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19min chapter
Company. Constellation Software: The Business of Buying Software Businesses
The Synopsis
Capital Allocation and Strategic Investments
The chapter delves into analyzing a company's annual general meeting, focusing on acquisitions like Topogas, Lumine, and Allscripts. It highlights the importance of investing excess cash flow for high returns and discusses strategies for capital deployment, including special dividends, larger acquisitions, and the impact of COVID-19. Emphasis is placed on assessing return on invested capital, potential risks, and the company's future trajectory.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode