This chapter explores Constellation Software's distinct approach to private equity investment, emphasizing its strong company culture and CEO, Mark Leonard. It also discusses the company's incentive structure, the importance of alignment between managers and shareholders, and the primary risk for outside investors.
(00:21) Asit Sharma and Deidre Woollard discuss:
- The promise of Tesla’s next-generation vehicles.
- If Tesla’s energy business is finally ready for prime time.
- How ServiceNow’s AI push is paying off.
(18:51) Tom King and Mary Long talk about Constellation Software’s history of acquisitions.
Companies discussed: TSLA, BYD, NOW, CNSWF
Claim your Epic Bundle discount here: www.fool.com/epic198
Host: Deidre Woollard
Guests: Asit Sharma, Mary Long, Tom King
Producers: Mary Long, Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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