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Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO

Yet Another Value Podcast

NOTE

The Impact of Software Pricing on Consumer Services

Software pricing for non-consumer services is a small portion of businesses' overall costs, making it less likely to attract attention from politicians. The diversification of services acts as a protection against potential price gouging concerns. While there are risks related to competition and capital deployment, software pricing for non-consumer services is not a major worry due to its minimal impact on budgets and the lack of political interest in such pricing adjustments.

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