Constellation Software acquires and operates many differing software businesses. The company specializes in niche sectors of the software market. Listen in as Ian, Brett, and Ryan go through the history, financials, and future prospects of Constellation Software. Enjoy the show!
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Timestamps
Company Background | (2:21)
Industry | (7:50)
Management & Ownership | (9:28)
Valuation | (15:59)
Earnings | (18:00)
Balance Sheet | (20:22)
Our Analysis | (25:20)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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