No. of Recommendations: 5
Many thanks for a very nice overview. I agree and initiated a small position a month ago for similar thinking/reasoning. I was just considering adding to it on its further price decline and the market overreaction to the CEO transition and AI concerns imo.
I also hear excellent things from very good sources wrt the very new CEO, Mark Miller, who has been an outstanding leader there for decades. Mr. Miller also has a lot of skin in the game, as my info reveals he owns over 1% of Constellation. The successful culture, management and allocation/ growth will continue.
