Going deep on Constellation Software with Mostly Borrowed Ideas (MBI)
Liberty's Highlights
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Buffet's Point About Bybacks
i'm kind of confident that this is perhaps the best stock in the last 15 years, ever since his i po rigt. I don't think there are too many businesses in the world that can be run by a sandwich at this point. And if consertion went down by 50 %, 60%, i think he would love to prey on some some of hes shareholders who are selling ando.
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