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TIP531: Mark Leonard: The Best Capital Allocator You've Never Heard of
We Study Billionaires - The Investor’s Podcast Network
Is Constellation Worth Investing In?
For years, investors have been skeptical of Constellation Software. This is a very high quality business from my point of view. To me, you're getting more than what you're paying for. The big if is how long they're able to grow their earnings and continue to reinvest at a high rate of return. If the free cash flows were to grow at 10% per year over the next decade then the stock is trading around its fair value.
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