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Roper Technologies Inc. (ROP $434.54)
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Constellation Software Inc. (CSU $3,239.07)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.24)
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TerraVest Industries Inc. (TVK $164.52)
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Waste Connections Inc. (WCN $239.11)
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Heico Corporation (HEI $329.19)
Q: Apar from CSU and related companies, are there other vertical software comp[anies in large addressable markets in sectors such as healthcare, media and industrials that you find arttractive? At what prices would you recommend initiating a position and why do you find them attractive.
Thank you
Sam
Thank you
Sam