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

Liberty's Highlights

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Is There a Price Point for a Business That's Going Out of Business?

In the last 25 years, ther prizing discipline, ther multiple discipline, has been pretty much dearer. That's perhaps probably a big positive that all these years, it's been woth. The market wat its paying up for its like roat v m s is not the part that's exciting the market that much. But even taking that into account, constellations softwhere has put it on the map. And then you hear about these others, like, many constellations spinning up in different places. Do no, it feels like their discipline is y going up, despite the magnetic herdles.

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