#3 - Constellation Software Shareholder Meeting
- Author
- Daniel Lee
- Published
- Mon 18 May 2020
- Episode Link
- https://share.transistor.fm/s/5ed8e531
May 8, 2020: Learnings from the 2019/2020 Constellation Software Annual Meeting. Acquisitions in vertical market software industry, use of leverage, public vs. private market opportunity set, spin-offs, organic growth vs. acquisition trade-off, culture and difference with Berkshire.
- Find detailed notes of the episode on omdventures.com/omddaily
- Support the podcast by donating at omdventures.com/stakeholder
- Music by icons8.com
