OMD DAILY

#3 - Constellation Software Shareholder Meeting


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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.  

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OMD DAILYBy Daniel Lee