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Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO

Yet Another Value Podcast

CHAPTER

The Strategic Insights of Constellation Software

This chapter delves deep into Constellation Software's approach to acquisitions, stock market competitiveness, valuation, and business prospects, highlighting potential risks like cyber attacks and market disruptions. It explores the significance of personalized professional services in the software industry, as well as the pricing strategies and customer churn dynamics at Constellation Software. The discussion also examines the company's diversified business model, risks associated with various industries, and the unique capital allocation strategies employed by Constellation Software.

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