#3 - Constellation Software Shareholder Meeting

OMD DAILY

English - May 18, 2020 14:30 - 37 minutes - 35.2 MB
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Previous Episode: #1 Pilot - Kevin Kelly & Stan Druckenmiller

Next Episode: #9 - Mohnish Pabrai Lecture Marathon, Joe Mansueto’s career, Morningstar Founder, and Launching OMD Daily

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/omddailySupport the podcast by donating at omdventures.com/stakeholderMusic by icons8.com