Podcast on In-depth Business Talks, Speedwell Research

The Synopsis

Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis and an investors lens. Start listening today to become a better analyst and investor.

Podcast on In-depth Business Talks

Speedwell Research

Equity Bottom-Up

Constellation Software / Equity Bottom-Up

<ul><li>Constellation Software is a conglomerate of vertical market software companies that primarily grow through acquisitions</li><li>Revenue growth in 1Q25 was 13%, driven by acquisitions and a shift to more SaaS models</li><li>Free cash flow available to shareholders was up 14% to $510 million, excluding adjustments like the IRGA liability</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Constellation Software is a conglomerate of vertical market software companies that primarily grow through acquisitionsRevenue growth in 1Q25 was 13%, driven by acquisitions and a shift to more SaaS modelsFree cash flow available to shareholders was up 14% to $510 million, excluding adjustments like the IRGA liabilityThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Dialogue. Constellation Software & Copart Updates, AGM, Losing Market Share, Negative Insurance V...