In this rare interview, we talked to Rohan Noronha a head of M&A at Constellation Software in the Volaris Group. A special thanks to AlphaSense for putting this together.

*AlphaSense is hosting their AlphaSummit October 6-8 in Brooklyn, New York. Register and get a discount here.

*AlphaSense has a repository of over 200k expert call transcripts that are similar to this conversation. Sign-up for access here.

*~*~*~*~*

Get access to all of Speedwell Research's in-depth Research Reports here.

If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com

-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00) — Intro (4:16) — Copycats & competition (26:15) — Organic growth (41:30) — Opportunity in payments? (44:52) — Style drift (53:56) — How AI effects CSU (59:30) — Rapid fire questions

-*-*-*-*-*-*-*-*-*-*-

Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!

Sign up for Speedwell's free newsletter and weekly memos here

*~*~*~*~*

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast own $CSU. Furthermore, accounts contributors advise on may also have positions in $CSU. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Le chocolat est-il toxique ? Ce que nous avons découvert

Le Polyphenol Podcast by Lucis

Différences entre chocolats (noir, lait, blanc)

The AI-powered Podcast Player