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![TacticzH Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1488239011378388997.png) TacticzHazel - Value Investing [@TacticzH](/creator/twitter/TacticzH) on x 13.5K followers
Created: 2025-06-02 13:24:48 UTC

2/ $CSU Constellation software
Constellation Software acquires, manages, and builds vertical market software (VMS) businesses. Essentially, they buy up smaller software companies that serve specific, niche industries (like software for libraries, marinas, or public transit).

Why does $CSU have huge potential?

- Diversified portfolio
- Decentralized model
- High switching costs for clients
- Strong cash flow generation 
- A proven model of identifying and integrating new businesses.
- High ROIC
- Founder-led: Led by its visionary founder, Mark Leonard

Valuation: 🟠 
It's one of these companies that seems to never trade at a discount. Would love for $CSU to drop in price before I open a position. Still great, long-term hold, and nice one to pick up during corrections.

![](https://pbs.twimg.com/media/GsbOQwPWsAEXhSW.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1929529635865280886/c:line.svg)

**Related Topics**
[decentralized](/topic/decentralized)
[constellation](/topic/constellation)
[$csuto](/topic/$csuto)
[$csu](/topic/$csu)
[investment](/topic/investment)

[Post Link](https://x.com/TacticzH/status/1929529635865280886)

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TacticzH Avatar TacticzHazel - Value Investing @TacticzH on x 13.5K followers Created: 2025-06-02 13:24:48 UTC

2/ $CSU Constellation software Constellation Software acquires, manages, and builds vertical market software (VMS) businesses. Essentially, they buy up smaller software companies that serve specific, niche industries (like software for libraries, marinas, or public transit).

Why does $CSU have huge potential?

  • Diversified portfolio
  • Decentralized model
  • High switching costs for clients
  • Strong cash flow generation
  • A proven model of identifying and integrating new businesses.
  • High ROIC
  • Founder-led: Led by its visionary founder, Mark Leonard

Valuation: 🟠 It's one of these companies that seems to never trade at a discount. Would love for $CSU to drop in price before I open a position. Still great, long-term hold, and nice one to pick up during corrections.

XXXXX engagements

Engagements Line Chart

Related Topics decentralized constellation $csuto $csu investment

Post Link

post/tweet::1929529635865280886
/post/tweet::1929529635865280886