Liberty's Highlights cover image

Going deep on Constellation Software with Mostly Borrowed Ideas (MBI)

Liberty's Highlights

CHAPTER

Is Constolation a Crashy Investment Ten Years From Now?

The most likely reason is basically that the fact that they tried to expond ther horizon in terms of going beyond v m s and going wis larger acquisitions. And thit didn't work up. It turns out they were much better alocator than theyr, much better operator for the small niche o now businesses, and not as good,. Probably will facenot fiercer competition in acquiring those business one thing the xkalovno, was very interesting tofor me that there in a multiple that they paid for these accusations in all these years, from two thousand six to two thousand 21 - it did just get shut up at the multiple idensa. They were very

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner