bullish
Constellation Software ($CSU.TO, $CNSWF).
SUMMARY
- Despite not dealing with celestial objects, the company itself is a grouping of vertical market software companies, of which are obtained based upon a set of rigid principles and quantitative standards that I will touch upon in later sections of this report.
- In addition, I would argue that much like constellations (in the astronomical sense of the word) being associated with mythical figures, CSI is directly tied to one of the most elusive, mysterious and fascinating business personalities of our era, Mark Leonard, someone you can see if you look close enough in the night’s sky.
- Out of all of the publicly traded companies I have written about thus far, CSI stands out amongst the pack.
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