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May 18, 2020 37 min

#3 - Constellation Software Shareholder Meeting

from OMD DAILY Hosted by Daniel Lee

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

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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.

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#3 - Constellation Software Shareholder Meeting

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