Liberty's Highlights

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

Mar 31, 2022

01:09:05

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Highlights

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Episode notes

Beware the Illusion of High Valuations

01:20

Where constellation is headed

01:23

Ownership Fuels System Improvement

01:24

Strength in Decentralization

01:24

Introduction

3min

I'm an Ok With Good, Right?

4min

Investing

4min

The Paradox of the Mistakes of an Investor

3min

How Did They Hit You?

3min

Buffet's Point About Bybacks

3min

I'll Take the Hit, Right?

2min

The Dividend Is Basic Nothing Now, Right?

2min

Is the Scam a Scam?

4min

10.

Conseence After Companies, Right?

3min

11.

Is Constolation a Crashy Investment Ten Years From Now?

2min

12.

The Evolution of the Market, Right?

3min

13.

I'm a Little Sceptical of the Inor a R Vr Bets, by Face

2min

14.

Transdime Is a Better Business Than Consolation

4min

15.

How to Buy a Toma Bravo Company

4min

16.

Stock Based Compensation Is a Big Unlock for Me

2min

17.

Is There a System to Elocating Capital?

4min

18.

Is It a System Tinker?

2min

19.

Constellation After

4min

20.

Is There a Risk in Running a VMS Business?

4min

21.

Enterprise Software Is a Good Idea, Right?

2min

22.

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

3min

23.

The Deep Dive

3min

24.

You Should Read the Deep Dive

2min

This is podcast #7, I hope you enjoy it! 🧡

📃 Full transcript:

* Podcast Transcript: Going deep on Constellation Software with Mostly Borrowed Ideas (MBI)

🎧 Listen on Spotify:

* Spotify: Going deep on Constellation Software with MBI

🎧 Listen on Apple Podcasts:

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

📺 Watch on YouTube

🔥 Constellation Software deep dive by MBI:

* CSI: Software Santa eating the VMS market (inexpensive sub required)

🎧 See also my other podcast with MBI:

* Going deep on Payments with Mostly Borrowed Ideas (MBI): Adyen, PayPal, Stripe, Square, Amazon, Apple Pay, Google Pay, Visa, Mastercard!

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