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

Yet Another Value Podcast

CHAPTER

Analyzing Constellation Software with a Reverse DCF Model

Detailed analysis using a reverse DCF model for Constellation Software, discussing various return estimates, assumptions on growth and capital deployment, and the impact of acquisitions on growth. The chapter also explores the importance of leadership, strategic acquisitions, and capital allocation decisions within the company.

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