
Going deep on Constellation Software with Mostly Borrowed Ideas (MBI)
Liberty's Highlights
00:00
I'm an Ok With Good, Right?
Carovino: I don't think i expect to find 20 companies undiscovered in my life, which will be like, o, ten baggars, hundred wagons my lifetime. The thing that i struggled with investing, and i know i'm going on a tamget and erwa aind,. That's why we're doing thatride. Carovino: There's this miss match in time horizon in the sense that our pretensions are front loaded.
Transcript
Play full episode