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  5. CSU: Hi 5i Team, These two companies have pursued similar strategies it seems over the years and both have been badly beaten up. [Constellation Software Inc.]

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Q: Hi 5i Team,

These two companies have pursued similar strategies it seems over the years and both have been badly beaten up. Is there a preference among the two of them and why?

Thanks!

Derek
Asked by Derek on February 04, 2026
5i Research Answer:
We think both are decent companies/stocks. Both have been hit with softare/AI concerns, but ROP...
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