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3min chapter
TIP522: Unconventional Wisdom From The Greatest Minds In Investing w/ Joseph Shaposhnik
We Study Billionaires - The Investor’s Podcast Network
What Makes Constellation Software a Great Business?
TCW New America Premier Equity's Fund has produced 15.84% since its inception versus the Russell's 12.3%. So 3.54% of alpha. Joseph Schipashnik: I want to dive into a few of the top holdings of the fund and some of them are especially interesting because they would be considered to quote overweight, you know, in a lot of other funds. The top holding here is constellation software. Constellation is the embodiment of the free cash flow compounding machine.
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