bullish
Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO
SUMMARY
- Host Andrew Walker welcomes Drew Cohen from Speedwell Research onto the podcast to discuss Constellation Software.
- Constellation Software is a holding company founded in 1995 by Mark Leonard, known for acquiring small, niche vertical market software companies at low multiples.
- Constellation Software now has 750-1000 software companies under its umbrella, generating around 8 billion in revenue and 1.1 billion in free cash flow.
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
Yet Another Value Podcast
Podcast by Andrew Walker, a PM at Rangeley Capital
Yet Another Value Podcast
Price Chart(Sign Up to Access)
- Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO13 Mar 2024
x