4min chapter

Chit Chat Stocks cover image

What Makes a Great Software Company? Plus, an Update on Constellation Software (CSU.TX)

Chit Chat Stocks

CHAPTER

Analyzing Investment Approaches and Focus on Quality Companies

The chapter explores the speakers' investing strategies, emphasizing quality companies and the significance of thorough research and conviction in investment decisions. They discuss the preference for quality over time, leading to concentrated positions in their portfolios, such as in Constellation Software.

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