Will AI Kill Constellation Software? With Drew Cohen From Speedwell Research (Ticker: CSU)

Chit Chat Stocks · Feb 11, 2026 · 51m

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:

(00:00) Introduction

(03:50) Understanding Constellation Software's Business Model

(06:40) The Bear Case: AI Disruption and Market Concerns

(15:45) Acquisition Strategy

(19:45) Leadership Transition and Its Implications

(28:29) Cultural Impact and Decentralization in Business

(29:04) AI's Influence on Acquisition Strategies

(31:48) Valuation Metrics and Market Perception

(35:51) Stock Buyback?

(43:11) The…