Constellation is considered the safest bet on the watchlist despite fundamental doubts, ranking it at the top.

>> Yeah. How about we do a quick one because I feel like for whatever reason, Constellation ended up in our watch list um the last three times, whether it be, you know, SAS companies or anything else.

Um so I think we don't need to talk too much about it anymore, but obviously we also need to debate where it is here. And I think that's not that easy. Um maybe we can just um we don't have too much on consolation, but one of the interesting things um by now we're

I did not think Constellation was going to be We didn't even find an find an S tier. I I really uh am surprised. Yeah,

I you know I didn't think we would end up with constellation on top but it feels um I don't it it's funny to say given how much uh um people are are kind of fundamentally questioning the direction of the company but it feels like the most uh the safest bet you know it's almost like uh Birkshshire Hathaway of vertical software like yeah um you're you're pretty sure it's it it's going to do gonna do well.