

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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 5min
Constellation Software: Acquiring Vertical Market Software Companies
05:28 • 16min
Thesis on Constellation Software and Progress on Growth
21:05 • 3min
Constellation Software's Acquisition Strategy and Recent Large Acquisition
24:17 • 2min
Challenges of Acquisitions and Finding New Growth Opportunities
25:59 • 4min
The Importance of Trust in Investing in Serial Acquirer
29:32 • 3min
Analyzing Constellation Software's Free Cash Flow and Valuation Based on Acquisitions
32:20 • 4min
Constellation Software's Potential for Acquiring VMS Companies
36:01 • 17min