Paul Moroz Predictions
Portfolio Manager, Mawer Investment Management
Track Paul Moroz's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
1 forecast 1 pending
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1 forecast
Person Subject Forecast* Source Date Deadline** Outcome
Paul Moroz Constellation Software Constellation Software is attractive at current valuations, with its infrastructure-like business model and strong culture providing defensible long-term returns In the Money 2026-05-07 2028-05-07 pending
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[9:20] I think the valuation now is a lot more accommodating with the risks at play... My thesis is that for many of their clients and the solutions that they provide that that is much more infrastructure like and defensible that you still have a culture that will tinker and evolve with the world of capitalism and they you have a culture that will be able to allocate capital very well
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