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Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO

Yet Another Value Podcast

CHAPTER

In-depth Analysis of Capital Deployment and Organic Growth Rate of a Company

Exploring the relationship between capital deployment and return on invested capital, with a focus on acquisitions' impact on future returns and the company's organic growth rates surpassing expectations. Questions arise about the sustainability of high cash deployment rates and their influence on future deals.

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