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  5. CSU: Could you please describe the differences between these three companies and would it be sensible to hold all three? [Constellation Software Inc.]
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Q: Could you please describe the differences between these three companies and would it be sensible to hold all three?
Thanks
Jeff
Asked by JEFF on May 17, 2023
5i Research Answer:

LMN operates as a VMS (vertical market software) acquirer targeting VMS companies in the vertical of the telecom, and media industry. Meanwhile, TOI provides investors exposure to a diversified portfolio of VMS companies but with a focus on the European market.

We have a report on CSU available here. They have similarities but differ in focus areas. All are acquisitive companies. TOI and LMN are smaller in size than CSU, but growing faster. Both have long runways for growth and offer investors opportunities to compound capital at a high rate for much longer, like purchasing CSU 8-10 years ago.

We would watch sector allocation but would be comfortable owning all. 

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