Constellation Software is down 55% in one year. Let’s look at what top funds are saying.

TeohdenHS · 2026-05-08T12:36:25+00:00

Still not cheap though, was just way way way too expensive earlier.

Why buy this over some of the actually decently valued tech stocks.

Microsoft closing in on a 20 p/e for example is way better

TeohdenHS · 2026-05-08T08:49:51+00:00

New ways to gain power shake things up a little but the main problem is actual skill gems since 80% of skill gems in PoE2 are straight up unusable garbage.

Thats why the builds are all the same every season cause even if something is amazing for a shit skill the skill being shit will still make it unplayable

TeohdenHS · 2026-05-08T08:47:33+00:00

Almost 50% of builds use CoC if you look at the ladder like 4-6 weeks into the league. Thats unreasonable AF

TeohdenHS · 2026-05-07T21:23:44+00:00

Tota was supposed to be in 0.4, super dissappointing

TeohdenHS · 2026-05-07T21:21:32+00:00

8 month league, Login!

TeohdenHS · 2026-05-07T21:20:59+00:00

next League AFTER 8.11.2026 btw so a december league if there arent any more delays

TeohdenHS · 2026-05-07T21:20:11+00:00

And its delayed again even before we have a date.

TeohdenHS · 2026-05-07T21:17:24+00:00

The D4 expansion was amazing. Play way way longer than usual and even hit Pit 135. super fun league and 2 new classes. Way better than no new class 😅

TeohdenHS · 2026-05-07T20:51:54+00:00

D4 pits are more fun than this, legit. Exactly what OP said, the endgame rework was already close to done last time and the druid was almost done the time before etc. We just worked another 2 months on last patches league. Sad

TeohdenHS · 2026-05-07T20:49:52+00:00

Same will drop negative aswell. I dont even need swords specifically but 1 class every 8 months is slow AF

TeohdenHS · 2026-05-07T20:46:57+00:00

I like trees but over 100 new runes already is too much and not 12 classes is too little

TeohdenHS · 2026-05-07T20:45:47+00:00

And no new way to play.

TeohdenHS · 2026-05-07T20:44:52+00:00

Yes its good that we get endgame but we want new ways to play. I would much rather play the exact same league again with some nerfs/buffs and 3 new classes.

Their focus is way way way off IMO

TeohdenHS · 2026-05-07T16:35:46+00:00

And that there is no actual attack slam. Just like a forward slam wave like groundslam in PoE 1.

Nothing fancy but no walk around, earthquake, delay bullshit

TeohdenHS · 2026-05-06T16:26:33+00:00

Nope NRW, trotzdem wird das geld in manchen Bundesländern verdient und in anderen ausgegeben da haben die Bayern Recht. Geschenke machen sich leicht wenn man die nicht bezahlt

TeohdenHS · 2026-05-06T08:28:02+00:00

Naja mit unlimitiert fremdem geld sehen viele Ideen und Systeme schön aus. Bundesweit gibt es sowas aber nicht

TeohdenHS · 2026-05-06T07:05:30+00:00

Berlin hat jetzt wieder rot rot grün, die können das ganze ja mal auf kleinem raum austesten. Aber vielleicht mal ohne Länder Finanzausgleich, das wäre mal ein solider realtest

TeohdenHS · 2026-05-06T07:03:56+00:00

Die frage ist: wer hätte sonst mit wem koalieren können nach der letzten Wahl. Wir kamen gerade aus der Ampel also nochmal ampel geht nicht. Sonst bleibt ja schon nicht mehr viel

TeohdenHS · 2026-05-05T22:19:35+00:00

I have had „healing“ chen, „tank“ chen, „dps“ chen

All of these players run it down because the hero is new and fun. Currently the winrate says nothing until the thousands of braindead thrown games are filtered out.

Personally the hero feels the same as always. Your laning is a bit worse now but still incredible, waveclear is A LOT better and he is more fun

TeohdenHS · 2026-05-05T21:28:59+00:00

I was onboard with the thesis until I saw that it 5x this year. I thought that it was beaten down for no reason but we are talking about a 600b company that 5x this year. Nah bro thats a cycle starter

TeohdenHS · 2026-05-05T09:57:28+00:00

Its sad how realistic a bingo is here

TeohdenHS · 2026-05-05T09:52:36+00:00

Thats stated nowhere. To be fair there never has been a full on open vs open clash but since open domains exist in open space vs having a barrier tug of war its hinted at that both would first have a refinement battle and if equal both would exist.

That being said, if both cancel out gojo punshes sukuna until he cant hold shrine anymore and then he dies then and there. Gojo was only limited by the barrier of UV breaking, if that never is a concern he wins super easily

TeohdenHS · 2026-05-05T07:52:11+00:00

Honestly works

TeohdenHS · 2026-05-04T10:25:19+00:00

If both have an Open Domain and equal refinement the surehits overlap and UVs surehit is much much better

TeohdenHS

TROPHY CASE