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What's going on at CSU?

I took $CSU (+0.77%) into the portfolio at the ATH and since then it has only gone down, although the company is still an investment case for me. I am very unsettled by this development.

What do you think about CSU and do you know what's going on?

5 Comments

Nom@user28461

😆 Since the Gandalf CEO left, everyone wants nothing more to do with the company. Very revealing. I think it's grossly overvalued and that's now being fixed. ProTip: For expensive companies, buy in stages so that you can lower the purchase price if necessary.

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Mau@ProMau

Made almost 30,000% at the ATH in 20 years 🤯

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fionn@8fionn

@ProMau actually a great company

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Johnny B.@JBatelli

The decline in Constellation Software's share price since May 2025 is mainly due to concerns about the impact of artificial intelligence, the resignation of founder Mark Leonard and a sharp decline in net profit in the second quarter of 2025.

Why did you buy Constellation back then? Has the reason for buying changed since then?

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Tenbagger2024@Tenbagger2024

@JBatelli
It's similar to when Buffet announced his retirement, Berkshire also went down at first. Software is also struggling, look at EXL , SAP etc

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