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RWH016: The Best Of The Best w/ François Rochon
We Study Billionaires - The Investor’s Podcast Network
Can You Talk About Your Investment in Constellation Software?
I remember once, I think last time we spoke, I don't know if you had already picked out Constellation software but I'm fascinated by that company because the CEO or I guess the president he's called has a kind of cult following. He's sort of often viewed in the same way as a Bezos or a Buffett and certain circles of the software world, for example. Can you talk about that? Because I remember you said at one point that really that entire investment in Constellation software was based on the fact that you thought Mark Leonard was this extraordinary leader. You obviously have invested primarily in the US over the years but there's an important component of your portfolio that's Canadian companies which
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