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Constellation Software

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Mar 24, 2026 by Greg Isenberg · said 25 times in 6 episodes since 2023 · across every show →

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brought up most by Greg Isenberg (22), Andrew Wilkinson (3)

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2026 8 mentions in 3 episodes 3 per episode
2024 7 mentions in 2 episodes 4 per episode
2023 10 mentions in 1 episode

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Everything said about Constellation Software, oldest first

Mar 24, 2026 positive
Assertion Partly supported
Isenberg: Constellation Software is worth nearly $75B across hundreds of vertical companies
“Why is Constellation software, you know, almost a seventy-five billion dollar company or whatever. They have hundreds of vertical software companies because people like buying very specific products.”
Greg Isenberg Mar 24, 2026 ▶ 20:30 Firecrawl AI clearly explained (and how to make $$)
May 4, 2026 neutral
Assertion Supported
Wilkinson: Constellation Software's stock has been cut in half
“I mean, look at Constellation Software. Their stock has been cut in half like that.”
Andrew Wilkinson May 4, 2026 ▶ 28:37 AI Agents run my business and life (Andrew Wilkinson)
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