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.
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Yet Another Value Podcast
Podcast by Andrew Walker, a PM at Rangeley Capital
Yet Another Value Podcast
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