The Greatest Capital Allocator No One Knows About (TIP531)
发布时间 2023-03-04 23:45:02 来源
摘要
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Clay does a deep dive into Constellation Software (Ticker: $CSU). Constellation Software is a Canadian holding company that has acquired over 600 vertical market software businesses. The company was founded by Mark Leonard, and has delivered exceptional returns to shareholders since their IPO in 2006.
▶️ RELATED EPISODES:
- Intrinsic Value Analysis: Constellation Software: https://youtu.be/yM2zQxiWCOU
IN THIS EPISODE YOU’LL LEARN:
- What makes Constellation such a high-quality business.
- What Constellation’s business model is.
- The similarities between Mark Leonard and Warren Buffett.
- Clay’s takeaways from reading Mark Leonard’s shareholder letters.
- How Constellation garnered a reputation that founders are more than willing to sell to.
- How Clay views the valuation of Constellation Software today.
- Why Clay took a position in Constellation Software to hold for the long-term.
🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/episodes/mark-leonard-the-best-capital-allocator-youve-never-heard-of/
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