Value Investing in my Circle of Competence, Hurdle Rate

Hurdle Rate

Value Investing in my Circle of Competence

The name “Hurdle rate” was inspired by none other than Mark Leonard of Constellation Software, and their prolific use of a fixed hurdle (discount) rate for their investments. Had you invested into Constellation Software at the time of their IPO as an Australian Investor you would of seen your investment multiply by >100x or (>35% CAGR), an enviable record (Updated March 2023).

Equity Bottom-Up

<ul><li>Sylogist is a public sector software business which provides purpose-built ERP and CRM solutions to over 2,000 clients such as schools, non-government organisations, religious organisations, municipalities, and other government entities. </li><li>Their cloud software is built off the foundation of Microsoft Dynamics 365 Business Central and specifically catered towards the education, government, and donor verticals.</li><li>Historically, Sylogist was run under various management teams who all conducted acquisitions along the way. </li></ul>

Sylogist is a public sector software business which provides purpose-built ERP and CRM solutions to over 2,000 clients such as schools, non-government organisations, religious organisations, municipalities, and other government entities. Their cloud software is built off the foundation of Microsoft Dynamics 365 Business Central and specifically catered towards the education, government, and donor verticals.Historically, Sylogist was run under various management teams who all conducted acquisitions along the way. 

Canada

Sylogist Ltd. delivers information technology solutions to integrate people, data, and processes across organizations.  The Company's solutions allow fluid information access to both personal computers and mobile devices.  Sylogist provides mobile and integration platforms along with related services to a global customer base.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Sylogist (SYZ CN)

Sylogist (TSX:SYZ)

Their cloud software is built off the foundation of Microsoft Dynamics 365 Business Central and specifically catered towards the education,...

Hurdle Rate

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)