about these stocks with the S&P getting more expensive day by day.

u/Retropixl · Reddit — r/ValueInvesting · January 04, 2026 at 16:33 · ⬆ 16 pts · 💬 40 comments  | View on Reddit ↗
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Original Reddit post

Author argues underperforming quality compounders are positioned to do well and could outperform if tech enters a lost decade.

CSU.TO — LONG The author believes Constellation Software is positioned to do very well over the coming years. It has underperformed recently partly because of Mark Leonard's health-related departure and unrealistic AI threat fears to VMS software, which the author considers unlikely and unrealistic. A potential lost decade in tech could shift investor preference to such fortress companies.

I think companies like Constellation Software, Berkshire, Markel, and Fairfax are positioned to due very well over the coming years.

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u/Retropixl Reddit r/ValueInvesting
Constellation Software will do well over coming years.
The author believes Constellation Software is positioned to do very well over the coming years. It has underperformed recently partly because of Mark Leonard's health-related departure and unrealistic AI threat fears to VMS software, which the author considers unlikely and unrealistic. A potential lost decade in tech could shift investor preference to such fortress companies.
CSU.TO MED
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This Reddit post, published January 04, 2026, features u/Retropixl discussing CSU.TO. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Retropixl  · Tickers: CSU.TO