Review of Constellation Software Inc
MAR 26, 2024 - CSU has become one of the largest software businesses in Canada. The company’s play has largely been unchanged, CSU operates as a mission-critical software provider for a variety of industries in North America. CSU’s playbook increasingly became the standard for global serial acquirers to replicate, the strategy to acquire small, niche software companies, and integrate those companies into their operating units has created significant value for shareholders over the years. We believe CSU is one of the most well-managed software companies in North America, run by one of the best capital allocators – Mark Leonard. We think CSU still has a long runway for growth, and the investment thesis remains largely unchanged, we are maintaining our rating at “A”.
Download Report- Constellation Software Inc. (CSU)
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I would appreciate your recommendation for this addition. Thank you for you your suggestion.
Tom
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In your replies to questions you sometimes refer to "sleep at night stocks". Those above were so qualified, among others.
I would very much appreciate if you could provide a good list of such stocks at this point, both Canadian and U.S., in order of potential growth in 5 years or less, with a short comment summarizing your present view on each.
Please use as many credits as you see fit.
Gratefully,
Jacques IDS