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

Yet Another Value Podcast

CHAPTER

Exploring Ownership Structures and Capital Allocation Strategies

The chapter delves into the incentive system at Constellation Software, emphasizing how senior individuals invest cash bonuses into company stock, comparing it to past instances like Enron and Lehman Brothers. It discusses the impact of insider ownership on company behavior and decision-making, contrasting Constellation's decentralized model with Berkshire Hathaway's centralized approach. The conversation also touches on favorite companies like R. H., Co-part, and Meta, highlighting successful business strategies and initiatives.

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