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What Makes a Great Software Company? Plus, an Update on Constellation Software (CSU.TX)

Chit Chat Stocks

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Constellation Software's Growth and Acquisition Strategy

The chapter delves into how Constellation Software has grown to become a significant part of the speaker's portfolio, attributed to their background and investment decisions. It explores the company's continuous growth, decentralized model, and savvy acquisition strategy, with a focus on their high compound annual growth rate and successful management team. The discussion emphasizes the importance of empowering employees, strategic acquisitions, and the trend of creating more vertical market software companies.

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