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

1

Introduction

00:00 • 3min

2

I'm an Ok With Good, Right?

02:33 • 4min

3

Investing

06:15 • 4min

4

The Paradox of the Mistakes of an Investor

09:56 • 3min

5

How Did They Hit You?

12:47 • 3min

6

Buffet's Point About Bybacks

15:35 • 3min

7

I'll Take the Hit, Right?

18:21 • 2min

8

The Dividend Is Basic Nothing Now, Right?

20:05 • 2min

9

Is the Scam a Scam?

21:45 • 4min

10

Conseence After Companies, Right?

25:34 • 3min

11

Is Constolation a Crashy Investment Ten Years From Now?

28:25 • 2min

12

The Evolution of the Market, Right?

30:40 • 3min

13

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

33:33 • 2min

14

Transdime Is a Better Business Than Consolation

35:59 • 4min

15

How to Buy a Toma Bravo Company

39:31 • 4min

16

Stock Based Compensation Is a Big Unlock for Me

43:23 • 2min

17

Is There a System to Elocating Capital?

45:41 • 4min

18

Is It a System Tinker?

49:31 • 2min

19

Constellation After

51:22 • 4min

20

Is There a Risk in Running a VMS Business?

55:37 • 4min

21

Enterprise Software Is a Good Idea, Right?

59:22 • 2min

22

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

01:01:46 • 3min

23

The Deep Dive

01:04:17 • 3min

24

You Should Read the Deep Dive

01:07:12 • 2min