CSU

Covered Stock Valuation and AnalysisUNHEQBHennge 4475Portfolio UpdateTechnologyMarket WatchVIT-BPersonal FinanceBNMEQTFSA UpdateFIRE TutorialMETAAnnual ReportMajor Investment DecisionsMSCIAMZNGOOGLCRMCSU
Hennge 4475Hennge 4475
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SoloFIRE Portfolio Update - 2026 May - $991,000

SoloFIRE Portfolio Update - 2026 May - $991,000

The stock market reached new highs in May, and my portfolio followed suit as the software sector experienced a significant recovery from the recent “SaaSpocalypse” selloff. Excluding new contributions, net portfolio value increased by nearly 5% to about $991,000...

SoloFIRE
SoloFIRE
Covered Stock Valuation and AnalysisCovered Stock Valuation and Analysis
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Constellation Software (CSU) Stock is a Steal

Constellation Software (CSU) Stock is a Steal

CSU stock continued to fall, dropping 5% more after reporting a strong Q3 with 16% revenue growth and 46% free cash flow growth...

SoloFIRE
SoloFIRE
Covered Stock Valuation and AnalysisCovered Stock Valuation and Analysis
+1+1
CSU Delivered Robust Growth in Q2

CSU Delivered Robust Growth in Q2

Constellation Software (CSU) reported a 15% revenue growth in Q2 and 20% growth in free cash flow which is now US$10.37 per share. The stock is now trading at a 45 price-to-free-cash-flow ratio, which is undoubtedly a premium valuation.

SoloFIRE
SoloFIRE