AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
5min chapter
TIP531: Mark Leonard: The Best Capital Allocator You've Never Heard of
We Study Billionaires - The Investor’s Podcast Network
A Look at Constellation
Constellation owns over 600 VMS businesses. In January of 2021 they completed a spin out of one of these operating groups named Topikis which you can now buy in the public markets. The stock is down around 50% from its all time high and that's a draw down that Constellation has actually never seen in its history as a public company. When I look at the stock chart for this company in particular it's much more of a roller coaster relative to Constellation. If you're interested in getting in on an early version of Constellation which has obviously been incredibly successful to date, then Topikis may be worth a look.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode