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TIP522: Unconventional Wisdom From The Greatest Minds In Investing w/ Joseph Shaposhnik
We Study Billionaires - The Investor’s Podcast Network
Compagnon's Compounding Machine
The defensiveness is incredibly attractive, no customer concentration, super diversified, highly recurring. And as importantly, run by one of the great capital allocators of our time, Mark Leonard. He spent his life studying the great compounders and building a business that worked for him,. The company has decentralized the decision-making to the farthest flung employee. That's given constellation an incredible advantage over the software-focused private equity firms in the US domicile private equity firm who are competing for similar assets.
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