Chit Chat Stocks
Chit Chat Stocks
Chit Chat Stocks
Will AI Kill Constellation Software? With Drew Cohen From Speedwell Research (Ticker: CSU)
51 minutes Posted Feb 11, 2026 at 9:00 am.
) Introduction
) Understanding Constellation Software's Business Model
) The Bear Case: AI Disruption and Market Concerns
) Acquisition Strategy
) Leadership Transition and Its Implications
) Cultural Impact and Decentralization in Business
) AI's Influence on Acquisition Strategies
) Valuation Metrics and Market Perception
) Stock Buyback?
) The Unique Culture of Constellation Software
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51:30
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Show notes
On this episode of Chit Chat Stocks, we speak with Drew Cohen of Speedwell Research about Constellation Software (Ticker: CSU). The stock is in a deep drawdown, its largest ever. We discuss:
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Speedwell Research: https://speedwellresearch.com/
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