“Ranking SaaS Best Buys Today and Long-Term + Watchlist Review”
Constellation is rated A-to-B for a 10-year horizon; increased uncertainty from AI and low organic growth (1%) lowers its tier from previous S-tier status.
Let's do Constellation. Um I feel like Constellation is a good one. Um it's an interesting company. Um I'm quite bullish on the space. I'm not invested in Constellation, but I did buy some of these smaller plays.
Um and Constellation I think did so as well. I think we're over Canadian dollars. we're like 3100 something like that. Um again you could argue that constellation is a bit too big and you know a lot of the bets that they have very much depend on the terminal value. So there are risks.