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Value Investing with Sven Carlin, Ph.D.BEARCSU is framed as too hard to handicap as a value bet because the business model could be structurally disrupted by AI-driven platform shifts the market is already pricing (similar to concerns raised for other software pricing power), so the upside depends on whether the real numbers keep proving resilience over the next few years.31d agoValue Investing with Sven Carlin, Ph.D.BEARCSU is a cheap-looking compounder with heavy M&A (40,000 target-style calling) and attractive free-cash-flow yield, but the business model’s cost structure and cash diversion into growth/acquisitions plus intense buy-side competition leave me skeptical enough to keep CSU on the “bad side.”36d ago"CSU is framed as too hard to handicap as a value bet because the business model could be structurally disrupted by AI-driven platform shifts the market is already pricing (similar to concerns raised for other software pricing power), so the upside depends on whether the real numbers keep proving resilience over the next few years."
"CSU is a cheap-looking compounder with heavy M&A (40,000 target-style calling) and attractive free-cash-flow yield, but the business model’s cost structure and cash diversion into growth/acquisitions plus intense buy-side competition leave me skeptical enough to keep CSU on the “bad side.”"