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6min chapter
TIP549: 2 High-Quality Compounders
We Study Billionaires - The Investor’s Podcast Network
Topicus: The Next Generation of VMS Acquisitions
topicus is taking the approach that Constellation took into other markets and they're applying it to the European market. Because topicus is smaller and has a $5 billion market cap relative to Constellation's $41 billion, it's been said that buying topicus today could be similar to buying Constellation back in 2010. Of course there are no certainties in this and just because Constellation has been so successful doesn't mean that topicus will replicate that success in the years to come. I find it exciting to have a company that may have the potential to do even half as well as Constellation has to date.
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