Chit Chat Stocks

Constellation Software (CSU.TO) with Leandro

Mar 31, 2022
The podcast discusses Constellation Software, its business model, and valuation. They explore how the company acquires and manages software businesses in specific niche markets and the challenges they face in finding new growth opportunities. They also touch on the importance of trust in investing in a serial acquirer like Constellation Software and analyze the company's free cash flow and valuation. Additionally, they discuss the potential for acquiring more vertical market software companies and the company's focus on organic growth and scalability.
Ask episode
Chapters
Transcript
Episode notes