Constellation Software

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 17, 2026 by Mike Brown · across every show →

Everything said about Constellation Software, oldest first

Jun 17, 2026 neutral
Assertion Partly supported
Brown: Constellation Software got clobbered over AI perception threats
“Constellation software, maybe because it's Canadian, but it went public at a five hundred million dollar valuation. I think it at some point hit eighty billion in market cap. And it's been clobbered over the last six months because of the AI perception threat.”
Mike Brown Jun 17, 2026 ▶ 36:56 Teamshares IPO: $60M EBITDA, 92 Companies, Zero Exits · More or Less Podcast
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