The Intrinsic Value Podcast发布 2026-08-20
《Ranking SaaS Best Buys Today and Long-Term + Watchlist Review》
$CNC未明确方向
Constellation在10年时间跨度上被评为A至B级；AI带来的不确定性增加和低有机增长（1%）使其评级从此前的S级下调。
我们来看看Constellation。我觉得Constellation是个好例子。这是一家有趣的公司。我对这个领域相当看好。我没有投资Constellation，但我确实买了一些较小的相关股票。
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.
我认为Constellation也做到了。我认为我们超过了加元，我们大概是3100多。同样，你可以说Constellation有点太大了，而且他们的很多押注很大程度上取决于终值。所以存在风险。
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.