
Going deep on Constellation Software with Mostly Borrowed Ideas (MBI)
Liberty's Highlights
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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