“Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)”
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