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Going deep on Constellation Software with Mostly Borrowed Ideas (MBI)

Liberty's Highlights

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The Evolution of the Market, Right?

I think what's perhaps under appreciated among many investors thik everything is an evolution. There's no way consterton is going to do these five million acquisition deals in 20 30. If they miss any large transition, specially tit's as big as likina computing platform trans on, that's a huge deal. And it's not just true for apple. It's also true for fasbo, or microsot, or in a google or amazon, right?

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